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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 27 December 2023
Handset power amplifier demand continues to pick up
With Chinese smartphone suppliers marketing new models, overall demand for handset-use power amplifiers (PA) will maintain its upward trend, according to sources at Taiwanese compound...
Tuesday 26 December 2023
Mobile phone IC stockpiling to slow in 1Q24 with recovery prospect uncertain
Mobile phone IC suppliers have witnessed an increase in replenishment demand since the fourth quarter of 2023, particularly from Chinese brand vendors. This pace of replenishment,...
Monday 25 December 2023
Taiwanese FCCL, communication antenna suppliers optimistic about 2024 shipment prospects
Taiwan's flexible copper clad laminate (FCCL) supplier Taiflex Scientific, and microwave RF communication substrate and PCB maker New Era Electronics, are both optimistic about the...
Monday 25 December 2023
How will LEO satellite services change the game in 2024?
In 2024, the space industry anticipates breakthroughs with established business models, improved terminal support, and clearer demands. The Satellite Industry Association (SIA)...
Monday 25 December 2023
Transparent antennas gain traction, but cost control remains the dominant challenge
As the 2024 Consumer Electronics Show (CES) in the United States approaches, LG Electronics, which has recently been actively involved in the automotive field, has announced a collaboration...
Monday 25 December 2023
Indian arrest of three Vivo executives casts shadow on Chinese investments in the country
Weeks after India completed money-laundering investigations against Vivo, India arrested Vivo's senior executives, with the Indian government reportedly investigating hundreds of...
Monday 25 December 2023
India roundup: India emerges as a global hub for RISC-V
India, one of the global IC design hubs, has the potential to become a RISC-V hub. India's telecom bill may pave the way for efficient satellite spectrum distribution.
Friday 22 December 2023
Intel unveils Gaudi 3 but challenge remains for exporting to China
Before the year-end holidays of 2023, Intel held an "AI Everywhere" conference to launch its Meteor Lake and Gen5 Xeon CPU as Intel CEO Pat Gelsinger copied Steve Jobs's "One More...
Friday 22 December 2023
AI PCs to generate value on par with AI servers, say IC substrate makers
Although the current hot topic is the adoption of AI into PCs, true AI PCs remain a dream, with only Intel's Core Ultra processors, codenamed Meteor Lake, coming close.
Friday 22 December 2023
Intel CEO Pat Gelsinger charts a course of tech leadership amidst quantum and AI advancements
Intel CEO Pat Gelsinger recently outlined his vision for Intel's continued leadership in the semiconductor industry when speaking at the Massachusetts Institute of Technology (MIT),...
Thursday 21 December 2023
Charting the next frontier of AI evolution
In 2023, the generative AI market is poised to generate approximately US$3.7 billion in total revenue (physical infrastructure not included), as highlighted in a recent report by...
Thursday 21 December 2023
The implication of Foxconn subsidiaries added to Unverified List
The US Bureau of Industry and Security (BIS) announced an update of the Unverified List on December 19, and two Foxconn subsidiaries were shockingly among the 13 companies added to...
Thursday 21 December 2023
China's glory as the sole smartphone manufacturing hub is no more
The migration of smartphone supply chains is making a dent in China's production outputs, according to Chinese media Yicai. The number of smartphones manufactured in China decreased...
Thursday 21 December 2023
Qualcomm likely to control 80% of GenAI smartphone chip market
A recent report by Counterpoint Research predicts that Qualcomm will acquire more than 80% of the generative AI (GenAI) smartphone chip market over the next two years, while MediaTek...
Thursday 21 December 2023
Taiwan's electronics export orders rebounded in November, ending 12 consecutive months of annualized decline
Taiwan's export orders for electronics products surged by 3.5% year-on-year to reach $17.8 billion in November, driven by increased orders received by IC design houses and chip channel...