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Friday 25 October 2024
Apple COO visit trio of key Chinese suppliers, reaffirms commitment to China
After meeting with China's Ministry of Industry and Information Technology (MIIT), Apple CEO Tim Cook continued his visit to China led by COO Jeff Williams. They visited key local...
Friday 25 October 2024
Diversification helps Foxconn weather iPhone 16 orders cut
Apple has reportedly cut iPhone 16 orders by approximately 10 million units from the fourth quarter of 2024 through the first half of 2025. Hon Hai Precision Industry (Foxconn) will...
Friday 25 October 2024
TSMC to see handset chip orders exceed NT$1 trillion in 2024
Despite a rumored drop in iPhone 16 orders, TSMC's handset chip revenue is expected to exceed NT$1 trillion (US$31 million) in 2024, according to supply chain sources.
Friday 25 October 2024
Reported iPhone 16 production cut could hurt Pegatron
Market sources indicate that Apple is reducing iPhone 16 orders by approximately 10 million units starting from the fourth quarter of 2024 through the first half of 2025, putting...
Thursday 24 October 2024
Chinese smartphone brands trigger price hikes, iPhone stands out as a stable choice
Android flagship smartphone prices are seeing notable increases, drawing significant attention. Between mid-October and November 2024, over ten Chinese smartphone brands—including...
Monday 21 October 2024
Novatek gains ground as LX Semicon's share of iPhone OLED orders gets halved
In the past, when LG Display (LGD) supplied OLED panels for Apple's iPhone series, the display driver ICs (DDI) were exclusively produced by LX Semicon. However, 2024 saw Novatek...
Monday 21 October 2024
iPhone 16 sales soar 20% in China debut as demand returns
Sales of Apple Inc.'s newest iPhones in China are up 20% in their first three weeks compared with 2023's model, a positive sign for a device that struggled this year to gain traction...
Friday 18 October 2024
Largan sees handset customers cut back orders, cautious about 4Q24 prospects
Largan Precision, a leading smartphone lens manufacturer reportedly in the Apple iPhone supply chain, has expressed caution about market prospects for the fourth quarter of 2024,...
Friday 18 October 2024
Mixed smartphone outlook for Apple and competitors
The outlook for Apple's iPhone and competitors' smartphones may be mixed, but Largan Precision, a leading phone camera lens supplier, remains conservative about the overall market.
Thursday 17 October 2024
Apple AI services to expand next year; potentially squeezing Samsung Galaxy S25's market space
In 2024, despite sluggish global sales of Apple's iPhone 16 series, bank analysts are optimistic about a potential reversal through updates to the company's AI service, "Apple Intelligence."...
Wednesday 16 October 2024
iPhone 16 series launch delayed in Indonesia due to certification and investment issues
The Apple iPhone 16 series officially launched on September 20, but it has yet to be released in the Indonesian market as Apple continues negotiations with the Indonesian governmen...
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...