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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 4 November 2024
iPhone 16 shows resilience as market cautiously observes Apple Intelligence's impact
Apple's latest financial report not only exceeded overall analyst expectations but also showcased robust sales performance for the iPhone 16, which has garnered significant attention...
Monday 4 November 2024
iPhone 16 has a steady start in China but Huawei narrows the gap ever closer
The focal point of discussion in China's smartphone market currently centers on Apple's iPhone 16 sales and the rapidly shifting rivalry between Apple and Huawei. IDC's latest data...
Monday 4 November 2024
US sanctions on Indian entities may challenge Nvidia's market expansion plans
Recent US sanctions targeting individuals and entities, including some based in India, following rumors of advanced server exports to Russia, could disrupt Nvidia's plans to cultivate...
Monday 4 November 2024
Samsung faces unprecedented crisis as core businesses stagnate, talent exits
October 27 marked the second anniversary of Jae-yong Lee's tenure as Samsung Electronics' (Samsung) executive chairman. However, both Lee and Samsung are facing unprecedented chall...
Monday 4 November 2024
Huawei pushes ahead with AI strategy despite US investment ban
Huawei is forging ahead with its comprehensive artificial intelligence strategy, demonstrating resilience against US restrictions on Chinese AI investments. The tech giant's "All...
Monday 4 November 2024
China's top 5 smartphone brands put Apple's Greater China market share on the ropes
Top Chinese smartphone brands like Huawei, Xiaomi, Oppo, Vivo, and Honor have strategically aligned their flagship launches with Apple's new product announcements, intensifying competition...
Friday 1 November 2024
AI boosts optical communication: FICG chairman describes demand as "overwhelming"
FIC Global (FICG) chairman Leo Chien highlighted the soaring demand for optical communication modules driven by AI. To meet growing demand, FICG plans to establish a new plant in...
Friday 1 November 2024
Samsung MX reports 14.5% YoY decline in 3Q24 profits, eyes AI and new mobile phone form factors for future growth
Samsung Electronics (Samsung) has released its financial report for the third quarter of 2024, revealing a 14.5% year-over-year decline in operating profit for its Mobile Experience...
Friday 1 November 2024
LG's transformation pays off, delivering record-high 3Q24 results on 3 core pillars
LG Electronics' strategic transformation efforts are paying off, as evidenced by its record-breaking third quarter 2024 performance, driven by three core pillars: operational efficiency,...
Friday 1 November 2024
Photonic computing: a promising future
Photonic computing is experiencing renewed interest, driven by the growing demands of AI computations. The Mach-Zehnder Interferometer (MZI) serves as a cornerstone of Photonic Integrated...
Friday 1 November 2024
Samsung leads in Indian smartphone shipment value, followed by Apple
India achieved its highest-ever quarterly smartphone shipment value, driven by a premiumization trend that favored Samsung and Apple. MediaTek dominated the premium mobile AP market,...
Friday 1 November 2024
Favorable forex offsets Apple's China headwinds in 3Q24
During Apple's earnings call on October 31, senior executives emphasized the company's commitment to quality, which has influenced the pace of the Apple Intelligence launch across...
Friday 1 November 2024
Supermicro's financial crisis unfolds, supply chain on the lookout for 2 key issues: An in-depth analysis
Supermicro faces mounting financial scrutiny following the resignation of its auditor, Ernst & Young (EY), over corporate governance and transparency concerns. While supply chain...
Friday 1 November 2024
Apple reports results that meet expectations, but challenges in China loom
Apple's recent quarterly results met market expectations, though challenges in its China business and a significant profit decline signal potential headwinds ahead.
Friday 1 November 2024
Huawei 2024 9-mth report: Revenue rises, net profit dips amid R&D push and US sanctions
Huawei's third-quarter 2024 report reveals strong revenue growth from January to September, driven by consumer electronics, smartphones, and ICT. Despite this, net profit declined...