报告：2024年和2025年折叠智能手机市场将继续下滑
12月12日消息，Counterpoint Research报告显示，折叠式智能手机显示屏在2024年第三季度的同比出货量首次出现下降，预计2025年的出货量也将继续下滑。
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Dec
12
Dec
TCL：今年AI应用创经济效益达5.4亿元
“2024年TCL通过推进落实AI应用，创造经济效益达5.4亿元。”12月11日上午，在深圳举办的2024TCL全球技术创新大会上，TCL公布了上述信息，并重磅发布了包括5项全领域全场景AI应用以及智能终端、半导体显示、新能源光伏等领域16项技术突破。其中由TCL美国研发中心推出的AI电影制作应用引发广泛关注。
12
Dec
诚志股份子公司诚志置业拟对外出租资产
12月11日，诚志股份(000990.SZ)发布公告，公司全资子公司上海诚志置业有限公司(简称“诚志置业”)拟将其持有的位于上海浦东新区康桥镇秀沿路1032-1180(双)号房产(简称“标的资产”)以1386万元/年的价格对外出租给昆山润华商业有限公司上海南汇分公司，租赁期限为2+2年，即2年确定的租赁期限+2年待定的租赁期限。
11
Dec
Hai Long offshore wind project targets complete supply chain activation by 2025
Hai Long Project, the largest offshore wind power project in Taiwan and Asia, is set to connect to the grid in stages from 2025 to 2026. Tim Kittelhake, CEO and Project Director of the Hai Long project, confirmed steady progress according to schedule, with the Hai Long 2 wind farm completion targeted for late 2025 and Hai Long 3 wind farm for 2026.
11
Dec
Hua Hong’s Wuxi expansion boosts China’s chip market amid STM partnership and local production surge
The second phase of Hua Hong Semiconductor’s 12-inch wafer fab expansion in Wuxi held a production ceremony on December 10. This event garnered significant attention following the recent announcement of collaboration between STMicroelectronics (STM) and Hua Hong to produce 40nm microcontrollers (MCUs) locally in China by 2025.
11
Dec
Taiwanese IC distributors evolve into service providers amid market shifts
Artificial intelligence (AI) applications are the main driver in the semiconductor market in 2024, as challenges linger in other segments including consumer electronics, PCs, and smartphones, say supply chain sources. In particular, end-user demand in the European and American markets has yet to fully recover as inventory adjustments continue.
11
Dec
NCHC launches simulation platform to streamline PCB design optimization
Taiwan’s National Center for High-Performance Computing (NCHC) unveiled its “Printed Circuit Board Assembly (PCBA) Cloud Analysis Platform” at a press conference on December 10. The new platform aims to address the electronics industry’s challenges in ensuring the reliability, longevity, and precision of printed circuit board assemblies (PCBA).
11
Dec
MediaTek’s November revenue shines with full-year revenue set to reach NT$500 billion
MediaTek has announced its revenue performance for November, reporting a monthly revenue of NT$45.242 billion (approx. US$1.391 billion), which represents an 11.49% decrease from the previous month but a 5.04% year-over-year increase.
11
Dec
Top-3 TV brands to expand panel procurement in 2025
LCD TV panel prices have fluctuated heavily in 2024: prices surged early in the year, as Chinese panel makers reduced production during the Lunar New Year holidays, and brand manufacturers scrambled to stock up on inventory amid the Red Sea crisis. However, TV manufacturers began to slow down after July, leading to a drop in panel prices as the demand surge subsided.
11
Dec
Samsung Display and BOE battle heats up amid US-China tensions
The patent dispute between Samsung Display (SDC) and BOE has intensified, with each company initiating lawsuits in the US and China. Meanwhile, the geopolitical climate, especially the tensions between the US and China, further complicates this industry rivalry and may affect panels’ supply chain and pricing dynamics.