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Friday 29 November 2024
LCD panel stockpiling drives TDDI chip demand for midrange phones
As inventory stockpiling of midrange and entry-level smartphone panels increases, the demand outlook for LCD TDDI chips shows promise, according to industry sources.
Monday 25 November 2024
Inside TSMC VI: Navigating the semiconductor pricing wars
"Strategy is simply resource allocation. When you strip away all the noise, that's what it comes down to." —Jack Welch.
Wednesday 20 November 2024
Mobile panel upgrades accelerate, OLED DDI to become mainstream by 2025
The overall progress of Chinese smartphone brands adopting OLED panels is rapidly advancing. Industry experts predict that by 2025, OLED will dominate the smartphone panel market,...
Tuesday 19 November 2024
Fierce price war in the PMIC sector begins to ease as inventory stabilizes
Fierce price competition in the power management IC (PMIC) industry, led by companies like Texas Instruments (TI), shows signs of abating. With limited room for further price cuts...
Wednesday 6 November 2024
Mature process fab capacity stays oversupplied; VIS sees price war ease but pressure remains
Vanguard International Semiconductor (VIS) reports that while price competition has diminished, market competition pressure persists due to continued mature process fabrication capacity...
Tuesday 5 November 2024
RichWave sees growing momentum in Wi-Fi 7, but margin erosion persists
RichWave Technology reported a decline in revenue and gross margin. While Wi-Fi 7 is growing, the rapid decline of Wi-Fi 5 and price competition in the Chinese market are concerns...
Thursday 19 September 2024
EDT develops high-value-added products amid aggressive price competition in 3Q24
Amid aggressive price competition in the display industry, EDT has developed several high-value-added products, which are now beginning to yield results. The company estimates that...
Monday 26 August 2024
MCU industry faces diverging fortunes in China and Taiwan
As the traditional peak season for MCU production approaches in the third quarter, the industry's outlook is characterized by a stark contrast between China and Taiwan. While Chinese...
Monday 26 August 2024
SDC hints at launching 'competitively priced' micro OLED
Samsung Display (SDC) president Joo-sun Choi expressed strong confidence in the commercialization of Micro OLED.
Friday 9 August 2024
Brightek reports profit growth in 1H24, expands into global automotive LED market
Despite intense price competition in the Chinese automotive market, LED manufacturer Brightek has achieved counter-cyclical growth. In the first half of 2024, the company's consolidated...
Wednesday 7 August 2024
Taiwan based DDI makers navigate intensifying Chinese price competition
The ongoing price competition in the Chinese display driver IC (DDI) market has compelled Novatek Microelectronics and other Taiwan-based DDI suppliers to expand their target markets...
Tuesday 30 July 2024
Nidec shifts focus to AI server liquid cooling amidst EV market challenges
Japan-based Nidec is pivoting its focus from Electric Vehicle (EV) drive systems to AI server liquid cooling systems as the Chinese EV market is experiencing intense price competition...
Thursday 16 May 2024
Chinese PMIC market to recover faster than others, says Silergy
Power Management IC (PMIC) design house Silergy is confident that the Chinese market will recover at a faster rate than other markets.
Tuesday 14 May 2024
As price competition in China's IC industry turns to race to the bottom, Taiwan-based IC design firms maintain distance
Taiwan-based IC design firms have been coping with aggressive price slashing from China-based competitors, in one of the most challenging situations the industry has faced for more...
Friday 3 May 2024
Why did BYD's 1Q24 profits drop by 47.3% compared to previous quarter?
In the first quarter of 2024, BYD's net profit was CNY4.57 billion (approx. US$630 million), a year-on-year increase of 10.6%, but a significant decrease of 47.3% compared to the...