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Monday 11 December 2023
India roundup: Apple suppliers boost investments in India
Smartphone component manufacturers, especially Apple suppliers, ramped up investments in India, and a souring India-China relationship benefits non-Chinese investors in the growing...
Friday 8 December 2023
Tata reportedly plans to build a new facility for iPhone manufacturing
Following the acquisition of Wistron's Indian assets, Tata reportedly plans to build a bigger manufacturing facility in southern India to make products for Apple, as Apple suppliers...
Friday 8 December 2023
Novatek to supply OLED DDIs for iPhones say sources
Novatek Microelectronics, with its OLED display driver ICs (DDI), has entered the supply chain for Apple's iPhones that are set to be released in 2024, according to industry source...
Thursday 7 December 2023
A tentative TSMC, Amkor and Apple alliance in Arizona may erode Samsung's present advantage
With Amkor's official announcement of the construction of an advanced packaging facility in Arizona, an "alliance" consisting of TSMC, Apple, and Amkor is taking shape, posing a potential...
Thursday 7 December 2023
Foxconn accelerates Indian investments, expanding diversification beyond China
A Foxconn subsidiary announced a fresh investment in an Indian entity, highlighting Foxconn's commitment to ramp up its diversification move away from China.
Thursday 7 December 2023
Apple reportedly to reduce Chinese exposure in Indian supplier base
Apple is encouraging its suppliers to establish manufacturing plants in India, aiming to make the South Asian nation its second-largest iPhone production center after China. However,...
Wednesday 6 December 2023
Lens makers see opportunities and challenges in smartphone camera spec war
With smartphone sales slumping under global inflation in recent years, the demand for CMOS image sensor (CIS) parts and lenses has also fallen. Yet sources in the supply chain point...
Wednesday 6 December 2023
Apple reportedly seeks exemption for older iPhones from common charging port mandate in India
India is urging smartphone manufacturers to embrace a unified charging port by mid-2025. Apple has allegedly expressed concerns, suggesting that enforcing the rule on older iPhones...
Tuesday 5 December 2023
Taiwan-based manufacturing titans make bold pivots in the age of AI and semiconductors
The dynamic shifts in industrial competition have spurred I-Hau Yeh, Chairman of ELAN Microelectronics, to emphasize that innovation necessitates overcoming challenges across various...
Tuesday 5 December 2023
BOE struggles to expand iPhone panel supply due to reported issues of low yield rate
To expand its influence in Apple's iPhone supply chain, Chinese panel supplier BOE has continued to invest in panel R&D. However, after failing to supply the first wave of iPhone...
Tuesday 5 December 2023
TDK to set up facility in India, supplying iPhone battery cells
Japan-based TDK will set up its first manufacturing facility in India, supplying battery cells for iPhones made locally. The latest development highlights Apple suppliers' accelerating...
Monday 4 December 2023
No, Porsche doesn't part ways with Apple while embracing Google's built-in
Volkswagen Group has accelerated collaboration between its brands and third-party software developers. One of the cases was Porsche announced at the end of October that it will adopt...
Friday 1 December 2023
Apple's Chinese suppliers in Supply Chain Expo to show commitment in China
China, in an attempt to counter the external narrative of "supply chain relocation" and "decoupling," made a significant move by hosting the inaugural China International Supply Chain...
Friday 1 December 2023
New iPhones boost Taiwan handset unit sales in October
The release of Apple's iPhone 15 series boosted handset unit sales in Taiwan in October, which rose beyond 500,000 units and hit the highest monthly level in 2023 thus far, according...
Friday 1 December 2023
Taiwan notebooks, 3Q 2023

Introduction

CPC
Summary of Tech Supply Chain News!
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research