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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 2 September 2020
Diode makers keen on developing SiC, IGBT power devices for EVs
Automotive diode demand has started picking up since July after staying stagnant for months, and Taiwanese makers are stepping up deployments in IGBT and SiC power components seeking...
Wednesday 2 September 2020
MediaTek, Qualcomm intro AI chips for gaming smartphones
MediaTek and Qualcomm have introduced their new AI-capable mobile SoC chips designed specifically for gaming smartphones - the Helio G95 and Snapdragon 732G respectively.
Wednesday 2 September 2020
Digital transformation needs more than just IT
While IT staff play a crucial role in enterprises' digital transformation, decision makers who use data to optimize operations are key to the success of digital transformation, according...
Wednesday 2 September 2020
Taiwanese IT executives share strategies on business transformation
Foxconn Group's chief investment officer (CIO) James Tu, Globalwafers chairman Doris Hsu, Qisda chairman Peter Chen and Acer co-COO Tiffany Huang shared their thoughts and strategies...
Tuesday 1 September 2020
Highlights of the day: Huawei braces for the worst
The US trade ban has driven Huawei to the edge. Taiwanese semiconductor suppliers who have met the Chinese vendor's high-level figures recently have come to a conclusion: Huawei...
Tuesday 1 September 2020
Lens module suppliers brace for Huawei impact
The US sanctions against Huawei will possibly bring negative impact on Taiwan- and China-based smartphone-use lens module makers who ship to the Chinese vendor, according to industry...
Tuesday 1 September 2020
III-V IC makers, backend houses bracing for post-Huawei scenarios
Taiwan's III-V semiconductor specialists and backend houses are bracing for the worst-case scenario for Huawei's woes and eyeing more shipments for 5G iPhones to bolster their performance...
Tuesday 1 September 2020
Taiwan smartphone sales to expand 15% in 2H20
Smartphone sales in the Taiwan market are expected to grow over 15% sequentially in the second half of 2020, bolstered by an expanded availability of new 5G phones, according to market...
Tuesday 1 September 2020
TWS earbud shipments picking up
Shipments of true wireless stereo (TWS) earbuds have started picking up with order visibility stretched through the end of 2020, according to industry sources.
Tuesday 1 September 2020
Huawei reportedly resigned to worst possible outcome for smartphone biz
Huawei's senior officials have told Taiwan's semicondcutor suppliers that the Chinese company fears for the worst for its smartphone business because of the US trade ban, according...
Tuesday 1 September 2020
DRAM spot prices rise
DRAM spot market prices have rallied over 5% since last week amid speculation about Huawei building up inventory prior to new US sanctions against it.
Monday 31 August 2020
Highlights of the day: PC component demand stays strong in 2H20
The stay-at-home economy continues to boost demand for PCs and related components such as motherboards and graphics cards with major...
Monday 31 August 2020
Aeon Motor developing tricycle electric scooter
Taiwan-based motorcycle maker Aeon Motor is developing the Ai-2 Gather, a tricycle electric scooter mainly for business use, and plans to launch it in 2021, according to company CEO...
Monday 31 August 2020
Smartwatch brands adjusting supply chain deployments, says Digitimes Research
Some smartwatch vendors have adjusted their supply chains, either by switching related suppliers or relocating production bases, to adapt to changing global micro situations in order...
Monday 31 August 2020
New iPhone shipments to top 63-68 million units in 2H20, says Digitimes Research
Global shipments of the next-generation iPhone devices (tentatively named iPhone 12 lineup) are expected to total 63-68 million in the second half of 2020, a reduction of over five...