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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 23 September 2022
Key supplier in international IPC market: Q&A with KC Liu, chairman of Advantech
Since the start of the trade war between the US and China in 2018, the global industry has been rethinking the need for globalization and regionalization planning. The pandemic has...
Friday 23 September 2022
Samsung's ups and downs (8): Samsung's handset strategy
Samsung Electronics is trying to direct the mainstream of the handset market towards foldable phones, hoping to increase the unit price of sales, and to drive its own production of...
Thursday 22 September 2022
JP Morgan: Apple to move more production to India and Vietnam
Amid a large-scale global supply chain relocation never seen in decades, JP Morgan Chase estimates that India will account for 25% of global iPhone production and Vietnam will account...
Thursday 22 September 2022
Taiwan August smartphone sales drop
There were 343,000 new smartphones sold in Taiwan in August 2022, the lowest monthly level so far in 2022 with decreases of 17.5% on sequentially and 9.5% on year, according to retail...
Thursday 22 September 2022
Qualcomm announces new innovation center and 5G education initiative in Southern Taiwan
Qualcomm announced on September 21 to establish the Qualcomm Innovation Center, Southern Taiwan located at Kaohsiung's Yawan 5G AIOT Innovation Park to support local industries and...
Thursday 22 September 2022
IC design houses continue to see Android phone customers scale back orders
IC design houses continue to see their Android smartphone customers scale back orders in the third quarter and are uncertain about the demand outlook for the fourth quarter, according...
Thursday 22 September 2022
OSATs unlikely to ramp output for new Nvidia GPUs until 2023
IC backend houses including Siliconware Precision Industries (SPIL) and King Yuan Electronics (KYEC) are unlikely to scale up their output for Nvidia's new-generation GeForce RTX...
Wednesday 21 September 2022
Flytech expects panel PCs to become main source of profit growth
Flytech Technology expects panel PCs to become the major source of long-term operating profit growth although POS devices contribute large portions of revenue contribution with shipments...
Wednesday 21 September 2022
IPC maker Aplex sees order visibility extend to 1Q23
Industrial panel PC, box PC and display maker Alpex Technology has obtained orders with shipments scheduled until first-quarter 2023, according to company chairman Lee Chuan-te.
Wednesday 21 September 2022
India to see record smartphone ASP in festive season
As India is ready to begin its festive season, analysts predict that consumers' preference for 5G and mid-tier-to-premium smartphones will lead to highest-ever ASP, with inventory...
Wednesday 21 September 2022
Industrial CPU supply remains tight
The supply of industrial CPUs and microcontrollers (MCU) remains tight, with delivery lead times reaching more than 50 weeks, according to sources at industrial PC (IPC) makers.
Tuesday 20 September 2022
Expanding to the gaming phone market, MediaTek fights to lead in flagship AP
Asus has launched its latest gaming phone model, the ROG Phone 6D Ultimate. It contains MediaTek's newest flagship phone application processor (AP), the Dimensity 9000+, marking the...
Tuesday 20 September 2022
Samsung denies returning to Russian smartphone market as Chinese competitors snap up market share
Shortly after a report claiming that Samsung was expecting to return to the Russian market, the South Korean electronics giant responded by saying "no decision" had been made on the...
Tuesday 20 September 2022
IPC chip and component shortages ease
Shortages of chips and components used in industrial PCs (IPC) have eased, which will boost IPC shipments in the third quarter of 2022, according to industry sources.
Tuesday 20 September 2022
Smartphones supporting Wi-Fi 7 may arrive as early as 2H24
The first smartphones supporting much faster Wi-Fi 7 connections may debut as early as the second half of 2024, according to sources at IC backend houses and inspection labs.