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Tuesday 6 February 2024
China smartphone AP shipments, 4Q 2023
Application processor (AP) shipments for Chinese smartphones performed below expectation in the fourth quarter of 2023 as handset shipments already peaked in the previous quarter, and the volumes will go down further in the first quarter of 2024, but only by a small margin.
Friday 24 November 2023
Global DRAM and NAND flash industry
The business operation of the DRAM and NAND Flash sector of the world's top three memory manufacturers - Samsung, SK Hynix, and Micron - has improved since the beginning of the second half of 2023 and demand will enjoy a bigger recovery in the fourth quarter, boosting the three makers' revenues and profits.
Monday 6 November 2023
China smartphone AP shipments, 3Q 2023
AP shipments for Chinese smartphones in the fourth quarter of 2023 are expected to be weak, as handset brands already stocked up in advance in the third quarter.
Tuesday 24 October 2023
HPC chip industry, 2H23
The three primary high performance computing (HPC) chip suppliers, Intel, AMD, and Nvidia, all experienced lackluster sales in the first half of 2023 amid weak demand for HPC applications, according to a survey of DIGITIMES Research.
Wednesday 11 October 2023
China semiconductor industry status
Few Taiwan-based IC design firms have made efforts toward high performance AI chips, autonomous driving chips, high performance computing (HPC) chips, and other emerging technologies whereas China has multiple companies endeavoring in these fields.
Thursday 21 September 2023
China smartphone AP shipments, 2Q 2023
According to DIGITIMES Research's surveys and analyses, second-quarter 2023 smartphone application processor (AP) shipments to China-based brand vendors amounted to 132 million units, growing 10% from the prior quarter but plunging 33.4% from the prior year.
Friday 5 May 2023
China smartphone AP shipments, 1Q 2023
First-quarter 2023 smartphone application processor (AP) shipments to China-based smartphone brand vendors amounted to 120 million units, plunging 12.1% from the prior quarter and 32.6% from the prior year due to ongoing smartphone demand shrinkage on top of vendors' inventory adjustment and slow season.
Friday 14 April 2023
Global smartphone AP shipments, 2023
Global smartphone application processor (AP) shipments are expected to come to 1.114 billion units in 2023, down 11.8% on year, mainly due to declining smartphone shipments and slow AP inventory depletion.
Friday 10 February 2023
China smartphone AP shipments, 4Q 2022
Application processor (AP) shipments to China-based smartphone vendors amounted to 137 million units in the fourth quarter of 2022, down 24% sequentially and 20.3% on year, and will experience another double-digit decline in the first quarter of 2023.
Wednesday 9 November 2022
China smartphone AP shipments – 3Q 2022
Shipments of application processors (APs) used in smartphones released by China-based brands went up 10.2% sequentially, but down 19.4% on year to reach 199.5 million units in the third quarter of 2022.
Tuesday 25 October 2022
SiC wafer industry status
Soaring silicon carbide (SiC) demand from electric vehicles (EV) is leading to a tight supply of 6-inch SiC wafers, of which the cost will unlikely go down.
Wednesday 10 August 2022
China smartphone AP shipments - 2Q 2022
According to Digitimes Research's surveys and analyses, second-quarter 2022 smartphone application processor (AP) shipments to China-based vendors amounted to 181 million units, increasing 1.7% from the prior quarter but decreasing 17.1% from the prior year mainly due to China's weakening economy as well as the ongoing Russia-Ukraine war and rising inflation continuingly taking a toll on consumer spending.