24
Nov
23
Nov
Violent protests erupt at Apple’s main iPhone plant in China
Hundreds of workers at Apple’s main iPhone-making plant in China clashed with security personnel, as tensions boiled over after almost a month under tough restrictions intended to quash a Covid outbreak.
23
Nov
VR headset sales to hit 12.5 million in 2022, says Omdia
Consumer virtual reality (VR) will be worth US$6.9 billion in 2022, increasing to US$20 billion in 2027, according to Omdia’s Consumer VR Headset and Content Revenue Forecast 2022-2027. In the face of macroeconomic challenges, the market continues to expand, with 12.5 million headsets expected to be sold in 2022, and US$1.6 billion spent on VR content.
23
Nov
Mazda announces US$10.6 billion plan to raise EV sales toward 2030
Japan-based Mazda Motor unveiled its three-phase electrification strategy on November 22. The automaker will begin with strengthening technology development and possibly invest in battery production later. Moreover, it aims to grow the share of EV sales to between 25-40% in 2030.
23
Nov
VIS moves 0.35-micron 650V GaN process to mass production
Vanguard International Semiconductor (VIS) has moved its 0.35-micron 650V GaN-on-QST processing technology to mass production on 200mm wafers after completing customer-end verification of system and reliability for its first batch of products, according to the specialty IC foundry.
23
Nov
BOE invests in Honor
China-based display panel maker BOE Technology recently made an investment in Chinese smartphone vendor Honor, a partnership that industry observers say will allow the former to increase handset-use OLED panel shipments and the latter to secure panel supply.
23
Nov
LG Chem to build largest battery material plant in Tennessee, eyeing US subsidies
As the US is eager to build its EV supply chain to reduce its reliance on China, LG Chem joined the ranks in expanding investments and building its largest cathode material plant in the US.
23
Nov
2023 Outlook: Coming out of year of Black Swans, semiconductor industry likely to be less volatile in 2023
2022 has been a year of Black Swans. The unforeseen events that disrupted the supply chains this year included the Russia-Ukraine war, China pandemic lockdowns, and the US announcing new export control rules on October 7. Just the Russia-Ukraine war alone is estimated to cost the world US$2.8 trillion in lost output by the end of 2023, according to OECD.
23
Nov
Global DRAM sales to fall 18% in 2022, says IC Insights
The global DRAM market is forecast to reach US$29.3 billion in the second half of 2022, down 40% from US$49 billion in the first half of the year, according to IC Insights. Sales for all of 2022 will register an 18% on-year fall.
23
Nov
Apple supply chain keeps up with relocation shifts
Supply chain integrity is a main consideration when deciding where to move production bases. The more complete the supply chain, the better the profits for ODMs and electronics manufacturing services (EMS), said Quanta Computer vice chairman C.C. Leung.