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Friday 24 January 2025
Huawei reclaims top spot, Apple slides in China mobile market
Huawei has recaptured the leading position in China's smartphone market for the first time since facing US sanctions, marking a significant shift in market dynamics. According to the latest report from Counterpoint Research, Huawei secured an 18.1% market share in the fourth quarter of 2024, primarily propelled by strong sales of its Nova 13 series and high-end Mate 70 series, achieving a 15.5% increase compared to the same period last year
Friday 24 January 2025
Samsung's 2024 HBM shipments likely to miss targets amid ongoing challenges
As Samsung Electronics gears up to release its fourth-quarter 2024 financial results, industry observers are closely monitoring the company's progress in meeting its high bandwidth memory (HBM) business targets for the year. However, according to recent reports from South Korean media, Samsung's HBM shipments for the quarter are projected to exceed 20 billion gigabytes (GB), significantly below the company's original goal of 30 billion GB
Friday 24 January 2025
South Korea's system semiconductor market share set to drop to 1.6%—what's next?
The global IC design market is expanding rapidly, driven by the growth of AI. However, South Korea's system semiconductor sector, which currently holds a modest 2% market share, faces further decline due to inadequate government support. Projections indicate that the country's share could shrink to approximately 1% by 2027
Friday 24 January 2025
Chinese chipmaker GigaDevice sees 5-fold profit hike in 2024
GigaDevice, a Chinese manufacturer of NOR flash memory and MCUs, recently disclosed its performance forecast for 2024. The company projects a net profit jump of over fivefold
Friday 24 January 2025
Innolux general manager reflects on challenges and rebirth of panel industry through a poem
Zhu-Xiang Yang, general manager of Innolux, a major panel manufacturer in Taiwan, wrote a year-end reflection poem about the challenges and outlook for the panel industry
Friday 24 January 2025
EMS Watch: opportunities and challenges amid rapid ascent of Chinese EMS players
Globalization has driven significant transformations in the electronics manufacturing industry since the late 20th century, with Taiwanese EMS providers experiencing rapid growth under China's economic opening policies. Leveraging China's vast labor force and favorable policies, Taiwanese EMS firms expanded rapidly, paving the way for the rise of the EMS industry within China itself
Friday 24 January 2025
SK Hynix confident in HBM4, prepares for 1c DRAM mass production
SK Hynix is poised to achieve a record-high operating profit in 2024, potentially surpassing Samsung Electronics (Samsung) for the first time. The company maintains its optimistic outlook on the high bandwidth memory (HBM) market, with plans to secure its market leadership through HBM4 and HBM4E development
Friday 24 January 2025
Foreign automakers accelerate plant closures in China
China's domestic automakers are rapidly expanding their local market presence, creating an existential threat to foreign brands and their joint ventures. Several international manufacturers and joint venture operations have already ceased production in China, with more plant closures anticipated in 2025
Friday 24 January 2025
Samsung, SK Hynix shift memory production from China amid Trump's return
With Donald Trump's recent inauguration as US president, South Korean experts expect tighter sanctions on China's semiconductor industry. In response, Samsung and SK Hynix are strategically restructuring their production to reduce reliance on Chinese manufacturing
Friday 24 January 2025
Major Chinese chipmakers show resilience amid US crackdown
A newly released semiconductor patent innovation ranking places ChangXin Memory Technologies (CXMT), Yangtze Memory Technologies (YMTC), and Semiconductor Manufacturing International (SMIC) at the forefront, showcasing their technological advancement within China's semiconductor industry amid US trade restrictions
Friday 24 January 2025
SK Hynix cautious about production adjustments despite strong financial results
Following the release of its financial results showcasing impressive performance, SK Hynix remains cautious about adjusting production levels due to the sluggish demand for NAND flash. However, the company has not announced any plans to cut its product output
Friday 24 January 2025
EMS Watch: Chinese firms surpass Taiwanese rivals in top EMS/ODM rankings
According to a DIGITIMES survey, the global EMS/ODM industry is becoming increasingly important due to the relocation of global supply chains. However, their 2024 revenues diverged due to differing trends in the AI and smartphone markets
Friday 24 January 2025
Cambricon faces US$933 million lawsuit from ex-CTO over equity row
A major legal battle between Cambricon Technologies, a leading Chinese AI unicorn, and its former CTO Jun Liang has emerged, drawing parallels to the recent high-profile lawsuit involving Jeng-wu Tai, a former aide to Foxconn founder Terry Gou. The case centers on claims of unfulfilled employee incentives that could set new precedents in China's tech industry
Thursday 23 January 2025
Samsung 2025 agenda: AI, subscription services at the core of innovation
Samsung's fourth-quarter 2024 financial performance missed market expectations. The company aims to regain momentum in 2025 by focusing on AI, robotics, and subscription services. According to Digital Today, Samsung's revival strategy revolves around three key areas: robotics, AI, and smart home solutions
Thursday 23 January 2025
Hyundai, Samsung, LG brace for impact as Trump's tariff plans target Mexico
As Donald Trump takes office with his "America First" agenda, South Korea's electronics and automotive industries are closely monitoring potential shifts in global trade policies. A major concern is the proposed 25% tariff on imports from Mexico and Canada, which could pose significant challenges for South Korean companies with manufacturing operations in Mexico
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES