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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Wednesday 27 September 2023
Entry-level and midrange handsets to embrace OLED displays faster
Chinese smartphone manufacturers are currently planning to include AMOLED displays in their midrange and entry-level models to enhance their features. This development has the potential...
Wednesday 27 September 2023
Speculation suggests Qualcomm may launch 3nm chip earlier than expected
A screenshot of an email written by Qualcomm to Samsung Electronics has recently been circulated, showing that the company will offer its next-generation Snapdragon 8 Gen 3 in two...
Tuesday 26 September 2023
Why is Tsinghua Unigroup changing its mind about acquiring New H3C?
Tsinghua Unigroup, a China-based holding company, released a statement on September 25 saying that it plans to "terminate" the related procedures regarding important asset reorganization...
Tuesday 26 September 2023
Taiwan approves 10-year innovation program to address semiconductor industry weakness
The Taiwan Chip-Driven Industrial Innovation Program (TCIIP) was approved by Taiwan's National Science and Technology Council (NSTC), with implementation to start in 2024.
Tuesday 26 September 2023
800G will go mainstream, but when? Taiwanese component suppliers differ in observations
Thanks to the AI boom and the momentum of data center upgrades driven by the US infrastructure initiatives, optical communication companies believe that silicon photonics (SiPh) technology...
Tuesday 26 September 2023
Huawei's launch momentum drives optimism for Taiwan-based suppliers
Although smartphones received little fanfare at Huawei's autumn launch event, sources in the smartphone supply chain in Taiwan reveal that the company still sees a steady demand from...
Tuesday 26 September 2023
Huawei autumn launch features new chips and in-house wireless technology StarLight
Huawei's autumn launch features not only new consumer devices but also a wide array of chips, like the 9000S processor chip for Mate 60 RS, A2 for its True Wireless Stereo earbuds,...
Tuesday 26 September 2023
Huawei makes low-key launch with Mate 60 RS smartphone
Huawei conducted its autumn product launch on September 25. Several new Huawei products, including HarmonyOS, smart watches, smart displays, Bluetooth headsets, smart glasses, and...
Tuesday 26 September 2023
Could the Android camp pick up sales momentum kicked off by the iPhone 15 series?
With the iPhone 15 series officially going on sale last week, the industry is closely watching its sales performance. Sources familiar with the smartphone chip industry said that...
Monday 25 September 2023
Canalys: Mainland China's cloud market grew moderately in Q2 2023
Cloud infrastructure services spending in mainland China reached US$8.7 billion in Q2 2023, with a year-on-year growth of 19%. This significant increase was primarily due to changes...
Monday 25 September 2023
Made-in-China quality not good enough? Huawei buying up IDM memory products
After being sanctioned by the US in 2020, Huawei has never stopped using DRAM and NAND Flash products from integrated device manufacturers (IDMs) such as Samsung Electronics, SK Hynix,...
Monday 25 September 2023
Apple seen to deepen differentiation for future iPhones amid Huawei comeback
Apple's iPhone 15 flagship devices continue to see hot sales and supply shortage, particularly in the Chinese market - despite facing Huawei's strong comeback with its Mate 60 Pro...
Monday 25 September 2023
5G NTN: accelerating telecom and satellite collaboration, set to launch in 2024
As satellite-based non-terrestrial networks (NTN) gain momentum on the user end, the service provider market is gradually expanding. Juniper Research estimates that NTN could yield...
Monday 25 September 2023
Apple reportedly to ramp up production fivefold in India amid surging domestic demands and rising exports
As Apple saw increasing pre-orders for the iPhone 15 series in India and rising exports of iPhones from the South Asian country, the world's largest company by market capitalization...
Monday 25 September 2023
India roundup: Apple embraces growing smartphone market share in India
Apple is expected to see increased iPhone shipments and market share, with Foxconn planning to expand investments in India. India's local giants are ramping up their chip push to...