AI浪潮，预计2024年中国智能手机销量回到2.7亿部以上
Counterpoint Research研究指出，上半年中国智能手机销量同比增长4%，全年预计增长3%以上。中国智能手机厂商正在引领生手机的生成式AI浪潮，将很快为中国消费者带来更多、更实用的功能和应用。
29
Aug
28
Aug
China’s BYD aims to get half of auto sales from global markets
China’s top-selling automaker BYD Co. expects overseas deliveries to account for almost half of total sales in the future, suggesting it will continue to set up global production hubs to overcome punishing tariffs.
28
Aug
Hyundai to double hybrid lineup; unveils US$3 billion buyback
Hyundai Motor Co. plans to double its lineup of hybrid cars as demand for pure electric vehicles slows and announced a KRW 4 trillion ($3 billion) share buyback as part of a plan to boost investor returns.
28
Aug
China to surpass South Korea’s OLED panel production; impact on Taiwan-based DDI makers uncertain
Chinese OLED manufacturers have now surpassed South Korean companies in terms of market share, according to figures from multiple research firms. This development could potentially benefit Taiwanese display driver IC (DDI) firms, which have historically maintained close cooperation with Chinese panel makers due to past difficulties in overcoming barriers set by Korean panel manufacturers.
28
Aug
Taiwan’s undervalued defense sector: a missed opportunity in the global arms race
After taking office, President Lai Ching-te identified five key industrial chains for development, with the defense sector among them.
28
Aug
Chinese OSAT eyes advanced packaging opportunities
In recent years, advanced packaging has become increasingly crucial in high-performance computing, and Chinese OSAT companies, particularly Tongfu Microelectronics, are determined to seize this growing opportunity.
28
Aug
Malaysian officials meet with Tesla, factory plans unlikely included
Malaysian officials recently met with Tesla executives to discuss the company’s development plans in Malaysia.
28
Aug
Nvidia’s upcoming results expected to surpass expectation
Nvidia will release its fiscal second-quarter financial results on August 28. The market has high expectations for the company, anticipating revenue and gross margin figures to exceed forecasts, with data center revenue expected to outpace that of AMD.
28
Aug
Notebook shipment update, July 2024
The global top-5 brands saw expanded on-year shrinkage in their combined notebook shipments in July with the market in a temporary downturn.
28
Aug
HMG’s US EV sales rank second behind Tesla, tops 10% market share
Despite recent slowdowns in the electric vehicle (EV) market, Hyundai Motor Group (HMG) continues to perform strongly in the United States. The group has secured a 10% market share, ranking second only to Tesla, and has widened the gap between itself and traditional US automakers such as General Motors (GM) and Ford.