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Tuesday 7 January 2025
Chinese government subsidies to boost consumer IC demand
After launching substantial subsidies for household appliances in the second half of 2024, Chinese officials recently announced a broadening of such subsidies to include computing,...
Friday 27 December 2024
iPhone 18 rumored to feature variable aperture, Sunny Optical to benefit
Apple plans to introduce variable aperture lens technology in the iPhone 18 when it launches in 2026, according to industry sources. The advancement is expected to significantly enhance...
Thursday 26 December 2024
Samsung's overreliance on Qualcomm raises concerns
While Samsung Electronics (Samsung) can breathe a sigh of relief as Qualcomm's close collaborator following the US semiconductor manufacturer's victory in its lawsuit against UK semiconductor...
Tuesday 24 December 2024
Samsung maintains 5% market share in mobile application processors for 3Q24; hope lies in Exynos 2500
While Samsung Electronics has integrated its own Exynos 2400 chip in some models of the Galaxy S24 series, the foldable Galaxy Z Flip6 and Fold6 series are still entirely equipped...
Tuesday 24 December 2024
MediaTek launches Dimensity 8400; to debut with Xiaomi's Redmi series
MediaTek has introduced its new Dimensity 8400 SoC series for light flagship smartphones, with Redmi being the first to release a model featuring this processor.
Wednesday 18 December 2024
Apple selects Chinese supplier for next-gen HomePod displays
In a strategic move to diversify its display supply chain, Apple has selected Tianma Microelectronics to provide 7-inch LCD panels for its upcoming screen-equipped HomePod, scheduled...
Wednesday 18 December 2024
Chinese manufacturers stockpile South Korean components ahead of Trump 2.0
Despite continued weak demand for South Korean displays and components in 2024, an unexpected recovery has emerged near year-end. Analysts interpret this trend as a response to the...
Tuesday 17 December 2024
AI boom drives networking supply chain growth
The explosive growth in AI adoption has created opportunities beyond traditional computing sectors, with networking suppliers emerging as major beneficiaries. While Broadcom, a leader...
Thursday 12 December 2024
Thinner, lighter foldable phone designs raise technical threshold for supply chain
Foldable smartphone shipment momentum continues to be strong for certain major mobile phone brands despite their low popularity in the end market. However, as development shifts toward...
Wednesday 11 December 2024
MediaTek's November revenue shines with full-year revenue set to reach NT$500 billion
MediaTek has announced its revenue performance for November, reporting a monthly revenue of NT$45.242 billion (approx. US$1.391 billion), which represents an 11.49% decrease from...
Tuesday 10 December 2024
South Korea's OLED giants face Chinese price challenge amid Apple reliance
LG Display (LGD) and Samsung Display (SDC) dominate high-end OLED technology, but their reliance on Apple orders faces pressure from cheaper Chinese OLED panels supplied to local...
Tuesday 10 December 2024
US accelerates replacement of Chinese telecom equipment, Taiwan chip firms eye windfall
The US House of Representatives is preparing to vote on the fiscal year 2025 national defense budget, which includes a US$3 billion provision aimed at helping US telecoms completely...
Tuesday 10 December 2024
Apple 5G modem unlikely to match competition until 2026
It is highly likely that the iPhone SE 4, set to be launched in early 2025, will come with Apple's in-house developed 5G modem. Still, sources from the upstream supply chain believe...
Friday 29 November 2024
Samsung's potential integration of ChatGPT raises questions regarding relationship with Google
Recent reports claim that OpenAI is in discussions with Samsung Electronics (Samsung) regarding a collaboration to integrate ChatGPT into their devices, which could mirror Apple's...
Wednesday 27 November 2024
IC design houses see clients stockpile Wi-Fi 7 chips in preparation for new products in 2025
Wi-Fi 7 shipments have accelerated significantly in the second half of 2024, and industry experts expect Wi-Fi 7 penetration rates to grow in 2025, with upgrades to consumer devices,...