Hung-chang Hsieh, CEO of the IC distributor Alltek Technology, stated that in recent years, the increase in interest rates has led to higher financial costs and changes in industry trends.

Asia Optical, one of Taiwan’s leading optical device suppliers, has achieved several breakthroughs in recent months, as stated by chairman Lai Yi-Jen during the company’s earnings call on May 8. The company will pursue a three-pronged strategy as it expands its business: a strategic alliance with LG Innotek (LGIT), one of South Korea’s leading lens module manufacturers; expansion of its facilities in the Philippines; and investment in cutting-edge Metalens technology.

5月7日，炬光科技与ams-OSRAM 签署《资产购买协议》，炬光科技及其新设的新加坡全资子公司 Focuslight Singapore Pte. Ltd.及瑞士全资子公司 Focuslight Switzerland SA 将购买ams-OSRAM AG（以下简称“ams-OSRAM”）位于新加坡全资子公司ams-Osram Asia Pacific Pte. Ltd.和位于瑞士全资子公司 ams International AG的微纳光学元器件部分研发和生产资产。炬光科技拟使用超募 资金及自有、自筹

此外，由于芯片升级，加上采用双层AMOLED面板等规格提升，意味终端售价也将提升，新一代的iPad Pro的售价相较前一代提升200美元，加上iPad Air也同步推出13吋产品，这也可能因火力分散而排挤潜在的需求。因此，TrendForce集邦咨询预估，2024年AMOLED iPad Pro 11吋和13吋合计出货量预估仅450~500万台。