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Weekly Market Commentary

    • 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, 2024
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    • 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, 2024
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    • 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, 2024
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    • 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, 2023
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    • 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, 2023
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    • Semiconductor

    Huawei may take a more aggressive approach in the foldable smartphone market, targeting sales of 6~7M units in Y2024.

    December 15, 2023
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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, 2023
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    • 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, 2023
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    • 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, 2023
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    • 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, 2023
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    • 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, 2023
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    • 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, 2023
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Trending Topics

  • Apple
  • TSMC
  • Xiaomi
  • Huawei
  • Oppo
  • Qualcomm
  • CIS
  • Honor
  • Inventory
  • iPhone 15 Series