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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 26 July 2023
Hinge component cost reductions help drive foldable phone sales in 2H23
Foldable phone prices have gone down, as costs for hinge components continue to decrease, according to industry sources. As such, foldable phones are expected to lead growth in the...
Wednesday 26 July 2023
China makes competitive bid for LEO satellite dominance against Starlink
In a strategic move to expand its presence in the low-Earth orbit (LEO) satellite segment, China's Jiuquan Satellite Launch Center recently commissioned the Shiyan satellite. Developed...
Tuesday 25 July 2023
Apple aims to keep iPhone shipments steady despite 2023 turmoil
Apple Inc. is asking suppliers to produce about 85 million units of the iPhone 15 this year, roughly in line with the year before, according to people familiar with the matter.
Tuesday 25 July 2023
Mobile era has ended; opportunity is here for AI computing pool, says Taiwan Mobile
Chief information officer (CIO) of Taiwan Mobile Rock Tsai stated that the era headlined by mobile devices already concluded in 2020. From now until 2040, AI will be the driving force...
Tuesday 25 July 2023
CCL suppliers to receive boost from AI server upgrades
Copper clad laminate (CCL) suppliers Elite Material (EMC), Iteq, and Taiwan Union Technology (TUC) expect server upgrades driven by the AI craze to boost their businesses, as well...
Tuesday 25 July 2023
Liquid cooling solutions gain momentum from AI server demand
Liquid cooling solution suppliers are eyeing growing business opportunities from AI servers, which have been driving changes in component specs to support the dissipation of the huge...
Tuesday 25 July 2023
Network infrastructure market still opaque
Despite the US' decision to allocate massive funds for upgrading the country's network infrastructure, related IC design houses will still have to wait before business opportunities...
Monday 24 July 2023
TPCA: Taiwan should strengthen high-end PCB supply chain to tap AI server opportunities
The printed circuit board (PCB) for AI servers is a high-end, high-value PCB for terminal applications, and the process technology threshold is higher, so fewer manufacturers have...
Monday 24 July 2023
Cerebras, G42 unveil supercomputer for AI training
Cerebras Systems and G42, a United Arab Emirates-based technology holding company, have jointly announced Condor Galaxy, a network of nine interconnected supercomputers with a novel...
Monday 24 July 2023
OLEDs for mobile PC forecast to grow 34% CAGR by 2030, says Omdia
Area demand for OLED displays will increase by 11% CAGR from 2022 to 2030, as major manufacturers gradually include OLED panels into their premium lineups spanning TVs, mobile phones,...
Monday 24 July 2023
Initial volumes for upcoming iPhones expected to be lower than in 2022
Amid the lackluster consumer sentiment, people familiar with the matter told DIGITIMES that the initial volumes of new iPhones might be between 83–85 million units, lower in...
Friday 21 July 2023
Startup Cerebras takes on Nvidia with AI supercomputers
Startup chipmaker Cerebras Systems Inc. announced that it's built the first of nine artificial intelligence supercomputers in a partnership with Abu Dhabi, part of an effort to provide...
Friday 21 July 2023
Market interest in immersion cooling resurges amid rising demand for AI computing power
Thanks to the rising demand for server-level cooling systems, suppliers have seen increasing orders since March, with liquid cooling gaining popularity, and there is a resurgence...
Friday 21 July 2023
Linkcom looks to US broadband upgrades, wireless charging orders for 2H23 growth
Linkcom Manufacturing, a Taiwan-based supplier of magnetic components and power supply modules, expects to see sales growth in the second half of 2023, spurred by US broadband infrastructure...
Friday 21 July 2023
Competition intensifying in stagnant Chinese smartphone market
Recent developments by Huawei in the Chinese 5G smartphone market have increased competition among processor suppliers and device manufacturers, according to industry sources.