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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 19 August 2024
Rumored Huawei Mate 70 delay expected to benefit iPhone sales in China
Huawei's upcoming Mate 70 series flagship smartphone, which was previously rumored to be released in September, could be delayed until November or later. This potential delay could...
Monday 19 August 2024
Supply chain players navigate cautious optimism amid AI server boom
Despite progress in inventory clearance and the boost from artificial intelligence (AI) applications, supply chain players remain cautious about the peak season benefits for consumer...
Friday 16 August 2024
Component suppliers see promise in 2H24 amid launch of new models and AI demand
The second half of the year is traditionally the peak season for the launch of flagship smartphones, which is expected to boost demand for key components such as PCBs (Printed Circuit...
Friday 16 August 2024
Global smartphone shipments from Chinese brands to rise in 3Q24 and 4Q24, says DIGITIMES Research
Owning to overseas markets entering the traditional strong season and Chinese brand vendors launching new promotions for Singles' Day in November for the domestic market, their combined...
Friday 16 August 2024
India sees 7% smartphone shipment growth in 1H24
India's smartphone market experienced a 7.2% shipment growth during the first half of 2024. However, as premiumization continues, consumer demand is expected to remain constrained.
Friday 16 August 2024
Taiwan ODMs cautiously optimistic about 2H24
Taiwan-based ODMs are cautiously optimistic about consumer electronics product demand in the second half of this year, according to industry sources. While it is unlikely that notebook,...
Thursday 15 August 2024
China smartphone market to dip in 3Q24 before rise in 4Q24, says DIGITIMES Research
Smartphone shipments to the Chinese market totaled 71.8 million units in the second quarter of 2024, up 2.6% quarter-on-quarter and 14.4% from a year ago, but the volumes are expected...
Thursday 15 August 2024
Cloud GPU growth to stabilize in 2025 after rapid increase
Cloud GPUs have seen massive growth under the current AI boom, with the annual growth rate of high-end cloud GPUs in 2024 to reach 217% if both supply and demand hold steady, says...
Thursday 15 August 2024
Topco eyes AI-driven growth for silicone thermal solutions in 2H24
As the consumer electronics market enters its traditional peak season in the latter half of 2024, Taiwan's specialty chemical materials distributor, Topco Technologies Corp, is optimistic...
Thursday 15 August 2024
DIGITIMES Research forecasts exponential AI chip market growth in special report
DIGITIMES Research released a special report on AI chips on August 14, highlighting the rapid development of the semiconductor market driven by generative AI.
Thursday 15 August 2024
AI may shake up PC and mobile SoC competition
DIGITIMES Research has issued its latest authoritative special report on AI chips, offering an in-depth analysis of various aspects of AI chips.
Thursday 15 August 2024
Foxconn confirms timely delivery of Nvidia's GB200 AI servers
Amid recent rumors stating Nvidia's GB200 is facing shipment delays, Foxconn, as a primary supplier, clarified that the development of GB200 is on track and that the company will...
Thursday 15 August 2024
Nvidia Blackwell GPU delay is manageable, say sources
For the supply chain, a brief delay in volume production for Nvidia's complex Blackwell GPU architecture is understandable and manageable, according to industry sources.
Wednesday 14 August 2024
Compal sees 2025 as big year for PCs
The year 2025 will be a big year for PCs, as a result of Microsoft's termination of support for Windows 10, as well as AI PCs, according to Anthony Peter Bonadero, president of Compal...
Wednesday 14 August 2024
China-based brands shoot for Vietnam's high-end mobile phone market
Vietnam's smartphone market is becoming more competitive, and every company is fighting for business opportunities in AI and high-end mobile phones.