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Tuesday 6 February 2024
South Korea's AT Solution listed within Vision Pro supply chain
Within the supply chain of Apple's MR headset Vision Pro, South Korea's AT Solution is reportedly involved in the coating process for camera module components.
Tuesday 6 February 2024
Android phone sales resurgence in China lifts PA suppliers
Apple's latest financial report revealed a 6% year-on-year growth in iPhone revenue in the December quarter of 2023. However, Apple saw a significant 13% sales decline in the Greater...
Tuesday 6 February 2024
With new iPads around the corner, how will Apple adjust its tablet strategy?
As rumors pick up of Apple holding a product launch as early as March to unveil its latest iPad Pro, speculation has reached beyond the usual display and processor upgrades and how...
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 5 February 2024
Apple's 1Q24 revenue rebounds despite China, AI, Vision Pro challenges
Apple's fiscal report for the first quarter of fiscal year 2024 revealed a revenue of US$119.6 billion.
Monday 5 February 2024
Finally, a new Apple device really worth talking about
By now, we all know the routine: An early start. A line down the street. Apple Inc. store employees whooping and hollering with such coordination, it must make Kim Jong Un envious.
Monday 5 February 2024
Apple showing signs of weakness in Chinese market; MediaTek and Qualcomm begin counterattack
In Apple's latest financial report, a decline in sales in the Chinese market has received attention. This has confirmed previous concerns that Apple, after years of smooth sailing...
Monday 5 February 2024
Markets tank as Trump threatens 60% tariff on Chinese goods if elected
Former US President Donald Trump has said that if he is elected as the next US president, he may impose tariffs of more than 60% on mainland Chinese goods and believes he must do...
Monday 5 February 2024
Sales performance of iPhone 15 a focal point for Apple's upcoming financial report for 1Q24
Apple is set to release its financial report for the first quarter of fiscal year 2024 (10/2023 - 12/2023) soon, and the attention is on the sales performance of the iPhone 15 seri...
Monday 5 February 2024
India roundup: India lowers import duty on mobile phone components
India reduces import customs duty on mobile phone components. Notebook vendors accelerated production expansion in India. Apple saw another quarterly sales record in India.
Friday 2 February 2024
Meta hopes Vision Pro can revitalize XR device market
Apple is set to officially launch its brand-new Mixed Reality (MR) headset Vision Pro on February 2. The general market perception is that, despite its high sale price of US$3,499,...
Friday 2 February 2024
GenAI boosts US tech giants' robust earnings amid market skepticism
Major American tech firms, including Microsoft and Alphabet, have recently unveiled their financial reports, with top executives acknowledging the positive impact of generative AI...
Friday 2 February 2024
Taiwan notebooks, 4Q 2023

Introduction

Friday 2 February 2024
Can Apple's MacBook line prevail amid the AI PC competition?
Sources in Apple's MacBook supply chain are anticipating single-digit growth in shipment volumes for 2024, compared to the downturn seen in 2023. With Intel, Qualcomm, and MediaTek...
Friday 2 February 2024
Apple sees double-digit sales fall in China and flat growth in R&D spending
Apple returned to revenue growth over the last quarter, while a double-digit fall in sales in China and decelerating R&D investments cast a shadow over its prospects.
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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