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Monday 4 December 2023
Oppo's rapid growth in foldable smartphones driven by former Samsung veteran
The market landscape of China's foldable smartphone market is undergoing major changes. Current market leaders Huawei and Samsung Electronics have seen their market shares decline. In contrast, Honor and Oppo have seen significant market share increases. In particular, Oppo has achieved rapid growth in 2023 through its Find N3 series, and its success is reportedly driven by a former Samsung employee.
Monday 4 December 2023
Global top-5 notebook brands experience over 20% on-month shipment drop in October, says DIGITIMES Research
The global top-5 notebook brands, not including Apple, saw their combined shipments decelerate in October and slip 20% month-on-month after their keen shipments in September for the peak season. However, volumes rose 3% year-on-year, according to the latest figures from DIGITIMES Research's monthly notebook update report.
Friday 1 December 2023
Apple's Chinese suppliers in Supply Chain Expo to show commitment in China
China, in an attempt to counter the external narrative of "supply chain relocation" and "decoupling," made a significant move by hosting the inaugural China International Supply Chain Expo ("Chain Expo") in Beijing. Several Apple's suppliers attended together to demonstrate Apple's commitment to deepening its roots in China and showcasing the strength of local suppliers.
Friday 1 December 2023
Global notebook shipments rise in 3Q23 but to slip in 4Q23, says DIGITIMES Research
Global notebook shipments performed better than expected in the third quarter of 2023. After enjoying an over 20% sequential increase in the second quarter, the volumes went up further by 2.1% in the third, but the shipments will then slip 7.3% in the fourth quarter due to high channel inventory and a high comparison base in the third quarter, according to DIGITIMES Research's latest figures from the quarterly notebook report covering the second half of 2023.
Friday 1 December 2023
Taiwan export value to rise in 2024
Growing demand for artificial intelligence (AI), high-performance computing (HPC), and automotive electronics is expected to fuel Taiwan's export growth in 2024, according to Taiwan's Directorate General of Budget, Accounting and Statistics (DGBAS).
Friday 1 December 2023
Samsung sees decrease in number of countries where it holds top market share
Samsung Electronics' smartphone business faced intense competition worldwide in 2023. It's estimated that there will be a decrease in the number of countries where it holds the top market share compared to 2022. Despite that, it has made gains in places like India and Malaysia.
Friday 1 December 2023
AI will be greatest driving force behind PCs, say tech leaders
The tech industry's main driver in 2024 will be AI, according to the leaders of industry heavyweights Quanta and Acer. Quanta chairman Barry Lam gave the opening keynote at the 6th MedTex Summit Asia on November 30, while Acer chairman Jason Chen gave remarks after attending Acer Medical's press event at the 7th Healthcare Expo. Both leaders expressed their confidence in AI and AI PCs.
Friday 1 December 2023
Can AI boost PC industry recovery in 2024?
Everyone in the PC industry is talking about AI PCs, but what defines an AI PC? Opinions differ on this question. For HP CEO Enrique Lores, AI PCs will allow users to run originally cloud-based AI functions at the terminal end. Meanwhile, Lenovo chairman Yang Yuanqing sees AI PCs as possessing user-centric local intelligence, faster computational power, and more natural interactions. Acer chairman and CEO Jason Chen believes that the term denotes a shift in usage patterns from "search" to "ask," and usage patterns will be a more crucial factor than hardware specs in drawing consumer interest.
Thursday 30 November 2023
Dell denies pulling supply chain from China
Dell Senior Global VP Shirley Wu clarified rumors that Dell is "withdrawing its supply chain from China" and is carrying out "de-Sinicization." In China, Dell underwent the most severe PC shipment decline among all major brands in the second quarter of this year, at 52%. The overall market decline in the same period was 19%, according to market research firm Canalys.
Thursday 30 November 2023
RAM is key in AI PC warmup
The evolution of generative AI from the cloud to edge applications has awakened the PC industry from its long slumber, as AI PCs become the name of the game for leading PC makers worldwide.
Wednesday 29 November 2023
Quantum collaboration between South Korea and the UK gains momentum
With the recent signing of the new Downing Street Accord by South Korean President Yoon Suk-yeol and British Prime Minister Rishi Sunak, both countries are poised for a new era of technological cooperation. In particular, the UK's possession of crucial quantum computing technologies has the potential to create a synergistic relationship with South Korea, a global semiconductor powerhouse.
Wednesday 29 November 2023
Uncertainties ring: will the IC design industry return to normalcy in 2024?
The prolonged chaos in semiconductor inventory management seems to be nearing its end, with only a few applications affected by the situation. Most industry players reckon that this matter will end this year, and favorable factors in 2024 will bring the industry back on track.
