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Epitaxial wafer (epi wafer) supplier Intelligent Epitaxy Technology (IntelliEPI) is optimistic about demand for industrial and military defense applications, as well as demand for 5G and 6G.
Samsung Electronics' smartphone business has hit the rocks. In 2022, Apple captured eight spots in the list of top 10 best-selling smartphones, while Samsung managed to occupy only 2 spots with 2 entry-level models. Its premium, models such as the Galaxy S series, were nowhere to be seen. Samsung is urgently looking for a strategy to boost profits through high-end phones.
Sales of handsets in the Taiwan market have been brisk recently, defying the industry's conservative outlook for a sluggish performance on the ground of high market penetration and rising inflation.
With Sony attempting to secure additional sensor chip orders for Apple's iPhones, Taiwan-based epitaxial wafer manufacturers and other III-V IC suppliers are optimistic about demand from the Japan-based IDM, according to industry sources.
GaAs (gallium arsenide) foundries are considering cutting their quotes to land power amplifier (PA) orders from RF IDMs, which are looking to replenish their inventories, according to industry sources.