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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 6 October 2023
Handset industry and SoC makers see smooth destocking
According to sources from handset distribution channels, smooth destocking indicates that restocking for the usual peak season will proceed as usual. While the momentum may not be...
Friday 6 October 2023
Weak Apple orders unable to offset TSMC sales decline
TSMC's guidance of a 10% revenue decline for 2023 is likely to materialize, as demand from Apple is too weak to shore up the foundry's sagging sales, according to industry sources.
Thursday 5 October 2023
Industrial PC maker Advantech steps up investment in India
Industrial PC manufacturer Advantech has increased its investment in India, where it has expanded operations in Bangalore and plans to establish a software research and development...
Thursday 5 October 2023
Huawei accentuates competition within smartphone, future car ecosystems
Huawei's new smartphone drew a significant amount of attention in the industry. The product touched on the tension between the Chinese and US semiconductor sectors, bringing focus...
Thursday 5 October 2023
'David and Goliath': satellite operators merge to compete against SpaceX
In May 2023, the approval of Viasat, an American satellite broadband service provider, acquiring the UK-based satellite communications provider Inmarsat, marked the beginning of a...
Thursday 5 October 2023
Is Huawei using enigmatic strategy to drive the US into a dilemma?
Huawei unconventionally releasing its Mate 60 Pro 5G smartphone in late August witout prior notice garnered global attention, but during the subsequent official product launch event...
Thursday 5 October 2023
Tesla's humanoid robot 'Optimus' debuts in Taiwan, showcasing AI advancements
Tesla's humanoid robot 'Optimus' is poised to make a surprising appearance in Taiwan. Tesla Taiwan announced on October 3 that it will first exhibit the robot at its service experience...
Thursday 5 October 2023
Smart glasses and headsets to bring optical component industry boom
Meta's latest AI products include second gen smart glasses that can answer questions, co branded with Ray-Ban, along with Quest 3 VR headsets and robots capable of producing realistic...
Wednesday 4 October 2023
Apple reportedly absorbs rising costs for making iPhone 15 in India
The made-in-India iPhone 15 shows how Apple is trying to win the world's second-largest smartphone market and reduce its reliance on manufacturing in China. According to statistics,...
Wednesday 4 October 2023
Reshaping the semiconductor landscape - generative AI, customized chips, and memory outlook in 2024
In 2024, the semiconductor sector faces pivotal shifts as demand for silicon wafers varies and global equipment spending adapts. At the forefront of these changes are innovations...
Wednesday 4 October 2023
DDI demand likely to remain weak in 4Q23
Due to weakening shipment pull-ins for large-size device applications, display driver IC demand is likely to remain feeble in the fourth quarter of 2023, according to industry sour...
Wednesday 4 October 2023
LG breaks new ground with over 500-meter 6G data transmission in urban areas
LG Electronics has achieved a significant breakthrough in 6G communication research, achieving the industry's highest standard for wireless data transmission distance at 60 terahertz...
Wednesday 4 October 2023
Chinese MCU firms eyeing AI edge device boom
Chinese MCU suppliers are actively expanding their target markets to include automotive and home AI edge device applications, looking to capitalize on the market development, according...
Wednesday 4 October 2023
NTT Docomo ventures into the O-RAN market amidst "Huawei Ban" concerns
As global concerns regarding economic and cybersecurity grow, a trend of excluding Chinese wireless communication equipment, notably Huawei, has gained traction. In response, Open...
Wednesday 4 October 2023
Topco, UIS deny breaking US sanctions against Huawei
Two Taiwanese companies have dismissed allegations made in a recent media report that they had helped Huawei construct wafer fabs in China.