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NEWS TAGGED SHIPMENTS
Friday 2 February 2024
Taiwan notebooks, 4Q 2023

Introduction

Friday 2 February 2024
Can Apple's MacBook line prevail amid the AI PC competition?
Sources in Apple's MacBook supply chain are anticipating single-digit growth in shipment volumes for 2024, compared to the downturn seen in 2023. With Intel, Qualcomm, and MediaTek...
Wednesday 31 January 2024
Mobile phone CIS shipments to pick up in 2Q24
Inventory adjustments for mobile phone CMOS image sensors (CIS) have commenced due to disappointing demand since December 2023. Still, overall shipment pull-ins are expected to accelerate...
Tuesday 30 January 2024
iPhone shipments trending downward in both Taiwan and China
Despite the continued strong shipment performance of Apple's iPhone, observations of smartphone shipments in China and Taiwan in the fourth quarter of 2023 revealed a gradual, monthly...
Tuesday 30 January 2024
Inventec expects AI server shipments to surge in 2024
Inventec's AI server shipments in 2024 are predicted to more than double compared to 2023, according to Jack Tsai, president of the Taiwan-based ODM. Tsai noted the increased average...
Tuesday 30 January 2024
512Gb flash wafer price expected to turn profitable in 2Q24
As major memory manufacturers controlled production, market prices have continued to rise over the past six months. Due to low utilization rates at brand manufacturers, industry experts...
Tuesday 30 January 2024
Panel makers see higher unit prices and shipment disruptions amid Red Sea crisis
As cargo ships bound for Europe continue to take the long route around Africa to avoid potential dangers in the Red Sea, manufacturers have adjusted their strategies to account for...
Monday 29 January 2024
South Korean panel makers keen to boost foldable OLED production amid strong demand
Despite the ongoing downturn in the overall IT product market, notebooks and smartphones continue to experience robust demand, with their use of foldable panels on the rise. This...
Thursday 25 January 2024
Shipment estimates for Samsung's Galaxy S24 series set at 32 million units
Samsung Electronics has announced its latest flagship smartphone, the Galaxy S24 series, emphasizing AI applications. South Korea's securities sector expects the Galaxy S24 series...
Thursday 25 January 2024
Panel makers aim for TV area shipment growth in 2024; brands diversify supplier portfolio
In 2024, panel manufacturers anticipate a surge in TV upgrades spurred by major sporting events. However, production cuts have become increasingly common in the industry. Not all...
Thursday 25 January 2024
Amtran expands factory site in Vietnam
According to LCD TV and monitor ODM Amtran Technology, operating in Vietnam since 2018, the firm plans to launch the third phase of mass production at its Vietnamese plant in the...
Wednesday 24 January 2024
China's mobile phone shipments return to growth, increasing by nearly 7% in 2023
In 2023, the global mobile phone shipment volume declined by 3.2%, apparently unable to completely recover from the prolonged downturn in the consumer electronics market in recent...
Wednesday 24 January 2024
Asus forecasts 5% growth in 2024 PC shipments, as AI PCs see delayed takeoff
Although the forecast for AI PCs and AI smartphone applications looks promising, sources in the PC supply chain have noted that order volumes for 2024 remain conservative, with Asus,...
Tuesday 23 January 2024
4Q23 PC shipments slip, shipment momentum to return in 1H24
The global PC market ended the fourth quarter of 2023 with a 0.2% year-on-year shipment decrease, according to the latest Counterpoint Research data. This was the eighth consecutive...
Tuesday 23 January 2024
Worldwide market for used smartphones to surpass 430 million units with market value of US$109.7 billion in 2027, says IDC
IDC estimates worldwide shipments of used smartphones, including officially refurbished and used smartphones, will reach 309.4 million units in 2023. The unit growth represents a...
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Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research