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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Wednesday 27 December 2023
Google targets AI PC market with Chromebook Plus
As Microsoft advances its AI PC efforts, Google has also risen to the challenge with its new Chromebook Plus notebooks. Acer's newly launched Chromebook Plus 514 is the company's...
Wednesday 27 December 2023
Apple Vision Pro to hit market shelves in 1Q24
Supply chain sources indicated that the Apple Vision Pro is expected to be available in the first quarter of 2024, with an annual shipment threshold of 400,000 units.
Tuesday 26 December 2023
AI PCs seen as key to driving DRAM and NAND market revival
With the successive release of new AI PCs equipped with artificial intelligence (AI) capabilities, the South Korean industry believes this trend will boost market demand for not only...
Tuesday 26 December 2023
High-end security, backside illumination sensors to drive double-digit revenue surge for Silicon Optronics in 2024
Taiwan's CMOS image sensor (CIS) supplier, Silicon Optronics (SOI), anticipates a double-digit revenue increase in 2024, buoyed by strong demand for high-level security surveillance...
Tuesday 26 December 2023
Ennostar to see automotive microLED drive revenue growth
While the sluggish demand for consumer electronics impacted Ennostar's operations in 2023, the company continues to see the delivery of its miniLED backlit automotive display grow...
Tuesday 26 December 2023
Global PC shipments forecast to recover in 2024 after unprecedented slump in PC demand, says IDC
With shipments totaling 68.5 million units in the third quarter of 2023, the global PC market outperformed expectations. But that volume was still down 7.2% compared to the same quarter...
Tuesday 26 December 2023
AMD restarts shipment momentum; reveals AI PC platform roadmap for next three years
As PC inventory clearance came to an end in the second half of 2023 and AI drove demand for data center servers, AMD and Intel have announced new platforms to compete in the market...
Monday 25 December 2023
TCL surges past LG, becomes world's second-largest TV manufacturer in intense pricing war
With a strategic push to assert dominance in the worldwide television market through competitive pricing, China's TCL, a prominent TV manufacturer, has recently referenced Omdia data,...
Monday 25 December 2023
Taiwan DDI makers weigh China outsourcing for cost competitiveness as price reduction pressure remains
Taiwan's display driver IC (DDI) vendors, after experiencing a swift recovery in demand in 2023, face challenges associated with intensified competition from their Chinese counterparts...
Monday 25 December 2023
PCB makers moving production to Thailand to lower geopolitical risks and for orders from automotive industry, says DIGITIMES Research
According to DIGITIMES Research's observation, there are generally two main reasons for PCB firms to relocate to Thailand: de-risking and opportunities for automotive electronics...
Monday 25 December 2023
Transparent antennas gain traction, but cost control remains the dominant challenge
As the 2024 Consumer Electronics Show (CES) in the United States approaches, LG Electronics, which has recently been actively involved in the automotive field, has announced a collaboration...
Monday 25 December 2023
Taiwanese smartphone and PC shipments go in different directions for 2024
The 2024 shipment growth of Taiwan's two major ICT products, smartphones and PCs, could go in different directions. PC demand is expected to bounce back and rise due to AI chips and...
Friday 22 December 2023
MOSFET maker Force-MOS expects notebook demand to recover in 2024
A rebound in notebook demand will boost Force-MOS Technology's sales performance in 2024, according to the Taiwan-based MOSFET manufacturer.
Friday 22 December 2023
South Korea optimistic about recovery in memory, panel, and PC in 2024
Recently, optimism has been growing in the South Korean industry regarding the economic situation and market outlook for 2024. Besides semiconductors, markets like displays, home...
Friday 22 December 2023
AI PCs to generate value on par with AI servers, say IC substrate makers
Although the current hot topic is the adoption of AI into PCs, true AI PCs remain a dream, with only Intel's Core Ultra processors, codenamed Meteor Lake, coming close.