Since carriers adopted 5G, the technology has not stopped evolving. For example, the 5G Advanced Network Solutions and the research and development of radio frequency (RF) and baseband 6G chips.

Whether AI-powered smartphones will trigger a new wave of device upgrades has garnered significant attention across various sectors. Taiwan's wireless communication testing specialist, Sporton International, is particularly optimistic about the potential business opportunities and gross margin growth driven by the upcoming hybrid AI trend.

Vietnam's smartphone market is becoming more competitive, and every company is fighting for business opportunities in AI and high-end mobile phones.

China's government has unveiled new guidelines urging state-owned enterprises to procure innovative technology solutions from domestic suppliers. This move aims to bolster the nation's self-sufficiency in critical high-tech sectors, including semiconductors and satellite technology.

Epitaxial wafer manufacturer LandMark Optoelectronics expects its product mix improvement to drive revenue and profit growth in the third quarter, as US silicon photonics customers begin to pull shipments of 800G (Gigabits per second) or even 1.6T (Terabits per second) networking solutions targeting AI applications and data centers.

The US presidential election has injected fresh uncertainty into global supply chains. Taiwan broadband communication equipment maker Sercomm's chairman James Wang warns that companies must diversify their manufacturing footprint to mitigate risks, a costly strategy that increases inventory and lowers factory utilization.

In its market forecast for the third quarter of 2024, Realtek anticipates significant contributions from the network communications and automotive sectors in the second half of the year. Despite the hype surrounding AI PCs, Windows on Arm (WOA), and potential replacement demand due to the end of Windows 10 support, these factors have yet to translate into actual growth in the PC sector.

Broadband network companies are silently awaiting Wi-Fi 7 to take off on end-user devices, especially with AI PCs and Apple's high-end iPhone 16 models in the second half of 2024 leading to increased momentum in 2025.

A coalition of six major automotive industry associations from Europe, the US, Japan, South Korea, Germany, and France has publicly questioned Avanci's increasing fees for 5G wireless communication standard-essential patents (SEPs) in connected vehicles.

Wi-Fi 7 demand is set to explode in the second half of 2024, but how manufacturers benefit is expected to differ, according to industry players.

Sharp has made a strategic move to enhance its mobile device wireless communication technology by acquiring communication patents from Foxconn. This acquisition aims to strengthen Sharp's existing capabilities, facilitate expansion into new markets, and support its strategic shift toward home appliances and AI-powered products.

The South Korean Ministry of Science and ICT (MSIT) is pushing to lead the global race in 6G commercialization by 2029, following its pioneering efforts with LTE and 5G. However, telecom operators, drawing from their 5G experiences, are advocating for a more measured approach, proposing a hotspot-focused strategy for 6G rollout.

Apple is set to unveil iOS 18, its latest mobile operating system, which promises a slew of significant updates. Among these, the most notable is the expansion of satellite communication services from emergency-only to a regular feature. This shift means that approximately 375 million iPhone users globally will soon be able to use satellite messaging even in non-emergency situations.

MediaTek has issued a statement confirming that Huawei has filed a lawsuit against the company. This legal action may indicate a significant shift in Huawei's approach to patent licensing.

Singapore Telecommunications Limited (Singtel) and SK Telecom (SKT) have signed a Memorandum of Understanding (MoU) to collaborate over the next two years on developing next-generation networks, including 6G. This partnership is expected to enhance network performance and security, improve customer experience, and drive innovation in the telecommunications industry.

Four years into Taiwan's 5G era, which began on June 30, 2020, with Chunghwa Telecom's launch, the industry faces a sobering reality. Despite high expectations for 5G to revolutionize consumer and enterprise sectors, the results have fallen short.

The Wi-Fi 7 market is expected to take off in the second half of 2024, driven by strong demand from mobile and PC applications. Taiwan-based IC design houses are well-positioned to benefit from this boom. While prices remain a major hurdle for Wi-Fi 7 adoption, they are expected to decrease as production volumes increase.

Samsung Electronics has reportedly established over 40,000 commercial Open RAN sites globally, leveraging state-of-the-art virtualized RAN (vRAN) technology, with plans to further expand its market share, especially across Europe.

Telecom operators worldwide are grappling with the challenges of transformation amid the slow growth and lack of a killer app for 5G.

As China marks the fifth anniversary of the commercialization of 5G mobile networks in 2024, 5G Advanced networks (also known as 5.5G or 5G-A) have begun to attract much attention.

Affected by the economic downturn, 5G coverage and penetration in Europe have been progressing slower than expected.

Keysight, a provider of test and measurement instruments and software services, has formed a strategy team to address the opportunities and challenges associated with AI.

As mobile communications firmly enter the 5G era, the telecom equipment supply chain, previously dominated by just a few major players, is experiencing fresh changes.

Amid the surge in AI-related chip demand and rebounding consumer device market as inventory destocking ends, demand for networking chips is yet to pick up, with low pull-in momentum from European and US telecoms in the first half of 2024 in infrastructure-related orders.