Friday 12 April 2024
Key takeaways from Largan's 1Q24 earnings call
Largan Precision, one of the largest Taiwan-based makers of smartphone lens modules, held its quarterly earnings call on April 11.
Wednesday 10 April 2024
Optics giants GSEO, Largan see March revenues surge
Optics giants have been seeing strong performance despite the traditional off-peak season in 2024.
Wednesday 27 March 2024
Taiwan-based optics suppliers pursue opportunities in AI
Genius Electronic Optical (GSEO) has continued branching out into products for AR/VR and Mixed Reality (MR) applications.
Tuesday 5 March 2024
Largan Precision sees record revenue in the first two months of 2024
Encountering the traditional off-season of the optical industry, Largan Precision announced its February revenue on the 5th, showing a month-on-month decline and a year-on-year increase,...
Friday 1 March 2024
Up periscope! The companies hitting the jackpot in the 2024 smartphone lens lottery
Periscope lenses are set to become the staple of high-end smartphones.
Thursday 18 January 2024
Largan, GSEO feeling good about high-end lenses, flagship models 2024
After concern about Largan's position in smartphone lenses, comments from the CEO Adam Lin suggest that things are finally looking up.
Friday 12 January 2024
Largan bullish on high-end lens demand
Adam Lin, CEO of Taiwan's Largan Precision said smartphone brand customers are upbeat about the sales of high-end models, which may boost the firm's revenue share from the glass-molded...
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...
Friday 5 January 2024
Optical industry goes from labor division to integration; AOET launches transformation plan
To avoid the supply-demand imbalance caused by shortages in the supply chain, optical industry players have begun vertical integration of lens and module manufacturers in recent years...
Wednesday 20 December 2023
Optics industry coasts along rising smartphone shipments
After a three-year slump, the market for smartphone camera lenses is showing signs of recovery, with optics companies posting stellar results. While Apple has been going into overdrive...
Wednesday 13 December 2023
Bright prospects for 2024 as optics suppliers see demand rise
With 2023 turning out to be a disappointing year for the economy, the optics industry in Taiwan has proven to be a dark horse: Taiwan-based optics companies have seen outstanding...
Tuesday 12 December 2023
Upcoming launch of Apple's Vision Pro a boon for optics and display suppliers
After Apple announced its long-rumored Vision Pro mixed reality headset at its WWDC event in June 2023, industry watchers have been eagerly anticipating the device's expected launch...
Wednesday 6 December 2023
Lens makers see opportunities and challenges in smartphone camera spec war
With smartphone sales slumping under global inflation in recent years, the demand for CMOS image sensor (CIS) parts and lenses has also fallen. Yet sources in the supply chain point...
Thursday 30 November 2023
Huawei to boost shipments of upcoming P70 smartphones
Huawei has scaled up initial shipments of its upcoming flagship P70 series smartphones, expected to launch in the first quarter of 2024 at the earliest, according to industry sources...
Tuesday 28 November 2023
As next step of smartphone upgrades, AI and periscope lenses may become standard equipment
The smartphone market is slowly recovering, with many manufacturers recently expressing in their earnings call that the industry's adjustment period over the past three years appears...
Summary of Tech Supply Chain News!
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
Taiwan server industry experiences decline in 2023 revenues and shipments; poised to see growth in 2024, says DIGITIMES Research