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Global supply chain: Key components
Key components news coverage
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Tuesday 14 February 2023
iPhone 14 Pro Max costs 3.7% more to make than iPhone 13 Pro Max, says Counterpoint Research
The blended bill of materials (BoM) cost for the iPhone 14 Pro Max with 128GB Nand flash is about US$464, a 3.7% increase from that of the iPhone 13 Pro Max, according to Counterpoint...
Tuesday 14 February 2023
IC inspection labs to see demand for notebook apps pick up in 2H23
Taiwan-based IC inspection and certification labs continue to see demand for notebook applications slow, but expect demand to pick up in the second half of the year.
Tuesday 14 February 2023
Panel makers to constrain output growth in 2023
Most panel suppliers, notably those in China and Taiwan, will likely continue to limit their output ramp-ups in 2023 amid economic uncertainty and stagnant end-market demand, according...
Tuesday 14 February 2023
Taiwan to train IC design talent in Europe
Taiwan, with its mature IC design ecosystem, is looking to collaborate closely with Europe by training IC design talent locally, according to Taiwan's National Science and Technology...
Tuesday 14 February 2023
Handset IC suppliers cautious about demand prospects
Handset-related IC suppliers are generally conservative about demand in the first half of 2023, as Chinese brand vendors are reluctant to place new orders amid market uncertainty,...
Tuesday 14 February 2023
PMIC supplier GMT says inventory depletion has peaked
For Global Mixed-mode Technology (GMT), a power management IC (PMIC) product specialist, the persistent inventory depletion in the IC industry has peaked, with the traditional seasonal...
Tuesday 14 February 2023
IC distributors upbeat about demand for automotive, industrial and server apps
Automobile, industrial control, and server industries have drawn market interest with the decline in demand for PCs and consumer electronics. According to sources at Taiwan-based...
Monday 13 February 2023
TSMC, VIS post sequential revenue increases in January
TSMC and specialty IC foundry Vanguard International Semiconductor (VIS) have reported sequential increases in January revenue of 3.9% and 13.7%, respectively.
Monday 13 February 2023
Himax expects 12-17% sales drop in 1Q23
Display driver IC specialist Himax Technologies expects to post a revenue decline of 12-17% sequentially in the first quarter of 2023, with a gross margin ranging from 28% to 30%...
Monday 13 February 2023
GF, GM strike long-term direct supply agreement
General Motors (GM) and GlobalFoundries (GF) have jointly announced a strategic, long-term agreement establishing a dedicated capacity corridor exclusively for GM's chip supply. Through...
Monday 13 February 2023
Taiwan IC design houses see profits bound to bottom out in 1Q23
Taiwan IC design houses will see their profit performance hit the bottom in the first quarter of the year, and they are poised to step up preparations for new high-end offerings to...
Monday 13 February 2023
US working with India to build diversified semiconductor ecosystem
As the US government is trying to reduce its reliance on China for industrial goods production and on major chip suppliers based in Taiwan and South Korea, the US is looking to partner...
Friday 10 February 2023
Sequans readies massive shipments of Cat 1 chips this year
Cellular IoT chip vendor Sequans Communications said in January that it expects to ship its second-generation Cat 1 chip in volume this year. In an interview with DIGITIMES Asia at...
Friday 10 February 2023
Sequans shipping to Docomo pure satellite connectivity solutions
Having been working on IoT solutions since the 2010s, France-based cellular IoT chipmaker Sequans and Japan's leading IoT network provider Docomo are now taking cellular to satelli...
Friday 10 February 2023
AP shipments to Chinese smartphone brands stay in decline in 1Q23, says DIGITIMES Research
Fourth-quarter 2022 smartphone application processor (AP) shipments to China-based smartphone vendors amounted to 137 million units, plunging 24% from the prior quarter and 20.3%...