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NEWS TAGGED SHIPMENTS
Tuesday 10 December 2024
ODM server shipments stay strong in 2024; benefit from Nvidia Blackwell in 2025
Server ODMs demonstrated strong performance in the fourth quarter of 2024, driven by general purpose (GP) servers filling the gap as AI servers undergo a transitional period. ODMs...
Friday 6 December 2024
Phihong to ramp up production for low-orbit satellite products in 1H25
Leading power supply maker Phihong Technology held its quarterly earnings call on December 5, during which general manager Allan Lin noted that the company has begun low-volume shipments...
Friday 6 December 2024
Foxconn reports November revenue decline due to slow consumer and networking products
Foxconn reported a November revenue of NT$672.585 billion (approx. US$20.76 billion), surpassing the total earnings of the previous year in the first 11 months of 2024. Despite a...
Friday 6 December 2024
Ezconn revenue set to double in 2024 and grow further in 2025 on AI data center boom
Driven by robust data center demand from major US tech companies, Taiwan's optical communication solutions provider Ezconn expects to achieve record-high revenue in 2024. The company...
Thursday 5 December 2024
Sensor maker FineTek expands production amid surging server liquid cooling orders
FineTek, a leading Taiwanese sensor manufacturer, is experiencing a sharp increase in orders from server ODM clients this December, driven by the mass production of Nvidia's GB200...
Tuesday 3 December 2024
Apple unlikely to reverse declining iPhone sales in China with Chinese version of AI alone
Apple is facing significant challenges in China, where its smartphone sales have been hit hard. Despite the launch of the iPhone 16 series in October 2024, the brand is under increasing...
Tuesday 3 December 2024
Nvidia and Tesla set to challenge IDMs' dominance in industrial robotics
Both Tesla CEO Elon Musk and Nvidia CEO Jensen Huang consider humanoid robots to be the ultimate chapter in AI development. According to a Goldman Sachs research forecast for the...
Monday 2 December 2024
Notebook shipment update, October 2024

Introduction

Monday 2 December 2024
Automotive LED order visibility projects to remain strong for a year; Edison expects double growth in 2025
The visibility of automotive product orders for LED manufacturer Edison is projected to extend throughout 2025, instilling confidence in the growth momentum of automotive orders....
Monday 2 December 2024
GenAI drives smartphone market revival, but innovation gaps remain
Global smartphone shipments have slowed in recent years due to high inflation, market saturation, and extended replacement cycles. However, the surge in generative AI (GenAI) has...
Thursday 28 November 2024
China smartphone market, 3Q 2024

Introduction

Wednesday 27 November 2024
Hisense, TCL shake up 3Q24 premium TV market share rankings
Samsung Electronics maintained its leadership in the global premium TV market during the third quarter of 2024, despite a notable decline from the same period in 2023. Conversely,...
Wednesday 27 November 2024
India PC market on recovery path despite slight shipment growth in 3Q24
As India entered its annual festive season, PC shipments experienced slight growth despite a weak consumer market. Acer achieved double-digit growth, driven by strong demand from...
Wednesday 27 November 2024
Data Image accelerates Vietnam facility expansion as Trump's inauguration approaches
Data Image Corporation, a Qisda subsidiary, expects revenue to bottom out in the fourth quarter of 2024 due to delayed shipments from key clients. A significant rebound is anticipated...
Wednesday 27 November 2024
IC design houses see clients stockpile Wi-Fi 7 chips in preparation for new products in 2025
Wi-Fi 7 shipments have accelerated significantly in the second half of 2024, and industry experts expect Wi-Fi 7 penetration rates to grow in 2025, with upgrades to consumer devices,...