关于2025年电视面板供应链格局走势分析
进入四季度以后，TV面板厂和品牌厂关于2025年的规划和以及合作方向大致确定，按照惯例，今天文章将先来梳理2025年电视面板供应端格局的走势。
09
Nov
09
Nov
09
Nov
欧盟反垄断监管机构对美国康宁公司展开调查，涉及手机玻璃供应问题
11月7日消息，欧盟委员会当地时间11月6日发布公告称，欧盟反垄断监管机构当天对美国玻璃制造商康宁公司展开调查，调查内容是其与手机制造商以及加工原片玻璃的公司达成的独家供应协议。
09
Nov
三星电子携手中国电信发布心系天下三星W25、W25 Flip
11月6日晚，三星电子携手中国电信（601728）发布新一代心系天下三星W25 | W25 Flip。
09
Nov
TCL华星携多款展品亮相2024全触展，驱动显示技术新浪潮
2024年11月6日，2024深圳国际全触与显示展在深圳国际会展中心（宝安新馆）开幕。作为一年一度的显示触控行业风向标盛会，本届展会吸引了海内外近3500家品牌携带技术方案和产品参展。
06
Nov
Is the iPhone 16 selling well? Foxconn’s record October revenue offers initial clues
The sales performance of Apple’s iPhone 16 series has garnered mixed reviews since its launch. However, the benefits generated during the initial phase of the product release cannot be overlooked. Driven by growth in consumer electronics, Foxconn reported a revenue of NT$804.847 billion (approximately US$25.2 billion) for October 2024, marking an increase of 8.59% compared to NT$741.2 billion (approximately US$23.2 billion) in the same month last year.
06
Nov
Single’s Day and GenAI set to boost year-end smartphone sales amid Apple’s slowing growth momentum for 4Q24
While Apple anticipates a slight slowdown in revenue growth for the fourth quarter, industry analysts are optimistic that the Single’s Day e-commerce promotion, along with price cuts from various vendors, generative AI (GenAI) applications, and the traditional peak sales season, will collectively give smartphone sales a positive boost.
06
Nov
RichWave sees growing momentum in Wi-Fi 7, but margin erosion persists
RichWave Technology reported a decline in revenue and gross margin. While Wi-Fi 7 is growing, the rapid decline of Wi-Fi 5 and price competition in the Chinese market are concerns. The company expects growth in mobile phone and networking equipment sectors, with Wi-Fi 7 playing a key role in future revenue and margin improvement.
06
Nov
Top CSPs commit to strong investments in AI data centers, ensuring prosperity for Taiwanese suppliers through 2025
The top three global cloud service providers (CSPs) are committing to strong investments in AI data centers, ensuring steady operations for Taiwan’s data center supply chain—covering servers, storage devices, and network switches—through 2025.
06
Nov
Taiwan chips in over US$103 million to boost AMD’s R&D center initiative
Following Nvidia’s footsteps, AMD is set to establish an R&D center in Taiwan. The project has received approval from the Ministry of Economic Affairs (MOEA) under its “Global R&D Innovation Partner Program,” with AMD slated to receive over NT$3.3 billion (approx. US$103 million) in subsidies. However, the first phase of the funding has been delayed for two months before being scheduled for review by the Legislative Yuan.