➀ Altium's Ted Pawela discusses Altium Discover at Electronica 2024; ➁ Altium Discover aims to transform the electronics supply chain and distribution industry; ➂ The ecosystem connects semiconductor manufacturers, distributors, and product developers through an efficient cloud-enabled platform.
Recent #Supply Chain news in the semiconductor industry
➀ Resilience will be a key focus for electronics supply chains in 2025, as companies seek to identify lower-risk components and localize their supply bases. ➁ AI integration in supply chains will intensify, with a focus on new applications for parsing supply chain intelligence and automating tasks. ➂ A new emphasis on sustainability will see organizations tackle scope-3 emissions in their supply chains, contributing to a deeper understanding of individual component emissions. ➃ Despite improvements, global chip shortages and long manufacturing lead times will continue to challenge the industry.
➀ The CEOs of Europe's top three chip companies discussed the challenges of doing business in China under US restrictions at the Electronica Forum. Jean-Marc Cheri, CEO of ST, highlighted the importance of China as a 30% revenue contributor and the need for stability in the supply chain. Kurt Sievers, CEO of NXP, emphasized that no country's chip industry could be independent or dominant, and warned about the potential increase in costs due to supply chain fragmentation. Jochen Hanebeck, CEO of Infineon, cautioned about the fragmentation on the supply side and the potential impact of tariffs.
➀ Altium Discover addresses the challenges of the semiconductor and electronics industry with a cloud-based solution that connects manufacturers, distributors, and developers; ➁ It streamlines the supply chain and empowers vendors and distributors through design-win registration; ➂ The platform manages digital rights and accelerates time-to-market for product manufacturers, fostering a connected future for the electronics industry.
➀ China tightens export controls on rare earth metals for chipmaking; ➁ Exporters must detail the use of restricted materials; ➂ China's near-monopoly on rare earths creates hurdles for foreign tech companies.
➀ TSMC stopped supplying chips to SOPHGO, a Chinese tech company, amidst an investigation by the US商务部;
➁ SOPHGO released a statement denying the reports and providing evidence of its innocence;
➂ SOPHGO is a RISC-V and TPU processor developer with a strong R&D team and ties to Bitmain.
➀ Huawei Mate70 is rumored to feature a side capacitive fingerprint button instead of under-screen fingerprint technology;
➁ The change is expected to impact suppliers like Goodix Technology and OFILM, which supply fingerprint modules;
➂ The Kirin chip for Mate70 is said to be close to 7nm performance and includes features for eye tracking and gesture recognition;
➃ The new phone's cost is estimated to be about 30% higher than Apple's iPhone, but with a lower price tag;
➄ Suppliers such as BOE and TCL Huaxing are likely to supply displays, while Xinwangda is expected to provide batteries;
➅ The phone may go on sale as early as the end of this month.
➀ The increase in HBM production in 2025 is expected to be limited, leading to a tighter supply.
➁ The reasons include adjustments in HBM production capacity, customization trends with a 40% die size penalty, and low yield of HBM3E 12hi and HBM4 from Samsung and Micron.
➂ The supply-demand ratio is expected to tighten further to -5% compared to the previous -1%, with SK Hynix expected to be a major beneficiary.
➀ Lee Harrison discusses Siemens' role in ensuring Europe remains the top supplier of automotive components; ➁ He covers the challenges of developing more advanced silicon, the role of chiplets, and advancements in safety requirements; ➂ The interview touches on the end-to-end development flow for automotive semiconductor ICs.
➀ Apple is replicating its successful China manufacturing model in India, with vendors like Taiwanese Foxconn and Wistron, and Pegatron, achieving significant milestones in assembling the latest iPhone models; ➁ The Indian factories are expected to roll out more sophisticated iPhone 16 Pro and Pro Max models in a few weeks; ➃ This move marks the maturing of Indian manufacturing and a strategic extension of Apple's global supply chain.
