As the second largest handset market next to China, India sees its suppliers mainly carrying Chinese brands. Is India facing a fundamental change in market structure? Smartphone brands often find themselves overwhelmed by fast market changes. And surging logistics costs are posing greater challenges, fueling management problems.
Taiwan-based IC backend houses are gearing up for robust packaging demand for mature-node chips from foundries in China, as the supply of such chips is increasingly short of demand there, according to industry sources.
Advanced Lithium Electrochemistry (Aleees) has progressed into third-phase certification process for cathode materials used in high-end LFP (lithium iron phosphate) batteries conducted by Northeast Asia-based potential clients, according to the company.
Sales of smartphone in India took a hit by the resurgence of COVID-19 in the second quarter this year, but when compared with the same period in 2020, sales have seen considerable growth of 82%, rising to 33 million units, according to Counterpoint Research.
About 218 million smartphone application processors (APs) were shipped to China-based handset vendors in the second quarter of 2021, up about 3% sequentially, according to Digitimes Research. Shipments are forecast to register another sequential growth of 6.9% in the third quarter.
Is there any way out for Huawei, which has been cornered by the US government? It used to be able to ship 200 million handsets a year, and it remains to be seen whether it can make it to 40 million units in 2021. Is Huawei going to give in? Will China let Huawei fight alone? By no means!
The India government and India-based automakers and motorcycle makers have been actively boosting the development and domestic production of two-, three- and four-wheel electric vehicles (EVs), but the ambition is impacting the local supply chain makers.
A surge in COVID infections in Southeast Asia is hitting Japanese carmakers' production in the region. And COVID-inflicted disruptions to logistics services have prompted Vietnam to introduce a new rail transport route to Europe.
For years, the business of Hana Microelectronics, the leading EMS provider in the Southeast Asia region, took off as orders divert from, to, or within China. Its business in China is expected to further benefit from China's new self-reliance policy. Seeing the demand from EV, the company also developed a new business in Silicon carbide semiconductors (SiC), which are going to become its next holy grail.
India's handset market saw a milder-than-expected sequential drop in sales in second-quarter despite COVID surges, while its car industry is calling on the government not to extend preferential tariffs to Tesla.
Listed on Thailand stock Exchange in 2002, AAPICO Hitech was founded in 1996 by Yeap Swee Chuan and headquartered in Thailand. AAPICO expanded from manufacturing jigs and stamping die to manufacturing OEM car parts including floor parts, crossmembers, and plastic fuel tanks for Thailand's major car-assembling providers.