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Monday 8 January 2024
Apple's upcoming Vision Pro MR headset seen to boost Taiwanese optics suppliers
Apple's first mixed reality (MR) head-mounted display, the Vision Pro, unveiled at the mid-2023 WWDC conference, is anticipated to hit shelves in late January or early February 2024...
Monday 8 January 2024
Fueled by Apple, IT-oriented OLED market highlights the outlook for South Korea's display supply chain
The IT-oriented OLED market, driven by Apple, is expected to maintain its growth trend. Moreover, with additional investments from display manufacturers such as Samsung Display (SDC)...
Friday 5 January 2024
Competition for flagship smartphone SoCs to intensify in 2024
The competition for flagship mobile phone SoCs is becoming more intense and will further escalate in 2024, coinciding with the start of the AI mobile phone boom, according to market...
Tuesday 2 January 2024
Samsung seeks to capitalize on Apple Watch's patent issues in the US
With some models of Apple's latest smartwatch being banned from sale in the US due to patent issues, Samsung Electronics is actively targeting the North American market as the year-end...
Tuesday 2 January 2024
Apple Watch patent concerns persist despite sales ban suspension, says DIGITIMES Research
Following the US International Trade Commission's order barring imports and sales of Apple Watch that infringes the blood oxygen patent held by Masimo, Apple was allowed to temporarily...
Tuesday 2 January 2024
India roundup: challenges remain for smartphone export expansion in India
Despite rapid expansion in smartphone exports from India in recent years, geopolitical issues remain for India to expand exports further. Innolux confirmed the display collaboration...
Friday 29 December 2023
Apple reportedly searching for additional suppliers, including Indian-based companies
As the global supply chain is undergoing reshaping, Apple is reportedly looking for more partners, during which new suppliers, including those based in India, may find an opportunity...
Thursday 28 December 2023
Global tablet shipments rise 10% in 3Q23; Apple's iPads command over 40% share in 4Q23, says DIGITIMES Research
Global tablet shipments went up nearly 10% from a quarter ago to reach around 31 million units in the third quarter of 2023, thanks partly to robust seasonal demand, according to...
Thursday 28 December 2023
TSMC 3nm fab capacity could fall short of demand in 2024
TSMC is on target to increase its 3nm fab capacity to 100,000 wafers per month in 2024 but may fall short of meeting customer demands for the node except for Apple, according to supply...
Wednesday 27 December 2023
Global tablet market, 3Q 2023

Introduction

Wednesday 27 December 2023
Apple Vision Pro to hit market shelves in 1Q24
Supply chain sources indicated that the Apple Vision Pro is expected to be available in the first quarter of 2024, with an annual shipment threshold of 400,000 units.
Monday 25 December 2023
Could the Qorvo-Luxshare deal threaten to marginalize Taiwanese backend houses from Apple supply chain?
US power amplifier (PA) vendor Qorvo's decision to sell its packaging and testing plants in China to Luxshare Precision Industry, a key Chinese player in Apple's supply chain, has...
Monday 25 December 2023
BOE set to adjust its B20 production line plans to not miss out on Apple OLED business opportunities
To target the OLED business opportunities of Apple IT products, BOE is reportedly considering a new production expansion plan to add a new OLED production line in the 6th generation...
Monday 25 December 2023
Samsung unveils dual-track development for OLEDoS and LEDoS
Earlier reports of Samsung Group's dual-track development for OLED on Silicon (OLEDoS) and LED on Silicon (LEDoS) have been confirmed recently, as top executives within the group...
Friday 22 December 2023
Apple's Wi-Fi chip self-development remains a challenging venture, according to industry assessment
Recently, there has been a lot of news on the market regarding Apple's Wi-Fi chips. This includes MediaTek products potentially entering the Apple supply chain through non-mainstream...