The electronics industry of the world and in Taiwan is at a crossroads, driven by geopolitical shifts and the ever-present need to diversify supply chains. Firms that once thrived in China are now scouting new homes in ASEAN and Vietnam, places where the cost of production and the availability of skilled labor offer both challenges and opportunities
Apple's iPhone continues to experience low shipment volumes in China. According to data compiled by CAICT, although mobile shipments in China declined in July 2024, the market share of companies like Vivo, Oppo, Xiaomi, and Huawei continued to rise. Their combined market share reached 90% in July, pushing Apple's iPhone to a single-digit market share—a new record low in recent years
Reports indicate that Xiangdixian, a China-based GPU design house considered a potential rival to Nvidia, has declared bankruptcy due to cash flow issues and has laid off nearly 400 employees. However, the company has clarified in a statement that, despite undergoing organizational adjustments, it has not yet taken steps toward dissolution or liquidation
Bharti Airtel, India's second-largest telecom operator, has partnered with Apple to offer exclusive Apple TV+ and Apple Music promotions. This move helps enhance Apple's position against rivals like Spotify and JioSaavn as Apple is expanding its digital services in India
Despite the generative AI boom, uncertainty looms over the automotive, consumer mobile, and PC markets, leading to layoffs at major U.S. and European semiconductor companies like Intel and Infineon. This uncertainty has also plunged many Chinese chip startups into funding difficulties, failed IPOs, bankruptcy liquidations, and challenging mergers and acquisitions
LG Electronics CEO William Cho has announced that by 2030, 52% of the company's revenue and 76% of its profits will come from the business-to-business (B2B) sector. Subscription services, the webOS platform, heating, ventilation, and air conditioning (HVAC), and automotive businesses are expected to drive LG's future growth
The LCD TV panel market is grappling with challenges due to declining prices and a price war between BOE and TCL CSOT. A production cut slated for October aims to reduce inventory and stabilize prices, though the extent of this reduction may be influenced by the ongoing price war
Kaynes SemiCon secured India's first paying OSAT customer for advanced semiconductor packaging and inaugurated an EMS facility. Foxconn clarified the yields of made-in-India iPhones were on par with those made in China
Seoul Semiconductor and its subsidiary Seoul Viosys recently released their financial results for the second quarter of 2024. CEO Chung-Hoon Lee emphasized the competitiveness of the company's strong patent portfolio in the MicroLED industry. He also announced that the company will commence mass production of MicroLED chips for digital signage in the second half of 2024
It has been nearly a year since Huawei HiSilicon's Kirin chipset made its comeback. Observing Huawei's mobile performance this year, signs suggest that the company's supply issues may be resolved. More importantly, however, is whether Huawei's locally manufactured Kirin chipsets are back on track regarding yield and production capacity
As the global semiconductor foundry market shows signs of recovery, Samsung Electronics continues to trail significantly behind sector leader TSMC in market share. Additionally, it is facing substantial financial losses. Samsung's future success in wafer foundry development hinges on its ability to transition into AI, high-performance computing (HPC), and automotive electronics manufacturing
Semiconductor Manufacturing International Corporation (SMIC), China's leading foundry, is significantly expanding its production capacity with four new 12-inch wafer fabs in Beijing, Shanghai, Tianjin, and Shenzhen. These new fabs are expected to successively come online after 2025, adding a combined monthly capacity of 340,000 wafers, with 28nm as the most critical node
