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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Tuesday 21 January 2025
Chinese mobile ODMs diverge amid industry headwinds
The mobile phone ODM industry continues to grapple with significant challenges, including pressure from both suppliers and customers, while being characterized by labor-intensive...
Monday 20 January 2025
Honor CEO George Zhao resigns, Jian Li appointed successor
Chinese smartphone brand Honor announced on January 17 that CEO George Zhao has resigned. Jian Li, a former Huawei executive, is set to take over the role. According to the company's...
Monday 20 January 2025
Apple slashes China iPhone prices ahead of trade-in subsidies launch
China's trade-in program officially begins on January 20, 2025, introducing subsidies for purchasing smartphones, tablets, smartwatches, and fitness bands. In response, Apple has...
Monday 20 January 2025
Taiwan strengthens undersea cable security amid rising threats
According to the International Telecommunication Union (ITU), undersea cables carry more than 90% of global internet data traffic and face more than 150 cable breaks annually worldwide,...
Monday 20 January 2025
Wistron optimistic about 2025 AI growth amid US-Sino policy shifts
At Wistron's year-end party in Taiwan on January 17, Nvidia CEO Jensen Huang emphasized the early stage of AI development and the crucial role of partners like Wistron in the supply...
Monday 20 January 2025
Microsoft-OpenAI partnership raises antitrust concerns: FTC
Microsoft Corp.'s US$13 billion investment in OpenAI raises concerns that the tech giant could extend its dominance in cloud computing into the nascent artificial intelligence market,...
Friday 17 January 2025
Massive budget cuts could threaten Taiwan's AI ambitions and cripple science parks operations, warns NSTC minister
As the Legislative Yuan nears the end of its current session, opposition parties have proposed significant cuts and freezes to the 2025 central government budget. At a press conference...
Friday 17 January 2025
Mixed outlook for consumer AI demand in 2025
AI cloud computing will remain the primary growth driver for the tech industry in 2025, while the outlook for consumer AI applications remains mixed, largely hinging on whether users...
Friday 17 January 2025
Strong demand persists for Nvidia GB200 despite market concerns
Strong AI-related demand will drive TSMC's 20% compound annual growth rate in revenue over the next five years, according to chairman C.C. Wei during the company's latest earnings...
Friday 17 January 2025
Apple sets Shanghai subsidiary to drive AI integration in China
As 2025 unfolds, China's smartphone market faces a wave of price cuts, with Apple launching promotions and Huawei following suit by adjusting its pricing. While manufacturers compete...
Friday 17 January 2025
Wistron hits $33 billion revenue milestone, powered by AI server growth and margin gains
Wistron announced its consolidated financial results on January 16, 2025, reporting a record-breaking annual revenue that exceeded NT$1 trillion (US$33.3 billion) for the first time,...
Friday 17 January 2025
Chenbro Micom boosts 2024 revenue by 29%, eyes further expansion in Malaysia and the US amid robust AI demand
Taiwan-based chassis provider Chenbro Micom experienced a complex 2024, reaching NT$145.2 billion (approx. US$4.41 billion) in revenue, reflecting a 29% year-over-year increase. As...
Friday 17 January 2025
Taiwan's trade surplus with US raises negotiation challenges as Trump returns to power
Statistics from Taiwan's Ministry of Finance show a significant trade surplus with the US of US$64.88 billion. Coinciding with Donald Trump's second term as President, it may put...
Friday 17 January 2025
Apple's China crisis: 4Q24 iPhone shipments plunge 25% despite market leadership
On January 16, 2025, Canalys reported that iPhone shipments in China fell by 25% in the fourth quarter of 2024, while Huawei's shipments rose by 24% during the same period. This significant...
Thursday 16 January 2025
Apple's supply chain evolves: iPhone makers pivot as India and China gain ground
Recent shifts in the global smartphone manufacturing landscape highlight diversification efforts among iPhone manufacturers. Tata Electronics is exploring partnerships with major...