Weekly Market Commentary
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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, 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 -
- 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
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