Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

<ul><li>iPhone 16 sales are booming in China and Taiwan, despite facing numerous challenges in the smartphone market.</li><li>Qualcomm's Snapdragon 8 Elite is giving a boost to Samsung, but the future of their Exynos processor is now in question.</li><li>The electric vehicle showdown between Musk and Trump is sparking industry discussions, while e-paper apps and large displays are projected to surge in popularity by 2025. Luxshare is halting production of Vision Pro due to excess component inventory, prompting questions about the future of the global wafer foundry industry.</li></ul>

iPhone 16 sales are booming in China and Taiwan, despite facing numerous challenges in the smartphone market.Qualcomm's Snapdragon 8 Elite is giving a boost to Samsung, but the future of their Exynos processor is now in question.The electric vehicle showdown between Musk and Trump is sparking industry discussions, while e-paper apps and large displays are projected to surge in popularity by 2025. Luxshare is halting production of Vision Pro due to excess component inventory, prompting questions about the future of the global wafer foundry industry.

Tech Supply Chain Tracker (26-Oct-2024): iPhone 16 sales rise in China, Taiwan; challenges ahead.

Hon Hai Precision Industry / Equity Bottom-Up

<ul><li>E Ink and Hanshow collaborate to introduce full-color e-paper technology for retail industry, offering a new innovative solution.</li><li>Taiwan's energy shift faces grid challenges as the world moves towards net-zero goals, highlighting the need for sustainable energy solutions.</li><li>Foxconn introduces new electric vehicle models and aims to capitalize on industry challenges, showing a shift towards the growing EV market.</li></ul>

E Ink and Hanshow collaborate to introduce full-color e-paper technology for retail industry, offering a new innovative solution.Taiwan's energy shift faces grid challenges as the world moves towards net-zero goals, highlighting the need for sustainable energy solutions.Foxconn introduces new electric vehicle models and aims to capitalize on industry challenges, showing a shift towards the growing EV market.

Tech Supply Chain Tracker (04-Oct-2024): E Ink, Hanshow bring color e-paper to retail.

<ul><li>Gold Apollo denies involvement in Lebanon pager explosions, while Taiwan's MOEA confirms pager assembly happening in Taiwan.</li><li>Taiwan's wafer foundry industry set to grow in 3Q 2024; can new orders and cost reductions drive Intel's recovery?</li><li>E Ink Prism technology revolutionizing automotive and consumer electronics;CATL looking to expand in solar-storage market.</li></ul>

Gold Apollo denies involvement in Lebanon pager explosions, while Taiwan's MOEA confirms pager assembly happening in Taiwan.Taiwan's wafer foundry industry set to grow in 3Q 2024; can new orders and cost reductions drive Intel's recovery?E Ink Prism technology revolutionizing automotive and consumer electronics;CATL looking to expand in solar-storage market.

Tech Supply Chain Tracker (19-Sep-2024): Gold Apollo denies Lebanon pager explosions; MOEA confirms Taiwan assembly.

<ul><li>Chinese firms dominate global EV battery market, despite challenges, maintaining a strong foothold in the industry.</li><li>Apple pushes forward with development of cheaper versions of Vision Pro &amp; AR glasses, despite mixed feedback from consumers.</li><li>Taiwan manufacturers resilient after typhoon, seeing an increase in exports and continuing expansion plans, including leveraging Amazon supply chain for dominance in logistics robot sector.</li></ul>

Chinese firms dominate global EV battery market, despite challenges, maintaining a strong foothold in the industry.Apple pushes forward with development of cheaper versions of Vision Pro &amp; AR glasses, despite mixed feedback from consumers.Taiwan manufacturers resilient after typhoon, seeing an increase in exports and continuing expansion plans, including leveraging Amazon supply chain for dominance in logistics robot sector.

Tech Supply Chain Tracker (15-Aug-2024): Chinese firms lead in EV battery market amid challenges.

<ul><li>BOE's B16 OLED commitment boosts Korean suppliers, Wonik to see surge in orders</li><li>Offshore wind delays in Taiwan lead to focus on Japan and Korea for opportunities</li><li>Onsemi chosen to power VW EV, Elon Musk supports Trump's EV policies, tariff war on chips impacts consumers and companies</li></ul>

BOE's B16 OLED commitment boosts Korean suppliers, Wonik to see surge in ordersOffshore wind delays in Taiwan lead to focus on Japan and Korea for opportunitiesOnsemi chosen to power VW EV, Elon Musk supports Trump's EV policies, tariff war on chips impacts consumers and companies

Tech Supply Chain Tracker (25-Jul-2024): BOE boosts S. Korean suppliers, Wonik gets more orders

Taiwan

E Ink Holdings Inc. develops, manufactures, and markets thin film transistor liquid crystal displays (TFT-LCDs).  The Company's products are mainly used in mobile video systems, car navigation systems, camcorders, digitalcameras, industrial instruments, etc.

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E Ink Holdings (8069 TT)

Tech Supply Chain Tracker (26-Oct-2024): iPhone 16 sales rise in China, Taiwan; challenges ahead.

iPhone 16 sales spike in China and Taiwan, Qualcomm's Snapdragon 8 Elite boosts Samsung, Musk vs. Trump EV battle heats up, E-paper apps on the...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (04-Oct-2024): E Ink, Hanshow bring color e-paper to retail.

E Ink and Hanshow collaborate on full-color e-paper for retail, Taiwan grid challenges, Foxconn's new EV models, India's supercomputers, Czech IC...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (15-Aug-2024): Chinese firms lead in EV battery market amid challenges.

Chinese firms dominate EV battery market, Apple developing more affordable AR glasses, Taiwan manufacturers resilient after typhoon, IPC makers...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (25-Jul-2024): BOE boosts S. Korean suppliers, Wonik gets more orders

South Korean OLED suppliers benefit from BOE's B16 commitment, Taiwan's wind industry looks to Japan and Korea, Onsemi powers VW EV, Taiwan's AI...

Tech Supply Chain Tracker

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Tech Supply Chain Tracker (26-Oct-2024): iPhone 16 sales rise in China, Taiwan; challenges ahead.

iPhone 16 sales spike in China and Taiwan, Qualcomm's Snapdragon 8 Elite boosts Samsung, Musk vs. Trump EV battle heats up, E-paper apps on the...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (04-Oct-2024): E Ink, Hanshow bring color e-paper to retail.

E Ink and Hanshow collaborate on full-color e-paper for retail, Taiwan grid challenges, Foxconn's new EV models, India's supercomputers, Czech IC...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (19-Sep-2024): Gold Apollo denies Lebanon pager explosions; MOEA confirms Taiwan assembly.

Gold Apollo denies role in Lebanon pager blasts; Taiwan's MOEA confirms pager assembly in Taiwan; Taiwan's wafer foundry industry growth in 3Q...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (15-Aug-2024): Chinese firms lead in EV battery market amid challenges.

Chinese firms dominate EV battery market, Apple developing more affordable AR glasses, Taiwan manufacturers resilient after typhoon, IPC makers...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (25-Jul-2024): BOE boosts S. Korean suppliers, Wonik gets more orders

South Korean OLED suppliers benefit from BOE's B16 commitment, Taiwan's wind industry looks to Japan and Korea, Onsemi powers VW EV, Taiwan's AI...

Tech Supply Chain Tracker