China-based semiconductor manufacturers, in the wake of geopolitical risks, are expected to keep up with their capacity expansion strategies going into 2023 with a good number of projects already in construction.
Japan-based firms' investments in their home market in 2022 were more robust than in years past and three main factors were the driver for their relocation back to Japan.
With smart auto lighting becoming a trend in the automotive market, LEDs are being widely used in auto lighting products, replacing ones with conventional halogen and xenon thanks to LEDs' higher brightness and longer lifespan.
Taiwan-based EV charging pile supply chain players are expected to see enormous business opportunities in the upcoming years thanks to governments worldwide pushing to end gasoline car sales.
Global notebook demand remained feeble in January 2023 with the top-5 brands, not including Apple, and the top-3 ODMs all experiencing weak on-month and on-year shipment performances.
Smartphone shipments to China increased by over 20% on quarter in the fourth quarter of 2022 thanks to Single's Day promotion campaigns and vendors' preparation for the Lunar New Year holiday demand. However, the volumes will slip by almost 15% sequentially in the first quarter of 2023 as sales begin to plunge after the holidays.
Foxconn possesses four fundamental abilities to make EVs, including overseas production implementation, supply chain management, large-scale production and system-level solutions.
Because of the weak economy and consumer confidence, tablet brands will continue to scale back their shipments in the first quarter of 2023 with overall volumes estimated to decrease by 20% from the prior quarter.
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.
Taiwan makers' combined notebook shipments in the fourth quarter of 2022 were weaker than DIGITIMES Research had anticipated, dropping 16% sequentially, slightly higher than that of the global total, and down over 40% on year.
China-based smartphone vendors shipped a total of 150 million smartphones in fourth-quarter 2022, growing 6.6% from a quarter ago but plunging 21.4% from a year ago and the volumes are expected to continue to slide from a year ago in the first quarter of 2023.
