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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Friday 25 October 2024
Lenovo leverages AI for production flexibility amid US election uncertainties
With polling numbers indicating that Republican candidate Donald Trump is gaining support in the final days leading up to the US presidential election, Che-min Tu, senior vice president...
Friday 25 October 2024
Diversification helps Foxconn weather iPhone 16 orders cut
Apple has reportedly cut iPhone 16 orders by approximately 10 million units from the fourth quarter of 2024 through the first half of 2025. Hon Hai Precision Industry (Foxconn) will...
Friday 25 October 2024
TSMC to see handset chip orders exceed NT$1 trillion in 2024
Despite a rumored drop in iPhone 16 orders, TSMC's handset chip revenue is expected to exceed NT$1 trillion (US$31 million) in 2024, according to supply chain sources.
Friday 25 October 2024
Reported iPhone 16 production cut could hurt Pegatron
Market sources indicate that Apple is reducing iPhone 16 orders by approximately 10 million units starting from the fourth quarter of 2024 through the first half of 2025, putting...
Thursday 24 October 2024
Dekra pours NT$1bn into Taiwan expansion for IoT, AI testing
Dekra, the world's largest independent testing, inspection, and certification organization, officially opened its new Taiwan headquarters in Linkou, New Taipei City, on October 23,...
Thursday 24 October 2024
Chinese smartphone brands trigger price hikes, iPhone stands out as a stable choice
Android flagship smartphone prices are seeing notable increases, drawing significant attention. Between mid-October and November 2024, over ten Chinese smartphone brands—including...
Thursday 24 October 2024
Huawei reveals Harmony OS NEXT, China's first fully homegrown mobile operating system
Chinese tech giant Huawei announced the official launch of HarmonyOS NEXT at a launch event on October 22. The HarmonyOS Next is the 5.0 version of Huawei's self-developed mobile...
Thursday 24 October 2024
Qualcomm unveils Snapdragon 8 Elite to target AI replacement wave in smartphones
Qualcomm launched its Snapdragon 8 Elite mobile platform at the Snapdragon Summit 2024 in Hawaii, positioning the chip as the fastest and most advanced mobile chip system available...
Thursday 24 October 2024
LandMark optimistic about 2025 as 800G SiPh becomes mainstream
Optical epitaxy specialist LandMark Optoelectronics reported a gross margin increase to 27.58% in the third quarter of 2024, driven by silicon photonics (SiPh) shipments to high-speed...
Wednesday 23 October 2024
Smartphone shipments in India grow by 9% in 3Q24; Vivo claims top position for first time
While the global smartphone market continues to grapple with excess inventories, smartphone shipments in India grew by 9% compared to the same period last year. However, the industry...
Wednesday 23 October 2024
Samsung turns to the Japanese playbook: a look at how Sony and Hitachi engineered their turnarounds
Samsung Electronics has launched bold restructuring efforts to boost competitiveness, forming a business task force to enhance R&D and explore new business avenues, according...
Wednesday 23 October 2024
Another smartphone revolution after the iPhone? Vivo aims to reshape system experience with AI
At the 2024 vivo Developer Conference, Vivo unveiled a new AI strategy, introducing a new 3 billion parameter terminal large model called 3B. This model enables features like call...
Wednesday 23 October 2024
Returning Taiwanese manufacturers face relocation pressure again amid domestic resource constraints
Taiwanese manufacturers returning from China to invest domestically amid the US-China tech and trade rivalry are encountering mounting pressure to relocate overseas. Industry observers...
Wednesday 23 October 2024
Qualcomm's annual tech summit features Microsoft, Samsung and OpenAI
The annual Snapdragon Summit in Hawaii showcased Qualcomm's expanding ecosystem, featuring both longstanding and new partners, including Microsoft, Samsung, and OpenAI.
Tuesday 22 October 2024
Qualcomm's Snapdragon 8 Elite debuts with second-gen Oryon CPU at the core
At the Snapdragon Summit 2024, held from October 21 to 23 in Maui, Hawaii, Qualcomm officially introduced the Snapdragon 8 Elite, marking a significant shift in naming conventions...