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Chip and component suppliers in the iPhone supply chain are less confident about the initial stocking volume of Apple's forthcoming smartphones, according to industry sources.
MOSFET suppliers continue to experience excess inventory throughout the PC and handset industry supply chains, and their near-term business prospects remain uncertain, according to industry sources.
With handset APs still in sluggish demand and new-spec networking chips not yet well adopted, the competition between Qualcomm and MediaTek is gradually shifting to the realm of automotive and computing chips - an area where Qualcomm has a leading edge, but MediaTek shows a clear determination to catch up, according to industry sources.
Memory products will remain a buyer's market in the short term as inventory levels at suppliers are still at historical highs, and prices are caught in a tug-of-war between both suppliers and customers in the second quarter of the year.
A pull-in of short lead-time orders for handset applications led to a better-than-expected first quarter for FocalTech Systems, according to the display driver IC (DDI) specialist.