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
鸿海10月营收8000亿元新台币，同比增8.59％
富士康母公司鸿海于11月5日发布公告，2024年10月营收约8048.48亿元新台币（约合1791.98亿元人民币），同比增长8.59％，环比增长9.8%，为历年同期新高（历年次高为2022年10月的7766亿元新台币）。
06
Nov
Southeast Asia’s digital economy slows as consumers cut spending
Southeast Asia’s internet economy will log its slowest growth on record this year, a group of researchers said, underscoring weakness in consumer demand and a push to show profits instead of revenue gains.
06
Nov
Upcoming Huawei smartphone with flagship Kirin SoC will be zoomed in again
Huawei’s flagship device, the Mate 70, is slated to be released at the end of November, following the recent debuts by Xiaomi, Oppo, Vivo, and Honor. This smartphone has sparked widespread curiosity due to Huawei’s proprietary Kirin 9100 SoC and the use of the native HarmonyOS.
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.
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
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
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
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
Apple’s US$280.8 million Chinese R&D expansion raises alarms for South Korean industry and US national security
Apple is strengthening its collaboration with China’s display industry, aiming to lower production costs and reduce reliance on primary South Korean suppliers, Samsung Display (SDC) and LG Display (LGD). As Chinese OLED technology progresses, this shift is capturing significant attention in the industry.