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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
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...
Thursday 22 September 2022
Taiwan August smartphone sales drop
There were 343,000 new smartphones sold in Taiwan in August 2022, the lowest monthly level so far in 2022 with decreases of 17.5% on sequentially and 9.5% on year, according to retail...
Thursday 22 September 2022
Qualcomm announces new innovation center and 5G education initiative in Southern Taiwan
Qualcomm announced on September 21 to establish the Qualcomm Innovation Center, Southern Taiwan located at Kaohsiung's Yawan 5G AIOT Innovation Park to support local industries and...
Thursday 22 September 2022
IC design houses continue to see Android phone customers scale back orders
IC design houses continue to see their Android smartphone customers scale back orders in the third quarter and are uncertain about the demand outlook for the fourth quarter, according...
Thursday 22 September 2022
OSATs unlikely to ramp output for new Nvidia GPUs until 2023
IC backend houses including Siliconware Precision Industries (SPIL) and King Yuan Electronics (KYEC) are unlikely to scale up their output for Nvidia's new-generation GeForce RTX...
Wednesday 21 September 2022
Flytech expects panel PCs to become main source of profit growth
Flytech Technology expects panel PCs to become the major source of long-term operating profit growth although POS devices contribute large portions of revenue contribution with shipments...
Wednesday 21 September 2022
IPC maker Aplex sees order visibility extend to 1Q23
Industrial panel PC, box PC and display maker Alpex Technology has obtained orders with shipments scheduled until first-quarter 2023, according to company chairman Lee Chuan-te.
Wednesday 21 September 2022
India to see record smartphone ASP in festive season
As India is ready to begin its festive season, analysts predict that consumers' preference for 5G and mid-tier-to-premium smartphones will lead to highest-ever ASP, with inventory...
Wednesday 21 September 2022
Industrial CPU supply remains tight
The supply of industrial CPUs and microcontrollers (MCU) remains tight, with delivery lead times reaching more than 50 weeks, according to sources at industrial PC (IPC) makers.