Korea-based panel makers Samsung Display and LG Display are working keenly to push their AMOLED panels into automotive applications, eyeing more growth, while China-based makers are also doing the same with the take-off of China's new energy car industry, according to DIGITIMES Research's latest study on the AMOLED panel industry.
Despite issues such as the global economy showing no sign of recovery and the slow season having limited tablet brands' shipment in the earlier half of the first quarter of 2023, tablet brands are starting to place short-term orders at the end of the quarter to replenish their channel inventories. This is expected to benefit overall tablet shipments worldwide to see only a minor drop from a quarter ago, according to DIGITIMES Research's latest figures from the tablet report.
China-based smartphone brands' shipments are expected to make a recovery in the second quarter, stimulated by robust demand from the 618 shopping festival, with on-year decline to also shrink to less than 10%, according to DIGITIMES Research's latest figures from the China smartphone industry report.
Reducing charging time by increasing the power that chargers deliver is seen as critical to overcoming the range anxiety of EV owners, and compared with a high-current solution, increasing the voltage is a more feasible way for upgrading fast charging and will shape the EV industry for years to come, according to DIGITIMES Research.
China-based companies have occupied a good share of the fixed wireless access (FWA) customer premise equipment (CPE) module and telecom network equipment markets. However, since the 4G/5G FWA CPE telecom equipment market is still in the early stage of development, Chinese telecom network equipment suppliers are likely to start merging to strengthen their competitiveness in the market amid the US-China tech war, according to DIGITIMES Research's latest study on FWA CPE market.
Upstream and downstream players in the electronics industry remained at the inventory adjustment stage in the first quarter of 2023, with their revenue performance mostly stalling and even declining compared to the same period of 2022.
Global notebook shipments (not including detachable models) performed better than originally expected, shrinking only 9.5% sequentially and less than 35% on year in the first quarter of 2023, and the volumes will grow back 9% sequentially in the second quarter, according to DIGITIMES Research's latest numbers from the report covering the notebook industry.
Global server shipments performed weaker than DIGITIMES Research had anticipated originally, slipping almost 14% sequentially to fall below four million units. Having a lower comparison base in the same quarter a year ago and the fact that brand vendors are expected to begin volume shipments of servers with new CPU platforms, overall server shipments are expected to witness a low single-digit sequential growth in the second quarter of 2023, according to DIGITIMES Research's latest server report figures.
Looking into second-quarter 2023, smartphone AP shipments to China-based vendors are estimated to come to 132 million units, increasing 10% sequentially as smartphone brands ramp up their inventory more aggressively than they did in the prior quarter to prepare for the 618 shopping festival in China. However, on a year-over-year basis, the volume will still represent a more than 30% decline, indicating sluggish AP demand overall, according to figures from DIGITIMES Research's latest report covering the smartphone AP industry.
LiDAR is rising to be the emerging component differentiating car models in China. According to Evan Chen, an analyst with DIGITIMES Research, global automotive LiDAR shipment is expected to reach 500,000 units in 2023, with China taking up at least 80% of it.
The EV supply chain in Southeast Asia has grown mature with Thailand and Indonesia becoming the major players in the ecosystem. With Thailand's subsidy policies helping boost local EV sales, many Chinese automakers including Great Wall Motor (GWM), SAIC Motor, and BYD are also planning to establish production lines in Thailand for making BEVs and should turn the country into a key EV market before 2030, according to DIGITIMES Research's study on Southeast Asia's EV industry.
Thanks to the four major advantages 800V high-voltage high-power quick-charging has, and its feature of a charging efficiency close to fueling a gasoline car, EV makers are increasingly devoted to high-voltage quick-charging R&D, according to DIGITIMES Research's new Smart Cars report covering quick-charging technology development.