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Order visibility for the traditional peak season in the second half of this year is still unclear going into the second quarter, according to a number of IC design houses.
LGES batteries are expected to be adopted by Samsung Electronics' upcoming foldable devices, according to a Korean media report.
Recently, Samsung Electronics has been rumored to be actively recruiting system semiconductor R&D talent from China for products like GPUs. This is to help turn around its Exynos series of mobile APs from its performance controversies. The R&D results of its collaboration with AMD are also receiving attention.
Demand for GaAs-based power amplifiers (PAs) is expected to pick up gradually in the second half of 2023 with the recovery of smartphone shipments, according to DIGITIMES Research's study of the GaAs-based PA market.
Smartphone lens module specialists Largan Precision and Genius Electronic Optical (GSEO) have been identified as potential suppliers for the next iPhone series that is expected to feature periscope lenses, according to industry sources.