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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 14 July 2023
Hit by GPU restrictions? China's leading AI server provider sees possible loss for 1H23
China's leading AI server provider, Inspur Information, has recently partnered with Intel to announce the new generation AI server NF5698G7, equipped with the Gaudi 2 accelerator...
Friday 14 July 2023
Huawei announces royalty rates for the first time, fee income totaled US$560 million in 2022
At its annual flagship event on innovation and intellectual property protection in Shenzhen, Huawei disclosed its royalty fee revenues for the first time on July 13, and announced...
Friday 14 July 2023
Oppo enjoys robust smartphone sales in China
Oppo's smartphone sales in China have skyrocketed recently, including remarkable shipment performance of its foldable models, making Oppo the country's largest foldable smartphone...
Thursday 13 July 2023
Worldwide public cloud services revenues surpass US$500 billion in 2022, growing 22.9% on year, says IDC
Worldwide revenues for the public cloud services market totaled US$545.8 billion in 2022, an increase of 22.9% over 2021. Software as a service – applications (SaaS –...
Thursday 13 July 2023
Foxconn Zhengzhou site gearing up for production for major customer
Hon Hai Precision Industry's (Foxconn) Zhengzhou site in Henan, China, has already begun preparations in response to new products from a major customer, anticipating a major labor...
Thursday 13 July 2023
Handset SoC market prospects for 2H23 remain dim
The business outlook for the handset SoC vendors will remain weak in the second half of 2023, even though related suppliers have excerpted efforts to improve product specifications...
Wednesday 12 July 2023
Foldable smartphone market likely to hike in 2024
In 2023, it is expected that global shipments of foldable smartphones will reach 23 million units, accounting for approximately 2% of all mobile phone shipments. Some industry observers...
Wednesday 12 July 2023
Handset panel prices to stabilize in 3Q23
Handset panel prices are poised to stabilize in the third quarter of 2023, buoyed by seasonal demand for small- and medium-size panels, according to industry sources.
Wednesday 12 July 2023
Upcoming iPhone may revive Largan 2H23 outlook
Largan Precision, a smartphone lens module specialist, will hold its quarterly investors meeting on July 13 to provide its outlook. The company's comments will provide insight into...
Tuesday 11 July 2023
Tata Group closes in on deal to become first Indian iPhone maker
Tata Group, India's largest conglomerate, is close to an agreement to acquire an Apple Inc. supplier's factory as soon as August, marking the first time a local company would move...
Tuesday 11 July 2023
Cars with smartphone integration garner attention
The integration of upcoming vehicles and smartphones has garnered international attention; however, industry observers noted that Eastern and Western automakers are employing very...
Tuesday 11 July 2023
Handset sluggishness casts shadow over MediaTek sales prospects
MediaTek's near-term sales prospects are clouded by the continued sluggishness of handset sales, even though the chipmaker is meeting its second-quarter revenue forecast, according...
Tuesday 11 July 2023
Suppliers see orders reduced for enterprise servers
According to sources in the server supply chain, orders for enterprise servers were once again reduced in June. Demand for general-purpose servers for cloud data centers is also expected...
Tuesday 11 July 2023
China IC self-sufficiency push heaps pressure on Taiwanese firms operating in China
The United States has imposed export restrictions on key Chinese companies, including Huawei and ZTE, curbing their own development of semiconductors and access to outside supplies...
Monday 10 July 2023
Taiwan chip gear makers and AI server supply chain report strong 1H revenue growth
In early 2023, semiconductor market was expected to see a recovery in the second half of the year, but those hopes were dashed when TSMC announced that inventory buildup was more...