Indonesia has demanded Apple establish manufacturing facilities commensurate with its market size in the country. As global supply chains continue to evolve, such requirements from nations may become increasingly common.
Rafael Microelectronics has outlined its revenue performance for 2024 and future growth strategies, highlighting steady shipment and revenue growth for its wideband RF product line, driven by a solid customer base and increasing penetration with global brands.
Apple has halted work on a project to build an iPhone hardware subscription service, according to people familiar with the matter, retreating from an attempt to change the way consumers buy its flagship device.
The US government has launched a national- security investigation into TP-Link, the China-founded router maker whose equipment now dominates the American market and has been targeted in repeated Chinese cyber attacks, people familiar with the matter said.
In a strategic move to diversify its display supply chain, Apple has selected Tianma Microelectronics to provide 7-inch LCD panels for its upcoming screen-equipped HomePod, scheduled for release in 2025. The Chinese manufacturer secured the contract with an aggressive pricing of US$10 per unit, which industry observers note is exceptionally competitive even among Chinese suppliers.
Despite continued weak demand for South Korean displays and components in 2024, an unexpected recovery has emerged near year-end. Analysts interpret this trend as a response to the impending inauguration of Donald Trump, prompting Chinese finished equipment manufacturers to actively build component inventories to mitigate potential escalation in the US-China trade war.
The explosive growth in AI adoption has created opportunities beyond traditional computing sectors, with networking suppliers emerging as major beneficiaries. While Broadcom, a leader in wireless networking chips and prominent ASIC provider, gains attention for its AI ASIC growth, Taiwan-based networking switch makers like Accton and Senao Networks are discovering new growth avenues through AI servers.
Following Huawei's recent advancements, TCL, a leading Chinese home appliance brand, has revealed its dual-folding technology, signaling potential plans for a tri-fold smartphone. This move has sparked industry speculation on whether Samsung Electronics will join the competition in the tri-fold smartphone segment.
In response to the potential tariffs announced by Donald Trump, Google is expediting its move to shift production from China to Vietnam, aligning with the "China +1" strategy adopted by many companies amid ongoing US-China trade tensions.
Huawei is preparing to launch its Mate 70 series amid industry skepticism over its ability to compete with mainstream rivals, despite trumpeting an all-Chinese semiconductor supply chain.
Dixon Technologies and Vivo India have announced plans to form a joint venture, with Dixon securing a 51% majority stake and Vivo India holding 49%. This collaboration will focus on manufacturing smartphones for both Vivo and other brands.
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