Apple's new iPhone is slated to launch in the second half of 2024, sparking intense competition between the two major South Korean panel manufacturers for the iPhone's OLED market. Reports indicate that Samsung Display (SDC) and LG Display (LGD) are aggressively vying for OLED orders in the iPhone 16 series' two high-end models
Huawei reportedly mimics Apple by designing a chip with shared memory to improve its chip performance amid US sanctions and develop its in-house chip infrastructure ecosystem
Apple reported weaker-than-expected revenue in China, facing increasing competition from Chinese rivals. The company's only recourse is to leverage Apple Intelligence to counter these challenges, which remains a significant hurdle
China is keenly positioning itself as a global frontrunner in autonomous driving technology. Strong government support coupled with intense competition among major cities has cultivated a thriving ecosystem for autonomous vehicle innovation and commercialization
The launch of generative AI-capable devices and a significant increase in smartphone replacements have led to substantial growth in TDK's small lithium-ion battery segment. Moreover, the depreciation of the Japanese yen has further enhanced the company's financial performance
The US government is considering imposing restrictions as early as August to restrict China's access to crucial High Bandwidth Memory (HBM) chips and related manufacturing equipment products, which are essential for AI development. This move is seen as a targeted effort against CXMT's commercialization of its self-developed HBM technology, and will further intensify the tech competition between the US and China
The patent war surrounding gallium nitride (GaN) compound semiconductors continues to escalate. Recently, power component leader Infineon intensified its patent infringement case against China's GaN leader Innoscience
Apple announced stellar results for the second quarter of 2024, with record-high revenue fueled by strong sales of iPads, PCs, and services. However, the company's performance in China was underwhelming. Apple is expected to encounter difficulties increasing iPhone sales and profits in the Chinese market
Protect AI Inc., a security and artificial intelligence startup, has raised US$60 million from investors betting that the intersection of AI and security will be big business
LG Display (LGD) is expected to become the second supplier of OLED panels for Apple's iPhone SE4, slated for release in the first half of 2025. Samsung Display (SDC) will focus primarily on the high-end iPhone 16 series
