Thursday 18 April 2024
Consumer electronics market remains mired in downturn as inflation persists
The consumer electronics market has remained sluggish since 2023, with no evident signs of recovery even after the first quarter of 2024, whether for smartphones, notebooks, or consumer...
Friday 12 April 2024
Network equipment makers await market recovery, as high inflation impacts consumer spending
As consumer spending remains low amid high inflation in Europe and the US, network equipment makers have seen expectations for the first quarter of 2024 dashed, as demand from Europe...
Monday 25 March 2024
'Green inflation' and 'secular stagnation', which will come first to AI?
An electricity price hike in Taiwan may ignite a butterfly effect on the Artificial Intelligence (AI) industry and supply chains.
Wednesday 20 March 2024
Samsung grapples with surging procurement costs amid global inflation, geopolitical factors
Samsung Electronics witnessed a significant surge in the procurement costs of raw materials for IT products in 2023.
Friday 15 December 2023
GrayRhino Watch: uncertainties and geopolitical risks in 2024
With Taiwan's November exports returning to positive growth year-on-year, the Ministry of Finance sees a rebound in tech trade in the fourth quarter of 2023 and into 2024. However,...
Friday 8 December 2023
TSMC: uncertainties remain in 2024 amid high inflation and rising costs
TSMC held the 2023 Supply Chain Management Forum on December 7th and presented the 2023 TSMC Excellent Performance Award. TSMC stated that the global supply chain is facing challenges...
Wednesday 6 December 2023
As inflation and wars rage, notebook sales in Dubai remain unaffected
Recent geopolitical tensions and high inflation have had little impact on Dubai in the United Arab Emirates (UAE) as Michele Montecchio, general manager of Acer Middle East, noted...
Tuesday 31 October 2023
Mobile phone market to resume growth in 2024
Global mobile phone sales are expected to fall below 1.2 billion units in 2023, a new low in ten years, due to gloomy consumer sentiment following the pandemic, Chinese market saturation,...
Monday 2 October 2023
Taiwanese firms struggle to divest factories in China
In the face of a prolonged downturn in the electronics industry and mounting pressures arising from the US-China tech rivalry, numerous Taiwanese companies have opted to divest their...
Wednesday 13 September 2023
China's lithium battery firms set up shop in the US despite IRA 2022
The tax incentives of the US Inflation Reduction Act of 2022 (IRA) are luring lithium battery supply chains to swiftly set up shop in the country, gradually disrupting the initial...
Wednesday 13 September 2023
Apple unveils latest iPhones and faster Apple Watches, maintaining stable prices amid global inflation and Chinese uncertainties
Apple announced its latest iPhone 15 models and upgraded versions for its Apple Watches. Apple's decision to maintain most of its latest smartphone prices stable implies a cautious...
Friday 25 August 2023
Notebook price cuts to stay fierce until end-2023
The current market for notebooks is witnessing intense price reductions initiated by both retailers and brand vendors, a trend that is anticipated to persist until the end of this...
Thursday 24 August 2023
Taiwan market: Handset unit sales to rebound in September
Monthly unit sales of handsets in Taiwan are expected to rebound and rise above 400,000 units starting in September, thanks to the forthcoming launches of new models by Apple, Samsung,...
Tuesday 22 August 2023
Global smartphone shipments to hit decade low in 2023
According to Counterpoint Research, 2023 is on track to be the worst year for global smartphone shipments in ten years.
Tuesday 18 July 2023
With weak mobile phone market and high inflation, Largan is not optimistic about 2023 despite securing major lens order
Currently, the main lens suppliers for Apple's iPhone are Taiwan's Largan and GSEO. Since Largan mainly supplies high-end lenses, its quarterly earnings call is widely considered...
Research Report Database
Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research