Insights
Samsung recently announced that they will ahead of TSMC in the foundry market within 5 years. At the same time, Intel also claimed to become the second-largest player in the market before 2030. Currently, both Samsung and TSMC are adapting 3nm process to do the chip manufacturing, with the technolog...
In-Depth Analyses
The US ban on Chinese industries has left China struggling with a seemingly severe shortage of chips. However, China’s tech giants refuse to surrender; instead, they’re pivoting quickly to survive the game. Since 2019, the US Department of Commerce has added Chinese leading companies like Hua...
Insights
In May, TV panel prices are expected to continue rising due to strong inventory momentum and dynamic operating capacity utilization by panel manufacturers. Especially Chinese manufacturers aim to restore TV product profits to above break-even points by the end of Q2, so the price increase of TV pane...
In-Depth Analyses
Due to geopolitical and pandemic, Apple has been accelerating the diversification of its supply sources, with India being the most well-known case for such transfer. According to TrendForce, India's Tata Group is expected to become the fourth iPhone assembler for Apple. Following Apple's pattern, ne...
Insights
As smartphones have entered a mature phase, the pace of innovation has slowed down. Additionally, the hardware and software of smartphones have reached a certain level, leading to longer lifespans and indirectly causing longer replacement cycles. On the other hand, to boost sales, brands and retaile...