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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 22 January 2025
Jian Li takes over Honor, leveraging R&D and sales experience from Huawei
On January 17, it was officially announced that George Zhao would step down as CEO of Honor. Reportedly, the newly appointed CEO Jian Li is a veteran of Huawei, known for his deep...
Wednesday 22 January 2025
Switch 2 launching in 1H25: IC supply chain gears up despite off-season
Nintendo's recent official announcement of the Switch 2 console launch in the first half of 2025 has generated significant excitement among gamers. Consumer feedback indicates strong...
Wednesday 22 January 2025
Taiwan's export orders set to decline in early 2025 amid electronics off-season
Export orders from Taiwan are expected to decline significantly in January 2025, with the Ministry of Economic Affairs (MOEA) forecasting values between US$44.5 billion and US$46.5...
Wednesday 22 January 2025
Server ODMs to rapidly open production sites in US, with Texas being top choice
Server ODMs are swiftly establishing manufacturing facilities in the US to mitigate the impact of geopolitical uncertainties, with Texas emerging as a favored location, according...
Wednesday 22 January 2025
Siri privacy settlement exposes Apple's gaps in AI governance
Apple's US$95 million settlement over Siri privacy violations has brought AI governance and accountability into sharp focus. The case highlights the growing challenges of balancing...
Wednesday 22 January 2025
India's electronics supply chain faces challenges as Trump returns
Over the past four years, the Biden administration has worked to reduce reliance on China's supply chain through initiatives such as the Quad, which has benefitted countries like...
Wednesday 22 January 2025
Nvidia GB200 thermal issues may impact SK Hynix's 1Q25 outlook
Industry sources indicate that thermal issues associated with GB200 have prompted major clients including Microsoft, Amazon, Google, and Meta to reduce their orders, impacting not...
Wednesday 22 January 2025
Optical industry soars in 2024, as competition in robotics intensifies
The optics industry saw robust growth in general in 2024, with leading players Largan Precision, Genius Electronic Optical (GSEO), and Asia Optical all posting strong results for...
Wednesday 22 January 2025
Trump unveils AI investment plan with OpenAI, Softbank, Oracle
President Donald Trump announced a joint venture to fund artificial intelligence (AI) infrastructure worth billions of dollars with the leaders of Softbank Group, OpenAI, and Oracle,...
Tuesday 21 January 2025
Dixon doubles mobile phone manufacturing sales, sets sights on 8.6G display fab pending India's semiconductor incentive
India-based EMS supplier Dixon Technologies reported significant increases in sales and profit over the past quarter, driven by a doubling in mobile phone manufacturing sales following...
Tuesday 21 January 2025
Taiwan legislative budget cuts threaten tech supply chain stability
With just two days remaining before the Legislative Yuan's 11th session adjourns on January 21, 2025, tensions are mounting over the central government's budget vote showdown. The...
Tuesday 21 January 2025
AI drives revenue growth for major electronics ODMs in 2024
Major Taiwan-based ODMs including Hon Hai (Foxconn), Quanta, Wistron, and Inventec enjoyed record-high sales in 2024, buoyed by robust AI server sales, while revenue at Pegatron and...
Tuesday 21 January 2025
IPC firms upbeat about 2025 after weathering industry slowdown
Unfavorable winds in the general economy led to an overall downturn among industrial PC (IPC) manufacturers in 2024, with even traditional powerhouses like Advantech seeing a 7.43%...
Tuesday 21 January 2025
Challenges remain for Honor despite leadership change
The sudden resignation of Honor CEO George Zhao has raised some eyebrows, as the Chinese smartphone brand's market share continues to decline. Analysts believe that Honor's major...
Tuesday 21 January 2025
Chinese mobile ODMs diverge amid industry headwinds
The mobile phone ODM industry continues to grapple with significant challenges, including pressure from both suppliers and customers, while being characterized by labor-intensive...