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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Thursday 19 September 2024
Wellysun expands into automotive market, targeting smart car market
Electronic component firm Wellysun is shifting its focus from consumer to automotive electronics, capitalizing on the massive potential in this space as cars become increasingly smarter...
Thursday 19 September 2024
Luxshare expands in Apple supply chain and auto sector, challenging Foxconn's dominance
China-based Luxshare Precision Industry is deepening its involvement in the Apple supply chain, emerging as a growing threat to Taiwan-based Hon Hai Precision Industry (Foxconn),...
Thursday 19 September 2024
Will Luxshare gain from Huawei-shunning Chinese carmakers?
Luxshare Precision Industry's entry into the future automobile market has not been as rapid as its Chinese competitors. However, market sources suggest that Luxshare may provide Chinese...
Thursday 19 September 2024
MacBook Air supply snag: warning for Apple's cost-cutting strategy
Apple has suspended shipments from Kunshan Kersen Science and Technology, a MacBook bearing supplier, following quality concerns. The tech giant has redirected orders to US and Taiwan-based...
Thursday 19 September 2024
Taiwan enters investment era amid US-China tech war and supply chain restructuring
Paul Liu, Chairperson of the National Development Council, recently expressed to Japan's media during a visit that Taiwan has entered an era of significant investment, with private...
Thursday 19 September 2024
Chinese MacBook bearing supplier hit by quality issues, orders shift to US, Taiwan
Kunshan Kersen Science Technology Co., Ltd., a crucial supplier of MacBook bearings, has reportedly suspended shipments due to quality control issues. In response, Apple has redistributed...
Wednesday 18 September 2024
E Ink Prism's dynamic technology set to redefine automotive and consumer electronics
BMW is driving innovation in automotive design with its integration of E Ink Prism's color-shifting electronic paper, first showcased at CES 2022. The concept car, which could transition...
Wednesday 18 September 2024
China acquires Korean fabs, strengthening polarizer market dominance
South Korea's Samsung SDI is officially exiting the polarizer market. The company recently announced the sale of its polarizer business to Wuxi Hengxin Optoelectronic Materials, a...
Wednesday 18 September 2024
A18 and Android SoCs face performance plateau; NPUs emerge as new battleground
Apple's recently unveiled A18 and A18 Pro processors, introduced alongside the iPhone 16 series, have generated less excitement than their predecessors. Even Apple provided relatively...
Wednesday 18 September 2024
Qualcomm comes up short in AI PC debut, casting doubt on MediaTek market entry
Notebook supply chain sources reveal that Qualcomm's June launch of the Copilot+ PC has fallen short of expectations, with disappointing reviews and market feedback. Adding to this,...
Wednesday 18 September 2024
Display panel fab utilization to drop 14pp in October 2024, says Omdia
Omdia's latest report suggests that display panel manufacturers are set to reduce their fab utilization by 14pp quarter-over-quarter, reaching 68% in October 2024. Leading Chinese...
Wednesday 18 September 2024
Apple supplier Luxshare acquires German auto supplier Leoni in diversification bid
With iPhone sales in the Greater China region slumping in the first half of 2024 under fierce competition from Chinese smartphone brands, companies in Apple's supply chain have been...
Wednesday 18 September 2024
German automaking industry in turmoil amid EV transition
The big-3 German automakers, Volkswagen, Mercedes-Benz, and BMW, are all finding themselves struggling to adapt to the trend of vehicle electrification. Supply chain sources have...
Monday 16 September 2024
Mobileye abandons LiDAR R&D
Intel's subsidiary Mobileye has recently decided to stop internal research and development of self-driving automotive FMCW LiDAR. The LiDAR R&D department is expected to be closed...
Monday 16 September 2024
Winmate projects revenue to double in 3-5 years on expanding rugged notebook applications
Taiwan's major rugged solutions provider Winmate is anticipating significant growth in the rugged notebook market. Fueled by the ongoing enterprise mobility trend and expanding applications...