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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Monday 11 March 2024
2024 Industry Outlook (8): the Paradigm Shift from dotcom to AI
The winners before the creation of cell phones were Cisco and telecom service companies such as Nokia and Ericsson. However, with the launch of the iPhone in 2007, the cell phone...
Monday 11 March 2024
India continues to strengthen its position as the second-largest mobile phone manufacturing hub
India has experienced a significant increase in production and exports within the mobile phone manufacturing sector, positioning it as the second-largest producer and the fifth-largest...
Monday 11 March 2024
O-RAN revolutionizes telecom: a disruptive force or a strategic alliance?
In the cutthroat world of telecommunications, a seismic shift is underway. With its promise of openness and flexibility, Open Radio Access Network (Open Radio Access Network) is challenging...
Monday 11 March 2024
Weekly news roundup: Xiaomi 14 Ultra ushers in the era of satellite-enabled smartphones
These are the most-read DIGITIMES Asia stories in the week of March 4 – March 8
Friday 8 March 2024
Foxconn to shed light on China's tech manufacturing sector as iPhone headwinds mount
Foxconn Technology Group's public arm Hon Hai Precision Industry Co. will headline an earnings week that should offer insights into the outlook for China's tech sector, where the...
Friday 8 March 2024
2024 Industry Outlook (7): The reflexive point of US-China relationship
Looking at the world's total GDP, which has increased 25 times over the past 70 years, we can also look at Taiwan's experience and find a few turning points in time to explore in...
Friday 8 March 2024
China draws up national strategic industry list, with Quantum and AI as top priority
China's Premier Li Qiang said in his work report to the National People's Congress that the government will formulate a strategy for the development of strategic emerging industries,...
Thursday 7 March 2024
AWS and Google cancel cloud data transfer fees; allude to 'certain competitor' tying down customers
In response to the introduction of the new EU law, Amazon Web Services (AWS) and Google Cloud have removed the cloud data transfer fees, lowering the threshold for customers to switch...
Thursday 7 March 2024
Lenovo optimistic about Indian potential in server and PC businesses
Lenovo is optimistic about the Indian market and reiterates its commitment to Make in India. The company is a rare case among China-based technology firms operating in India without...
Thursday 7 March 2024
First BEV jointly made by Sony and Honda will adopt KDDI's telecommunication platform
Sony Honda Mobility, a joint venture between Sony and Honda, will begin selling the Afeela, a battery EV, in 2025. KDDI, a Japan-based telecommunication operator, will support the...
Thursday 7 March 2024
Taiwan's CCL trio soars with AI servers in 2023, eyes bright 2024
The advancement of AI application is driving significant developments in the essential materials for PCB and HDI, with Taiwan's leading trio in Copper Clad Laminate (CCL) —...
Thursday 7 March 2024
AI server demand to drive 2024 foundry market growth, says DIGITIMES Research
As a result of a prolonged inventory adjustment in the electronics sector and slower economic development in 2023 compared to 2022, DIGITIMES Research forecasts that the global wafer...
Thursday 7 March 2024
2024 Industry Outlook (6): Learning from past economic nodes of paradigm shift
Using the IMF's statistics on global GDP, I will explore the keys to the post-1950 rise of the four Asian Tigers. I have chosen 1950, 1980, 2009, 2019, and 2023 as nodes to explore...
Thursday 7 March 2024
Satellite wars: Xiaomi challenges Apple and Huawei with 14 Ultra
In the wake of Apple and Huawei's trailblazing efforts, Xiaomi's latest offering, the 14 Ultra, is making waves yet again, heralding a new era in mobile communication. With satellite...
Thursday 7 March 2024
AI to drive US$50 billion revenue push by 2030, says Advantech's KC Liu
Although Advantech saw an unprecedented drop in revenue in 2023, improved gross margins meant that the company set a new high in net profit, furthering its push toward transformation...