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Monday 8 August 2022
Chinese smartphone brands see declines in 2Q22, says DIGITIMES Research
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.
Wednesday 3 August 2022
Apple to diversify MacBook production in China, says DIGITIMES Research
Apple is expected to diversify its MacBook production in China to avoid placing all the eggs in one basket, according to DIGITIMES Research senior analyst Jim Hsiao for the Notebook Tracker.
Tuesday 26 July 2022
Notebook brands to see oversupply of some components in 3Q22, says DIGITIMES Research
Despite shortages for some ICs in the second quarter, the notebook industry is expected to see oversupply of panels and audio chips, according to Jim Hsiao, a senior analyst at DIGITIMES Research.
Tuesday 19 July 2022
EV development and sales accelerating in 2022, says DIGITIMES Research
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.
Friday 15 July 2022
Taiwan mobo makers to see 2022 shipments to drop back to 2019 level, says DIGITIMES Research
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.
Friday 5 August 2022
US CHIPS and Science Act to go online; Kioxia 162-layer 3D NAND flash to begin volume production; Baidu unmanned vehicle enters mass production
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.
Friday 29 July 2022
Novel Crystal to utilize Ga2O3 epitaxy capacity in 2025; SK Hynix, Samsung turn conservative over 2H22 semiconductor capacity deployment; RoboSense sees surging growth in LiDAR development
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.
Friday 22 July 2022
Taiwan EV component maker status
Taiwan-based manufacturers are stepping up efforts toward the electric vehicle (EV) sector and downstream EV manufacturing, midstream power systems and upstream battery materials are all areas with promising potential.