DIGITIMES Research anticipates that high-end server AI accelerator shipments will more than double on year in 2024 as demand for AI continues picking up.
Taiwan's foundry industry suffered a minor sequential drop in overall revenues, better than DIGITIMES Research had originally anticipated thanks to short-term orders for electronics and HPCs.
DIGITIMES Research observes that on-device large-scale AI model inference is determined not only by the computing performance of xPU, but also by model compression and memory bandwidth all of which will affect the inference performance of AI PCs.
Despite the sanctions from the US, the Chinese government and semiconductor firms continued to step up their effort in promoting independent development of China's semiconductor industry.
The construction of charging infrastructure should be accelerated to help ramp up the popularity of EVs, DIGITIMES Research has urged. The market research firm pointed out that the number of ownerships of EVs increased by 14 million units on year to over 40 million in 2023, while the number of public chargers expanded by 1.34 million to over 4.0 million during the same period
With many negative factors continuing to haunt global notebook demand and a high comparison base in March, the global top-5 notebook brands' shipments went down 30% on month in April.
Global smartphone shipments experienced an over 10% on-quarter slump in the first quarter of 2024 and are expected to drop further in the second quarter.
As geopolitical tensions have been spreading, IPC makers' customers are demanding to have more production capacity outside of China and Taiwan to lower the risks of being affected.
Smartphone shipments to China went down over 10% sequentially in the first quarter of 2024 and are expected to stay at almost at the same level in the second quarter.
DIGITIMES Research has found that smartphone application processor (AP) shipments to China-based brands in the first quarter of 2024 bucked the seasonal trend with a sequential increase of 9%, driven by stronger-than-expected sales for the Chinese handset brand vendors.
China's smartphone industry shipped a total of close to 160 million smartphones worldwide in the first quarter of 2024 and will see the volumes climb up further in the second quarter.
