China-based smartphone brands saw their combined shipments slip 5.2% sequentially and 4.6% on year to come to around 150 million units in the second quarter of 2022, according to figures from DIGITIMES Research's Smartphone Tracker.
DIGITIMES Research expects global supply chain resources to continue to be invested in electric vehicle (EV)-related technologies, driven by governments' power-saving policies and automakers' business deployments.
Thanks to the stay-at-home economy, global PC-related product shipments increased dramatically during the past two years with Taiwanese makers' motherboard shipments also picking up to over 50 million units in 2021; however, their shipments are expected to decline in 2022, according to DIGITIMES Research's figures.
Key observation factors for the Asia Enterprise special report of the week of July 30- August 5 mainly focus on Showa Denko Materials' expansions of semiconductor CMP slurry capacity at its plants in Japan and Taiwan; Samsung Display and LG Display announcing separately plans to halt their TV-use large-size LCD panel business in South Korea; and BYD pushing into the passenger EV markets of Netherland, Germany, Sweden, Israel, Japan, Singapore, and Australia.
Key observation factors for the Asia Enterprise special report of the week of July 23-29 mainly focus on the passing of the CHIPS and Science Act; Kioxia's investment in the volume production of the 162-layer 3D NAND flash and the fact that the company remains seriously behind Micron and Samsung Electronics despite the Japanese government's JPY92.9 billion (US$710 million) subsidies; and Baidu's announcement to begin volume producing Apollo RT6 unmanned vehicle, which costs only CNY250,000 (US$37,500) and will accelerate the commercialization of Robotaxi.
Key observation factors for the Asia Enterprise special report of the week of July 16-22 include the utilization of gallium oxide (Ga2O3) epitaxy capacity of Japanese startup Novel Crystal, which is estimated to begin in 2025. Meanwhile, SK Hynix halting the construction of its new plant and Samsung Electronics reducing the production of CIS show the Korean semiconductor companies are turning conservative about the second half of 2022.