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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Monday 14 August 2023
Global smartphone shipments decline for 8th consecutive quarter in 2Q23, says Omdia
According to Omdia, smartphone shipments totaled 265,9 million units in the second quarter of 2023. This represents a decline of 9.5% compared to the previous year and a decrease...
Monday 14 August 2023
LinkCom expects automotive, telecom segments to generate more revenues in 1Q24
Taiwan-based magnetic component company LinkCom Manufacturing held an earnings call on August 11. General manager Wilson Tan said the company is expanding its magnetic component and...
Monday 14 August 2023
Quanta to invest in AI server capacity expansions in US and Germany
To meet robust customer demand for AI servers, Quanta Computer's board of directors recently greenlighted capacity expansions at its production bases in the US and Germany, which...
Monday 14 August 2023
As US promotes cyber trust label, smart home IoT device costs may rise
The US government announced in mid-July 2023 that it will introduce a cybersecurity seal, dubbed the "US Cyber Trust Mark," for Internet of things (IoT) devices. The seal is intended...
Friday 11 August 2023
High-end smartphones provide small spark amid harsh market winter; brands make three strategic adjustments
Despite the generally pessimistic outlook for smartphone market demand growth in 2023, with high-end models becoming the preference for consumers, it has certainly brought a spark...
Friday 11 August 2023
IPC firm DFI optimistic over 2H23 outlook
With the end of customer inventory adjustment and the gradual warming up of the tooling and network security equipment industries, embedded motherboard and industrial PC (IPC) vendor...
Friday 11 August 2023
China reportedly overcomes BAW filter chokepoint, sparking speculations of Huawei 5G phone's return
China's Saiwei Electronics has announced sucessful mass production and "domestic substitution" of Bulk Acoustic Wave (BAW) filters. While the industry remains conservative about the...
Friday 11 August 2023
Pegatron expects flat or slight growth in 3Q23 notebook shipments
Pegatron, which saw its notebook shipments increase 24% sequentially in the second quarter, expects to post flat or slight shipment growth in the third quarter.
Friday 11 August 2023
SK Hynix gearing up for LPDDR5T production for upcoming MediaTek flagship mobile chip
SK Hynix's LPDDR5 Turbo (LPDDR5T) memory has completed performance verification for use with MediaTek's upcoming next-generation mobile SoC, which is slated for release later this...
Friday 11 August 2023
ODMs see Nvidia GPU shortage curb AI server shipments
ODMs including Quanta Cloud Technology (QCT), Wiwynn, and Giga Computing have experienced delays in fulfilling AI server orders due to the ongoing GPU shortage at Nvidia, according...
Thursday 10 August 2023
With demand for telecom tenders in China weak, the hope is for Wi-Fi 7 to inject new momentum
Major networking chip manufacturers have been holding earnings calls to discuss the global market situation of telecommunications tenders. As China accelerates its efforts in the...
Thursday 10 August 2023
Micromax reportedly eyeing E2W business amid smartphone setbacks
Micromax, an India-based mobile phone vendor and once the top smartphone brand in India, has failed to make a comeback despite ongoing efforts and is reportedly eyeing the rising...
Thursday 10 August 2023
Cooling module maker AVC to expand production site in Vietnam
Cooling module maker Asia Vital Components (AVC) plans to expand its production site in Vietnam to meet growing demand from its US customers, according to the Taiwan-based company.
Thursday 10 August 2023
Samsung, Intel continue to collaborate on vRAN solutions
Samsung Electronics has announced the expansion of its collaboration with Intel via a new product innovation agreement, enabling the companies to continue advancing virtualized radio...
Thursday 10 August 2023
US limits outbound investments in semiconductors, AI, and quantum tech in China
The Biden Administration announced an executive order to require investors to receive approval before investing in China's sensitive tech sectors, such as AI, semiconductors, and...