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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Friday 12 July 2024
Imminent AI-driven flagship smartphone war to boost Apple orders
Both major SoC players, Qualcomm and MediaTek, have maintained an optimistic outlook since the beginning of the year. Apple, which initially projected lower sales for 2024, has sparked...
Friday 12 July 2024
Samsung unveils brand-new mobile AI ecosystem; new foldable devices set to launch on July 24
Samsung Electronics held its Galaxy Unpacked 2024 event on the evening of July 10 in Paris, France. The company introduced its new generation of foldable phones, the Galaxy Z Fold...
Friday 12 July 2024
Xiaomi's 'lights-out factory' to mass produce new foldable smartphones
Xiaomi has officially opened its "lights-out" smart smartphone factory in Changping, Beijing.
Friday 12 July 2024
Shipment pull-ins for foldable smartphones from China strengthen
The strengthening of shipment pull-ins for foldable smartphones from China has buoyed related chip component suppliers' sales performance, according to industry sources.
Friday 12 July 2024
Key takeaways from Largan 2Q24 earnings call
Largan Precision, a leading smartphone lens manufacturer, expressed caution regarding high-end mobile phone demand during its quarterly investor conference on July 11. Despite this,...
Friday 12 July 2024
AI server shipments to surge in 2H24 as GPU shortage eases
AI server shipments are expected to increase significantly in the second half of 2024 as the shortage of Nvidia H100 GPUs improves, according to sources at Taiwan-based ODMs.
Thursday 11 July 2024
UAE and Saudi Arabia leverage Chinese capabilities to realize AI and semiconductor dreams
The semiconductor market has become the fourth largest market in the world, following crude oil, automotive, and petrochemical products. With a scale of more than US$500 billion in...
Thursday 11 July 2024
MediaTek to surpass Qualcomm Snapdragon in 5G smartphone market
According to Omdia, 5G smartphones equipped with MediaTek processors experienced significant growth in the first quarter of 2024. Shipments increased by 53%, rising from...
Thursday 11 July 2024
Novatek strives to enhance supply capability for iPhone OLED DDIs
Novatek Microelectronics is endeavoring to improve its supply capability for OLED display driver ICs (DDI) for iPhones to better position itself to secure orders if Apple launches...
Thursday 11 July 2024
MediaTek 2Q24 performance meets expectations, eyeing boost from Dimensity 9400
MediaTek has shown remarkable resilience in the typically slow second quarter, with revenue steady compared to the previous three months. This performance suggests the company has...
Thursday 11 July 2024
Largan reportedly signs LTA contract with US smartphone vendor
Largan Precision has reportedly entered into a long-term agreement (LTA) with a major US smartphone vendor, a move expected to increase its market share and pricing power, according...
Wednesday 10 July 2024
Japanese robot leaders play the long game in humanoid market
Humanoid robots are currently dominating discussions in the robot market, with manufacturers from the US and China at the forefront of this competition. Surprisingly, traditional...
Wednesday 10 July 2024
Asustek, Gigabyte post brisk June revenue
Asustek Computer and Gigabyte Technology reported their highest June revenue ever in 2024, indicating a growing demand for AI servers.
Wednesday 10 July 2024
Singapore to balance data center growth and sustainability in green initiative
Amidst the surge in demand for data centers, Singapore unveiled its Green Data Center Roadmap in May to promote sustainable practices in the industry. This ambitious plan aims to...
Wednesday 10 July 2024
Taiwan AI server export value grows significantly
According to customs export figures released on July 9 by the Ministry of Finance, in June 2024, the export value of ICT and audiovisual products reached US$10.7 billion, marking...