Monthly Archives: November 2024

[Insights] Lunar Lake Setback Exposes Intel’s Product Planning Problems

Posted on 2024-11-28 by TrendForce

Intel has recently announced that it will discontinue integrating DRAM into CPU packaging following Lunar Lake (LNL). However, this actually reveals deeper issues: Intel’s crisis in product planning and organizational decision-making. TrendForce’s latest analysis points out that this setback is …

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[News] Microsoft, HP, Dell Reportedly Stockpile China Parts Ahead of Expected Trump Tariff Hikes

Posted on 2024-11-27 by TrendForce

According to a report from MoneyDJ, citing Nikkei, Microsoft, HP, and Dell are reportedly stockpiling electronic components in anticipation of increased tariffs on Chinese goods, expected to take effect once Donald Trump assumes office in January. The report states that …

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中國10月工業利潤在政策的刺激下略有回暖

Posted on 2024-11-27 by TrendForce

中國國家統計局於11/27公布的數據顯示，中國10月工業利潤在政策刺激下略有好轉。 中國 10 月工業利潤年減10.0%，較前一個月的-27.1%回升17.1個百分點；1-10月的累計年減4.3%，較 1-9 月下滑0.8個百分點。 從細項來看，高技術製造業依舊為支撐工業利潤的主要來源，10月份年增12.9%，貢獻年增1.9個百分點。其中，電氣設備、計算機與通訊製造業的累計年增分別為-5.1%以及8.4%，皆較1-9月分別回升2.1和1.3個百分點。 中國國家統計局統計師于衛寧表示，在存量政策和一籃子增量政策效果持續發酵的背景下，國內消費需求逐步復甦，原材料和消費品製造業的利潤降幅顯著收窄，而高技術製造業仍然是工業利潤的重要支撐。 近期，中國經濟已在多重的政策刺激下顯現初步回暖的跡象。然而，隨著川普當選美國總統，可能對中國徵收高達60%的關稅，新的關稅挑戰即將到來。此外，中國還需面對來自歐盟等多個國家的貿易壁壘，這些外部壓力都使中國實現經濟成長目標變得更加困難。 Read more at Datatrack

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[News] Apple Struggles to Launch Apple Intelligence in China Due to Government Approval Challenges

Posted on 2024-11-27 by TrendForce

According to a report from Liberty Times, citing Financial Times, Apple aims to launch its own AI model, Apple Intelligence, in China. However, the company faces significant challenges in securing official approval. Without collaboration with local enterprises, the approval process …

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[News] Huawei Keeps Mate 70 Chip Details Secret, Highlights Android Challenger HarmonyOS Next

Posted on 2024-11-27 by TrendForce

According to a report by South China Morning Post, Huawei did not reveal the specific chip used in its Mate 70 series smartphones during their launch event on Tuesday, while its self-developed mobile operating system, the HarmonyOS Next, took center stage …

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