CONNECT WITH US
NEWS TAGGED SHIPMENTS
Thursday 19 September 2024
MacBook Air supply snag: warning for Apple's cost-cutting strategy
Apple has suspended shipments from Kunshan Kersen Science and Technology, a MacBook bearing supplier, following quality concerns. The tech giant has redirected orders to US and Taiwan-based...
Thursday 19 September 2024
Chinese MacBook bearing supplier hit by quality issues, orders shift to US, Taiwan
Kunshan Kersen Science Technology Co., Ltd., a crucial supplier of MacBook bearings, has reportedly suspended shipments due to quality control issues. In response, Apple has redistributed...
Friday 13 September 2024
Niching targets revenue boost from AI server cooling, substrates, and driver ICs
Niching Industrial, a Taiwan-based semiconductor materials and components distributor, has experienced a significant resurgence in orders for its three primary product lines –...
Friday 13 September 2024
Nvidia supply chain partners see robust sales
Major motherboard and graphics card manufacturers in Nvidia's supply chain, including Asustek Computer, Gigabyte Technology, and ASRock, maintained robust sales in August.
Thursday 12 September 2024
Ultra-large LCD TVs now dominate the market price war
As emerging technologies and changing lifestyles impact consumer behavior, fewer people are choosing to watch TV at home. This has led to a decline in global TV shipments, urging...
Thursday 12 September 2024
Chip demand for gaming consoles picking up
A marked recovery in the gaming console supply chain is a sign that major brands are gearing up for the release of new devices, as evidenced by Sony's recent announcement of the PS5...
Thursday 12 September 2024
IC design houses brace for weak 4Q24 demand, pin hopes on 2025 recovery
As the traditional year-end peak season approaches, the usual surge in chip demand will clearly not materialize this year, aligning with earlier predictions in the industry. With...
Thursday 12 September 2024
AI PCs fail to boost 2H24 notebook shipments despite launch
Despite the launch of AI PCs, their impact on the peak season effect for the second half of 2024 is limited. The notebook (NB) supply chain estimates that shipments in the second...
Wednesday 11 September 2024
Taiwan's trade surplus with US hits record high on AI server export surge
Taiwan's trade surplus with the US reached an all-time high of US$42.26 billion in the first eight months of 2024, surpassing the US$35.6 billion total for all of 2023. This significant...
Wednesday 11 September 2024
Apple Intelligence expects to drive revenue growth; research firm predicts AI smartphone shipment to triple in 2024
Benefiting from the sales of hardware products like the iPhone, along with record-setting performances from its services business, Apple is expected to surpass US$400 billion in total...
Wednesday 11 September 2024
MediaTek anticipates revenue boost from Dimensity 9400 after weak peak season sales
MediaTek reported subdued sales growth during the typically strong peak season. The company is now relying on the Dimensity 9400 to boost its annual revenue.
Wednesday 11 September 2024
Huawei's trifold phone invigorates foldable market amid slowing growth
Huawei has launched its new foldable smartphone, the Mate XT Ultimate Design, featuring two sets of bearings and thus labeled as a "trifold" device. Regardless of its sales performance,...
Tuesday 10 September 2024
Global smartphones, 2Q 2024

Introduction

Tuesday 10 September 2024
Four major players and Chinese upstarts drive OLED TV shipments higher despite challenges
Historically, OLED TVs have lagged behind LCD models in the global market, which ships nearly 200 million units annually. This disparity is largely due to the fewer brands producing...
Tuesday 10 September 2024
Large-size panel makers see growth while smaller counterparts face challenges in August 2024
Large-size panel manufacturers, including AUO and Innolux, saw revenue growth in August. AUO, in particular, experienced a significant year-over-year revenue increase due to its merger...