As geopolitical tensions have been spreading, IPC makers' customers are demanding to have more production capacity outside of China and Taiwan to lower the risks of being affected.
Smartphone shipments to China went down over 10% sequentially in the first quarter of 2024 and are expected to stay at almost at the same level in the second quarter.
DIGITIMES Research has found that smartphone application processor (AP) shipments to China-based brands in the first quarter of 2024 bucked the seasonal trend with a sequential increase of 9%, driven by stronger-than-expected sales for the Chinese handset brand vendors.
China's smartphone industry shipped a total of close to 160 million smartphones worldwide in the first quarter of 2024 and will see the volumes climb up further in the second quarter.
Global notebook shipments made a around 5% sequential decline in the fourth quarter of 2023 before enjoying a minor increase in the first quarter of 2024 thanks primarily to robust orders from the eduction procurement sector
Global server shipments slid slightly from a quarter ago in the first quarter of 2024 and will rise around 2% both sequentially and on-yearly in the second quarter.
Chinese and US public cloud providers have invested in self-developed chip projects to achieve cost reduction and service differentiation in cloud services through vertical software and hardware integration
As air cooling grew insufficient for the heat dissipation of datacenters when running AI applications, L2A and L2L cooling methods are likely to see rising penetration to datacenters in the upcoming years.
Taiwan's IPC industry suffered a minor on-year decline in overall 2023 revenues, but the amount is expected to pick up in 2024 to arrive at above NT$300 billion.
