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Dec 18, 08:58
Chinese manufacturers stockpile South Korean components ahead of Trump 2.0
Despite continued weak demand for South Korean displays and components in 2024, an unexpected recovery has emerged near year-end. Analysts interpret this trend as a response to the impending inauguration of Donald Trump, prompting Chinese finished equipment manufacturers to actively build component inventories to mitigate potential escalation in the US-China trade war.
Huawei is preparing to launch its Mate 70 series amid industry skepticism over its ability to compete with mainstream rivals, despite trumpeting an all-Chinese semiconductor supply chain.
Dixon Technologies and Vivo India have announced plans to form a joint venture, with Dixon securing a 51% majority stake and Vivo India holding 49%. This collaboration will focus on manufacturing smartphones for both Vivo and other brands.
Although Apple has received much flak for the lack of innovation in the external design of recent iPhones, the much-rumored iPhone 17 Air is now said to have entered the new product introduction (NPI) phase, and some market watchers believe that the device may be a litmus test for Apple to introduce a new product lineup.
Apple's Vision Pro, its first mixed-reality (MR) headset, is approaching its first anniversary in February 2025. However, projections for 2024 shipments stand at just 500,000 units, well below the company's initial goal of one million units, indicating poor market performance.
As competition in the smartphone market intensifies, Samsung Electronics aims to regain its competitive edge with AI features. However, there are concerns regarding the effectiveness of this strategy, as Samsung has revised its cumulative production targets downward for 2025 amid slow growth in production volumes.
Nokia laid out an ambitious roadmap for 6G development and network innovation at a recent Taiwan event, forecasting explosive growth in bandwidth demand and a shift toward AI-driven telecommunications platforms.
Huawei's latest flagship smartphone is powered by a chip little different from the one that set off alarm bells in Washington a year ago, signaling a slowdown in the Chinese company's tech advances.
Foldable smartphone shipment momentum continues to be strong for certain major mobile phone brands despite their low popularity in the end market. However, as development shifts toward lighter and thinner designs, brand manufacturers are investing in material upgrades, which has raised the technical threshold for the supply chain.
Wireless transmission technology developer Qorvo's Wi-Fi 7 front-end module (FEM) has been adopted into MediaTek's Dimensity 9400 platform, with shipments already underway.
Xiaomi India is undergoing significant leadership changes while steering its strategy toward the premium market segment. During a recent media event, senior executives outlined the company's plans to introduce high-end smartphones and expand its IoT product portfolio, though they confirmed no immediate plans for EV launches in India.
MediaTek has announced its revenue performance for November, reporting a monthly revenue of NT$45.242 billion (approx. US$1.391 billion), which represents an 11.49% decrease from the previous month but a 5.04% year-over-year increase.