Looking into second-quarter 2023, smartphone AP shipments to China-based vendors are estimated to come to 132 million units, increasing 10% sequentially as smartphone brands ramp up their inventory more aggressively than they did in the prior quarter to prepare for the 618 shopping festival in China. However, on a year-over-year basis, the volume will still represent a more than 30% decline, indicating sluggish AP demand overall, according to figures from DIGITIMES Research s latest report covering the smartphone AP industry.
Samsung Electronics saw shipments increase 15% on year in the first quarter of 2023, benefitting from good midrange mobile application processor (AP) sales performance.
Realtek Semiconductor expects the penetration rates of Wi-Fi 6 in PCs to rise to 70% and routers to 60% in 2023, each up 10pp from a year ago, while products supporting Wi-Fi 7 are unlikely to begin volume shipments until 2024-2025 as the standard is still being certified.
The midair explosion of a SpaceX Starship rocket soon after launch in a test flight has come as a setback to the low Earth orbit (LEO) satellite market though it remains rosy in the long term.