群智咨询:预计2024年MiniLED背光电视出货达560万台 同比增长73.3%

根据群智咨询最新数据,2023年全球MiniLED背光电视出货量达到320万台,同比增长10.7%。预计2024年~2025年全球MiniLED背光电视出货量增幅扩大,其中2024年出货数量达560万台,同比增长73.3%,到2025年出货规模将达到750万台,全球出货规模有望超过OLED电视,成为全球高端电视市场的主流。

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英特尔入股立讯精密子公司

6月18日消息,工商信息显示,全球芯片巨头英特尔最新入股A股果链龙头立讯精密(002475)旗下东莞立讯技术有限公司。据知情人士透露,本次双方合作将聚焦于立讯精密的通讯与数据中心业务领域;合作后,将有助于提升立讯精密相关产品竞争力。

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Fab tool and equipment suppliers benefit from TSMC 2H24 business boom

TSMC’s second-quarter sales may surpass the target, seeing customers’ AI and HPC-related orders flowing in. In July, chips for Apple’s iPhone 16 and Intel’s 3nm chips will start mass production. TSMC is also accelerating capacity expansion due to strong demand from customers in Taiwan and abroad, boosting the business of its fab tool and equipment partners.

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