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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Wednesday 16 August 2023
Chinese smartphone brand shipments rise in 2Q23; volume to continue picking up in 2H23, says DIGITIMES Research
According to DIGITIMES Research's statistics and analyses, second-quarter 2023 smartphone shipments by China-based smartphone vendors exhibited a 7.4% on-quarter growth but a 6.1%...
Wednesday 16 August 2023
Yen Sun sees challenges facing Chinese car supply chain
Chinese automakers intend to alter the local market ecology in order to increase the turnover rate of auto sales, which will put a strain on the manufacturing flexibility and inventory...
Wednesday 16 August 2023
Android phone vendors expect new models to boost unit sales
Samsung Electronics, Xiaomi, Honor, and Oppo all have plans to release new Android smartphones in the second half of 2023, pinning their hopes on the possibility that the new models...
Wednesday 16 August 2023
MediaTek eyeing cloud AI opportunities
MediaTek is eyeing the enormous market potential of cloud AI solutions, according to industry sources.
Wednesday 16 August 2023
NAND flash prices may stay low longer than expected
NAND flash prices may remain at rock bottom for longer than anticipated, due to a lack of killer applications to clear stockpiles, according to industry sources.
Tuesday 15 August 2023
Indonesia says Tesla aims to make EV battery material investment in the country
After trying to attract Tesla's investment for a long time, Indonesia seems to have made some progress. Senior minister Luhut Pandjaitan said the EV giant is considering investing...
Tuesday 15 August 2023
Samsung set to launch latest 5G vRAN software in second half of 2023
According to reports from ZDNet Korea and official statements from Samsung, Samsung plans to launch the latest version of its 5G vRAN software technology, vRAN 3.0, within...
Tuesday 15 August 2023
Getac sees low order visibility for 2H23
Industrial PC (IPC) maker Getac said its customers are being cautious about their second-half prospects and that it is seeing poor order visibility in the second half of 2023.
Tuesday 15 August 2023
India solidifies second-place position in global handset production
Thanks to India's increasing local demand for mobile phones and government incentives, mobile phones made in India continued to grow in 2022, witnessing double-digit growth for the...
Tuesday 15 August 2023
Foxconn grows presence in upstream AI server segment
Contract electronics vendor Foxconn has a sizable share in the upstream AI GPU module and substrate markets of the AI server supply chain, according to company chairman Young Liu.
Monday 14 August 2023
Asus to compete for AI servers; not concerned about GPU shortage
Compared to the impressive performance of its gaming notebooks and boards, Asus's server business tends to not receive much attention from the market with a revenue share in the low...
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...