Luxshare | Jotup

Apple's 2023 Fall High-End Product Launch: A Boon for Suppliers

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Thursday, September 28, 2023

HONG KONG, Sept 28, 2023 - (ACN Newswire) - On September 12th, Apple's annual fall launch event was held.

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HONG KONG, Sept 28, 2023 - (ACN Newswire) - On September 12th, Apple's annual fall launch event was held.
Despite a 1.7% drop in stock price after the event, the company's stock price has still gone up nearly 40% since the beginning of 2023.
As the most anticipated Pro lineup, iPhone 15 Pro and iPhone 15 Pro Max received wide attention during the event.
Both models feature a strong and lightweight aerospace-grade titanium design, making them the most durable yet lightest Pro models ever.

Luxshare Precision: A Further Step from Tier 2 to Tier 1 Automotive Supplier

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Thursday, September 21, 2023

Electronics, Tier 1, GAC Group, Research, SOC, Patent, Accounting, GAC, Empowerment, Automotive industry, Huawei, Chery, Luxshare

Among them, the operating revenue of the automotive business soared by 51.89% to RMB3,207 million, showing its strong growth momentum.

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Among them, the operating revenue of the automotive business soared by 51.89% to RMB3,207 million, showing its strong growth momentum.
Luxshare's latest conference call also noted that its automotive Tier 1 business will continue to grow in the next two years and is expected to enjoy explosive growth in 2025 and afterwards.
As early as 2008, Luxshare Precision entered the automotive industry as a Tier 2 supplier.
It is believed that Luxshare would bring more empowerment to the automotive industry during the process of being a leading Tier 1 supplier.

Luxshare Precision Announces First-Half 2023 Financial Results: Over 20% Increase in Net Profit Excluding Non-recurring Profit And Loss

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Thursday, August 31, 2023

Acceleration, WMS, Communication, MES, Electronics, Smartphone, Fortune Global 500, Research, SAP, PLM, GAC, Growth, Video game, Bank, Huawei, Chery, Apple, Luxshare

Net profit after deduction of non-recurring profit and loss attributable to ordinary shareholders of the company soared by 22.48% to RMB4.154 billion.

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Net profit after deduction of non-recurring profit and loss attributable to ordinary shareholders of the company soared by 22.48% to RMB4.154 billion.
Positioned as a solutions provider, Luxshare leverages its robust technical strength and innovative capabilities to offer comprehensive solutions across the industrial chain.
In the first half of 2023, Luxshare demonstrated "double-digit growth in revenue and net profit".
The company's growth rate of net profit excluding non-recurring profit and loss surpassed that of revenue, signifying an improvement in revenue quality.

POET Technologies to Feature 800G Optical Transceivers at CIOE 2023

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Wednesday, August 30, 2023

TORONTO and SHENZHEN, China, Aug. 30, 2023 (GLOBE NEWSWIRE) -- POET Technologies Inc. (“POET” or the “Company”) (TSX Venture: PTK; NASDAQ: POET), the designer and developer of the POET Optical Interposer™ and Photonic Integrated Circuits (PICs) for the data center, telecommunication and artificial intelligence markets, today announced that it will show live demonstrations of end-to-end optical solutions for 800G, 400G, and 200G optical transceivers using its highly integrated optical engines at the China International Optoelectronics Expo (CIOE) in Shenzhen from September 6-8 in Booth #11C63.

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TORONTO and SHENZHEN, China, Aug. 30, 2023 (GLOBE NEWSWIRE) -- POET Technologies Inc. (“POET” or the “Company”) (TSX Venture: PTK; NASDAQ: POET), the designer and developer of the POET Optical Interposer™ and Photonic Integrated Circuits (PICs) for the data center, telecommunication and artificial intelligence markets, today announced that it will show live demonstrations of end-to-end optical solutions for 800G, 400G, and 200G optical transceivers using its highly integrated optical engines at the China International Optoelectronics Expo (CIOE) in Shenzhen from September 6-8 in Booth #11C63.
POET and SPX will present additional live demonstrations of optical engines for 800G, 400G, and 200G transceivers operating over a wide temperature range and 2km to 10km of single mode fiber transmission.
Also on display will be a mechanical sample of POET’s own 800G transceiver module with two POET Infinity™ chiplets, an 800G Rx optical engine with integrated TIA, and an 800G DSP in a QSFP-DD package, scalable to 1.6T in an OSFP package.
“We are already seeing significant customer interest to test and use our engines in transceivers from 100G to 800G and even 1.6T speeds.

Three Highlights Hidden in Apple's Q3 Performance

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Wednesday, August 30, 2023

Apple's average selling price (ASP) hit a record high in the quarter, driven by higher sales of the iPhone 14 series of Pro models.

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Apple's average selling price (ASP) hit a record high in the quarter, driven by higher sales of the iPhone 14 series of Pro models.
According to The Elec citing industry sources, Apple plans to increase iPhone production by 3.2 million units this year.
This time, Apple's wearable business and service business have both achieved growth, becoming a bright spot in performance.
The comprehensive upgrades of the iPhone 15 are also expected to bring certain benefits to the manufacturers involved in the iPhone supply chain.

