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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 1 September 2020
DRAM spot prices rise
DRAM spot market prices have rallied over 5% since last week amid speculation about Huawei building up inventory prior to new US sanctions against it.
Monday 31 August 2020
Highlights of the day: PC component demand stays strong in 2H20
The stay-at-home economy continues to boost demand for PCs and related components such as motherboards and graphics cards with major...
Monday 31 August 2020
Aeon Motor developing tricycle electric scooter
Taiwan-based motorcycle maker Aeon Motor is developing the Ai-2 Gather, a tricycle electric scooter mainly for business use, and plans to launch it in 2021, according to company CEO...
Monday 31 August 2020
Smartwatch brands adjusting supply chain deployments, says Digitimes Research
Some smartwatch vendors have adjusted their supply chains, either by switching related suppliers or relocating production bases, to adapt to changing global micro situations in order...
Monday 31 August 2020
New iPhone shipments to top 63-68 million units in 2H20, says Digitimes Research
Global shipments of the next-generation iPhone devices (tentatively named iPhone 12 lineup) are expected to total 63-68 million in the second half of 2020, a reduction of over five...
Friday 28 August 2020
Highlights of the day: Huawei slows down handset output
Huawei, hit hard by the US trade ban that is depriving it of support from various semiconductor companies, including TSMC, has slowed down its pace of orders to its handset ODMs....
Friday 28 August 2020
Brogent creates 5G cloud-based VR gaming system
Brogent Technologies has created a 5G cloud computing-based dynamic simulation VR gaming system and set up such a gaming facility at Kaohsiung Software Technology Park in southern...
Friday 28 August 2020
Acer teams up with Oplus to tap smart home AI
Acer has partnered with Oplus, a smart home solution provider, to develop AI platforms for smart home applications.
Friday 28 August 2020
Order momentum for 5G, datacenter optical components to pick up in 4Q20
Demand for optical components from the datacenter and 5G sectors has been slow in third-quarter 2020, but order momentum may start picking up in the fourth quarter, according to industry...
Friday 28 August 2020
Huawei slows down orders to handset ODMs
Huawei has slowed down the pace of its orders to handset ODMs in China, as the impact of the latest US trade ban against the Chinese brand intensifies, according to sources at China-based...
Friday 28 August 2020
Pegatron, Quanta expect Microsoft Surface devices to benefit 2H20 revenues
Pegatron and Quanta Computer are expected to see their second-half 2020 revenues benefit from robust orders for Surface series products from Microsoft, according to sources from the...
Thursday 27 August 2020
Highlights of the day: Huawei to lose big in China phone market
The US trade sanctions against Huawei are reshaping the Chinese smartphone market. Digitimes Reseach expects weak 5G mobile AP shipments to China in fourth-quarter 2020, with Huawei...
Thursday 27 August 2020
Asustek sees loss from handset biz narrow
Asustek Computer continues to see losses generated by its handset business narrow, and is eyeing the business' return to profitability in 2021, according to market sources.
Thursday 27 August 2020
Taiwan makers poised to scale up AiP substrate shipments in 2021
Taiwan-based IC substrate makers Unimicron, Nan Ya PCB and Kinsus Interconnect are expected to significantly scale up their AiP (antenna-in-package) substrate shipments in 2021, driven...
Thursday 27 August 2020
Samsung share in Taiwan smartphone market hits 7-year high
Samsung Electronics saw its smartphone sales in the Taiwan market hit a seven-year high of 30.3% in July, up nearly 9pp from the level seen a year earlier, according to data compiled...