TSMC reported consolidated net revenue of over NT$236 billion (US$7.3 billion) in April 2024 while Apple's iPhone deliveries slowed and the company still experiences the aftereffects of a strong earthquake in Taiwan on April 3.

Chinese iPhone shipments jumped about 12% in March after Apple Inc. and its retailers slashed prices, official data showed, suggesting efforts to arrest an accelerating decline in sales are yielding early results.

As expected, Apple's late product announcement on May 7 included new iPad Pros powered by the M4 processor and a new Apple Pencil Pro. With these new gadgets now official, industry watchers are monitoring the share of production and projected sales numbers for each iPad model and supply chain coordination. In addition, attention is also on Apple's efforts in foldable smartphones and tablets.

Although demand for smartphones, wearables, and tablets is expected to grow in the second half of 2024, Samsung Electronics has recently pointed to uncertainties that could potentially impact upcoming supply and demand, including price increases for key components and geopolitical factors.

With the rapid development of intelligent connected vehicles, cars have gradually become important mobile terminals, carrying an increasing number of interconnection needs based on travel requirements. Cars are evolving into another important mobile terminal.

Apple unveiled its newest iPads, including its slimmest offering yet, and introduced the groundbreaking M4 chip, a technological marvel capable of tackling AI tasks on the device. However, Apple provided limited details about the AI capabilities, with plans to reveal more at its Worldwide Developers Conference on June 10.

MediaTek has introduced the Dimensity 9300+, the most recent high-end mobile chip in MediaTek's Dimensity series.

In the ever-evolving realm of mobile communications, a seismic shift is underway, propelled by SpaceX's Starlink service. Once dominated by terrestrial networks provided by telecom giants, the industry is now witnessing a paradigmatic transformation as satellite operators and telecom titans navigate a landscape marked by collaboration and competition.

Gallium Arsenide (GaAs) foundry Advanced Wireless Semiconductor Company (AWSC) has seen a surge in orders for flagship smartphone chips from manufacturers such as Qualcomm, boosting its sales performance.

Taiwan-based IC design houses are generally bullish about their market prospects for the second half of 2024, notwithstanding the persistently unfavorable macroeconomic climate, according to industry sources.

Wireless broadband equipment makers anticipate better performance in the latter half of 2024, as customers gradually reduce excess inventory that has lingered into the early months of the year. Looking ahead, 2025 is expected to be a good year, as the adoption of new standards such as Wi-Fi 7 and DOCSIS 4.0 picks up pace.