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Thursday 18 April 2024
Apple CEO to meet Singapore leader to wrap whirlwind Asia tour
Apple Inc. Chief Executive Officer Tim Cook is meeting Singapore's leader at the tail end of his most extensive Southeast Asia tour in years, searching for new growth markets and manufacturing locations to offset headwinds in China.
Thursday 18 April 2024
GenAI-capable smartphone shipments to quadruple
According to a recent Counterpoint Research report, the share of GenAI smartphones in overall smartphone shipments would reach 11% by 2024 and 43% by 2027, passing 550 million units in 2027 with 4X growth.
Wednesday 17 April 2024
Tim Cook says Apple considers making gadgets in Indonesia in pivot From China
Apple Inc. is weighing the possibility of making some of its gadgets in Indonesia, as the iPhone maker explores production bases beyond its longtime stronghold of China.
Wednesday 17 April 2024
Apple reportedly looking for India-based partner for locally-made camera modules for iPhones
Despite a significant expansion in investments from suppliers in India, Apple has to import from overseas to meet the rising demand for iPhone assembly in the country. A new rumor states that Apple is looking to find an India-based partner for the key component of the iPhone.
Wednesday 17 April 2024
Huawei vs. Samsung: who leads the global communication equipment race?
In a market landscape fraught with geopolitical tensions, Huawei has managed to retain its top position globally in the communication equipment sector for 2023.
Wednesday 17 April 2024
Samsung at crossroads, seeking ties with Taiwanese peers?
Samsung Electronics reported profits of US$4.89 billion for the first quarter of 2024. The semiconductor division successfully ended a streak of losses spanning four consecutive quarters. In the quarter, the Device Solutions (DS) division, primarily dedicated to semiconductors, had a profit of approximately US$1.6 billion.
Tuesday 16 April 2024
Apple's Tim Cook says he seeks to boost Vietnam investment, state media reports
Apple Inc. wants to further boost quality investment and cooperation activities in Vietnam, state-owned media VTV reported, citing Chief Executive Officer Tim Cook in a meeting with Vietnamese Prime Minister Pham Minh Chinh.
Monday 15 April 2024
Apple faces worst iPhone slump since COVID-19 as China rivals rise
Apple Inc.'s iPhone shipments slid a worse-than-projected 10% in the March quarter, reflecting flagging sales in China despite a broader smartphone industry rebound.
Monday 15 April 2024
Indian retailers threaten to stop selling OnePlus smartphones in May
Retailers in southern India threatened to stop selling OnePlus smartphones starting in May as China-based smartphone brands are facing hurdles in a market they once viewed as lucrative.
Monday 15 April 2024
Apple's potential slowdown in 2024 prompts optical component suppliers to diversify
As Apple's sales performance may slow in 2024, suppliers, including optical component and lens providers, may accelerate their diversification in customer bases and business portfolios.
Friday 12 April 2024
Chinese budget smartphone brands compete in AI
Chinese handset brands such as Redmi, Nubia, and OnePlus are all rushing to introduce AI smartphones.
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.
Friday 12 April 2024
Brand handset vendors reportedly cut 2024 shipment outlook
Speculation has recently circulated in the mobile phone market that brand vendors including Apple and Samsung Electronics have revised downward their shipment projections for 2024.
Thursday 11 April 2024
China-based mobile phone brands scale back in India amid intensified scrutiny
Dixon announced the acquisition of a controlling interest in the Indian subsidiary of Transsion Holdings, a China-based company.
Thursday 11 April 2024
India reportedly made one in seven iPhones worldwide in FY24
Apple reportedly doubled down on iPhone production in India, eager to diversify its production base away from China.
Wednesday 10 April 2024
How will AI reshape the telecom industry landscape?
In the relentless surge of AI, spearheaded by the ascent of Large Language Models (LLMs), a transformative wave is sweeping through industries, igniting fresh prospects, particularly for server providers and cooling specialists. Yet, it's the communication sector that stands poised for profound disruption. Industry insiders assert that AI's integration into telecommunications is not just inevitable but already underway, with major international players fortifying their infrastructural groundwork in anticipation of its widespread application.
Wednesday 10 April 2024
Force-MOS sees growth in MOSFET wafer shipments, driven by China-based smartphone brands
China's production capacity in mature semiconductor processes has continued to grow with the substantial financial backing of the government. For power semiconductor manufacturer Force-MOS, the company has been avoiding the cutthroat price slashing in China's electric vehicle (EV) market, and as MOSFET wafer shipments held steady in the first quarter of 2024, order volumes are expected to remain at the same level reaching into the second quarter.
Tuesday 9 April 2024
How Huawei survives in the face of western containment
In an ever-intensifying Sino-US conflict, one battleground stands out: the global telecommunications sector. At the center of this fray is Huawei, the Chinese tech giant that has faced relentless pressure from a US-led Western alliance of countries, over alleged security concerns.
Tuesday 9 April 2024
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
DIGITIMES Research's latest report on the global smartphone industry shows that global smartphone shipments totaled around 330 million units, rising 6.5% on year.
Tuesday 9 April 2024
Pegatron reportedly in talks to sell iPhone plant in India to Tata
Following Wistron's sale of its iPhone plant to Tata and Pegatron's decision to yield its control over an iPhone facility in China to Luxshare, Pegatron is reportedly in talks to sell its iPhone plant to Tata. Pegatron told DIGITIMES no comment on market speculation.
Tuesday 9 April 2024
Huawei P70 series to come strong; Apple sales to suffer
Huawei is poised to launch its new P70 smartphone series in 2024.
Monday 8 April 2024
India expected to become third-largest market for Apple, says Counterpoint
Although Apple faces challenges in China, India may emerge as Apple's next growth engine and become one of the company's major markets in the coming years.
Monday 8 April 2024
Apple poised to unveil AI App Store at WWDC 2024
The concept of an Apple AI App Store is not entirely new.
Monday 8 April 2024
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research
In the past, it was the chip that created the user's needs, but when hardware has little room to expand for running Artificial Intelligence (AI) models while the difference between each generation of chips gets smaller and smaller, it's the Operating System (OS) and applications that decide the winner in the AI PC, AI smartphone and AIoT era, said DIGITIMES Research analyst and project manager Joyce Chen.
Monday 8 April 2024
Weekly news roundup: Nikon expresses worries over rising Chinese competition in lithography
These are the most-read DIGITIMES Asia stories in the week of April 1 - April 5.
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