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Global supply chain: China market
China market news coverage
IN THE NEWS
Friday 22 October 2021
Visionox, BOE, CSOT score points in OLED
China-based display panel makers Visionox Technology, BOE Technology and China Star Optoelectronics Technology (CSOT) have seen considerable achievements in producing and receiving...
Thursday 21 October 2021
CATL faces challenges in bid to build battery plant in US
The largest China-based lithium battery maker Contemporary Amperex Technology (CATL) has reportedly planned to set up a battery factory in the US, but the company will face challenges,...
Wednesday 20 October 2021
AUO to expand 6G LCD panel capacity in China
Taiwan's Investment Commission has approved AU Optronics' (AUO) acquisition of a 49% stake in its China-based subsidiary, AU Optronics (Kunshan), from a joint-venture shareholder...
Wednesday 20 October 2021
Samsung new NAND flash capacity coming online in 2H21 may worsen price falls
The gradual commercialization of Samsung Electronics's new production capacity for NAND flash memory in the second half of 2021 has sparked concerns among market observers about a...
Wednesday 20 October 2021
Honor strengthens smartphone marketing in overseas channels
Honor, a spinoff from Huawei, has been re-establishing its partnerships with US-based vendors including Qualcomm, Microsoft and Intel since early 2020 and has risen to third place...
Tuesday 19 October 2021
TV sales during October holidays in China down 12.2% on year, says AVC
In the China market, 2.36 million TVs were sold during the week-long holidays in early October 2021, decreasing 12.2% on year, while the corresponding sales value of CNY9.1 billion...
Tuesday 19 October 2021
Economists warn spillover effect of China economic slowdown
China's third-quarter economic growth numbers slowed more than expected to 4.9% from the same period last year, falling short of the 5.2% forecasted by a Reuters poll, but the growth...
Tuesday 19 October 2021
First-tier China lithium battery makers keep prices unchanged for LTA clients
First-tier China-based lithium battery makers, despite continual hikes in material cost, have kept quotes unchanged for LTA (long-term agreement) supplies, according to industry so...
Monday 18 October 2021
Output of panel components, LCD modules in China falls 30% due to power restrictions
Local governments' restricting power supply in China has led to decreases in utilization of production capacities at LCD panel supply chain makers' factories mostly in southern and...
Friday 15 October 2021
Supply chain flexibility is crucial, says Cheney Wang, VP of supply chain and Taiwan GM of Latch
Latch was founded in 2014 by a group of former Apple employees and began trading on Nasdaq on June 7th, 2021 under LTCH. Through a SPAC listing, it raised $453 million and values...
Friday 15 October 2021
Demand for non-TV-use panels remains robust, says AUO chairman
While global demand for TVs has decreased, global demand for TFT-LCD panels used in business-use notebooks and monitors, commercial and automotive displays, customized displays has...
Friday 15 October 2021
Will foundry expansions lead to capacity glut?
Many IDMs and pure-play foundries, including second-tier ones, are all poised to expand their fab capacities sparking concerns that the arrival of the additional capacities could...
Friday 15 October 2021
US sees battery shortages by 2025
South Korean battery suppliers are expected to be the main suppliers for the US electric vehicle market until at least 2025, indicated industry sources. The US has begun building...
Thursday 14 October 2021
TSMC expects 4.5% revenue growth in 4Q21
TSMC expects to post revenues of between US$15.4 billion and US$15.7 billion in the fourth quarter of 2021, which is a 4.5% sequential increase at the midpoint. Gross margin and operating...
Thursday 14 October 2021
China power restrictions to challenge supply chains in the long term
Supply chains are moving to cope with China's power reductions in one way or another, with the prospect the restrictions may become a long-term policy and will inevitably drive up...