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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Friday 13 October 2023
PCB shipments to grow in 2H23 and 2024
The printed circuit board (PCB) industry is facing a challenging year in 2023. A downturn in consumer electronics demand has led to consecutive months of on-year decline for many...
Thursday 12 October 2023
Academia: China's astonishing reverse engineering capabilities spur steep rise in US strategic concerns
Unfazed by US technological containment efforts, the release of Huawei's Mate 60 Pro 5G smartphone symbolizes a strong resurgence of China's advanced semiconductor fabrication capabilities...
Thursday 12 October 2023
US sanctions to hinder SenseTime's automotive business growth
China-based image recognition technology company SenseTime is ramping up its automotive sales as self-driving develops. The effort is critical to SenseTime because China's sluggish...
Thursday 12 October 2023
Global notebook shipments to enjoy 3% CAGR from 2023 to 2028, says DIGITIMES Research
Global notebook shipments are likely to expand by a compound annual growth rate (CAGR) of 3% from 2023 to 2028, according to DIGITIMES Research's latest figures from its 5-year forecast...
Thursday 12 October 2023
LCD TV panel prices expected to fall starting October
LCD TV panel prices, after a rally of over six months, have now stabilized and are expected to fall beginning October, according to industry sources.
Thursday 12 October 2023
Brand PC vendors say demand is picking up
Brand PC vendors including Dell and Hewlett-Packard (HP) have expressed optimism that demand is increasing, boosting confidence in related industry supply chains.
Thursday 12 October 2023
Small- and medium-size DDIs carry the weight in 3Q23 and 2H23
Industry sources have indicated that only small- and medium-size display driver ICs (DDIs) are experiencing the due peak season effects, and this is mainly because most clients had...
Wednesday 11 October 2023
BOS Semiconductors partners with Tenstorrent to develop automotive SoC
South Korea-based fabless startup BOS Semiconductors announced a partnership with Canada-headquartered Tenstorrent on October 10. The two companies will co-develop system-on-chip...
Friday 6 October 2023
Chassis maker Catcher sees slow 4Q23
Notebook chassis specialist Catcher Technology expects to experience a particularly slow fourth quarter of 2023 as weak end-market demand discourages customers from placing orders.
Friday 6 October 2023
Taiwan PC IC designers report revenue increases for 3Q23
Taiwan-based PC IC design houses including Elan Microelectronics, Parade Technologies, and ZillTek Technology have observed significant sequential growth in their third-quarter revenues...
Friday 6 October 2023
The rise of AI-powered PCs sparks optimism for ATX 3.0 power supply demand at Thermaltake
Thermaltake holds an optimistic outlook for the potential of AI-driven PCs to invigorate the high-end PC market, and is actively bolstering its inventory of premium power supplies...
Friday 6 October 2023
WT Micro to post double-digit revenue growth in 4Q23
IC distributor WT Microelectronics (WT Micro) expects to post an 11% on-year revenue increase in the fourth quarter of 2023, buoyed by strong sales of AI-related products and emerging...
Friday 6 October 2023
Apple Pro Max and Huawei Mate 60 RS to drive Largan revenue and margin
Largan Precision, the sole supplier of the periscope lens on Apple's iPhone 15 Pro Max, will be holding its quarterly earnings call on October 13.
Friday 6 October 2023
Handset industry and SoC makers see smooth destocking
According to sources from handset distribution channels, smooth destocking indicates that restocking for the usual peak season will proceed as usual. While the momentum may not be...
Friday 6 October 2023
Weak Apple orders unable to offset TSMC sales decline
TSMC's guidance of a 10% revenue decline for 2023 is likely to materialize, as demand from Apple is too weak to shore up the foundry's sagging sales, according to industry sources.