Market research firm DSCC recently stated that for Apple's OLED iPad launched in 2024, LG Display (LGD) is expected to account for over 65% of the panel shipments, ahead of Samsung Display (SDC). Observers in the South Korean industry have raised concerns about Apple issuing rather harsh requirements, suspecting that Apple may be attempting to shift the "responsibility" of weak sales and shipments onto the South Korean panel manufacturers
Micron Technology has announced the availability of the Crucial series LPCAMM2, an innovative form factor for next-generation notebook memory that incorporates LPDDR5X mobile memory to enhance the performance of notebooks intended for professionals and creators.
Apple has unveiled its new iPad products. Besides OLED panels, the M4 chip featured in the new iPad Pro series was the biggest surprise reveal. In particular, Apple dedicated much of its presentation to introducing the Neural Engine, claiming it to be the best Neural Processing Unit (NPU) among all current AI PC chips.
Chinese tech conglomerate Huawei has dismissed rumors that it is increasing efforts in PC chip R&D, to launch the Kirin X series PC processor line in 2024.
Apple's latest release of the brand-new iPad series brings a fresh outlook to the long-stagnant tablet market and is expected to serve as a revenue booster for the main assembler, Hon Hai Precision Industry (Foxconn), in the months ahead. However, according to supply chain sources, Foxconn's overall revenue contribution from the new iPad series could still be affected by off-season effects in the second quarter of the year.
To take advantage of the rebound in the global monitor market in 2024, companies such as Samsung Electronics and LG Electronics are targeting high-performance, gaming, and AI demands by launching new monitor products to accelerate their market penetration.
After experiencing a decline over the past two years, the global tablet market finally showed growth in the first quarter of 2024. Among the major brands, Apple saw the biggest decline, while Huawei seemed to benefit from the popularity of its smartphones, and Xiaomi showed nearly double the growth.
Apple's launch of a new-generation iPad Pro with OLED screens is expected to accelerate the adoption of the display technology among IT products, but sources from the LCD camp believe there are still hurdles to overcome for OLED.
Taiwan-based system device assemblers are seeking profit growth by expanding output and component integration, as the tablet market sees limited momentum and demand for Apple's latest iPad series remains undetermined.
Apple has revealed the M4, the latest silicon chip designed by Apple that will first power the new iPad Pro series. Apple was less tight-lipped about AI than before during its recent event, stating several times that the M4 can provide exceptional performance in AI computing with only a quarter of the power consumption.
TSMC has already seen utilization rates for its 3nm family climb to more than 95%, and with strong demand from customers, including Apple, for its N3E process, capacity supply at the 3nm node will fall short, according to industry sources.
Chinese iPhone shipments jumped about 12% in March after Apple Inc. and its retailers slashed prices, official data showed, suggesting efforts to arrest an accelerating decline in sales are yielding early results.
Latest reports indicated that Apple is developing a new iteration of its mixed reality (MR) headset Vision Pro but it may not be available until the end of 2026 at the earliest.
As expected, Apple's late product announcement on May 7 included new iPad Pros powered by the M4 processor and a new Apple Pencil Pro. With these new gadgets now official, industry watchers are monitoring the share of production and projected sales numbers for each iPad model and supply chain coordination. In addition, attention is also on Apple's efforts in foldable smartphones and tablets.
Apple unveiled its newest iPads, including its slimmest offering yet, and introduced the groundbreaking M4 chip, a technological marvel capable of tackling AI tasks on the device. However, Apple provided limited details about the AI capabilities, with plans to reveal more at its Worldwide Developers Conference on June 10.
The first year of the AI PC era saw major Chinese manufacturers like Lenovo and Huawei aggressively positioning themselves in the AI PC market to capture higher market shares. Looking at the Chinese market, the second half of 2024 is expected to see a replacement wave for PCs, driven not only by the advent of AI PCs but also because domestic PC purchases made 2-3 years ago are approaching their replacement cycle.
Taiwan-based IC design houses are generally bullish about their market prospects for the second half of 2024, notwithstanding the persistently unfavorable macroeconomic climate, according to industry sources.
US Intelligence Communities have successively pointed out that the geopolitical risks in the Taiwan Strait seem to be increasing with incidents such as Xiamen coast guard vessels frequently appearing in sea areas near Kinmen.
Hon Hai Precision Industry Co.'s shares jumped to a record high after posting its strongest monthly sales growth since the start of 2023, potentially raising expectations for iPhone and AI server sales.
At its recent earnings conference for the second quarter of fiscal year 2024, Apple finally strayed away from its past tight-lipped approach regarding AI and Generative AI, openly discussing them during questioning. Naturally, AI became one of the most discussed topics during the earnings conference, second only to the Chinese market.
AI PCs are estimated to be a focal point of the industry in the second half of 2024. However, there has yet to be a clear definition of what constitutes an AI PC. Analysis by the notebook supply chain pointed out that, from an Industrial Design (ID) perspective, two design aspects of AI PCs are most likely to subvert the industry's imagination: keyboards and screens.
