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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 17 January 2022
Private network may become key battlefield for 5G O-RAN
Despite the agreement among Taiwanese server makers that 5G open radio access network (O-RAN) will become the next growth driver for the server industry, they are rather pessimistic...
Friday 14 January 2022
Advantech, Ennoconn see increased December revenues
Industrial computing device maker Advantech saw December consolidated revenues of NT$5.562 billion (US$200 million) increase 7.56% on month and 10.41% on year, while fellow maker...
Friday 14 January 2022
Realme sees handset sales in Taiwan surge 20% in 2021
Chinese smartphone brand Realme saw its handset sales in Taiwan climb 20% in 2021. Realme is set to focus more on promoting midrange and high-end 5G handset models while continuing...
Friday 14 January 2022
VCM demand for smartphones to stay flat in 2022
VCM (voice coil motor), used to drive camera lens modules, is expected to see demand for smartphone applications stay flat in 2022, with the prospect that suppliers will focus more...
Friday 14 January 2022
Largan Precision expects 8P lens module shipments to be deferred until 2H22
Smartphone-lens module maker Largan Precision has lagged behind schedule for shipping 8P (eight plastic lens pieces) smartphone-lens modules, and expects such shipments to be deferred...
Friday 14 January 2022
Quanta chairman optimistic about metaverse opportunities
Quanta Computer chairman Barry Lam has seen many clients planning to develop their own metaverse platforms. He is particularly optimistic about the metaverse platform created by Meta...
Friday 14 January 2022
US pushing O-RAN equipment to replace China-made ones; but influence in O-RAN from China remains strong, says Digitimes Research
Open radio access network (O-RAN) technology was originally developed to provide telecom carriers flexibility and cost efficiency in network deployment, but it has become a weapon...
Thursday 13 January 2022
Samsung, LG focus on customer experience in value revolution
Major South Korean companies Samsung Electronics and LG Electronics are shifting their focus from hardware and functionality toward improving the customer experience (CX). The young...
Wednesday 12 January 2022
Aspeed scores record business results for 2021
Taiwan-based remote server management SoC solution provider Aspeed Technology expects to post record profits in 2021 along with its revenues for the year surging 18.7% on year to...
Wednesday 12 January 2022
Global server revenue forecast, 2022
Taiwan-based manufacturers' revenues generated from server-related businesses including motherboards, complete systems as well as network communication and storage hardware and software...
Wednesday 12 January 2022
Taiwan December export value historically second highest monthly level, says MOF
Taiwan recorded a total export value of US$40.72 billion for December 2021, the historically second-highest monthly level, exceeded only by the US$ 41.58 billion recorded in the preceding...
Wednesday 12 January 2022
Synnex Technology International December revenues hit record for second time straight
IT and consumer electronics channel distributor Synnex Technology International has reported consolidated revenues of NT$50.532 billion (US$1.81 billion) for December, hitting monthly...
Tuesday 11 January 2022
Highlights of the day: Rising costs may dent TSMC profit in 2022
Strong demand for foundry services is expected to boost TSMC's 2022 sales, but its profits for this year may be dented...
Tuesday 11 January 2022
IoT, AIoT market scale estimated to see CAGR of 30% by 2026
The market scale for IoT and AIoT applications is expected to sustain a CAGR of over 30% to top US$80 billion by 2026, according to market estimates, thanks to concerted efforts by...
Tuesday 11 January 2022
Distributors of ICs, materials upbeat about demand for servers in 2022
Semiconductor material distributors are optimistic about demand from the server sector in 2022, particularly from US cloud service platforms (CSP) operators Google, Meta, Microsoft...