CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 2 August 2023
Delta expects stable growth in 3Q23
Delta Electronics anticipates sales in the third quarter will increase and outperform the previous quarter thanks to a sustained increase in orders for AI servers and stable demand...
Wednesday 2 August 2023
GaAs PA suppliers gearing up for demand arising from Wi-Fi 7 transition
Gallium arsenide (GaAs) power amplifier (PA) suppliers are gearing up for the industry's anticipated 2024 transition to Wi-Fi 7 (802.11be) wireless connectivity.
Wednesday 2 August 2023
AMD's results hint at a bottoming-out PC market
AMD posted declining sales and turned to operational loss in the past quarter. The second-largest PC processor provider expected PC inventories to normalize in coming quarters and...
Tuesday 1 August 2023
IDC forecasts robust market for enterprise applications as organizations pursue digital era strategies
According to a new IDC forecast, worldwide revenues for enterprise applications will reach US$483.1 billion in 2027 with a five-year compound annual growth rate (CAGR) of 9.6%. Nearly...
Tuesday 1 August 2023
Murata sees slow improvement in North America smartphone market despite low MLCC demand
Japanese electronic components manufacturer Murata reported that in the first quarter of the fiscal year 2023 (April 2023 to June 2023), the demand for one of its main products, Multilayer...
Tuesday 1 August 2023
AMD plans US$400 million over 5 years to expand R&D and engineering operations in India
AMD has announced plans to invest approximately US$400 million in India over the next five years. The planned investment consists of a new AMD campus in Bangalore, Karnataka that...
Tuesday 1 August 2023
Samsung expects growth in smartphones and TWS in 2H23
Samsung Electronics has just announced new products at the Galaxy Unpacked 2023 event in Seoul. Although sales have yet to recover, Samsung expects that in the second half of the...
Tuesday 1 August 2023
iPhone shipments grow 45% YoY in India amid ongoing premiumization
Thanks to improving inventories and the upcoming festival season, India saw a smaller fall in smartphone shipments after four consecutive quarters of decline.
Tuesday 1 August 2023
ODMs look to AI servers for profit growth
ODMs are looking to kick off AI server shipments in the second half of this year, which they believe will be a new driver of profit growth, according to sources in the server indus...
Tuesday 1 August 2023
Nvidia to embrace strong 2H23
Nvidia is gearing up for a prosperous second half of 2023, thanks to a spike in demand for its artificial intelligence processors, industry sources believe.
Monday 31 July 2023
Foldable smartphone shipments to increase significantly in 2023
Foldable smartphone shipments could reach 20 million units in 2023, a more than 50% growth over the 13 million shipped in 2022, according to industry sources. Major phone brands including...
Monday 31 July 2023
Samsung to make latest foldable phones in India
As Samsung Electronics is looking to capitalize on rising demand for foldable smartphones and a huge Indian market, the electronics giant said it would make the latest foldable and...
Monday 31 July 2023
India roundup: Xiaomi to claw back market in India by streamlining product portfolio
After Xiaomi lost its top position in India's smartphone market, the company launched a series of initiatives to fight back. Foxconn Group is scouting land for expanding manufacturing...
Friday 28 July 2023
Entry-level to mid-range handset SoCs crucial in 2H23 competition
Handset sales momentum was more robust in emerging markets such as South Asia, Africa, and Latin America than in China and other major economies in the second quarter of 2023, according...
Friday 28 July 2023
China eyeing self-supply of AI server liquid cooling solutions
According to supply chain sources, many major Chinese server makers are strategically focusing on liquid-cooled AI servers to meet demand from datacenters, and there are also quite...