Recent Insight
We are proud to share our latest research, which has uncovered several key insights that provide a new perspective on the current state and future trajectory of the market.
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Novatek May Tape Out RAMless OLED TDDI in 3Q24 for Xiaomi, Targeting Mass Production in 1Q25.
Xiaomi is collaborating with Novatek again to develop RAMless OLED TDDI, providing a more cost-competitive solution.
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The Supply Shares of LGD and BOE in the iPhone 16 Series in Y2024 Have Increased Compared to Y2023.
We check that LGD and BOE completed verification for the iPhone 16 series in Jun'24 and Jul'24. Both suppliers are on track for initial production, indicating earlier verification timelines compared to the previous year.
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SMIC May Increase Its Wafer Prices by 10% QoQ in 3Q24, Potentially Exerting Pressure on OmniVision.
OmniVision has maintained a cost-effective position in the CIS market through its collaboration with SMIC, which offers lower wafer prices, especially in Y2023.
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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.
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Exclusive: After US curbs, Tencent and small chip designers chase Nvidia's China crown
Should Chinese chip designers win orders, they could still struggle for production capacity given constraints U.S. curbs put on foundries such as TSMC (2330.TW) from working with Chinese firms, said Isaiah Research Vice President Lucy Chen.
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How TSMC and other firms making the most advanced semiconductors are getting a reprieve from Biden’s chip war on China
The waiver is “good news” for TSMC, as it allows the company to continue with expansion plans for its 28-nanometer chips in Nanjing, China, says Lucy Chen, vice president of Isaiah Research, a Taiwan-based tech-research firm.
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China’s Apple loss is India’s gain, as 2022 supplier list shows shift in supply chain preferences
Apple added five new mainland Chinese suppliers while removing eight in mainland China in its latest financial year ended September 2022, after China’s strict Covid-19 controls disrupted iPhone production last holiday season, according to the latest supplier list published by the US consumer electronics giant.
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The next iPhone will still be made in China, but Apple’s main assembler Foxconn will have to share the work, report says
Foxconn may lose some iPhone 15 work to other Chinese manufacturers after it failed to deliver iPhone 14s last November due to Covid disruptions. New arrangement marks the first time Apple has tapped three suppliers to produce premium iPhones, highlighting efforts to smooth the supply chain
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