Global tablet shipments reached only 28.09 million units in the second quarter of 2023, down nearly 5% from a quarter ago, due to the quarter being the traditional slow season and sales in key markets such as North America and China showing no major improvement.
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.
In response to explosive generative AI and large language model (LLM) demand, major cloud service providers and leading server brands are stepping up efforts toward AI servers, with a focus on ramping up their procurement of high-end AI servers featuring accelerators with high bandwidth memory (HBM) integrated.
South Korea's K-Network 2030 strategy aims to strengthen and upgrade the country's network infrastructure while developing energy-efficient and fail-proof systems with upgrading the backbone network being one of the major tasks.
Second-quarter 2023 smartphone shipments by China-based smartphone vendors exhibited a 7.4% on-quarter growth but a 6.1% on-year decline, and volumes will enjoy single-digit growths quarterly in second half of 2023.
Global notebook shipments were up 20.9% sequentially and down only 5.5% on year in the second quarter of 2023, but the volumes are only expected to stay flat in the third quarter and dip a single-digit percentage in the fourth quarter.
Global server shipments slipped 5.7% sequentially in the second quarter and are likely to see only single-digit on-quarter growth in the third quarter due to brand vendors and CSPs both turning conservative toward the second half of the year, even though the new mainstream server CPU platforms are ready for supply.
The Japanese government on May 23 announced to impose export restrictions on 23 items of semiconductor manufacturing equipment, effective July 23. Although the list includes various equipment, Japan is more likely to control the export of photolithography or thin film deposition equipment for advanced processes.