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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 7 August 2023
IPC makers downbeat about 3Q23 shipments
Taiwan's industrial PC (IPC) makers are downbeat about their shipment momentum in the third quarter of 2023, due partly to the end of shipment deferral resulting from shortages of...
Friday 4 August 2023
Lite-on sees automotive electronics business on track to grow
Electronics company Lite-on has transitioned its business focus successfully to automobile and cloud-based servers as the consumer electronics market stays sluggish. President Anson...
Friday 4 August 2023
OnePlus said to delay launch of first foldable phone on screen supplier change
Chinese smartphone brand OnePlus, originally slated to launch its first foldable phone, the OnePlus Open, in the third quarter of the year, reportedly will postpone the release due...
Friday 4 August 2023
AWS 2Q23 sales up 12% and invests US$100 million in Generative AI Innovation
Amazon.com, Inc. announced financial results for its second quarter ended June 30, 2023, which saw a stabilizing of its cloud service demand, while disclosing a major investment in...
Friday 4 August 2023
Apple's iPhone sales hit by FX fluctuation
Apple reported declining sales for the past quarter, indicating a dwindling smartphone demand. Apple attributed it partly to foreign exchange fluctuations and said the company broke...
Friday 4 August 2023
IC substrate makers see promising RCC demand prospects
With Apple likely to use resin coated copper (RCC) foil in PCBs for its 2024 iPhone series, IC substrate providers are bullish on RCC demand prospects, according to industry source...
Friday 4 August 2023
Component makers see general-purpose server demand pick up in 2H23
Component suppliers encountered a lackluster increase in orders from general-purpose server customers in the first half of 2023; however, orders are anticipated to increase in the...
Thursday 3 August 2023
HarmonyOS introduced LLM ahead of iOS and Android
Many smartphone manufacturers are eager to leverage artificial intelligence (AI) to gain a competitive edge over their rivals. This includes companies like Apple, Samsung Electronics,...
Thursday 3 August 2023
Advantech expects revenue slowdown in 2H23, stressing healthy profit margins
Advantech, a leading industrial computer (IPC) manufacturer, anticipates a decline in revenue to USD$480–500 million in Q3 this year due to client destocking and the sluggish...
Thursday 3 August 2023
Wireless broadband equipment makers: Wi-Fi 7 will be key momentum in 2024; economic situation the only uncertainty
Wi-Fi 6/6E is already mainstream in 2023, so when will the Wi-Fi 7 boom occur? Wireless broadband equipment manufacturers pointed out that after testing the waters in 2023, 2024 will...
Thursday 3 August 2023
Automotive semiconductor becomes the only driving force for Rohm
Japan-based Rohm Semiconductor saw its operating profits decline by 21.5% in April–June 2023. Its automotive sales increased by 14.9% year-over-year, the only segment that enjoyed...
Thursday 3 August 2023
CCL firm Iteq upbeat about demand for high-end car electronics
Iteq, which specializes in high-speed and high-frequency copper-clad laminates (CCL), remains optimistic about demand for high-end automotive electronics and believes its deployment...
Thursday 3 August 2023
Protective component suppliers upbeat about demand for AI servers, EVs
Protective component suppliers are optimistic about demand for AI servers and electric vehicles (EV), with a growing emphasis on the mid- to high-end market segments, according to...
Thursday 3 August 2023
Inventec develops processor IP in-house
Inventec has successfully developed its AI accelerator IP in-house and already has interest from two IC design house customers, according to industry sources. Tapeout is expected...
Thursday 3 August 2023
Stable mobile phone inventories in channels expected to end SoC price war
With mobile phone stockpiles in channels stabilizing, the likelihood of a conclusion to the SoC price war has increased, according to industry sources.