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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 14 September 2023
Global fab equipment spending to return to growth in 2024
In 2023, global spending on fab equipment for front-end facilities is projected to decrease by 15% before rebounding with a 15% year-over-year increase in 2024, according to a recent...
Thursday 14 September 2023
Memory makers cautious about 2H23 customer shipment pull-ins
The new iPhone 15 series does not include 2TB of storage, and initial sales projections are less optimistic, causing memory manufacturers to be cautious about customer shipment pull-ins...
Thursday 14 September 2023
AI server market to see sustained demand, says Quanta senior VP
Mike Yang, senior VP at Quanta and president of Quanta Cloud Technology (QCT), signals an unrelenting momentum in the AI server market and dispels concerns over any imminent demand...
Thursday 14 September 2023
ASE, USI manufacture S9 SiP for new Apple Watch
The new S9 system-in-package (SiP) that powers the just-unveiled Apple Watch is manufactured by Advanced Semiconductor Engineering (ASE) and Universal Scientific Industrial (USI),...
Thursday 14 September 2023
Huawei HarmonyOS to be available for PCs
Following the release of Huawei's Mate60 Pro series of smartphones, it has been reported that its Harmony operating system (OS) will enter the PC sector in 2024.
Thursday 14 September 2023
Universal USB-C requirement boon to Taiwan supply chains
As expected, Apple has adopted the USB Type-C port for all devices in its iPhone 15 lineup. According to supply chain sources, due to the European Union (EU) requiring all electronic...
Thursday 14 September 2023
iPhone 15 to drive up flexible AMOLED prices
Despite the ongoing slump in the smartphone market, shipments of display panels are showing signs of steady recovery. Industry insiders are also eyeing a potential price hike, especially...
Thursday 14 September 2023
New iPhone processor an important step in commercializing 3nm process
The new iPhone processor, A17 Pro, represents a significant step forward in the commercialization of 3nm chip manufacturing technology, according to industry observers.
Wednesday 13 September 2023
India iPhone 15 production capacity still lags behind China
China and India have both contributed to the initial production volumes of the iPhone 15 series but the share from China is still larger than that from India with the latter still...
Wednesday 13 September 2023
Apple updates wearable lineup with new smartwatches and earbuds
Apple has introduced Apple Watch Ultra 2, bringing new features to Apple's most capable and rugged smartwatch, Apple Watch Series 9, bringing new features to the wearable series,...
Wednesday 13 September 2023
Apple unveils iPhone 15 family
Apple has debuted the iPhone 15 Pro and iPhone 15 Pro Max, designed with aerospace-grade titanium that's strong yet lightweight to deliver Apple's lightest Pro models ever and iPhone...
Wednesday 13 September 2023
Qualcomm to continue supplying 5G chips to Apple through 2026
Qualcomm said Monday that it will continue to supply Apple with 5G modem chips through 2026, raising concerns about the progress of Apple's in-house developed 5G chip.
Wednesday 13 September 2023
Huawei and Xiaomi incorporate LLM in smartphones, why not Apple?
Recently, Chinese smartphone manufacturers are aggressively incorporating large language models (LLMs) into their devices, and this trend deserves a closer look. Apple appears not...
Wednesday 13 September 2023
Apple's competitors conservative about 2024 handset market, say OSATs
Apple's competitors in the handset market are making conservative production plans for next year, as they have yet to see a clear picture of 2024, according to sources at OSATs.
Wednesday 13 September 2023
Apple unveils latest iPhones and faster Apple Watches, maintaining stable prices amid global inflation and Chinese uncertainties
Apple announced its latest iPhone 15 models and upgraded versions for its Apple Watches. Apple's decision to maintain most of its latest smartphone prices stable implies a cautious...