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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Friday 17 May 2024
Deployment of Taiwan IPC industry in Southeast Asia
As geopolitical tensions have been spreading, IPC makers' customers are demanding to have more production capacity outside of China and Taiwan to lower the risks of being affected.
Friday 17 May 2024
Notebook shipments to pick up gradually in 2H24
Notebook shipments are expected to see a gradual pick-up starting in the third quarter of 2024, with the highly anticipated replacement demand driven by the arrival of AI PCs, according...
Thursday 16 May 2024
Quanta's 1Q24 earnings call: opportunities in AI, 3 key factors for upcoming strategies
Quanta released its first quarter financial report during its online earnings call on May 15, noting quarterly growth in gross margin, operating margin, and net income after tax,...
Thursday 16 May 2024
Foxconn, Quanta, Inventec hold advantages in competition for GB200 server orders
As AI continues to be deployed in an ever-increasing range of industries, Cloud Service Providers (CSP) have accordingly increased their investments in AI-related hardware, with Nvidia's...
Thursday 16 May 2024
M&A not the only expansion strategy, says WPG
WPG will embrace various collaboration models, in addition to Mergers and Acquisitions (M&A), to broaden its business scope in light of geopolitical shifts and changes in supply...
Wednesday 15 May 2024
iPad Pro reviews: performance of M4 chip flawless; software disappointing
Apple recently announced its latest iPad products. In particular, the iPad Pro upgraded to OLED panels and featured the M4 chip, making it arguably the best iPad in recent years....
Wednesday 15 May 2024
Why is Samsung struggling in the Chinese market?
Samsung Electronics has reclaimed the top position in the global smartphone market in the first quarter of 2024, driven by the strong performance of its Galaxy S24 series. However,...
Wednesday 15 May 2024
Tablet and headset shipments increase, GIS turns loss into profit in 1Q24
Apple's supply chain experienced inventory adjustments in the market, with the launch of new products in 2024 driving the recovery of supply chain operations.
Wednesday 15 May 2024
Inventec's 1Q24 earnings call: growth across three major product lines, AI server revenue to double
Leading electronics ODM Inventec held its first quarter earnings call on May 14.
Wednesday 15 May 2024
India smartphone market sees premiumization plateau as top brands lose appeal
India's smartphone market saw robust growth in the first quarter, with iPhone shipments reaching record highs.
Wednesday 15 May 2024
Chipmakers gearing up for automotive Ethernet boom
The adoption of automotive Ethernet is increasing at a fast pace, which is likely to create significant economic prospects for related chip suppliers, according to industry sources...
Tuesday 14 May 2024
Asus optimistic about 2H24 prospects, with AI PCs and servers contributing to revenue
Asus has reported better-than-expected results for the first quarter of 2024, as its PC and motherboard businesses see sustained shipments, and AI servers begin contributing significantly...
Monday 13 May 2024
Semco accelerates glass substrate production, eyeing high demand in HPC and automotive applications
Samsung Electro-Mechanics (Semco) is reportedly expediting the development of its semiconductor packaging-use Glass Core Substrate (GCS) business by advancing the construction of...
Monday 13 May 2024
Smartphone brands compelled to evolve again as 5G penetration in China plateaus
Since the commercial operation launch of China's 5G communication system in October 2019, the number of 5G mobile users in China has exceeded 800 million. The monthly shipment proportion...
Friday 10 May 2024
LG set to outperform Samsung in iPad OLED panel shipments
Market research firm DSCC recently stated that for Apple's OLED iPad launched in 2024, LG Display (LGD) is expected to account for over 65% of the panel shipments, ahead of Samsung...