Mobile phone manufacturers are concerned about the increasing competition among chip vendors for advanced process capacity, despite the more optimistic demand forecasts.

Novatek Microelectronics is endeavoring to improve its supply capability for OLED display driver ICs (DDI) for iPhones to better position itself to secure orders if Apple launches foldable smartphones, according to industry sources.

The automotive business currently accounts for the majority of Ams Osram's revenue and will continue to be the most important growth engine in the future, according to Chen Pinglu, Ams OSRAM SVP, Sales and Marketing Greater China and Rest of Asia.

In the keynote speech at Computex 2024, Arm revealed its focus on four major AI application areas: mobile phones, PCs, automobiles, and the cloud.

As the smartphone industry enters its peak shipment season in the second half of 2024, major brands are launching new devices. Taiwan's power amplifier (PA) chip supply chains, including Win Foundry, AWSC, and VPEC, are experiencing impressive sales results.

Apple is set to expand the use of periscope lenses in its upcoming iPhone series, with Taiwanese lens module manufacturers Largan Precision and Genius Electronic Optical (GSEO) expected to be the primary suppliers, according to industry sources.

Apple has reportedly increased production orders for its new A18 processor following the debut of Apple Intelligence at the 2024 Worldwide Developers Conference (WWDC24). This move has heightened expectations for the iPhone 16, according to sources from the upstream supply chain.

Novatek Microelectronics has received substantial OLED display driver IC (DDI) orders for the upcoming iPhone series, breaking South Korean vendors' dominance in Apple's display supply chain, according to market sources.

TSMC reportedly has completed the tape-out for the next-generation Google Tensor SoC using the foundry's 3nm process technology.

Chinese handset brands' international sales performances will be crucial in easing the pressure Qualcomm and MediaTek are seeing from Huawei's revival in China's market, according to industry sources.

Samsung Electronics recently launched its first AI smartphone, the Galaxy S24, marking 2024 as the inaugural year for AI smartphones.

Samsung Electronics, according to recent speculation emerging from the market, is looking at the possibility of adopting MediaTek's upcoming Dimensity 9400 SoC for its next-generation S25 flagship smartphone series, but such a possibility has been greeted with mixed responses by market observers.

Taiwan-headquartered electronics manufacturer Wistron, a major Apple supplier, is investing $24.5 million in a new factory in Vietnam's northern province of Ha Nam, according to a report published by a local media, the Investor Vafie Magazine.

The emergence of AI has reshaped supply chain dynamics across various industries, revitalizing many sectors.

Sony is poised to witness a significant surge in demand for CMOS Image Sensors (CIS) used in smartphones as the traditional peak season for smartphone shipments approaches. This uptick in demand is expected to benefit Sunnic Technology & Merchandise, a Taiwan-based distributor of Sony's chip products.

Leading mobile phone lens maker Largan Precision does not expect market conditions in 2024 to be better than in 2023, according to company chairman and CEO Adam Lin.

The Chinese semiconductor industry, including the CMOS Image Sensor (CIS) segment, is finding more room for development in the domestic market with the sudden rise of the Chinese smartphone and Electric Vehicle (EV) industries.

Samsung Display (SDC) and LG Display (LGD) have reportedly received mass production approval for Apple's iPhone 16 Pro OLED panels simultaneously. This development is anticipated to assist LGD in closing the gap with SDC in the iPhone OLED supply chain.

Apple recently released its 2024 supply chain list, which includes eight new suppliers from China.

The advent of the AI smartphone era has marked a new chapter in the competition for Application Processors (AP) that determine smartphone performance, with the 3nm mobile AP war already underway.

There have been reports that Samsung Electronics' 3nm manufacturing process is ready and will be used on its newest Exynos flagship processor platform, which is expected to be released in the second half of this year.

EDA giant Synopsys has completed the tape-out of a high-performance mobile SoC design using Samsung Electronics' 3nm GAA (Gate-All-Around) wafer foundry process. This chip is set to be used in Samsung's Galaxy smartphones in 2025.

Huawei has recently launched its Pura 70 series smartphones featuring its in-house developed Kirin 9010 application processors made using SMIC's 7nm N+2 manufacturing process.

As smartphone sales plateau compared to the rapid growth seen 5-10 years ago, Taiwan's optical solutions providers, primarily serving the smartphone market, are seeking new growth engines, such as exploring new end applications and clientele to mitigate the risks associated with reliance on a single application or customer.

Apple Inc. surprised investors with a decent beat on quarterly revenue from China, countering months of data that showed a quickening decline in iPhone sales.