Weekly Market Commentary
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- Semiconductor
TSMC announced a total of $100 billion in new investments, but the technology and mass production timeline remain highly uncertain.
Background: On March 3, TSMC announced plans to increase its investment in the United States by an additional $100 billion, bringing its total commitment to $165 billion. This expanded investment plan includes the construction of three new semiconductor fabrication plants, two advanced packaging facilities, and a major research and development center. However, these investments are likely to change as Taiwan communicates with the United States.
March 04, 2025Read More -
- Smartphone
- Semiconductor
Updates on the iPhone SE4’s Production Volumes and Potential In-house IC Adoption.
The iPhone SE4 is expected to launch in 1Q25, with mass production likely beginning in November Y2024.
August 16, 2024Read More -
- Display
- Smartphone
- Semiconductor
Novatek May Tape Out RAMless OLED TDDI in 3Q24 for Xiaomi, Targeting Mass Production in 1Q25.
Xiaomi is collaborating with Novatek again to develop RAMless OLED TDDI, providing a more cost-competitive solution.
July 12, 2024Read More -
- Display
- Smartphone
The Supply Shares of LGD and BOE in the iPhone 16 Series in Y2024 Have Increased Compared to Y2023.
We check that LGD and BOE completed verification for the iPhone 16 series in Jun'24 and Jul'24. Both suppliers are on track for initial production, indicating earlier verification timelines compared to the previous year.
July 05, 2024Read More -
- Camera
- Semiconductor
SMIC May Increase Its Wafer Prices by 10% QoQ in 3Q24, Potentially Exerting Pressure on OmniVision.
OmniVision has maintained a cost-effective position in the CIS market through its collaboration with SMIC, which offers lower wafer prices, especially in Y2023.
June 28, 2024Read More -
- Semiconductor
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.
June 14, 2024Read More -
- AR/VR/MR/XR
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.
January 19, 2024Read More -
- Smartphone
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.
January 12, 2024Read More -
- Smartphone
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.
December 29, 2023Read More -
- Semiconductor
Infineon cut outsourcing wafer demand on 40/55nm at UMC amid on-going automotive MCU inventory digestion.
With EV demand slowing down in Y2023, Infineon’s automotive MCU inventories now remain at a high level.
December 22, 2023Read More -
- Semiconductor
Huawei may take a more aggressive approach in the foldable smartphone market, targeting sales of 6~7M units in Y2024.
December 15, 2023Read More -
- Smartphone
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.
November 17, 2023Read More
