China’s government has unveiled new guidelines urging state-owned enterprises to procure innovative technology solutions from domestic suppliers. This move aims to bolster the nation’s self-sufficiency in critical high-tech sectors, including semiconductors and satellite technology.

AI smartphones have gained popularity among consumers, becoming a major driving force behind the overall mobile phone shipments in 2024. However, persistently stagnant demand for midrange and low-end models has significantly impacted subsequent supply and demand for smartphones and the operations of upstream component suppliers.

Despite a strong overall performance in the second quarter of 2024, Samsung Electronics continues to grapple with losses in its wafer foundry business. Most analyses indicate that the gap between Samsung and TSMC is widening. Moreover, Samsung’s difficulties in securing big tech customers could lead to further declines in market share if the company fails to improve its foundry process yield rates and technology in time.

Apple Vision Pro配备索尼OLEDoS面板。三星显示宣布将Microsoft 的下一代混合现实 （MR） 设备使用微型有机发光二极管 （OLED） 。