Recent Insight
We are proud to share our latest research, which has uncovered several key insights that provide a new perspective on the current state and future trajectory of the market.
-
Despite a surge in orders from smartphone brands and component suppliers in 2H23, there is a risk of inventory accumulation due to uncertain market demand.
Read More -
Intel's Meteor Lake CPU shipment to reach 20M units in 2024.
Intel's 14th generation client CPU, Meteor Lake, marks the first-ever attempt by Intel to adopt chiplet sourcing from both itself and TSMC.
Read More -
Apple’s first AR may set to be launched in Y2027 or later, incorporating Micro-LED display and waveguide optics.
We check that Apple is currently in the R&D stage of its first AR (Augmented Reality) product, with a planned launch in Y2027 or later.
Read More -
Besides automotive analog ICs which may surge, other applications are almost at the end of their inventory correction cycle.
Inventory levels of analog integrated circuits (ICs) are normalizing, particularly in medical and consumer electronics, with a stable range of 2.0~2.5 months.
Read More
Newscenter
Explore and access our press releases, media coverage, as well as insights from our experts on a wide range of tech topics.
-
Apple in talks with suppliers to make MacBooks in Thailand
TAIPEI -- Apple is in talks with suppliers to make MacBooks in Thailand as the company continues to expand its manufacturing footprint outside of China amid geopolitical uncertainties.
Read More -
The next iPhone will still be made in China, but Apple’s main assembler Foxconn will have to share the work, report says
Foxconn may lose some iPhone 15 work to other Chinese manufacturers after it failed to deliver iPhone 14s last November due to Covid disruptions. New arrangement marks the first time Apple has tapped three suppliers to produce premium iPhones, highlighting efforts to smooth the supply chain
Read More -
TSMC lowers full-year outlook on weak demand, chip surplus
TAIPEI -- Taiwan Semiconductor Manufacturing Co., the world's biggest contract chipmaker, is predicting its first full-year revenue drop since 2009 after lowering its outlook for this year due to weak demand and persistently high inventory levels.
Read More -
China’s Apple loss is India’s gain, as 2022 supplier list shows shift in supply chain preferences
Apple added five new mainland Chinese suppliers while removing eight in mainland China in its latest financial year ended September 2022, after China’s strict Covid-19 controls disrupted iPhone production last holiday season, according to the latest supplier list published by the US consumer electronics giant.
Read More
Clients Network
Contact Us
Let our sales and analyst team help you find the right service and insight for your business.
