Samsung Electronics has slipped out of the top three in the global CMOS image sensor (CIS) market for the first time in years, according to newly released data from market research firms. Once the second-largest supplier by shipment volume in 2023, Samsung now ranks fourth, underscoring the growing pressure it faces from China's rapidly evolving semiconductor ecosystem
As Tesla's long-rumored low-cost electric vehicle appears poised for launch, anxiety is rising across its global battery supply chain—particularly among Korean and Japanese partners. Industry observers warn that Tesla's increasing reliance on Chinese-made lithium iron phosphate (LFP) batteries could marginalize long-standing suppliers like LG Energy Solution (LGES), L&F, and Panasonic, potentially eroding their influence in the world's most consequential EV supply chain
