CONNECT WITH US
NEWS TAGGED MOBILE COMPONENTS
Wednesday 18 December 2024
Apple selects Chinese supplier for next-gen HomePod displays
In a strategic move to diversify its display supply chain, Apple has selected Tianma Microelectronics to provide 7-inch LCD panels for its upcoming screen-equipped HomePod, scheduled...
Wednesday 18 December 2024
Chinese manufacturers stockpile South Korean components ahead of Trump 2.0
Despite continued weak demand for South Korean displays and components in 2024, an unexpected recovery has emerged near year-end. Analysts interpret this trend as a response to the...
Tuesday 17 December 2024
AI boom drives networking supply chain growth
The explosive growth in AI adoption has created opportunities beyond traditional computing sectors, with networking suppliers emerging as major beneficiaries. While Broadcom, a leader...
Thursday 12 December 2024
Thinner, lighter foldable phone designs raise technical threshold for supply chain
Foldable smartphone shipment momentum continues to be strong for certain major mobile phone brands despite their low popularity in the end market. However, as development shifts toward...
Wednesday 11 December 2024
MediaTek's November revenue shines with full-year revenue set to reach NT$500 billion
MediaTek has announced its revenue performance for November, reporting a monthly revenue of NT$45.242 billion (approx. US$1.391 billion), which represents an 11.49% decrease from...
Tuesday 10 December 2024
South Korea's OLED giants face Chinese price challenge amid Apple reliance
LG Display (LGD) and Samsung Display (SDC) dominate high-end OLED technology, but their reliance on Apple orders faces pressure from cheaper Chinese OLED panels supplied to local...
Tuesday 10 December 2024
US accelerates replacement of Chinese telecom equipment, Taiwan chip firms eye windfall
The US House of Representatives is preparing to vote on the fiscal year 2025 national defense budget, which includes a US$3 billion provision aimed at helping US telecoms completely...
Tuesday 10 December 2024
Apple 5G modem unlikely to match competition until 2026
It is highly likely that the iPhone SE 4, set to be launched in early 2025, will come with Apple's in-house developed 5G modem. Still, sources from the upstream supply chain believe...
Friday 29 November 2024
Samsung's potential integration of ChatGPT raises questions regarding relationship with Google
Recent reports claim that OpenAI is in discussions with Samsung Electronics (Samsung) regarding a collaboration to integrate ChatGPT into their devices, which could mirror Apple's...
Wednesday 27 November 2024
IC design houses see clients stockpile Wi-Fi 7 chips in preparation for new products in 2025
Wi-Fi 7 shipments have accelerated significantly in the second half of 2024, and industry experts expect Wi-Fi 7 penetration rates to grow in 2025, with upgrades to consumer devices,...
Wednesday 27 November 2024
Speculation arises about AMD developing AI mobile chip; insiders remain doubtful
Recent market speculation suggests that AMD has developed an AI processor (APU/NPU) suitable for mobile devices. With its exclusive GPU technology, it is expected to compete in the...
Wednesday 27 November 2024
Xiaomi's first in-house mobile chip draws measured response from smartphone semiconductor industry
While Xiaomi prepares to launch its first self-developed smartphone system on chip (SoC) in 2025, major chipmakers Qualcomm and MediaTek maintain their composure, expressing confidence...
Tuesday 26 November 2024
Xiaomi readies own mobile chip, pressuring MediaTek and Qualcomm
Xiaomi is preparing a self-designed mobile processor for its upcoming smartphones in an effort to reduce its reliance on foreign suppliers Qualcomm and MediaTek.
Friday 22 November 2024
iPhone SE 4 reportedly to launch in March 2025 with Apple-designed 5G modem
Apple's iPhone SE 4 is set to be released in March 2025, marking a significant milestone with the introduction of the company's first in-house 5G modem chip, reducing its reliance...
Tuesday 19 November 2024
GSEO expects stronger lens orders from 2025 smartphone market
Taiwan-based lens maker Genius Electronic Optical (GSEO) is guardedly optimistic about 2025 sales, expecting wider penetration for its periscope lenses in smartphones and other applications,...