Recent #PC news in the semiconductor industry

6 months ago
➀ IDC预测2024年PC和平板市场将增长3.8%,达到403.5百万台;➁ 2024年平板预计增长9.8%,PC增长0.8%;➂ 2025年PC市场预计增长4.3%,商业领域增长5.1%;➃ 虽然PC和平台制造商准备将AI PC和平板作为下一大趋势,但缺乏明确的应用案例和价格上涨导致买家质疑其实用性。
AIPCmarket growth
6 months ago
➀ TrendForce's latest report indicates a record high for the global top 10 foundry revenue in 3Q24; ➁ Despite the overall economic situation not improving significantly, new smartphone and PC/notebook launches, along with strong demand for AI server-related HPC, contributed to the revenue growth; ➂ The report highlights the impact of advanced processes and Chinese policies on the global market.
AI ServerGlobal MarketHPCNotebookPCRevenueSupply ChainTrendForcefoundrysemiconductorsmartphone
6 months ago
➀ Geekom is reportedly preparing the QS series of mini-PCs with the Qualcomm Snapdragon X Elite chip; ➁ This device will be the first Snapdragon X Elite mini-PC, as Qualcomm unexpectedly canceled the Snapdragon X Elite dev kit; ➂ The mini-PC's specifications, pricing, or additional information are not yet known.
AMDArmPCQualcommSnapdragongamingmini-pcprocessortechnology
6 months ago
➀ The WSTS reported a $166 billion semiconductor market revenue in Q3 2024, with the highest growth rate since 2021. Nvidia led the market with AI GPU strength. ➁ SK Hynix, Micron, and Kioxia reported double-digit revenue growth, while Renesas Electronics saw a decline. ➂ The outlook for Q4 2024 and 2025 is mixed, with AI driving growth but concerns over automotive market and memory market impact.
AINVIDIAPCProductionautomotivemarket growthmemorysemiconductorsmartphone
7 months ago
➀ An exclusive early Black Friday deal on Audioengine A1-MR desktop speakers is available at Amazon for $99, down 57% from the MSRP. ➁ The A1-MR speakers are compact yet powerful, with a frequency range of 65Hz to 22kHz, and offer wireless connectivity options. ➂ The deal includes a subwoofer port and a setup guide for easy installation.
LaptopPCaudiodiscountsgaming
7 months ago
➀ Valve Steam Deck has been a major success since its early 2022 launch, selling millions of units. Despite the Steam Deck OLED's release a year later, Valve has no plans for annual hardware upgrades. ➁ Lawrence Yang and Yazan Aldehayyat, designers of the Steam Deck, emphasize the importance of a generational leap in compute before releasing the second generation. ➂ The Steam Deck's solid performance, especially the OLED version, suggests Valve's reluctance to release a new version too soon.
ConsolePCgaming
8 months ago

➀ NAND Flash demand is weak, with contract prices expected to decline by 3-8% in Q4;

➁ TrendForce predicts that the decline in contract prices will be over 10% in Q4, with the exception of enterprise-level SSDs, which will only see a small increase of 5%;

➂ The demand for servers remains stable, but consumer markets are weak, and the supply exceeds demand due to overproduction and conservative procurement strategies.

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8 months ago
➀ The traditional PC market is expected to remain flat in 2024 with 261 million units shipped, while the tablet market is forecast to grow by 7.2% year-over-year, leading to a 2.6% overall growth for PCs + tablets. ➁ Excluding China, the global traditional PC market would have grown by 2.8%, but China's economic challenges have impacted PC sales, though Huawei has sustained domestic tablet demand. ➂ IDC predicts a 4.3% year-over-year growth for traditional PCs in 2025 due to the end of Windows 10 support, which could also benefit Apple's market share. ➃ AI PC adoption is driven by the need for new PCs rather than a specific demand for AI functionality.
AI PCAppleIDCPCTabletWindows 10market growth