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Nov 12
Double 11 sales surge drives mobile device demand
Despite cautious economic forecasts for the fourth quarter of 2023, e-commerce platforms have reported robust sales during the Double 11 shopping festival, providing a boost to the ICT sector. Mobile phones and communication devices have emerged as top sellers, driven by aggressive promotional campaigns.
Dixon Electro and Nokia have officially launched the manufacturing of fixed broadband devices in India. The collaboration will focus on producing GPON, 5G FWA, and Mesh Wi-Fi devices, all capable of delivering up to one gigabit per second per home.
According to sources from the network communication sector, inventory adjustments will soon conclude, with December identified as a turning point. The network device industry in Taiwan is anticipated to continue to thrive as geopolitics continue to escalate. Additionally, the introduction of new technologies, such as Wi-Fi 7, will boost replacement demand.
Following Donald Trump's victory in the US presidential election and the possibility of a renewed US-China trade war, Indian officials believe Apple may scale up its manufacturing capacities in India to mitigate potential tariffs and avoid supply chain disruptions that could arise.
The Snapdragon Summit 2024, held October 21-23, placed Qualcomm's Oryon CPU and AI advancements at the center of its product showcase. Amid mixed reactions to Qualcomm's chip announcements, "Oryon CPU development" and "AI capabilities" have emerged as the foundation of the company's 2024 product portfolio, reflecting Qualcomm's strategic shift. In this article, DIGITIMES examines Qualcomm's recent advancements and strategies across semiconductors, AI, smartphones, PCs, and automotive platforms amid a flurry of market rumors.
Apple has submitted a US$10 million investment plan to the Indonesian government in hopes of lifting the ban on the iPhone 16 to enable its immediate sale in the local market.
Arm has reported better-than-expected revenue driven by strong licensing and royalty performance. The company saw a 40% year-over-year increase in smartphone royalty revenue, while continued demand for AI solutions fueled significant licensing growth.
Boosted by the recovering Chinese market, Qualcomm recorded better-than-expected sales and issued an optimistic sales forecast for the current period, highlighting promising trends in the mobile device industry.
As ultra-wideband (UWB) technology matures and market demand increases, UWB is gradually entering the automotive and consumer electronics sectors. Its remarkable performance in digital key and safety functions for automobiles has garnered attention, despite facing challenges from Bluetooth technology and ecosystems like the Huawei-led SparkLink Alliance.
The patent dispute between Lenovo and ZTE is intensifying. On October 21, Lenovo filed a patent infringement lawsuit against ZTE in the UK High Court. A week later, ZTE responded, citing prolonged licensing negotiations with Lenovo and expressing surprise over Lenovo's choice to litigate in the UK, while also respecting their decision.
According to Bloomberg, the Times of India, and Hindu BusinessLine, Muralikrishnan B, president of Xiaomi's Indian operations, announced he will resign at the end of 2024 after six years with the company. He will continue with Xiaomi as an independent strategic adviser.
Datang has initiated legal proceedings against Unisoc, seeking damages of CNY680.5 million (approx. US$95.8 million) over the latter's alleged failure to honor a payment agreement for a joint technology development project.