After moving past the traditional second-quarter off-season, the smartphone industry is expected to recover in the third quarter with new releases from brand manufacturers.
In a surprising shift within Taiwan's competitive mobile phone market, Samsung Electronics is anticipated to outpace Apple in monthly sales as early as June 2024. Industry insiders cite two key factors driving this change.
Following in the footsteps of the EU's regulations, India is reportedly considering implementing a timeline for standardized charging port requirements for consumer electronics by 2025 and 2026, a move that could potentially have the greatest impact on older iPhone models sold in India.
As Xiaomi is expected to celebrate its tenth anniversary in entering India in July, the company is strategizing to pivot towards premiumization, AIoT, ecosystem integration, and local manufacturing to reclaim its leadership position in the country.
The recent reports of Apple's delayed launch of the next-generation Vision Pro cast a shadow over the market outlook for OLED on Silicon (OLEDoS) technologies.
Handset unit sales during China's 618 mid-year promotion were brisk, in contrast to the disappointing performance of the previous year, according to market sources.
Huawei is reportedly considering introducing fees for HarmonyOS in-app purchases, indicative of the development of the OS introduced by the China-based technology giant three months after the US sanctions.
China-based Vivo is set to open a large manufacturing facility in northern India. The company is reportedly looking for Indian partners to run the facility amid intensifying regulatory pressure from India against Chinese investors.
After bearing the brunt of multiple rounds of sanctions in recent years, Huawei is now eyeing a resurgence thanks to the Kirin chips produced by its subsidiary HiSilicon.
Qualcomm is expected to benefit the most from bottlenecks that Samsung Electronics' foundry has been experiencing in its 3nm process yield, according to industry sources.
Apple unveiled various Generative AI (GenAI) applications and features at WWDC 2024, which are expected to positively impact the sales of the newly launched iPhone 16 in the third quarter of 2024. For the company, maintaining overall sales performance for the iPhone series before the iPhone 16 hits the market remains a significant challenge.
The market share of Huawei's HarmonyOS surpassed Apple's iOS for the first time in China in the first quarter of 2024. HarmonyOS is now the second-largest mobile phone operating system in China, only behind Android.
At the WWDC 2024, Apple finally introduced its much-anticipated "Apple Intelligence," marking its debut in Artificial Intelligence (AI). This personal AI system, however, comes with stringent computational requirements, posing limitations on the specifications of end-device processors.
With Apple set to introduce Apple Intelligence in its iPhone 16 series, the South Korean industry and securities sector are hopeful that LG Innotek, Apple's camera module supplier, can benefit from this development.
While the recent surge in AI's influence on mobile devices has been swift and pervasive, Apple and Huawei's forays into satellite communication have, thus far, been more hype than substance.
Apple introduced Apple Intelligence along with the latest macOS at the 2024 Worldwide Developers Conference (WWDC24). With the launch of the AI system in the second half of the year, the Apple supply chain anticipates the arrival of the long-awaited device replacement wave.
Apple's iOS 18 has updated its satellite communication capability, which is expected to inject momentum into the satellite market and boost demand for GaN power amplifiers.
Apple officially debuted its AI application ecosystem "Apple Intelligence" at the 2024 Worldwide Developers Conference (WWDC24), making it available to all its product lines at once and challenging competitors who just showed off new solutions at Computex 2024 last week.
Largan Precision is currently embroiled in legal challenges, with German software company MVTec accusing it of misappropriating optical calibration software. In response, Chairman Adam Lin assured shareholders that the company would respect judicial outcomes and seek a proper resolution.
Telangana state official has stated that Foxconn's plant near Hyderabad, Telangana has finished construction and will start manufacturing its first batch of hearbles reportedly include Apple's Airpods, as early as August.
Computex 2024 opened on June 4 with "the PC reborn" as one of its main themes, and leading brands pushing for an upgrade drive with new models across the board.
As the mobile phone market gears up for its traditional peak season, Win Semiconductors, the leading GaAs (gallium arsenide) wafer foundry, is poised to capitalize on the growing demand for power amplifiers (PA). The company anticipates that flagship models from major mobile brands in the latter half of 2024 will drive a significant uptick in operational momentum, despite initial capacity estimates remaining elusive. Win Semiconductors asserts that the industry's nadir has passed, forecasting that both output and revenue for 2024 will surpass 2023 levels.
China's flexible OLED manufacturers have been rapidly advancing their technology and boosting their shipments, posing a substantial challenge to Samsung Display's dominance.
