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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 1 October 2024
Android smartphone SoC suppliers gearing up for AI application boom
Android smartphone manufacturers are getting ready to launch their new flagship AI-enhanced models, with competition among key SoC suppliers expected to intensify, according to industry...
Tuesday 1 October 2024
Systems manufacturers prepping for Blackwell shipments in late 4Q24
AI server shipments are projected to increase in the fourth quarter of 2024, driven by improved supply of Nvidia's H-series chips. This segment may become the sole product from Taiwan's...
Tuesday 1 October 2024
Foxconn to continue growth in 4Q24, buoyed by iPhones, AI servers
Hon Hai Technology Group (Foxconn) expects positive growth in the fourth quarter of 2024, with momentum coming primarily from Apple's iPhone 16 and strong demand for AI servers.
Tuesday 1 October 2024
Fire causes indefinite halt to iPhone production at Tata's plant, overshadowing workforce expansion plans
A fire broke out at Tata Electronics' iPhone manufacturing plant in Tamil Nadu, leading to an indefinite halt in operations just a day after the company announced plans to double...
Monday 30 September 2024
Three concerns on iPhone 16 results in conservative global sales predictions
Apple's iPhone 16 series officially launched on September 20. Driven by the boost from generative AI and notable processor upgrades, telecom operators, e-commerce platforms, and physical...
Monday 30 September 2024
Rising AI server customization fuels supply chain tech upgrades
To meet the growing demand for computing power, cloud service providers are ramping up purchases of AI servers. However, suppliers in the electronic connection industry are finding...
Friday 27 September 2024
US DOJ's reported probe into Supermicro could shift orders to benefit Taiwanese ODMs
Rumors are circulating that the US Department of Justice is conducting an investigation into Supermicro. The company has not responded, and relevant supply chains have also refrained...
Friday 27 September 2024
iPhone 15 Pro Max tops global smartphone sales in 1H24
Despite its premium price tag, Apple's top-tier iPhone 15 Pro Max reportedly emerged as the best-selling smartphone globally in the first half of 2024, continuing the strong sales...
Friday 27 September 2024
Huawei unveils 110-inch AI smart screen, new watch series, and electric SUV as Mate 70 wait continues
Huawei held its fall product launch event on September 24, showcasing several key products, including the 110-inch Smart Screen V5 Max 110, the Watch GT 5 smartwatch series, and the...
Friday 27 September 2024
IPC firm ICP DAS expects double-digit sales growth in 2024
ICP DAS, a Taiwanese industrial PC (IPC) maker, is expecting robust growth for the second half of 2024, driven by strong order pull-ins from its semiconductor equipment customers...
Thursday 26 September 2024
iPhone 16 sales fall short, LGD faces challenges
Apple's iPhone 16 has seen lower-than-expected initial sales, deepening concerns for South Korean display manufacturers. According to recent reports from South Korean media, LG Display...
Thursday 26 September 2024
Acer subsidiary secures major workstation order from BHEL
Altos Computing, a subsidiary of Acer, has successfully secured a significant order for workstations from Bharat Heavy Electricals Limited (BHEL), a prominent state-owned enterprise...
Thursday 26 September 2024
Samsung secures 5G equipment order from India's third-largest wireless operator
Samsung Electronics has secured a contract valued at approximately US$720 million to supply 4G and 5G telecom equipment to Vodafone Idea, India's third-largest telecom operator. This...
Thursday 26 September 2024
GenAI driving home appliance innovation and expansions
As Generative AI (GenAI) technology matures and its functions improve, businesses are exploring new applications beyond traditional devices. While GenAI has already made inroads into...
Thursday 26 September 2024
MediaTek set to launch latest smartphone SoC soon, in conjunction with Vivo's flagship model
MediaTek has kicked off a promotional campaign for its new Dimensity 9400 mobile SoC, which will be officially unveiled on October 9, followed a week later by the launch of the Vivo...