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Global supply chain: China market
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IN THE NEWS
Thursday 28 December 2023
Suppliers should gain resilience, cautious about the rise of Chinese EV makers
The emergence of China's homegrown automakers and EV companies has dramatically changed the world's largest car market. These companies have scaled up rapidly with the support from...
Thursday 28 December 2023
Chinese automakers' offense drives global car industry development
China's automotive industry reached a milestone in 2023. The country became the world's largest car exporter this year and saw the homegrown automakers occupy over 50% of the domestic...
Thursday 28 December 2023
China unveiled secure list of CPU, OS, DMBS
On December 26, the China Information Technology Security Evaluation Center (CNITSEC) issued the document "No. 1 2023," a list of reliable CPUs, Operating Systems (OS), and Centralized...
Wednesday 27 December 2023
Tesla plans revamp of smash hit Model Y from China plant
Tesla Inc. is preparing to roll out a revamped version of its smash hit Model Y from its Shanghai plant, according to people familiar with the matter, as domestic rivals accelerate...
Wednesday 27 December 2023
Notebook battery module caught in EV price storm in China
The decline in EV sales and hasty expansion has led to "involution" within Chinese battery cell makers, impacting the notebook battery module supply chain. Raymond Sung, GM of notebook...
Wednesday 27 December 2023
AR device shipment volume in China looking to double in 2024
As the technology gradually matures, China's AR and VR market is witnessing various brands launching new products to compete with each other. The market is anticipated to grow rapidly...
Wednesday 27 December 2023
New car projects would help EOI's US plant break even by the end of 2024
Excellence Opto. Inc. (EOI), a Taiwan-headquartered automotive light module supplier, has begun mass production at its Michigan plant, raising the utilization to 50% in the second...
Wednesday 27 December 2023
Handset power amplifier demand continues to pick up
With Chinese smartphone suppliers marketing new models, overall demand for handset-use power amplifiers (PA) will maintain its upward trend, according to sources at Taiwanese compound...
Wednesday 27 December 2023
Google targets AI PC market with Chromebook Plus
As Microsoft advances its AI PC efforts, Google has also risen to the challenge with its new Chromebook Plus notebooks. Acer's newly launched Chromebook Plus 514 is the company's...
Tuesday 26 December 2023
China's micro EVs doomed by updated purchase tax exemption rules
The Chinese government recently revised the eligibility for EVs to be exempted from the purchase tax. The new rules require the vehicles to offer a longer driving range and higher...
Tuesday 26 December 2023
Building sound EV battery material supply chains
The electrification of road transportation stands as a revolutionary force, a light of hope in the global quest to curb greenhouse gas emissions and combat climate change. This groundbreaking...
Tuesday 26 December 2023
Global PC shipments forecast to recover in 2024 after unprecedented slump in PC demand, says IDC
With shipments totaling 68.5 million units in the third quarter of 2023, the global PC market outperformed expectations. But that volume was still down 7.2% compared to the same quarter...
Tuesday 26 December 2023
Rumored 3nm attempt by SMIC seen as a near-impossible task
China-based pure-play foundry SMIC reportedly dedicated an R&D team to make 3nm chips, with only DUV lithography equipment available as the US blocked its access to EUV machines...
Tuesday 26 December 2023
Mobile phone IC stockpiling to slow in 1Q24 with recovery prospect uncertain
Mobile phone IC suppliers have witnessed an increase in replenishment demand since the fourth quarter of 2023, particularly from Chinese brand vendors. This pace of replenishment,...
Monday 25 December 2023
TCL surges past LG, becomes world's second-largest TV manufacturer in intense pricing war
With a strategic push to assert dominance in the worldwide television market through competitive pricing, China's TCL, a prominent TV manufacturer, has recently referenced Omdia data,...