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.
OPPO and vivo may be highly confirmed to suspend the release of their flip foldable models, Find N4 Flip and X Flip 2.
In 4Q23, smartphone BOM costs are expected to increase by USD $9~11 compared to 3Q23.
With EV demand slowing down in Y2023, Infineon’s automotive MCU inventories now remain at a high level.
Intel's 14th generation client CPU, Meteor Lake, marks the first-ever attempt by Intel to adopt chiplet sourcing from both itself and TSMC.
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.
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.
Huawei is developing three in-house CMOS sensors for its smartphones in 2024, aiming to localize its CIS supply chain.
Global VR shipments in 2023 are anticipated to decline significantly by 20% to 30% compared to the previous year, with estimated shipments in the range of 6 to 7 million units.
Sony's 2-layer pixel sensor for iPhone 15 low-end models has a yield rate of 65-75%, which is an improvement from earlier levels of 40-50%.
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