Worldwide smartphone shipments are expected to grow by 30.2 percent to 865 million units next year, accounting for about 43.9 percent of total cellphone shipments, boosted by strong demand from developing countries such as China and India, a local research house forecast yesterday.
This year, global smartphone shipments are expected to grow nearly 37 percent year-on-year to 664.6 million units, Digitimes Research said in a report.
Smartphones are likely to grow at a fast rate in emerging markets such as China, Russia, India, Indonesia and South America, due to low smartphone penetration, Digitimes Research said.
Meanwhile, demand for high-end smartphones in Western European countries may be affected by the countries’ economic condition, because most have announced austerity measures that would weaken consumer spending.
Next year, growth for smartphone brands will depend on their partnerships with software developers, hardware manufacturers, the strength of market demand and telecommunications carriers’ policies, the firm said.
Digitimes said Microsoft Corp is likely to launch its first smartphone running its Windows 8 operating system next year.
In addition, Digitimes said Nokia Oyj and Research In Motion Ltd may face growth limitations while attempting to transform their businesses, and online retailer Amazon.com Inc is poised to enter the already crowded smartphone market next year.
In a separate report, Digitimes predicted that LCD TV shipments in Taiwan would drop 17 percent this year, before resuming 20 percent annual growth as 44.73 million units are shipped next year.
Japanese television brand Toshiba is expected to order 10 million units from local contract TV makers, as that it would outsource 70 percent of its production to its suppliers, Digitimes said.
RECYCLE: Taiwan would aid manufacturers in refining rare earths from discarded appliances, which would fit the nation’s circular economy goals, minister Kung said Taiwan would work with the US and Japan on a proposed cooperation initiative in response to Beijing’s newly announced rare earth export curbs, Minister of Economic Affairs Kung Ming-hsin (龔明鑫) said yesterday. China last week announced new restrictions requiring companies to obtain export licenses if their products contain more than 0.1 percent of Chinese-origin rare earths by value. US Secretary of the Treasury Scott Bessent on Wednesday responded by saying that Beijing was “unreliable” in its rare earths exports, adding that the US would “neither be commanded, nor controlled” by China, several media outlets reported. Japanese Minister of Finance Katsunobu Kato yesterday also
China Airlines Ltd (CAL, 中華航空) said it expects peak season effects in the fourth quarter to continue to boost demand for passenger flights and cargo services, after reporting its second-highest-ever September sales on Monday. The carrier said it posted NT$15.88 billion (US$517 million) in consolidated sales last month, trailing only September last year’s NT$16.01 billion. Last month, CAL generated NT$8.77 billion from its passenger flights and NT$5.37 billion from cargo services, it said. In the first nine months of this year, the carrier posted NT$154.93 billion in cumulative sales, up 2.62 percent from a year earlier, marking the second-highest level for the January-September
‘DRAMATIC AND POSITIVE’: AI growth would be better than it previously forecast and would stay robust even if the Chinese market became inaccessible for customers, it said Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) yesterday raised its full-year revenue growth outlook after posting record profit for last quarter, despite growing market concern about an artificial intelligence (AI) bubble. The company said it expects revenue to expand about 35 percent year-on-year, driven mainly by faster-than-expected demand for leading-edge chips for AI applications. The world’s biggest contract chipmaker in July projected that revenue this year would expand about 30 percent in US dollar terms. The company also slightly hiked its capital expenditure for this year to US$40 billion to US$42 billion, compared with US$38 billion to US$42 billion it set previously. “AI demand actually
Jensen Huang (黃仁勳), founder and CEO of US-based artificial intelligence chip designer Nvidia Corp and Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) on Friday celebrated the first Nvidia Blackwell wafer produced on US soil. Huang visited TSMC’s advanced wafer fab in the US state of Arizona and joined the Taiwanese chipmaker’s executives to witness the efforts to “build the infrastructure that powers the world’s AI factories, right here in America,” Nvidia said in a statement. At the event, Huang joined Y.L. Wang (王英郎), vice president of operations at TSMC, in signing their names on the Blackwell wafer to