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Tuesday 22 October 2024
Optical component firms anticipate AI-driven sensor demand
The advent of generative AI has been a mixed bag for suppliers of key smartphone components. Some companies have gradually transitioned to focus on AI, while others such as optical...
Monday 4 March 2024
After missing out on AI Pin and MR products, Young Optics relies on niche business opportunities to survive in 2024
Affected by a shrinking consumer market, Young Optics experienced a significant drop in revenue and profits in 2023, and the struggles have continued in 2024. New star products failed...
Friday 1 March 2024
Up periscope! The companies hitting the jackpot in the 2024 smartphone lens lottery
Periscope lenses are set to become the staple of high-end smartphones.
Friday 5 January 2024
Optical industry goes from labor division to integration; AOET launches transformation plan
To avoid the supply-demand imbalance caused by shortages in the supply chain, optical industry players have begun vertical integration of lens and module manufacturers in recent years...
Thursday 9 November 2023
VR products could make up 10% of GSEO's revenue in 2023
Amidst this year's economic headwinds, Genius Electronic Optical (GSEO) is on track to surpass last year's performance, says firm President Guo Ying-Li. GSEO Chairperson Jones Chen...
Tuesday 24 October 2023
Demand for high-end handsets recovers, benefiting Largan and GSEO
Largan Precision Chairperson Lin En-Ping announced in the 2023 third-quarter earnings call that "demand for high-end [handset] models is better than expected," revealing that its...
Thursday 12 October 2023
A great quarter for the optics industry: brief on Largan and GSEO performance
Peak season effect has been going strong for the optics industry as the telecommunication electronics industry recovers. This is set against the backdrop of an economic downturn from...
Thursday 5 October 2023
Smart glasses and headsets to bring optical component industry boom
Meta's latest AI products include second gen smart glasses that can answer questions, co branded with Ray-Ban, along with Quest 3 VR headsets and robots capable of producing realistic...
Monday 25 September 2023
Apple seen to deepen differentiation for future iPhones amid Huawei comeback
Apple's iPhone 15 flagship devices continue to see hot sales and supply shortage, particularly in the Chinese market - despite facing Huawei's strong comeback with its Mate 60 Pro...
Monday 18 September 2023
Apple, Android diverge in approach to periscope technology
The iPhone 15 Pro Max comes with a 5x optical zoom-in capability, marking the first time in Apple's iPhone history and sparking discussions about whether Apple has started incorporating...
Tuesday 8 August 2023
GSEO, Largan see July revenue increase
Genius Electronic Optical (GSEO) and Largan Precision, both manufacturers of optical lens modules, experienced double-digit sequential revenue growth in July.
Friday 28 July 2023
Primax sees sharp on-year decline in 2Q23 sales, but gross margin hits new record
Primax Electronics, despite enjoying a sequential increase of 9.45%, still saw its second-quarter 2023 consolidated revenues plunge 20.79% on year to NT$16.07 billion (US$507.51 million)...
Wednesday 12 July 2023
Upcoming iPhone may revive Largan 2H23 outlook
Largan Precision, a smartphone lens module specialist, will hold its quarterly investors meeting on July 13 to provide its outlook. The company's comments will provide insight into...
Thursday 6 July 2023
Largan sees shipment pull-in momentum strengthen
Smartphone lens module specialist Largan Precision expects customers' shipment pull-ins to strengthen starting July.
Friday 16 June 2023
GSEO puts growing focus on specialty components, wearable device apps
Optical lens module maker Genius Electronic Optical (GSEO) has put a growing focus on specialty optical components and smart wearable device applications, which together will account...
Colder Products Company
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