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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Wednesday 19 July 2023
Foxconn expands production in India as it becomes Apple's fifth-largest market
Although smartphone sales are plateauing in most markets, especially after the demands brought by COVID-19 have been ebbing, Apple is expected to benefit from India's huge market...
Wednesday 19 July 2023
ABF substrate demand to strengthen in 4Q23
The upcoming M3-equipped Mac series, as well as the demand for AI servers, are likely to drive ABF substrate demand in the fourth quarter of 2023, according to industry sources.
Tuesday 18 July 2023
TechInsights: Samsung's 3nm GAA process identified in a crypto-mining ASIC designed by China startup MicroBT
Semiconductor industry research firm TechInsights said it has found that Samsung's 3nm GAA (gate-all-around) process has been incorporated into the crypto miner ASIC (Whatsminer...
Tuesday 18 July 2023
Semiconductor suppliers turn to 2Q24 for PC and handset recovery
Seeing demand for handsets and PCs likely to remain sluggish for the second half of 2023, many semiconductor suppliers are now eyeing a recovery in the second quarter of 2024, according...
Tuesday 18 July 2023
Taiwan to launch first satellite with 82% components sourced at home
Taiwan's weather satellite, the Triton, is set to launch on September 20, 2023, from the Guiana Space Center in French Guiana. The satellite, sourcing 82% of its components from Taiwan,...
Tuesday 18 July 2023
What does China's 2Q23 GDP data tell us about the market?
One year after China lifted its pandemic control measures, the recovery momentum is already grinding to a stop. Economists have repeatedly warned that slower economic growth in China...
Tuesday 18 July 2023
Xiaomi to imitate Samsung to reclaim market in India
Amid tighter regulatory pressure from the Indian authorities and inflation that hits Xiaomi's core consumers, Xiaomi is looking to expand its retail store network in India to regain...
Tuesday 18 July 2023
OLED materials supplier U-Best cuts into foldable handset supply chains
U-Best Innovative Technology, a chemical materials supplier, has cut into the foldable handset supply chains of Chinese brand vendors with its clear hard coating (HC) materials, according...
Tuesday 18 July 2023
Qualcomm, MediaTek to rely on India's handset recovery to clear inventory
Qualcomm and MediaTek are counting on the resurgence of the India handset market in the second half of this year to clear out their remaining inventory, according to industry sourc...
Monday 17 July 2023
China-developed AI chips enter 7nm and below era
The manufacturing of AI chips developed by China-based companies has started to enter the 7nm node and below despite the US' frequent sanctions on China's AI products, according to...
Monday 17 July 2023
Intel Gaudi 2 not compelling enough for Chinese AI companies at the moment
Despite Intel's keen moves in promoting its latest AI solution, the Gaudi 2, in China recently, many Chinese AI companies are reportedly hesitant to switch their AI models onto Intel's...
Monday 17 July 2023
Huawei sends a message by leveraging 5G patents for revenue growth and influence
Huawei's operating pressure mainly comes from the weak consumer electronics market recovery as well as overseas sanctions, especially in Europe and the United States. Huawei's revenue...
Monday 17 July 2023
Wi-Fi 7, 6GHz spectrum, and 5G convergence to propel enterprise WLAN market to US$14.5 billion revenues by 2028, says ABI Research
Continued Wi-Fi and wireless technology innovation will enable the expansion of enterprise WLAN into new verticals and innovative use cases and open lucrative market opportunities...
Monday 17 July 2023
MediaTek intros new chip for mainstream 5G smartphones
MediaTek has launched its new Dimensity 6000 series for the next generation of mainstream 5G devices. The Dimensity 6100+ SoC offers premium features at an affordable price point.
Monday 17 July 2023
On-Premise datacenter capacity being increasingly dwarfed by hyperscalers and colocation companies, says Synergy Research
As the number of large datacenters operated by hyperscale providers approaches 900, new data from Synergy Research Group shows that they now account for 37% of the worldwide capacity...