China’s handset shipments came to about 21.46 million units in March 2022, down 40% from a year earlier, with 5G smartphone shipments falling 41% on year to 16.19 million units, according to data compiled by the Chinese Academy of Information and Communication Technology (CAICT).
ASMedia Technology, an affiliate of Asustek Computer specializing in high-speed transmission chips, expects to see strong shipments of its USB 4.0 and power delivery (PD) controllers buoy its mid- and long-term revenue growth.
Commodity MOSFET chip inventories have been rising, with related suppliers likely to come under pressure to offload their stockpiles starting the fourth quarter of 2022, according to industry sources.
Quanta Computer is mulling the feasibility of relocating production of Apple’s MacBook Pros to its plant in Chongqing, southwestern China, as output at its Shanghai plant in the eastern region of the country continues to be constrained by lockdown restrictions, according to industry sources.
Samsung Electronics is reportedly mulling developing a new application processor series exclusively for its flagship smartphones, while having its existing Exynos chip series power midrange and entry-level phone models for other brands, according to industry sources. The Exynos series would compete against mobile APs from MediaTek and Qualcomm.
E Ink Holdings (EIH) aims to have electronic paper (e-paper) replace paper by seeking more applications to various surfaces such as those of tables, walls and automobiles, according to company chairman and CEO Johnson Lee.
LED driver IC design house Macroblock expects to post a double-digit sequential revenue increase with high gross margin in the second quarter of 2022, driven by robust demand for high-end niche-market applications.
Six-inch IC foundries, such as Mosel Vitelic and Nuvoton Technology, continue to run their fabs at full capacity utilization despite a recent slowdown in orders for LCD driver chips and other consumer ICs, according to industry sources.