Wednesday 29 November 2023
Qualcomm promoting Arm chips for PCs
Qualcomm has stepped up its deployment in the PC processor market, promoting Arm-based chips, following Apple's success with Arm-based PCs.
Wednesday 29 November 2023
Chinese-built Loongson 3A6000 CPU gains support from Asustek
Taiwanese computer manufacturer Asustek Computer joined Chinese CPU designer Loongson Technology on stage as it announced the Loongson 3A6000, which it says is made entirely in China, during a product release event in Beijing on November 28.
Tuesday 28 November 2023
Samsung may not reach foldable smartphone sales target due to competition from Chinese brands
In the second half of 2023, Chinese smartphone brands began to launch foldable smartphones one after the other, which squeezed the market space for Samsung Electronics. Recently, many predictions believe that Samsung's foldable smartphone sales in 2023 will be lower than expected, and the sales for 2024 will be around a similar level.
Tuesday 28 November 2023
Intel aims to defend position with new AI PC processors
Intel's Meteor Lake "Core Ultra" CPUs, the first AI PC processing platform, are set to hit the market on December 14, with related supply chains anticipating a new rise in PC replacement demand.
Monday 27 November 2023
Transsion and Realme conquer Middle East and African smartphone markets in 3Q23
Among all regions in the world, the Middle East and Africa are leading the recovery in consumer demands for smartphone shipment with Chinese vendors Transsion and Realme being the out-performers in that region.
Friday 24 November 2023
Analysts forecast declining sales for Apple products in India, excluding iPhone
Despite witnessing substantial revenue and profit growth in India in recent years, analysts predict a downturn in sales for most Apple products in the country, except for the iPhone. This trend differs from the smartphone market, where a shift towards premiumization did not occur in the notebook, tablet, and wearable sectors.
Thursday 23 November 2023
Japan's ABCI supercomputer set for major upgrade to boost AI research capabilities
Japan's government-funded AI research supercomputer, ABCI (AI Bridging Cloud Infrastructure), which was launched in 2018 and upgraded to ABCI 2.0 in 2021, is poised for another significant upgrade. The current investment plan of JPY400 billion (US$2.66 billion) aims to increase computing power to five times that of ABCI 2.0, with an expected launch by 2024.
Thursday 23 November 2023
Fan maker ADDA targets high profits in automotive and energy storage
Thermal solution manufacturer ADDA has successfully transitioned its business strategy, with the company's highly volatile IT products division now accounting for mere single-digit percentages of total revenue, down from a high of 70%, said general manager Liu Ming-Hsiung at the company's earnings call on November 22. As ADDA now aims for higher profit instead of revenue, gross profit margin across the first three quarters of 2023 is set to top 30%, even though total revenue fell 12.93% year-on-year.
Thursday 23 November 2023
PC market has bottom out, says IC distributor GMI
The PC market is bottoming out and will start recovering in the fourth quarter of 2023, according to IC distributor GMI Technology, which also expressed optimism about demand for AI PCs and other emerging devices in 2024.
Wednesday 22 November 2023
Reliance Jio eyes Notebook-as-a-Service to disrupt PC industry in India
Reliance Jio, the disruptor of the mobile ecosystem in India, is reportedly looking to send waves again through a cloud notebook that offers ultimate affordability to the masses in India.
Wednesday 22 November 2023
Japan, South Korea, the US to collaborate on quantum technology and hydrogen-ammonia energy chain
Japanese Prime Minister Fumio Kishida and South Korean president Yoon Suk Yeol recently announced at a public forum at Stanford University that Japan, South Korea, and the US would cooperate on quantum computing and establish a joint production and supply system for hydrogen and ammonia energy.
Tuesday 21 November 2023
Generative AI is all the rage, who can monetize from the trend?
Global opportunities in the generative AI (GenAI) application market have exploded with the rise of ChatGPT, leading to a substantial increase in demand for AI-related hardware and software. While the establishment of cloud data centers presents a lucrative opportunity, the long-term trajectory of the hardware and software industry remains uncertain. From hardware and software, who are the ones that are capable of reaping the largest benefits from the GenAI trend?
Tuesday 21 November 2023
Chinese smartphone exports dropped by 500M units in seven years as supply chains restructured
The regional supply chain transfer and restructuring driven by the US-China tech war can be somewhat observed in the latest data revealed by China's General Administration of Customs. After reaching a peak of 1.343 billion units in 2015, China's smartphone exports have declined every year since. By 2022, exports declined to 822 million units. In other words, China's smartphone exports decreased by 521 million units in seven years, an alarming trend for the world's largest smartphone manufacturing and export base.