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Oct 3, 10:49
Shorter iPhone 16 delivery times spark mixed reactions: Weaker market demand or better supply chain management?
The shortened delivery times for the iPhone 16 series have sparked mixed reactions. Some view it as a sign of weaker demand, while others attribute it to improved supply chain management. Nevertheless, supply chain players remain optimistic about the overall industry's outlook, driven by the growing influence of AI applications.
Wanzhou Meng has resumed her role as Huawei's rotating chairwoman, further cementing her position as the company's top leader, second only to founder and CEO Zhengfei Ren. Her reappointment underscores her continued ascent within Huawei's leadership structure.
The patent infringement trial between Huawei and MediaTek is set to officially commence after China's Golden Week, no earlier than October 25, 2024. The patent at the center of the dispute primarily involves 4G/LTE technology.
Vietnam, as Samsung Electronics' largest smartphone production base, has seen the company invest over KRW30 trillion (US$22.37 billion) locally over the past 17 years, earning the title of "national enterprise of Vietnam." However, concerns have emerged as Samsung lost its leading position in the Vietnamese smartphone market to Chinese competitors in the second quarter, prompting claims of "Vietnam betraying Samsung."
Android smartphone manufacturers are getting ready to launch their new flagship AI-enhanced models, with competition among key SoC suppliers expected to intensify, according to industry sources.
A Chinese venture capital heavyweight Datong Chen has been appointed to the board of directors of China-based IC design company Unisoc. Chen, chairman of Investment Committee, Hua Capital Management, co-founded OmniVision in 1995, and Spreadtrum (now Unisoc) in 2001. Meanwhile, Unisoc has also stepped up its shipments of handset application processors (AP), with its market share now said to be on a par with Apple's.
Hon Hai Technology Group (Foxconn) expects positive growth in the fourth quarter of 2024, with momentum coming primarily from Apple's iPhone 16 and strong demand for AI servers.
A fire broke out at Tata Electronics' iPhone manufacturing plant in Tamil Nadu, leading to an indefinite halt in operations just a day after the company announced plans to double its workforce at the facility. This incident poses a setback to Apple's efforts to diversify its manufacturing beyond China.
Apple's iPhone 16 series officially launched on September 20. Driven by the boost from generative AI and notable processor upgrades, telecom operators, e-commerce platforms, and physical retailers are generally optimistic about the iPhone 16's sales outlook. Some industry players have even predicted that the fourth quarter of 2024 will see the largest iPhone upgrade cycle ever.
Despite its premium price tag, Apple's top-tier iPhone 15 Pro Max reportedly emerged as the best-selling smartphone globally in the first half of 2024, continuing the strong sales performance of its predecessor, the iPhone 14 Pro Max, from the same period in 2023.
Huawei held its fall product launch event on September 24, showcasing several key products, including the 110-inch Smart Screen V5 Max 110, the Watch GT 5 smartwatch series, and the Zhijie R7 electric SUV coupe. However, the highly anticipated Mate 70 series was notably absent, with its release requiring more time.
Apple's iPhone 16 has seen lower-than-expected initial sales, deepening concerns for South Korean display manufacturers. According to recent reports from South Korean media, LG Display (LGD) is facing particularly severe challenges.