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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.

  • Potential Price Hike May Happen to HHG in 3Q24.

    HHG may increase its wafer prices by around 10% in 3Q24, depending on product complexity and process platform.

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  • By introducing more suppliers in key components, Apple may target to launch Vision Pro 2 in 4Q25 with $1,500 retail price.

    Apple might position the second generation of Vision Pro to be consumer-type with a relatively more affordable retail price of $1,500. The project of Vision Pro 2 may kick off in May’24 and aims to be announced in 4Q25.

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  • We check that certain Chinese smartphone brands, such as OPPO and vivo, may cancel their launches of clamshell foldable phones in Y2024.

    OPPO and vivo may be highly confirmed to suspend the release of their flip foldable models, Find N4 Flip and X Flip 2.

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  • We expect smartphone BOM costs for 4Q23 may increase by USD$9~11 compared to 3Q23.

    In 4Q23, smartphone BOM costs are expected to increase by USD $9~11 compared to 3Q23.

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Newscenter

Explore and access our press releases, media coverage, as well as insights from our experts on a wide range of tech topics.

  • Exclusive: After US curbs, Tencent and small chip designers chase Nvidia's China crown

    Should Chinese chip designers win orders, they could still struggle for production capacity given constraints U.S. curbs put on foundries such as TSMC (2330.TW) from working with Chinese firms, said Isaiah Research Vice President Lucy Chen.

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  • How TSMC and other firms making the most advanced semiconductors are getting a reprieve from Biden’s chip war on China

    The waiver is “good news” for TSMC, as it allows the company to continue with expansion plans for its 28-nanometer chips in Nanjing, China, says Lucy Chen, vice president of Isaiah Research, a Taiwan-based tech-research firm.

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  • 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.

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  • 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

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