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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Friday 30 September 2022
iPhone 14: hard to replicate long tail effect without production adjustment
Despite the drastically different sales performances of the iPhone 14 Pro series and the iPhone 14, Apple doesn't appear to be adjusting its production volume. Whether or not the...
Friday 30 September 2022
CHT transforming into ICT system integration provider, eyeing international market
Chunghwa Telecom (CHT) is on track to gradually transform itself from a telecom services provider into an ICT system integration supplier by leveraging the growingly mature AI, 5GT,...
Friday 30 September 2022
Intel promotes liquid cooling solutions with Taiwan ODMs
Intel is promoting immersion cooling solutions and related reference designs with Taiwan-based ODMs, such as Compal Electronics, Inventec, and Pegatron.
Friday 30 September 2022
Brisk iPhone 14 Pro sales to buoy lens module makers 2H22 revenue
Brisk sales of Apple's iPhone 14 Pro are expected to buoy sales performance of related lens module makers in the second half of 2022, according to market sources.
Thursday 29 September 2022
Taiwan companies make perfect partners in competitive 5G tech war, says Roger Huang, head of DIGITIMES Research
"Taiwan's ICT companies have a longtime focus on hardware advancement, capable of agile and flexible development to adapt to unprecedented circumstances. For example, the services...
Thursday 29 September 2022
Apple adjusts production line arrangement as iPhone Pro series sells well
Apple's new iPhone 14 series has been selling well after its official launch in September. However, with the first batch of new products still having a wait time of 5-7 weeks, industry...
Thursday 29 September 2022
Demand for V2X information security is on the rise
V2X devices and the data they generate continue to increase. Together with AI applications and electrical grid connections, they highlight the importance of information security protection...
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...