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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 9 November 2022
Samsung reportedly to reduce smartphone production proportion in Vietnam to 40%
Localized and diverse production bases have become an inevitable approach for manufacturers to reduce geopolitical risks or supply chain disruption. Samsung also actively diversifies...
Wednesday 9 November 2022
MediaTek introduces 4nm smartphone chip
MediaTek has introduced a new smartphone application processor series built on TSMC's second-generation 4nm process technology, and expects smartphones powered by the new chips to...
Tuesday 8 November 2022
Wistron emerges as top investor under India's PLI for mobile manufacturing
Wistron, one of the contract manufacturers for iPhone, has so far reportedly become the largest investor under India's incentive policy for mobile phone manufacturing.
Tuesday 8 November 2022
Foxconn posts 6% revenue drop in October
Foxconn Electronics (Hon Hai Precision Industry) has reported that October revenue slipped 5.6% sequentially to NT$776.58 billion (US$24.28 billion). The figures, however, still represented...
Monday 7 November 2022
Wistron 3Q22 gross margin hits record
ODM Wistron recorded gross margin of 7.15% for the third quarter of 2022, reaching a record high with growth of 0.44 percentage point on quarter and 1.25 percentage points on year,...
Monday 7 November 2022
Apple's hope for record quarterly sales damped by Zhengzhou restrictions
Amid global headwinds facing the smartphone market, iPhone has been able to buck the trend. However, Apple's hopes for better iPhone sales may be negatively impacted by the COVID...
Monday 7 November 2022
Apple bucks the trend in India's smartphone market amid economic headwinds
The inflation-led economic slowdown has damped India's smartphone shipments in the third quarter, while Apple witnessed its highest-ever record, thanks to the best-seller iPhone 13...
Friday 4 November 2022
Server memory order pull-ins to slow down in 1Q23
Memory makers are expected to see a deceleration in order pull-ins in the first quarter of 2023 as memory demand from first-tier cloud server clients in North America has been declining...
Friday 4 November 2022
Apple suppliers reportedly expanding production capacity in India
As Foxconn's Zhengzhou facility saw an exodus of workers due to China's strict COVID measures. Apple's contract manufacturers are reportedly expanding their production capacities...
Friday 4 November 2022
Lenovo boosts profit after cutting costs
Lenovo Group's earnings climbed 6% after China's top PC maker relied on cost reductions and new businesses to weather an unprecedented slump in global computing demand.
Friday 4 November 2022
Techman Robot aims at 30% growth in 2023 revenue
Collaborative robot maker Techman Robot recorded consolidated revenues of NT$1.052 billion (US$35.2 million) for January-September 2022, growing 11.96% on year, and aims to have a...
Friday 4 November 2022
With Apple unable to prop up handset market all by itself, supply chains in Taiwan brace for slack season
Apple's iPhone 14 series has performed slightly below market expectations despite having better sales momentum than its Android counterparts. Companies in the Apple supply chain are...
Friday 4 November 2022
Tell-tale export data from Taiwan show US-China market power rebalancing
Taiwan's electronic companies such as Foxconn, Pegatron, and Wistron used to produce more than 90% of the laptops in China. Many scholars say the outbreaks of trade war and pandemic...
Friday 4 November 2022
Gigabyte sees orders for servers, motherboards, graphics cards remain stable
Gigabyte Technology expects its server orders to stay robust with revenues in the fourth quarter outperforming those in the third. Graphics card and motherboard sales will also remain...
Thursday 3 November 2022
SEMICON China Forum: Find ways out under US trade ban
High-profile semiconductor industry leaders in China recently gathered at the just-ended SEMICON China Executive Summit seeking to find ways out for China's future IC development...