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Thursday 24 October 2024
LandMark optimistic about 2025 as 800G SiPh becomes mainstream
Optical epitaxy specialist LandMark Optoelectronics reported a gross margin increase to 27.58% in the third quarter of 2024, driven by silicon photonics (SiPh) shipments to high-speed...
Thursday 24 October 2024
SiC substrate price correction may continue in 2025, says GCCS
GeChi Compound Semiconductor (GCCS), a Taiwan-based silicon carbide (SiC) crystal growth firm, forecasts that while oversupply will continue to keep SiC substrate prices at low levels...
Wednesday 23 October 2024
Global smartphone shipment forecast, 2025 and beyond

Introduction

Wednesday 23 October 2024
UMT secures US$3.7 million in satellite orders as industry demand surges
Universal Microwave Technology (UMT) reported that cumulative orders from low-Earth orbit (LEO) satellite clients in 2024, including shipped and pending deliveries, have reached nearly...
Wednesday 23 October 2024
Smartphone shipments in India grow by 9% in 3Q24; Vivo claims top position for first time
While the global smartphone market continues to grapple with excess inventories, smartphone shipments in India grew by 9% compared to the same period last year. However, the industry...
Wednesday 23 October 2024
AUO rises to top three in automotive displays following BHTC acquisition
Despite limited growth in the global automotive market during the first half of 2024, automakers continued rolling out new models, with the rising popularity of smart cockpits driving...
Wednesday 23 October 2024
AI penetration will be key to closing the substrate supply-demand gap, says industry
The second half of the year is typically a peak season for substrates. Despite market volatility, strong demand for AI continues to drive the global integrated circuit (IC) substrate...
Wednesday 23 October 2024
OLED ascends as Mini LED takes a back seat in tablets and notebooks
Apple's adoption of OLED panels in the iPad Pro, starting in May 2024, signals a shift in display technology, driving broader OLED adoption in tablets and notebooks. Analysts expect...
Wednesday 23 October 2024
Notebook screen aspect ratio shifting toward 16:10
Notebook designs are evolving, with the notable trend of 16:10 aspect ratio displays gaining momentum over the traditional 16:9 format. Industry forecasts indicate that by 2025, 16:10...
Wednesday 23 October 2024
PSMC optimistic about 3D AI Foundry strategy amid third-quarter losses
Powerchip Semiconductor Manufacturing Corporation (PSMC) reported its earnings for the third quarter of 2024, indicating a continued increase in losses, which totaled NT$2.879 billion...
Wednesday 23 October 2024
Taiwan's robot exports decline amid global automation surge in 2023
Global demand for industrial robots continues to surge. According to the latest data from the International Federation of Robotics (IFR), global robot installations reached 540,000...
Wednesday 23 October 2024
Silicon Motion steps up enterprise SSD controller deployment
Silicon Motion Technology is strengthening its presence in the enterprise storage sector with SSD host controllers, targeting prominent large data clients in North America and edge...
Wednesday 23 October 2024
Global robotics outlook positive through to 2027 as China leads, North America gains momentum
According to the latest statistics from the International Federation of Robotics (IFR), global demand for robots remains robust. In 2023, global installations reached 540,000 units,...
Tuesday 22 October 2024
Riding the tailwind of trade-in policies: Polarizer makers see a surge in last-minute orders
In the first half of 2024, aggressive stockpiling by terminal manufacturers led to an early depletion of demand, resulting in a lackluster peak season for the display panel industry...
Tuesday 22 October 2024
Manz pushing CoPoS to drive up AI chip capacity
Thanks to the AI tsunami, demand for AI chips from all sectors is continuing to surge. The Chip-on-Wafer-on-Substrate (CoWoS) architecture that dominates existing 2.5D and 3D packaging...
megawin
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research