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.

1. Ottogi, a food company, will increase the prices of its products such as curry and ketchup by up to 15% in response to rising ingredient costs. 2. The price hike will affect products sold in large supermarkets and convenience stores, with different percentages for each location. 3. The company has cited the significant increase in the cost of tomato paste and peppercorns as reasons for the adjustment.