As Apple has decided that the next-generation iPad Pro's 11-inch and 13-inch products will both adopt the OLED display panel, supply chain partners have already started to expand their touch panel capacity quietly so that they will be able to meet the demand of the new iPad Pro's launch, scheduled in the mid or second half of 2024.
Hua Hsu Silicon Materials, a Gigastorage subsidiary, expects to begin volume production of silicon carbide (SiC) epitaxy in September and aims to boost its annual output for SiC wafers to 120,000 units by 2026 from 24,000 in 2024.
Currently, Huawei's global smartphone shipment sits at less than 30 million units annually. Can it return to its previous peak of 200 million units? The answer to this question is likely something Huawei's smartphone supply chain is speculating as well. The recent marketing approach of the Mate 60 Pro, which began sales before any official announcement was made, is likely just the starting point for Huawei's "long-term comeback" over the next few years.
China's pursuit of chipmaking equipment self-sufficiency is accelerating rapidly, which also benefits Taiwanese fab toolmakers such as Gudeng Precision Industrial and Grand Process Technology (GPTC), according to industry sources.
For SMIC, providing support for Huawei's 7nm chip without access to EUV technology could prove to be detrimental to its profitability, according to industry sources.
Chinese IC design firms continue to aggressively promote the strategy of pursuing domestic manufacturing while competing on price, still posing a threat to their fellow Taiwanese counterparts, according to industry sources.
Micron's 1-beta DRAM process technology is now in volume production at its fabs in Taiwan, where production of memory chips fabricated using EUV-based 1-gamma process will begin in 2025, according to Donghui Lu, who leads Micron Taiwan.
South Korean carmaker Hyundai Motor and battery company LG Energy Solution have committed another US$2 billion to their joint battery cell manufacturing facility in Georgia, the US.
China-made EVs are gaining traction in Europe. While these carmakers are striving to gain a global presence, the ongoing price war on their home turf may remain a shared burden.
Huawei's Mate 60 Pro recently made an unexpected debut, sparking curiosity among Chinese consumers that the model might not necessarily carry truly top-notch SoC specs. In a public statement, Huawei has boldly claimed that the Mate 60 Pro is the most powerful Mate smartphone in the company's history. Is it true or not?
Recently, Huawei launched its latest flagship smartphone, the Mate 60 Pro. It is rumored that the internal chipset used is a completely Chinese-made SoC, successfully circumventing the technological sanctions imposed by the United States in recent years. However, the market rumors remain very chaotic to date.
In the face of a global economic slowdown and continued weak demand for consumer electronics, Chinese CPU manufacturers are still vigorously pursuing breakthroughs amidst complex geopolitical situations. The four main players in the Chinese CPU industry, namely Loongson, Hygon, Guoxin, and Cambricon, continue to invest heavily in research and development, despite struggling to reverse their losses.
BYD, the trailblazing Chinese EV manufacturer, has swiftly asserted its dominance in the EV market following a strategic pivot toward EV development in March 2022. The company's EV sales for 2022 have already eclipsed Tesla's figures, and anticipations from DIGITIMES Research suggest that BYD is poised to attain an extraordinary sales volume of 3 million units in 2023. This projection dwarfs Tesla's target of 1.8 million units. BYD's triumph can be attributed to its expansive product range, tightly integrated supply chain, and its knack for offering consumers pocket-friendly pricing. Strengthening its foothold on the global EV stage, BYD has grand visions for further expansion through international endeavors, aiming to perpetuate the momentum of its surging sales.
As China's TV market share continues to rise, it has intensified its targeting of South Korean brands. Despite Samsung Electronics and LG Electronics still dominating a significant portion of the global TV market, there are reports that South Korea is starting to become alert. In particular, China seems to be expanding from its initial target of low-end TV markets into high-end, ultra-large-sized TVs. This has made South Korean TV manufacturers anxious, as they can no longer ignore the challenges posed by Chinese manufacturers.
