Tuesday 6 February 2024
Chinese suppliers make up majority of Vision Pro supply chain, say sources
Chinese suppliers command most of the supply chain for Apple's new Vision Pro spatial computer, while suppliers from the US, Japan, and South Korea retain control of critical components,...
Monday 22 January 2024
Pegatron maintains strong footing in China despite asset transaction with Luxshare, says chairman
In December, Pegatron surprised the market by yielding control of its Kunshan subsidiary to China-based Luxshare. Pegatron said it was a collaborative decision with its customers,...
Thursday 18 January 2024
Pegatron chairman expects better macros in 2024
In 2024, macroeconomic conditions will be more favorable than the previous year due to inventory correction in supply chains, regional wars, and monetary tightening, according to...
Tuesday 9 January 2024
Foxconn stays ahead of China-based competition in Apple's supply chain game
As China-based suppliers continue to snatch up orders through all available means, many Taiwan-based companies have been transitioning to keep afloat. Amid this pressure, Hon Hai...
Friday 29 December 2023
Luxshare gains control over Pegatron subsidiary in China, signaling shift amidst evolving iPhone manufacturing landscape
China-based Apple supplier Luxshare gained control over Taiwan-based Pegatron's Chinese subsidiary, underscoring an era when iPhone manufacturing seems not as lucrative as before,...
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...
Friday 22 December 2023
Taiwan compound semiconductor firms unfazed by Luxshare buyout of Qorvo backend fabs in China
Luxshare Precision Industry's impending acquisition of Qorvo's backend fabs in China is unlikely to have a significant impact on Taiwan-based compound semiconductor firms, according...
Friday 22 December 2023
More Chinese device assemblers, IC design firms enter backend
Many Chinese device assemblers and IC design houses are investing in the backend sector or building their own packaging and testing lines, indicating a trend toward vertical integration,...
Wednesday 20 December 2023
Luxshare to acquire Qorvo's China facilities in strategic deal
Qorvo and Luxshare Precision Industry have reached an agreement for Luxshare to purchase Qorvo's assembly and testing facilities in Beijing and Dezhou, China. Furthermore, as part...
Wednesday 20 December 2023
Arm, Qorvo to scale down operations in China
Arm and Qorvo have announced plans to scale down their local operations in China amid geopolitical difficulties.
Wednesday 1 November 2023
Foxconn October sales expected to rise with new Apple M3 product orders
Hon Hai Precision Industry (Foxconn) is expected to enjoy a strong October thanks to orders for Apple's new M3-powered MacBook Pro and iMac, which will hit the market next week.
Friday 27 October 2023
SMIC stepping up SiC deployment
Chinese foundry Semiconductor Manufacturing International Corp. (SMIC) has formed a joint venture, Xinlian Power Technology, with capital from XPeng Motors, Luxshare Precision Industry,...
Wednesday 16 August 2023
How will iPhone assembly orders be distributed with Apple's new production plans revealed?
South Korean industry sources revealed the new production plan for Apple's iPhone. In 2023, Apple plans to produce an additional 3.2 million iPhones. The assembly order distribution...
Wednesday 26 July 2023
Wistron sells all shareholding in Luxshare
Wistron has announced to sell all of its shares in Luxshare via its subsidiaries in China and will sell a total of 56.391 million shares for an amount of CNY1.73 billion (US$243.71...
Tuesday 11 April 2023
Pegatron withdraws from Apple's first XR device; Luxshare becomes first Chinese maker to manufacture Apple products on its own
It's rumored that Apple's first headset device will delay its mass production until June. In addition, it is confirmed that the model, originally drawn and designed by Pegatron, will...