In-Depth Analyses
The US ban on Chinese industries has left China struggling with a seemingly severe shortage of chips. However, China’s tech giants refuse to surrender; instead, they’re pivoting quickly to survive the game. Since 2019, the US Department of Commerce has added Chinese leading companies like Hua...
Insights
In May, TV panel prices are expected to continue rising due to strong inventory momentum and dynamic operating capacity utilization by panel manufacturers. Especially Chinese manufacturers aim to restore TV product profits to above break-even points by the end of Q2, so the price increase of TV pane...
In-Depth Analyses
Due to geopolitical and pandemic, Apple has been accelerating the diversification of its supply sources, with India being the most well-known case for such transfer. According to TrendForce, India's Tata Group is expected to become the fourth iPhone assembler for Apple. Following Apple's pattern, ne...
Insights
As smartphones have entered a mature phase, the pace of innovation has slowed down. Additionally, the hardware and software of smartphones have reached a certain level, leading to longer lifespans and indirectly causing longer replacement cycles. On the other hand, to boost sales, brands and retaile...
In-Depth Analyses
Apple's plan to release the first Apple Watch with a Micro LED display in 2024 has reportedly been delayed until the second half of 2025 or later due to production challenges. However, this delay shows Apple's cautious approach to technology and evaluation. This delay shows Apple's prudence and asse...