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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 1 August 2023
Samsung expects growth in smartphones and TWS in 2H23
Samsung Electronics has just announced new products at the Galaxy Unpacked 2023 event in Seoul. Although sales have yet to recover, Samsung expects that in the second half of the...
Tuesday 1 August 2023
iPhone shipments grow 45% YoY in India amid ongoing premiumization
Thanks to improving inventories and the upcoming festival season, India saw a smaller fall in smartphone shipments after four consecutive quarters of decline.
Tuesday 1 August 2023
ODMs look to AI servers for profit growth
ODMs are looking to kick off AI server shipments in the second half of this year, which they believe will be a new driver of profit growth, according to sources in the server indus...
Tuesday 1 August 2023
Nvidia to embrace strong 2H23
Nvidia is gearing up for a prosperous second half of 2023, thanks to a spike in demand for its artificial intelligence processors, industry sources believe.
Monday 31 July 2023
Foldable smartphone shipments to increase significantly in 2023
Foldable smartphone shipments could reach 20 million units in 2023, a more than 50% growth over the 13 million shipped in 2022, according to industry sources. Major phone brands including...
Monday 31 July 2023
Samsung to make latest foldable phones in India
As Samsung Electronics is looking to capitalize on rising demand for foldable smartphones and a huge Indian market, the electronics giant said it would make the latest foldable and...
Monday 31 July 2023
India roundup: Xiaomi to claw back market in India by streamlining product portfolio
After Xiaomi lost its top position in India's smartphone market, the company launched a series of initiatives to fight back. Foxconn Group is scouting land for expanding manufacturing...
Friday 28 July 2023
Entry-level to mid-range handset SoCs crucial in 2H23 competition
Handset sales momentum was more robust in emerging markets such as South Asia, Africa, and Latin America than in China and other major economies in the second quarter of 2023, according...
Friday 28 July 2023
China eyeing self-supply of AI server liquid cooling solutions
According to supply chain sources, many major Chinese server makers are strategically focusing on liquid-cooled AI servers to meet demand from datacenters, and there are also quite...
Friday 28 July 2023
China's smartphone shipment decline seen easing in Q2 2023
According to market research firm Canalys' estimates, smartphone shipments in Mainland...
Friday 28 July 2023
Renesas keeps seeing uncertainties in automotive sector, saying SiC production will scale gradually
Renesas Electronics said on July 27 that uncertainties remain in the automotive sector, especially with changes in the Chinese market. The company also said it will go slow on its...
Thursday 27 July 2023
CSPs offering inference and prompt engineering combination to satisfy customized AI demand from customers, says DIGITIMES Research
Demand for generative AI (GenAI) and large language model (LLM) is rising rapidly, driven by the emergence of ChatGPT, a chatbot developed by OpenAI. For their large scale as well...
Thursday 27 July 2023
Samsung expects a recovery across divisions in 2H23
Samsung Electronics, a barometer of the global electronics market, expects the economic outlook to improve in the second half of 2023, and lingering uncertainties may lead to a downward...
Thursday 27 July 2023
Reliance Jio reportedly contemplating Google partnership for 5G smartphone
Reliance Jio, India's largest wireless operator by subscribers, is reportedly considering launching a 5G phone on its own rather than collaborating with Google.
Thursday 27 July 2023
Taiwanese server ODMs anticipate AI server growth in 2024
Taiwanese server ODMs will begin shipping AI servers at the end of the third quarter and are anticipating significant growth in 2024, according to industry sources. Microsoft and...