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Tuesday 5 March 2024
AI smartphones unlikely to gain significant traction for another 2-3 years
The launch of Samsung Electronics' Galaxy S24 series of flagship AI-capable smartphones has prompted many other companies to follow suit, making 2024 the first year of AI mobile phone...
Monday 4 March 2024
Global server industry and shipments, 2024

Introduction

Friday 1 March 2024
TSMC ramping up CoWoS capacity
TSMC has been increasing its monthly production capacity for CoWoS (chip-on-wafer-on-substrate) advanced packaging, allowing it to increase AI GPU output for Nvidia and AMD, which...
Thursday 29 February 2024
Notebook shipment update, January 2024

Introduction

Thursday 29 February 2024
ODM Wiwynn sees AI server sales climb
According to Taiwan-based ODM Wiwynn, the share of revenue attributed to AI server orders grew to more than 20% in the fourth quarter of 2023.
Tuesday 27 February 2024
Will the 2024 Olympics be a boon for TV panel makers?
Although market forecasts have expected major sporting events in 2024 to drive a wave of TV upgrades, this has generally not been the case in the past. What can be expected is growth...
Tuesday 27 February 2024
Global server shipment forecast, 2024 and beyond

Introduction

Friday 23 February 2024
Made-in-India Pixel smartphones scheduled for 2Q24
In 2023, Google announced plans to make Pixel smartphones in India this year, and the latest rumor indicates that production lines will be ready in the first quarter, with mass production...
Thursday 22 February 2024
Unimicron poised to regain ABF substrate shipment growth amid AI chip boom
Following a significant drop in sales of BT substrates and midrange ABF substrates in 2023 amid sluggish post-pandemic consumer electronics demand, Taiwan's Unimicron Technology is...
Thursday 22 February 2024
Ultra-thin glass demand rising due to surge in foldable smartphones
Demand for foldable smartphones continues to surge as companies like Samsung Electronics, Huawei, and Oppo release new products, significantly boosting market sales and leading to...
Wednesday 21 February 2024
India sees declining shipments of PCs and tablets amid weak enterprise demands
Due to weak sentiment from the enterprise market, India saw declining shipments of PCs and tablets over the past year.
Tuesday 20 February 2024
Terminal market acceptance key to 2024 AI momentum
Despite lingering uncertainties in the overall economic outlook, most industry observers foresee the momentum in AI development will continue to be the primary growth driver in 202...
Monday 19 February 2024
India sees surge in wearable shipments in 2023
Despite a sluggish macro-economy, India's wearable market continues to exhibit characteristics of being in a high-growth phase when shipment surged, coupled with a plethora of new...
Monday 19 February 2024
China smartphone market, 4Q 2023

Introduction

Monday 19 February 2024
Sony lowers PS5 sales goal amid record CIS shipments
At its latest earnings call event, Sony revealed a downward adjustment to its sales goal for the PlayStation 5 (PS5) console while reporting a new high in CMOS image sensor (CIS)...