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Monday 2 September 2024
LCD TV panel market braces for extended price war as Chinese majors battle for dominance
The LCD TV panel market is grappling with challenges due to declining prices and a price war between BOE and TCL CSOT. A production cut slated for October aims to reduce inventory...
Monday 2 September 2024
Huawei's Kirin chipsets back on track despite uncertain mobile stock?
It has been nearly a year since Huawei HiSilicon's Kirin chipset made its comeback. Observing Huawei's mobile performance this year, signs suggest that the company's supply issues...
Thursday 29 August 2024
Sony announces 20% price hike for PS5 and accessories due to rising component costs
Sony Interactive Entertainment (SIE) has announced a 20% price increase for the PlayStation 5 (PS5) and its accessories due to escalating costs of components such as semiconductors...
Friday 23 August 2024
Rising production costs test Samsung, LG's profitability
South Korea's top TV manufacturers, Samsung Electronics and LG Electronics, are grappling with rising production costs as Chinese firms tighten their grip on the LCD...
Friday 23 August 2024
Fear over battery fires has slumped South Korea's EV market
South Korea recently saw three electric vehicle (EV) fires occur within less than a month, leading to an "EV phobia" in the local market. This situation has caused a decline in both...
Thursday 22 August 2024
Samsung lands short lead-time HBM orders from China CSPs
China-based cloud service providers (CSP) have placed short lead-time orders for HBM memory with Samsung Electronics, purposely stockpiling HBM chip inventory ahead of time due to...
Tuesday 20 August 2024
German car brands face market share decline in China
German luxury car brands BMW, Mercedes-Benz, and Audi are experiencing a decline in market share in China amid ongoing price cutting in the local car market. The German brands have...
Tuesday 20 August 2024
China's used car market faces challenges amid new vehicle price cuts
Ongoing cutthroat competition in the Chinese auto market has led to challenges in China's used car market. Additionally, moves by foreign car brands, such as halting price cuts in...
Friday 16 August 2024
Struggling in the EV era: traditional Tier 1 suppliers face restructuring amid global challenges
Due to weaker-than-expected demand for electric vehicles (EVs), many traditional Tier 1 suppliers in Europe and the US have undergone significant restructuring in recent years.
Friday 16 August 2024
BYD AI-assisted vehicle appeal diminished by market price competition
BYD has pulled out all the stops to get ahead in AI-assisted vehicle development with its progress garnering the most attention.
Friday 16 August 2024
TSMC acquires Innolux fab for NT$17.14 billion
TSMC has acquired Innolux's 5.5G LCD fab in Tainan, southern Taiwan, for NT$17.14 billion (US$530.8 million). The acquisition price is less than what the market had anticipated.
Thursday 15 August 2024
Cost and reliability hinder US push to replace DJI drones
The US Senate has ultimately decided to delay a ban on Chinese drone manufacturer DJI from the National Defense Authorization Act (NDAA).
Thursday 15 August 2024
Foreign auto chipmakers gain less from Chinese EV growth
China's self-sufficiency push for ICs has limited the ability of multinational automotive IC integrated device manufacturers (IDM) and fabless chipmakers to secure orders from the...
Wednesday 14 August 2024
Apple continues developing affordable versions of Vision Pro and AR glasses amid mixed reception
Despite data indicating that Apple's mixed reality (MR) headset Vision Pro is struggling to maintain its initial sales momentum, with early excitement giving way to weak sales and...
Wednesday 14 August 2024
US-based QPO launches energy storage plant with Taiwan-based Yulon backing
US-made energy storage cells have recently begun their first round of price quoting for 2025 demand. In a positive development for US home energy storage manufacturing, QPO Energy...