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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Thursday 9 January 2025
Chenbro Micom sees record revenue in December, fueled by robust AI demand
In December 2024, Chenbro Micom, a server chassis manufacturer, recorded an all-time high revenue of NTD 16.1 billion (approx. US$490 million), a 33.1% increase from the previous...
Thursday 9 January 2025
US targets Tencent: in-depth look at WeChat's future and Apple's China dilemma
The US Department of Defense's decision to add Tencent to its Entity List may significantly impact its flagship messaging app, WeChat, especially the international version. This escalation...
Thursday 9 January 2025
Premium shift and rising ASP drives India's smartphone market toward projected US$50 billion in 2025
Despite tepid consumer demand, particularly among price-sensitive segments, smartphone vendors are increasingly embracing premiumization as their strategy for the Indian market in...
Thursday 9 January 2025
AR glasses market heats up ahead of major launches in 2025
Smart glasses and augmented reality (AR) devices are gaining widespread attention across the technology industry, drawing interest from software developers, hardware manufacturers,...
Thursday 9 January 2025
Honor targets Indonesian premium smartphone market amid iPhone ban
Chinese smartphone brand Honor is preparing to challenge the Indonesian premium smartphone segment with devices priced above US$300. By 2025, the company plans to launch 30 products...
Thursday 9 January 2025
Foxconn and Dixon reportedly urge Indian government to deliver promised subsidies after meeting production targets
Foxconn and Dixon Technologies are seeking substantial subsidies under India's incentive scheme, highlighting potential hurdles in India's efforts to attract investments and build...
Thursday 9 January 2025
Meta ends Quest Pro production as premium MR headsets struggle
Apple's Vision Pro and Meta's premium mixed reality (MR) offerings have struggled to gain traction, with Apple's headset selling only 500,000 units in 2024. High pricing at US$3,499...
Wednesday 8 January 2025
Qorvo braces for price competition from 5G mobile RF chip latecomers
Qorvo is persistently advancing its 5G radio frequency (RF) chip technology, bracing for price competition from latecomers.
Wednesday 8 January 2025
Nvidia's 2025 AI server rollout fuels demand optimism amid Trump tariff uncertainty
Nvidia's upcoming AI server releases in 2025 are generating excitement, with robust demand expected from major players like Amazon Web Services. However, the return of Donald Trump...
Wednesday 8 January 2025
CHPT sees HPC revenue surpass 50%, advances Pingzhen factory plan to 1Q25
The demand for backend testing interfaces has surged due to advancements in semiconductor processes, leading CHPT to achieve record-high revenues in the fourth quarter of 2024. Notably,...
Wednesday 8 January 2025
Arm predicts AI boom and smartphones' enduring dominance in consumer tech
Arm has provided insights on technology trends for 2025 and beyond, including chip design, AI, and market dynamics.
Wednesday 8 January 2025
China's mobile subsidies boost PA supply chain outlook for 1Q25
Chinese government subsidies for mobile devices have sparked optimism among Taiwan's power amplifier (PA) supply chain players, with industry sources expecting a revival in China's...
Wednesday 8 January 2025
Foreign brands lose ground in China's smartphone market amid subsidies and pricing pressure
China Academy of Information and Communications Technology (CAICT) data shows that foreign smartphone makers shipped 3.04 million units in China in November 2024, a sharp 47% decrease...
Wednesday 8 January 2025
Nvidia seeks to usher in robotics revolution
Nvidia is working to replicate its AI server success in robotics, as Tesla and other leading companies announce their plans for developing humanoid robots.
Wednesday 8 January 2025
Tata Electronics secures Pegatron India acquisition as Apple accelerates production relocation ahead of Trump 2.0
As the world witnesses the rapid shift in global supply chains triggered by the impending commencement of Donald Trump's second term, India has taken a significant step by approving...