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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 25 November 2024
Apple India sales hit US$8 billion on strong iPhone sales
According to the Mint, Business Standard, and the Times of India, Tofler cited Apple India's corporate filing with the Registrar of Companies of India,...
Monday 25 November 2024
Qualcomm aims to triple non-mobile revenue by fiscal 2029
At its 2024 Investor Day, Qualcomm unveiled its latest five-year outlook, highlighting growth expectations for automotive and PC sectors as part of its non-mobile market expansion...
Friday 22 November 2024
Trump-style 'Made in USA' could end tariff exemptions for China-made notebooks and smartphones
Donald Trump's expected return to the White House on January 20, 2025, has intensified speculation over his trade policy plans. Liu, Director of the Regional Development Study Center...
Friday 22 November 2024
AI infrastructure evolution signals US$400B market, reshapes global tech supply chain
The rapid evolution of AI computing demands and cooling innovations is reshaping data center infrastructure, with DIGITIMES Research analysts projecting a US$400 billion...
Friday 22 November 2024
Xiaomi to replace GetApps with Indus AppStore in India
Xiaomi will replace its GetApps store with PhonePe's Indus AppStore in India starting January 2025 to improve user experience, addressing concerns about intrusive ads and privacy...
Friday 22 November 2024
Foldable market surges: 22% growth in 2024 through Asia-Pacific region and premium innovations
The foldable smartphone market is set to expand significantly in 2024, with a projected growth rate of 22%, far surpassing the overall smartphone market's estimated 5.8% growth, according...
Friday 22 November 2024
MediaTek aims to lead India's premium smartphone segment
MediaTek is intensifying its efforts to challenge Qualcomm's dominance in India's premium 5G market. As the company gains traction with Chinese smartphone manufacturers for their...
Friday 22 November 2024
Vivo targets doubled X200 sales as the first Dimensity 9400 AI smartphone makes Taiwan debuts
Vivo unveiled its flagship X200 smartphone series in Taiwan on November 21, marking a significant collaboration with MediaTek, Zeiss, and other technology partners. The company highlighted...
Friday 22 November 2024
Nvidia Blackwell shipment acceleration boosts GB200 peripheral chip suppliers
Peripheral chip vendors have received a boost from Nvidia's announcement that it is accelerating shipments for its next-generation Blackwell platform, alleviating earlier concerns...
Friday 22 November 2024
Server ODMs face margin pressure despite new AI shipments
While Nvidia's latest financial report garnered attention for its strong earnings, the focal point was its declining gross margin. This trend extends to ODM firms, with both Foxconn...
Friday 22 November 2024
Server component makers ready for Nvidia GB200 mass production boom
Nvidia is poised to begin mass production of its GB200 super chip, with founder and CEO Jensen Huang announcing that the supply outlook exceeds expectations and shipments will proceed...
Friday 22 November 2024
Nvidia secures 60% of TSMC's doubled CoWoS capacity for 2025
TSMC plans to more than double its CoWoS packaging production capacity to meet the surging AI server demand in 2025. Industry sources indicate that Nvidia will consume up to 60% of...
Friday 22 November 2024
iPhone SE 4 reportedly to launch in March 2025 with Apple-designed 5G modem
Apple's iPhone SE 4 is set to be released in March 2025, marking a significant milestone with the introduction of the company's first in-house 5G modem chip, reducing its reliance...
Thursday 21 November 2024
Sluggish telecom market growth prompts operators to become full-stack technology suppliers, says IDC
Worldwide spending on telecommunications and pay TV services will reach US$1,544 billion in 2024, representing an increase of 2.4% year-on-year, according to the Worldwide Semiannual...
Thursday 21 November 2024
Apple and Xiaomi lead China's Single's Day sales with Honor gaining ground
China's Single's Day shopping season expanded to a full month this year. While overall sales momentum appeared lackluster amid reports of discount exploitation and high return rates,...