Weekly Market Commentary
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- Camera
Apple may target to gradually change iPhone panel notch design from pill-shaped to single-hole in Y2027.
The three-stage migration plan, aimed at improving the Face-ID system and achieving a full-screen display, includes transitioning from a pill-shaped design(infrared camera and proximity sensor integrated with flood illuminator and dot projector) in Y2023 to a double-hole design in Y2025, and finally to a single-hole design in Y2027.
May 12, 2023Read More -
- Semiconductor
UMC 22/28nm productivity remains positive with respect to steady demands.
UMC intends to maintain its expansion plan on 22/28nm capacity to meet the long-term demands of various applications, such as Automotive and ISP, by increasing overall capacity, primarily at Fab 12A in Tainan.
May 05, 2023Read More -
- Camera
Suppliers for iPhone 15 Pro Max periscope: Largan for plastic lens, Lante and Crystal-Optech for prism.
According to recent updates in the iPhone 15 Pro Max periscope supply chain, it appears that Largan may be the exclusive supplier of the lens, while both Lante and Crystal-Optech (ZCO) may supply the prism.
April 28, 2023Read More -
- Semiconductor
Apple’s A17 in iPhone 15 Pro series may utilize N3B due to scheduling issues
It has been suggested that Apple's upcoming A17 processor might utilize TSMC's N3B technology instead of N3E due to potential production scheduling concerns.
April 21, 2023Read More -
- Semiconductor
TSMC may adjust Kaohsiung expansion plan by cancelling 7nm and further delaying 28nm till 2H25.
TSMC may cancel its plans to expand its Kaohsiung fab for 7nm due to sluggish demand outlook and pollution concerns.
April 14, 2023Read More -
- Semiconductor
TDDI price in 1Q23 for after-market and module suppliers may increase by 10~15%.
TDDI vendors may increase their prices for after-market and module suppliers in 1Q23 by an average of 10~15% due to solid demand in the repair market and expectation of the price reaching the bottom.
April 07, 2023Read More -
- Semiconductor
U.S. export restrictions may pose challenges for Inspur’s server market leadership in the long term.
US government's export restrictions against Inspur may cause minimal supply chain impact in the near term, as Inspur's high inventory and positive outlook for server demand recovery in China may mitigate the impact.
March 31, 2023Read More -
- Semiconductor
Bitmain may emerge as the one of the biggest clients at TSMC 4/5nm in the short term.
Bitmain may become one of the biggest clients at TSMC for 4/5nm in the short term and support the declining UT rate.
March 24, 2023Read More -
- Smartphone
The average inventory on the hands of major Android smartphone brands has slightly increased to 8~10 weeks.
The current average inventory of major Android smartphone brands, exclusive of channels and distributors, has experienced a slight increase to 8-10 weeks.
March 17, 2023Read More -
- Semiconductor
TSMC Retains Momentum in 3nm Productivity.
The N3E version of the 3nm process may be prioritized for mass production instead of the N3B version due to its simpler process complexity and potential cost and time savings.
March 10, 2023Read More -
- Display
The aggressive prices of a-Si panels may secure its adoption amid LCD smartphones.
Some smartphone ODMs may offer a-Si LCD panels at $5-6 to major smartphone brands, increasing adoption amid LCD smartphone products.
March 03, 2023Read More -
- Smartphone
We revised down the iPhone production forecast from 61~66M to 52~57M in 1Q23.
The iPhone production shipment forecast for 1Q23 has been revised down to 52-57 million due to weaker-than-expected demand after the Chinese New Year.
February 24, 2023Read More
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