Weekly Market Commentary
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- 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 -
- Semiconductor
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.
November 10, 2023Read More -
- AR/VR/MR/XR
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.
November 03, 2023Read More -
- Semiconductor
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.
October 27, 2023Read More -
- Camera
- Smartphone
We check Huawei might have three in-house CMOS sensors in Y2023 pipeline, leveraging XMC and its own fabs.
Huawei is developing three in-house CMOS sensors for its smartphones in 2024, aiming to localize its CIS supply chain.
October 20, 2023Read More -
- AR/VR/MR/XR
The global shipments of VR may decrease to 6~7M in Y2023 due to the unfavorable shipment forecast of Sony PSVR2, Meta Quest 3, and the delay of the Pico 5 launch.
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.
October 13, 2023Read More -
- Camera
- Smartphone
Although the yield rate of Sony’s 2-layer pixel sensor may still be below target, we believe the gap of supply and demand on iPhone 15 low-end models may not be significant.
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%.
September 29, 2023Read More -
- Display
- Smartphone
The COE Pi-OLED may be generally adopted in foldable smartphones, thanks to the production yield rate improvements from Chinese panel makers.
Since the introduction of COE (Color Filter on Encapsulation) Pi-OLED panel in Samsung in-folding smartphone in Y2021, this innovative technology has marked a significant development in the foldable smartphone market.
September 22, 2023Read More -
- Camera
- Smartphone
Huawei may localize CIS supply chain to OmniVision, Smartsens, and GalaxyCore in Y2024 after the termination of Sony’s contract.
As Sony has terminated the contract with Huawei due to sanction concerns, we check Huawei has already piled up Sony’s sensors which can be used till 1H24.
September 15, 2023Read More -
- Smartphone
The Huawei Mate 60 series may be the first model to equip 5G in-house AP with 10~13M units of PLC shipment, which may not have significant difference compared to Mate 50 series.
Huawei plans to use its in-house 5G Kirin 9 series in two upcoming smartphone series: the Mate 60 and P60 Pocket.
September 08, 2023Read More -
- Semiconductor
TSMC's Fab20 P2 construction schedule for N2 may be delayed 2~3 quarters to 1H24
TSMC's Fab 20 P2 construction for N2 technology faces potential delays due to uncertain customer demand and suboptimal performance.
September 01, 2023Read More -
- Smartphone
The panel suppliers for iPhone SE4 may all source from China panel manufacturers, including BOE and a new entrant selected by Apple.
Ｗe checked that Apple has sent RFQs to panel suppliers such as BOE, Tianma, and Visionox for the next iPhone SE generation.
August 25, 2023Read More
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