Apple's Next-Gen AirPods Bring New Opportunities to the Industry Chain

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Monday, July 24, 2023

Two years ago, Apple applied for a patent allowing temperature sensors to be integrated into handheld or wearable devices.

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Two years ago, Apple applied for a patent allowing temperature sensors to be integrated into handheld or wearable devices.
Based on Apple's historical release patterns for the AirPods series, the next generation of AirPods is expected to be launched in the fall of this year.
Currently, China's TWS earphone industry has developed a relatively mature supply chain structure with upstream component manufacturers, midstream ODM manufacturers and downstream brand manufacturers, many of which are public-listed companies.
This indirectly confirms the industry supply chain's achievements in China and shows the potential to support the realization of features like temperature monitoring in Apple's next AirPods.

Global and China Automotive Electronics OEM/ODM/EMS Industry Report 2023: Amid the Evolution of E/E Architectures, the Boundary Between PCs and Vehicles will Gradually Vanish in the Zonal Era

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Monday, July 3, 2023

Automotive electronics OEM/ODM/EMS: hardware OEM/ODM/EMS companies are transforming into integrated hardware solution providers, and accelerating in-depth cooperation with OEMs.

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Automotive electronics OEM/ODM/EMS: hardware OEM/ODM/EMS companies are transforming into integrated hardware solution providers, and accelerating in-depth cooperation with OEMs.
For example, suppliers of Apple such as Quanta Computer, Wistron, Pegatron and Luxshare Precision race to embark on automotive electronics OEM/ODM/EMS.
Amid the evolution of E/E architectures, the boundary between PCs and vehicles will gradually vanish in the zonal era.
Foxconn's CDMS (contract design and manufacturing service) business model is that Foxconn becomes a CDMS provider for the automotive industry.

Global and China Automotive Electronics OEM/ODM/EMS Industry Report 2023 Featuring 3 International Companies and 15 Chinese Companies - ResearchAndMarkets.com

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Monday, June 12, 2023

The "Automotive Electronics OEM/ODM/EMS Industry Report, 2023" report has been added to ResearchAndMarkets.com's offering.

Key Points:

The "Automotive Electronics OEM/ODM/EMS Industry Report, 2023" report has been added to ResearchAndMarkets.com's offering.
Automotive electronics OEM/ODM/EMS: hardware OEM/ODM/EMS companies are transforming into integrated hardware solution providers, and accelerating in-depth cooperation with OEMs.
In the automotive electronics industry, the arena of hardware OEM/ODM/EMS is attracting ever more conventional consumer electronics companies who prefer an entry from domain controllers, automotive communication modules, LiDAR, AR-HUD and other high-value-added intelligent products.
For example, suppliers of Apple such as Quanta Computer, Wistron, Pegatron and Luxshare Precision race to embark on automotive electronics OEM/ODM/EMS.

Spectra7 to Showcase 200 and 400Gbps Connectivity using Active Copper Cables at DesignCon

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Wednesday, February 1, 2023

PAM4, DSP, Molex, Amphenol, NIC, Exhibition, Conference, Broadcom Inc., The Company, Printed circuit board, Luxshare, Hyperscale computing

SANTA CLARA, Calif., Feb. 1, 2023 /PRNewswire/ -- (TSXV: SEV) (OTCQB: SPVNF) Spectra7 Microsystems Inc. ("Spectra7" or the "Company"), a leading provider of high-performance analog semiconductor products for broadband connectivity markets, announced that it will be showcasing server and switch connectivity at this year's annual DesignCon Conference Exhibition being held in Santa Clara, California from February 1-2, 2023. Spectra7 will be showing Active Copper Cables with the Company's GaugeChanger™ chips from cable partners Molex, Amphenol and Luxshare, with Broadcom's Tomahawk® 4 switch and Broadcom's BCM957508-P2100G Network Interface Card (NIC).

Key Points:

Spectra7 will be showing Active Copper Cables with the Company's GaugeChanger™ chips from cable partners Molex, Amphenol and Luxshare, with Broadcom's Tomahawk® 4 switch and Broadcom's BCM957508-P2100G Network Interface Card (NIC).
As switches and servers move to higher bandwidth ports utilizing 56G PAM4 signaling, passive copper cables cannot serve all lengths needed.
Instead of deploying optical interconnects that are much higher power and more costly, data center operators are looking to Active Copper Cables (ACCs) to serve this growing need.
It works equally well at 25G NRZ, 56G PAM4 and 112G PAM4 signaling, enabling new connector standards of 100, 200, 400, 800Gbps and 1.6Tbps.

Apple reports 2023Q1 results, Cook says supply problems has resolved

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Tuesday, February 14, 2023

Apple was the only major smartphone vendor to record month-to-month growth in October, accounting for 25% of the Chinese market, according to Counterpoint Research.

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Apple was the only major smartphone vendor to record month-to-month growth in October, accounting for 25% of the Chinese market, according to Counterpoint Research.
It was reported that Apple sold 26.09 million units of the iPhone 14 series in the first two months after its release.
In addition, more and more Chinese Apple suppliers are seeking diversified development, such as Goertek's VR segment and Wingtech Technology's semiconductor segment.
Apple CEO Tim Cook said it has resolved many of those supply problems for now and that there are currently 2 billion active Apple devices in users' hands worldwide.