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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Wednesday 8 May 2024
Vision Pro Gen 2 rumored for 2026; Apple searching for less expensive Micro OLEDs
Latest reports indicated that Apple is developing a new iteration of its mixed reality (MR) headset Vision Pro but it may not be available until the end of 2026 at the earliest.
Wednesday 8 May 2024
Murata sees smartphone components recovery in 2024
MLCC manufacturer Murata Manufacturing Co., Ltd. stated that demand for components in smartphones is recovering, and there is also expected growth in demand related to automotive...
Wednesday 8 May 2024
Robust aftermarket drives Tong Yang's automotive parts sales
Taiwan-based Tong Yang Group announced its operating results for April 2024 on May 7. The leading car components supplier also revealed that it had purchased land at the Cigu Technology...
Wednesday 8 May 2024
DDI firm Novatek expects TV demand to sustain 2Q24 growth
Display Driver IC (DDI) specialist Novatek Microelectronics has observed TV customers aggressively prepare for replacement demand ahead of impending sporting events this year, anticipating...
Wednesday 8 May 2024
What is Apple's best option for a foldable device?
As expected, Apple's late product announcement on May 7 included new iPad Pros powered by the M4 processor and a new Apple Pencil Pro. With these new gadgets now official, industry...
Wednesday 8 May 2024
Apple unveils M4 iPad Pro, setting new benchmark for AI notebooks
Apple unveiled its newest iPads, including its slimmest offering yet, and introduced the groundbreaking M4 chip, a technological marvel capable of tackling AI tasks on the device...
Tuesday 7 May 2024
Lenovo and Huawei's venture into AI PCs adds fuel to replacement wave in China
The first year of the AI PC era saw major Chinese manufacturers like Lenovo and Huawei aggressively positioning themselves in the AI PC market to capture higher market shares. Looking...
Tuesday 7 May 2024
IC design houses upbeat about 2H24 prospects
Taiwan-based IC design houses are generally bullish about their market prospects for the second half of 2024, notwithstanding the persistently unfavorable macroeconomic climate, according...
Tuesday 7 May 2024
End of US-China trade war? Cross-strait trade and investment gradually recovering
US Intelligence Communities have successively pointed out that the geopolitical risks in the Taiwan Strait seem to be increasing with incidents such as Xiamen coast guard vessels...
Tuesday 7 May 2024
Speculation arises about Apple exploring collaboration with EV startup
Speculation has surfaced among supply chains that Apple is studying the possibility of working with an Electric Vehicle (EV) startup company.
Monday 6 May 2024
iPhone maker Hon Hai hits a record high buoyed by AI, Apple
Hon Hai Precision Industry Co.'s shares jumped to a record high after posting its strongest monthly sales growth since the start of 2023, potentially raising expectations for iPhone...
Monday 6 May 2024
Apple no longer silent on AI; GenAI major talking point at earnings call
At its recent earnings conference for the second quarter of fiscal year 2024, Apple finally strayed away from its past tight-lipped approach regarding AI and Generative AI, openly...
Monday 6 May 2024
Keyboards and screens could see major design shifts as part of changes brought upon by AI PC
AI PCs are estimated to be a focal point of the industry in the second half of 2024. However, there has yet to be a clear definition of what constitutes an AI PC. Analysis by the...
Monday 6 May 2024
Semco and LG Innotek outperform expectations in 1Q24 due to AI-driven growth in high-end components
Amidst the global economic downturn and the continuous slowdown in end-product IT demand, Samsung Electro-Mechanics (Semco) and LG Innotek, which previously experienced severe performance...
Monday 6 May 2024
Taiwanese optical device players seek new application horizons beyond smartphones, diverge on 'Taiwan+1' strategies
As smartphone sales plateau compared to the rapid growth seen 5-10 years ago, Taiwan's optical solutions providers, primarily serving the smartphone market, are seeking new growth...