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  • Sigmaintell Research | With technology iteration accelerating, price of large-size driver ICs will possibly stabilize in 2026

    Sigmaintell Research | With technology iteration accelerating, price of large-size driver ICs will possibly stabilize in 2026

    Global HV wafer capacity is expected to grow by about 8% in 2026, with utilization rate dropping to around 70%. Demand is driving rapid technological iteration: Dual Gate, TDDI, TED, RAMless

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  • Sigmaintell Research | The capacity bottleneck of BT substrate raw materials and the accelerated transformation of the packaging solution for automotive CIS

    Sigmaintell Research | The capacity bottleneck of BT substrate raw materials and the accelerated transformation of the packaging solution for automotive CIS

    The BT substrates used in BGA packaging typically adopt a multilayer stacked structure (6-8 layers). By impregnating fiberglass cloth with BT resin, a composite substrate is formed, providing criti

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  • Sigmaintell Research | Q2 2025 Smartphone Market: Global Marginal Growth vs. China Slight Decline, with Strategies as Key to Competition

    Sigmaintell Research | Q2 2025 Smartphone Market: Global Marginal Growth vs. China Slight Decline, with Strategies as Key to Competition

    Foreword Under the “red ocean” competition for existing market stock, pricing and channel strategies have become pivotal means to drive short-term shipments. In the global market, Samsun

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  • Sigmaintell Research | Against-the-Trend Rise of Flagship in the Palm: The Breakthrough Logic and Value Reassessment of High-Performance Small-Sized Tablets

    Sigmaintell Research | Against-the-Trend Rise of Flagship in the Palm: The Breakthrough Logic and Value Reassessment of High-Performance Small-Sized Tablets

    High-Performance Compact Tablet Market: The 8~9-inch " Dark Horse" Defying Market Trends. Supply Chain Value Reassessed: Panels, Communications, Batteries, and Processing Chips Emerge as Key

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  • Sigmaintell Research | July 2025 IT Panel Price Trends (Late July.)

    Sigmaintell Research | July 2025 IT Panel Price Trends (Late July.)

    Monitor Panel On the supply side, the strategic reduction of monitor LCD capacity by overseas makers, coupled with soft recovery in TV panel demand and growing demand for small-sized applica

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