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Friday 14 February 2025
China smartphone market, 4Q 2024

Introduction

Thursday 13 February 2025
Smartphone premiumization in India slows, Apple makes top 5 for the first time
In 2024, India's smartphone market saw a slowdown in premium device sales, with growth expected to come from low-to-mid-range models in 2025. Despite this, Apple experienced a 34%...
Thursday 13 February 2025
SpeedTech eyes double-digit growth in 2025 with global factory expansion
SpeedTech is poised for significant growth as its new production facilities in Vietnam and Mexico begin operations. Chairman Chen-Lung Tsai announced that the company expects to reach...
Thursday 13 February 2025
SEA smartphone shipments see 11% YoY increase in 2024; Chinese companies dominate top spots
Canalys reported on February 11, 2025, that Southeast Asia's smartphone market rebounded in 2024, growing 11% year-over-year after two years of decline, with 96.7 million units shipped...
Wednesday 12 February 2025
Despite global disruptions, TSMC and Nvidia bolster Taiwan's semiconductor supply chain
In late 2024, Nvidia's Blackwell AI GPUs encountered supply chain disruptions, including design setbacks, production bottlenecks at TSMC, and cooling system constraints, delaying...
Wednesday 12 February 2025
Supermicro lowers 2025 forecast on Nvidia delays, targets US$40 billion revenue by 2026
Super Micro Computer (Supermicro) has lowered its 2025 projections due to delays in Nvidia's Blackwell GPU shipments. However, the company still expects to reach US$40 billion in...
Wednesday 12 February 2025
Notebook ODMs see promising outlook for 2025
The emergence of DeepSeek, combined with strong sales of Nvidia's RTX 50 series and Microsoft's decision to cease Windows 10 support are creating favorable conditions for the previously...
Wednesday 12 February 2025
AI drives mobile brands to carve out competition, Taiwan's market share heats up in 2025
In 2024, Taiwan's smartphone shipments are projected to surpass 5 million units, driven by the expanding influence of generative AI technologies. Despite the challenges of inflation,...
Wednesday 12 February 2025
Coretronic revenue falls 20% in January amid weak shipment forecast for February
Coretronic Corporation reported consolidated revenue of NT$2.856 billion(US$88.53 million) for January 2025, representing a 22% decline from NT$3.675 billion in December 2024 and...
Wednesday 12 February 2025
Why are Quanta and Foxconn unfazed by GB200 delivery delays?
The revenue figures for January 2025 from Quanta and Foxconn have achieved historical highs despite reports of delivery delays and low yield rates for Nvidia's GB200. This has led...
Tuesday 11 February 2025
Panel demand set to surge in 2025, but challenges loom in 2H25
Panel procurement momentum, which began in the fourth quarter of 2024, continues to strengthen in 2025, driven by four major factors. Industry experts believe that the first quarter...
Tuesday 11 February 2025
AI servers drive Foxconn's January revenue up 3.16% YoY
Foxconn reported NT$538.666 billion (US$16.4 billion) in revenue for January 2025, marking a year-over-year increase of 3.16% despite the Lunar New Year holiday impact. The company...
Tuesday 11 February 2025
Pegatron sees steady January performance amid transition
Pegatron posted NT$105.322 billion (approx. US$3.2 billion) in monthly revenue for January 2025, marking a monthly increase of 2.8%, according to the company's latest financial report...
Tuesday 11 February 2025
U-Best sees stable shipments of flexible HC materials as foldable phone market expands
Taiwan-based polymer materials supplier U-Best Innovative Technology is experiencing steady growth in shipments of hard coat (HC) films for flexible displays as demand for foldable...
Tuesday 11 February 2025
Edge device specs upgrades boost cooling fan tech, says YS Tech
Automotive cooling fan specialist Yen Sun Technology (YS Tech) has reported strong performance driven by sustained order inflows and pre-holiday shipments in early 2025. Despite fewer...