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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 29 September 2022
ASE announces building world's first 5G SA mmWave NR-DC smart factory with Qualcomm
Taiwan Outsourced Semiconductor Assembly and Testing (OSAT) service provider Advanced Semiconductor Engineering (ASE) and Qualcomm announced a two-year project to develop 5G system...
Wednesday 28 September 2022
Axcen Photonics obtains orders visible until 1H23
Optical transceiver module maker Axcen Photonics has received orders of such modules used in industrial automation with shipments scheduled until the first half of 2023, according...
Wednesday 28 September 2022
Shipments of iPhone 14 family to reach around 80 million units in 2022, says DIGITIMES Research
Overall shipments of the four iPhone 14 models in 2022 are expected to reach between 78-83 million units with production volumes to arrive at 83-88 million units, weaker than those...
Wednesday 28 September 2022
Handset CIS destocking slow
Lackluster handset sales have led to excess inventories of related CMOS image sensors (CIS), also dragging down wafer reconstitution (RW) demand, according to industry sources.
Wednesday 28 September 2022
China firms step up deployment in Wi-Fi chip market
China-based IC design houses, such as Espressif Systems, have stepped up their deployment in the Wi-Fi chip market by targeting a wide range of IoT device applications.
Tuesday 27 September 2022
Counterpoint: JioPhone Next costs US$58 to make
Reliance joined forces with Google to launch an ultra-cheap 4G smartphone JioPhone Next in 2021. According to Counterpoint, the smartphone costs US$58 to make, and the next 5G smartphone...
Tuesday 27 September 2022
T-Mobile, Verizon enjoy growth in FWA subscription in 2Q22, says DIGITIMES Research
Although the US has continued raising interest rates trying to curb inflation, US consumers remain concerned about the future economy, leading to diwndling purchasing power. However,...
Tuesday 27 September 2022
Samsung's ups and downs (10): Eyeing next-generation tech and opportunities
We examine Samsung Electronics' strategy for the next 10 years through the information available in the market, and explore the competitive relationship between Samsung and the major...
Tuesday 27 September 2022
Apple confirms manufacturing iPhone 14 in India
In a bid to diversify its supply chain outside China, Apple has confirmed it has begun manufacturing iPhone 14 in India.
Monday 26 September 2022
New iPhone's initial China sales lag predecessor, Jefferies says
Chinese consumers bought fewer iPhone 14 handsets in the early days of its availability than the product's predecessor a year ago, Jefferies said in a note on Monday.
Monday 26 September 2022
Samsung's ups and downs (9): Its role on the international stage
In the medium to long term, the most likely candidate that could beat TSMC is not Samsung Electronics, but Intel. South Korea, like Taiwan, sees its advantage in hardware manufacturing...
Friday 23 September 2022
iPhone 14 Pro series may stabilize Apple market share for high-end models at 60%
Apple's iPhone 14 specs differentiation strategy seems to be working well, given extremely strong pre-order momentum for its Pro models, and the vendor could see its market share...
Friday 23 September 2022
Key supplier in international IPC market: Q&A with KC Liu, chairman of Advantech
Since the start of the trade war between the US and China in 2018, the global industry has been rethinking the need for globalization and regionalization planning. The pandemic has...
Friday 23 September 2022
Samsung's ups and downs (8): Samsung's handset strategy
Samsung Electronics is trying to direct the mainstream of the handset market towards foldable phones, hoping to increase the unit price of sales, and to drive its own production of...
Thursday 22 September 2022
JP Morgan: Apple to move more production to India and Vietnam
Amid a large-scale global supply chain relocation never seen in decades, JP Morgan Chase estimates that India will account for 25% of global iPhone production and Vietnam will account...