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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Monday 22 June 2020
5G smartphone chip prices likely to fall more slowly in 2H20
Unit prices for 5G smartphone chips, which have been pushed down to between US$70 and US$80 from over US$100 previously, will continue dropping but likely at a slow rate in the second...
Monday 22 June 2020
Pegatron to boost non-China production ratio to 10-20% in 2021
Taiwan ODM Pegatron will gradually boost its non-China production ratio to 10-20% by 2021 to cushion possible impacts of intensifying US-China trade tensions, according to company...
Monday 22 June 2020
Tightening trade freedom in China to accelerate supply chain relocation, says think tank
The Chinese government is tightening trade freedom as it turns more private enterprises into state-run businesses, which may prompt supply chains focusing on shipments to the US and...
Monday 22 June 2020
NCS swap platform helps container carriers cut costs
Global shipping lines have been plagued by substantial empty container repositioning costs, but now such costs can be drastically reduced through a container sharing platform set...
Monday 22 June 2020
Global ODM smartphone shipments to fall 13.5% in 2020
Glogal ODM smartphone shipments are expected to reach 260 million units in 2020, down 41.6 million units or 13.5% from a year earlier, according to Digitimes Research.
Monday 22 June 2020
Qualcomm ramps up 7nm wafer production at TSMC, sources say
Qualcomm has increased its 7nm chip orders placed with TSMC looking to regain its 4G SoC market share, according to industry sources.
Monday 22 June 2020
Acter sees robust orders for construction in Southeast Asia
Cleanroom and turnkey equipment provider Acter is expected to enjoy facility construction orders from upstream suppliers at their new plants in Southeast Asia as more makers look...
Monday 22 June 2020
IoV data must be sorted for practical use, says Maxwin president
IoV (Internet of vehicle) data collected from ADAS (advanced driver assistance system), OBUs (on-board units) and RSUs (roadside units) have to be screened to extract information...
Monday 22 June 2020
Quanta, Compal, Wistron stay positive about 2H20
Quanta Computer, Compal Electronics and Wistron are all optimistic about their sales in the second half of 2020, as many users will need to upgrade their notebooks, and demand from...
Friday 19 June 2020
Highlights of the day: TSMC to start making 5G iPhone chips
TSMC is expected to the start production of A14 processor on 5nm process later this month for Apple's upcoming iPhone, which sources say will adop Qualcomm's X60 modem, allowing the...
Friday 19 June 2020
Quanta Storage and HP reach settlement over ODD lawsuits
Quanta Storage has reached a settlement with Hewlett-Packard (HP) in a legal battle sparked by the US vendor's accusations against the Taiwanese firm over alleged price-fixing for...
Friday 19 June 2020
Wistron chairman turning cautious about market recovery
Wistron chairman Simon Lin has disclosed the company's operation in the second quarter has been better than expected, but the coronavirus pandemic, which he originally expected to...
Friday 19 June 2020
TSMC to start chip production for next-gen iPhones
TSMC will enter production using 5nm process technology later in June for Apple's custom-designed A14 processor and Qualcomm's Snapdragon X60 modem, with both set to power the upcoming...
Friday 19 June 2020
Accton to kick off volume production of 400G switches in 2021
Networking device maker Accton Technology is optimistic about high-speed switch demand for large-scale datacenter and enterprise server applications, with prospects to realize volume...
Thursday 18 June 2020
Xiaomi invests in BYD Semiconductor to expand into the automotive component business
China-based Xiaomi has invested a total of CNY50 million (US$7.06 million) in a Series A+ round of financing that BYD arranged for its chipmaking affiliate BYD Semiconductor. Xiaomi...