Core Viewpoint - Apple plans to release the iPhone 17e in spring next year, aiming to maintain annual iPhone shipments between 220 million and 230 million units [1][3]. Group 1: iPhone 17e and OLED Display - The iPhone 17e will continue to use the 6.1-inch OLED display from the iPhone 16e, which itself reused the display from the iPhone 14 [3]. - BOE, Samsung Display, and LG Display are involved in the OLED screen development for the iPhone 17e, with BOE having the highest shipment share for the iPhone 16e's OLED screen [1][3]. Group 2: iPhone SE Series and Market Strategy - The iPhone SE series has historically reused components from previous models while incorporating the latest application processors to compete in the market [3]. - The first-year shipment of the iPhone SE series was approximately 20 million units, and the iPhone 16e series is expected to have similar shipment figures this year [3]. Group 3: Market Dynamics and Future Releases - Apple increased its annual iPhone shipments to 230 million units during the home office period in 2020, while Samsung's Galaxy smartphone shipments fell to the same level [3]. - Analysts predict that Apple will continue to release iPhone E series models annually after the iPhone 17e, reflecting a consistent market strategy [4].

Core Viewpoint - Nintendo has turned to Samsung Electronics to assist in manufacturing the main chip for the Switch 2, aiming to boost production to exceed the expected 20 million units by March 2026 [1][2]. Group 1: Nintendo's Production and Sales Expectations - Nintendo anticipates selling 15 million units of the Switch 2 in the current fiscal year, factoring in the impact of tariffs on profits, but this figure does not account for supply constraints [2][3]. - The company has received 2.2 million pre-orders in Japan alone and has apologized for being unable to accept more pre-orders due to high demand [3]. - Nintendo's initial goal is to match the sales of the original Switch in its first 10 months, which was approximately 15 million units, indicating potential for upward revision of shipment estimates [3]. Group 2: Samsung's Role and Competitive Landscape - Samsung is utilizing its 8nm process node to manufacture custom chips designed by NVIDIA for the Switch 2, which is expected to enhance Samsung's foundry capacity utilization and business performance [1]. - This collaboration marks a significant endorsement for Samsung's foundry business, which has struggled to compete with TSMC in the semiconductor market [1][2]. - Historically, Samsung has been a key supplier for Nintendo, providing NAND flash memory and OLED screens, and has encouraged Nintendo to continue using OLED panels in future Switch 2 models [2]. Group 3: TSMC's Market Position - TSMC has been expanding its lead in the semiconductor market through continuous technological iterations and stable mass production capabilities, attracting major clients like Apple and NVIDIA [2]. - The competition between Samsung and TSMC in advanced process technology is intensifying, with both companies striving to improve the yield of 2nm processes to enhance profitability and product quality [2].

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