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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 3 August 2021
Highlights of the day: Notebook shipments to see weak growth in 3Q21
Global notebook shipments wee weaker than expected in second-quarter 2021, thanks to components shortages. Global notebook...
Tuesday 3 August 2021
Apple to sharply up components pull-ins for new iPhones in 2H21
Apple is expected to significantly increase its pull-ins of components shipments for new iPhones in the second half of the year, driven by its impressive growth in market share in...
Tuesday 3 August 2021
Smartphone shipment rebounds in India
Sales of smartphone in India took a hit by the resurgence of COVID-19 in the second quarter this year, but when compared with the same period in 2020, sales have seen considerable...
Tuesday 3 August 2021
China smartphone AP shipments to grow 7% in 3Q21
About 218 million smartphone application processors (APs) were shipped to China-based handset vendors in the second quarter of 2021, up about 3% sequentially, according to Digitimes...
Tuesday 3 August 2021
Views from Taiwan (6): China's smartphone industry is reshuffling
Is there any way out for Huawei, which has been cornered by the US government? It used to be able to ship 200 million handsets a year, and it remains to be seen whether it can make...
Monday 2 August 2021
Aliyun looking to set standards for immersion liquid cooling solutions
Aliyun, the largest cloud datacenter operator in China and an affiliate of Alibaba, is pushing to establish standards and modularization of immersion liquid cooling solutions, according...
Monday 2 August 2021
Southeast Asia roundup: COVID surge disrupts car production, prompts new rail route for cargo
A surge in COVID infections in Southeast Asia is hitting Japanese carmakers' production in the region. And COVID-inflicted disruptions to logistics services have prompted Vietnam...
Monday 2 August 2021
India roundup: Handset market resilient; carmakers dissatisfied with Musk remarks
India's handset market saw a milder-than-expected sequential drop in sales in second-quarter despite COVID surges, while its car industry is calling on the government not to extend...
Monday 2 August 2021
Views from Taiwan (5): Who is the top dog to hit a big time for 5G handsets?
Following the 5G commercial launch, 5G handsets have experienced a surge in shipments since 2020, and China is the foremost market in terms of volume, keeping other countries at ba...
Friday 30 July 2021
HTC sees loss narrow with gross margin growth in 2Q21
With its Vive business and ecosystem continuing to expand, HTC saw its net losses narrow further in the second quarter of 2021 with a higher gross margin.
Friday 30 July 2021
Highlights of the day: Intel keen to regain foundry leadership
Intel has made aggressive moves trying to retake leadership in the foundry sector. If it is able to meet its schedule of technology advancements, Intel...
Friday 30 July 2021
Server ODMs enjoy strong pull-in of orders from US datacenter vendors
Taiwan-based server ODMs have enjoyed a strong pull-in of orders placed by US datacenter vendors with clear order visibility extended to the end of this year, according to industry...
Friday 30 July 2021
Micron launches 176-layer NAND in mobile solutions
Micron Technology has begun volume shipments of what it claims is the world's first 176-layer NAND Universal Flash Storage (UFS) 3.1 mobile solution.
Friday 30 July 2021
Views from Taiwan (4): Global handset market outlook
The tide of working from home has dramatically boosted the PC industry. The notebook industry has experienced rebounds from their past moderate years. Handset vendors instead seem...
Thursday 29 July 2021
Highlights of the day: EV market approaching sweet spot
EV development is fast acclerating. Jack Cheng, CEO of the Foxconn-led MIH Alliance, an open platofrm for EV development,...