机构密集调研AI手机产业链公司

7月25日消息,日前,市场研究机构Canalys发布报告称,2024年第二季度,全球智能手机市场出货量同比增长12%,达到2.88亿台,连续第三个季度实现同比增长。在生成式人工智能(AI)创新技术和市场需求复苏的推动下,全球智能手机市场的乐观情绪持续升温。

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BOE’s B16 OLED commitment boosts South Korean suppliers, Wonik to receive increased orders

Chinese panel manufacturer BOE has recently announced the construction of its 8.6G IT OLED production line, known as B16. This development has significantly benefited numerous South Korean equipment manufacturers. In a recent report, South Korean manufacturer Wonik IPS has reportedly secured an order for polyimide (PI) curing equipment for BOE’s B16 production line.

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Taiwan machinery sector gains from global supply chain reshuffle amid US-China tensions

Observers believe that US President Joe Biden’s decision to forgo his re-election bid will undoubtedly boost Donald Trump’s chances of returning to the White House. This could likely lead to a continuation of Trump’s tough stance on China, potentially accelerating the reorganization of global supply chains and the deployment of regional production bases. Such developments may benefit Taiwan’s struggling machinery industry.

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