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AR/VR headset shipments slow in 1Q23 as market awaits wide availability of next gen headsets, says IDC

Global shipments of augmented reality (AR) and virtual reality (VR) headsets slowed significantly in the first quarter of 2023 as macroeconomic conditions worsened and the market cooled compared to the pandemic-driven highs seen last year. According to new data from the IDC Worldwide Quarterly Augmented and Virtual Reality Headset Tracker, the overall AR/VR headset market declined 54.4% on year in the first quarter of 2023 with VR headsets representing 96.2% of headsets shipped.

AI chip shortage to last until 2024, according to top Chinese AI company

The large-scale language model (LLM) has triggered the continuous growth of China s computing industry. SenseTime, which kept a low profile, has recently been tasked to pilot the AI computing supply chain taking shape in the Shanghai FTZ s Lingang New Area.

India roundup; Foxconn to make iPhones in Karnataka by April 2024

The government of Karnataka said that Foxconn will beginning making iPhones in the state in 2024. Xiaomi will expand local sourcing for its smartphones and wearable devices to regain its leadership in India.

Samsung reportedly failed to receive part of incentive payout from the Indian government

Thanks to India s PLI scheme to encourage handset manufacturing, India has become the second-largest mobile phone production country after China. Samsung, one of the major contributors to the scheme, may fail to receive part of the incentive payout for the first year due to invoice discrepancies.

The value of AI infrastructure

The cost of machine learning applications will come down as a result of semiconductors improving computing power. The lower cost will naturally result in a sharp rise in the number of users. Using AI will become a daily routine in work and private life. The commercialization of AI will really lead to the arrival of the "iPhone moment for AI." Once OpenAI becomes the norm, various kinds of applications will need the support of Nvidia s datacenter and dedicated chips. We can imagine how much the industry will benefit from this.

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