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Wednesday 16 October 2024
Largan reportedly to address iPhone 16 shipment concerns at October 17 earnings call
As the second wave of iPhone 16 shipments begins, supply chain sources report that sales have underperformed. Apple's 2024 strategy centered on Apple Intelligence, but key features...
Tuesday 15 October 2024
PA supply chain braces for 4Q24: Apple, Huawei's strategies to shape global market demand
As the fourth quarter of 2024 nears, major players in the power amplifier (PA) supply chain—such as GaAs wafer foundries WIN Semiconductors and AWSC, along with upstream suppliers...
Monday 14 October 2024
From phones to EVs: Foxconn doubles down on China's Zhengzhou investments
In response to geopolitical shifts and evolving client demands, Foxconn has been investing heavily in manufacturing expansion across Vietnam, India, and Mexico. Meanwhile, its recent...
Monday 14 October 2024
India roundup: India eyes global semiconductor hub status
India's chip ambitions continue to gain strong support from the U.S. Taiwan-based Delta Electronics remains optimistic about India's power solutions market, driven by the country's...
Friday 11 October 2024
Huawei and Apple's latest smartphone sales battle it out in Shanghai flagship stores
On September 20, Huawei's Mate XT and Apple's iPhone 16 series launched simultaneously, sparking significant discussion in the industry. This timing is seen as a strong statement...
Wednesday 9 October 2024
TSMC's September revenue hits second-highest; annual US$ revenue set to exceed target
TSMC's September 2024 revenue reached NT$251.873 billion (around US$7.75 billion), fueled by high demand for next-generation smartphone, AI, and PC chips from key clients such as...
Tuesday 8 October 2024
iPhone 16 series teardown shows increased costs in certain components
The latest teardown report of Apple's iPhone 16 series reveals that due to rising costs of certain components, the production cost of the iPhone 16 series has increased compared to...
Monday 7 October 2024
iPhone 16 Pro's charging speed significantly improved
According to recent foreign media tests, the charging speed of Apple's iPhone 16 Pro can be up to 20% faster than the previous generation when paired with a suitable charger.
Monday 7 October 2024
India roundup: Fire at Tata's iPhone plant; Foxconn OSAT venture progress
Fire at Tata's iPhone parts plant in southen India put its ability to operate sophisticated manufacturing to test. Foxconn may make progress on its OSAT venture in India despite de...
Monday 7 October 2024
Apple to open four new stores in India and manufacture entire iPhone 16 lineup locally
Apple announced plans to significantly expand its presence in India by opening four new retail stores and introducing its first-ever "Made in India" iPhone 16 Pro and iPhone 16 Pro...
Monday 7 October 2024
Foxconn September sales grow thanks to iPhone and AI servers
Foxconn's September revenue reached NT$733.024 billion (approx. US$22.91 billion), marking a 33.69% increase quarter-over-quarter and a 10.94% rise year-over-year. This strong performance...
Thursday 3 October 2024
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...
Thursday 3 October 2024
Pegatron chairman: AI is brewing, awaiting smartphone replacement wave
Apple's new iPhone 16 series has seen significantly shortened delivery times, leading to external speculation that market demand might be weaker than expected. In response, Pegatron...
Wednesday 2 October 2024
LGD faces 3Q24 losses, but eyes turnaround in 4Q with OLED shipments for iPhone 16 series
LG Display (LGD) is expected to report losses in the third quarter of 2024, driven by sluggish IT OLED sales, rising raw material costs, and the depreciation of the Korean won against...
Wednesday 2 October 2024
iPhone 16 series faces fierce competition as Samsung and Xiaomi deliver counterpunches
Despite mixed reviews globally for Apple's iPhone 16 series, strong support from telecom companies, retail distributors, and e-commerce platforms has driven sales of the iPhone 16...