➀ The dockworker strike is in its early stages; ➁ The impact on the supply chain will depend on the strike's duration; ➂ Early assessment indicates the potential for significant disruptions.
➀ HBM is expected to take 10% of the DRAM units but 30% of the revenues due to its higher ASP; ➁ Sourcengine reports that HBM supply is booked out to the end of 2025, with conflicting views on a potential shortage or oversupply next year; ➂ Regular DRAM ASPs are low and may not improve until H2 2025.
➀ A major factory producing iPhone parts for Tata Electronics in southern India has caught fire, with at least 10 people receiving medical treatment, including 2 hospitalizations; ➁ The fire occurred in a factory in Hosur, Tamil Nadu, which produces some iPhone components and is expected to manufacture complete iPhones in the coming months; ➂ The fire was contained to a single building and extinguished, but the factory's production recovery timeline is uncertain due to chemical hazards; ➃ The fire is believed to have originated from a storage area for chemicals, affecting the iPhone supply chain and the company's diversification strategy.
➀ ASML's exposure machine product development requires years of research and development, especially EUV technology; ➁ ASML's supply chain operation is complex but well-managed, with each component produced and delivered precisely; ➂ ASML's business model is based on long-term customer relationships and multiple income sources, including sales, upgrades, maintenance, and after-sales services.
➀ This article presents the top five wearable device suppliers in Q1 2024 based on shipment volume, market share, and year-over-year growth, with Apple leading the list. ➁ Xiaomi, Huawei, and Samsung are also highlighted, showcasing significant growth rates. ➂ The article is sourced from IDC's Worldwide Quarterly Wearables Tracker.
➀ TrendForce expects the wafer foundry market to recover in 2025 with an annual growth rate of 20%; ➁ The outlook is positive despite weak demand for consumer products; ➂ The recovery is attributed to AI deployment and supply chain recovery.
1. Chairman Lee Jae-yong of Samsung Electronics met with a US Senate delegation and discussed ways to enhance cooperation between the two countries' businesses. 2. Lee emphasized his role as a 'civilian diplomat' by leveraging Samsung's global network to contribute to national interests as well as the company's business. 3. He has been actively engaging with global economic issues, local industrial policies, and investment opportunities with key figures in the US political and economic spheres.
➀ iPhone assembly: Foxconn (Industrial Fulian); ➁ AirPods assembly: Luxshare Precision, GoerTek; ➂ Battery manufacturing: BYD; ➃ Component manufacturing: Luxshare Precision, Wingtech Technology; ➄ Acoustic devices/motors: AAC Technologies, GoerTek; ➅ Glass covers: Lens Technology; ➆ Smart AI: Seton Technology, Furuong Technology, Guangda Tongchuang, Chunqiu Electronics; ➇ Optical devices: Crystal-Optech, Blue Nano Optics; ➈ Precision structural parts: Lingyi Manufacturing, Anjie Technology, Dongmu Co., Ltd., Jiebang Technology, Bosuo Technology; ➉ PCB circuit boards: Dongshan Precision, Pengding Holdings, Shennan Circuit, Ultrasonic Electronics; ➉ Thermal management: Zhongshi Technology; ➉ RF antennas: Sunway Communication; ➉ Batteries: Desay SV Automotive, Xinwangda; ➉ Electromagnetic shielding materials: Longyang Electronics; ➉ Panels: BOE, Shenzhen Tianma A.
➀ China's export restrictions on germanium and gallium have led to a significant price surge. ➁ The controls have impacted global supply chains and raised concerns about future shortages. ➂ The restrictions also extend to other materials like antimony, adding complexity to the market.
➀ The electronics industry's supply chain is undergoing significant transformation due to globalization and technological advancements, with challenges including complexity, sustainability, and globalization. ➁ Key strategies for addressing these challenges include technology-driven innovation, sustainable green supply chain management, and building a flexible supply chain system. ➂ Electronica India 2024 will focus on these trends and technologies, with WIN SOURCE showcasing its advanced supply chain solutions and recent market advancements.