Page 14 - Mobile Telecom News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Looking into second-quarter 2023, smartphone AP shipments to China-based vendors are estimated to come to 132 million units, increasing 10% sequentially as smartphone brands ramp up their inventory more aggressively than they did in the prior quarter to prepare for the 618 shopping festival in China. However, on a year-over-year basis, the volume will still represent a more than 30% decline, indicating sluggish AP demand overall, according to figures from DIGITIMES Research's latest report covering the smartphone AP industry.

Apple is dividing its VCSEL chip orders among three suppliers: Lumentum, II-VI, and Sony, according to industry sources.

Camera module and other component suppliers for Apple's iPhones are bracing for the off-season which will be even weaker in the first half of 2023, according to industry sources.

With Apple expected to release its earnings report on May 4, the iPhone maker has pinned its hope on India, where refurbished iPhones have quickly gained traction, an indication of rising new device sales due to the higher loyalty of consumers to the iPhone.

As the rebound in China remains elusive and the market shows limited visibility, Qualcomm posted a decline in sales in most segments except for the automotive business and gave a gloomy outlook for the next quarter.