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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 15 June 2020
CCL makers gear up to tap hydrocarbon demand for 5G antennas
Hydrocarbon and PTFE (polytetrafluoroethylene) materials are expected to co-exist in high-frequency antenna applications, with the latter now dominated by US-based Rogers, prompting...
Monday 15 June 2020
Apple VCSEL component supply chain gearing up production
Taiwan's VCSEL component supply chain makers for Apple's 2020 iPhone lineup have been gearing up their production since June, with the momentum likely to continue into the third quarter...
Monday 15 June 2020
Supply chain confused by AMD, Intel, Nvidia next-gen chip launch schedules
Supply chain partners of AMD, Nvidia and Intel have been left confused recently by the chip vendors' product launch schedules, which have either been changed frequently or kept a...
Monday 15 June 2020
Unisoc, handset brands poaching talent from HiSilicon
Some China-based IC-design houses and headhunting companies have been stepping up efforts to poach talent from HiSilicon Technologies as they expect there will be a brain drain from...
Friday 12 June 2020
Computex 2020 in September cancelled
Taipei Computer Association (TCA) and Taiwan External Trade Development Council (TAITRA) have announced to cancel the Computex 2020 trade show, which was originally postponed from...
Friday 12 June 2020
Handset sales in China slip again in May
Handset sales in the China market fell 12% on year to 34 million units in May, after just experiencing a rebound of 14% to over 40 million a month earlier, according to data compiled...
Friday 12 June 2020
Pegatron to see strong growth in 2Q20 shipments
Pegatron has announced revenue growth for May and is turning optimistic about its shipments in the second quarter of 2020.
Thursday 11 June 2020
MSI expects stable 2020 sales
Micro-Star International (MSI) is optimistic about its second-quarter financial results and expects stable operation to continue for the remaining 2020, according to company chairman...
Thursday 11 June 2020
PCB makers to see stable shipments for 5G iPhones in 3Q20
Taiwan's PCB makers in the supply of Apple are set to enjoy stable shipments for 5G iPhones in the third quarter of the year, but their shipment momentum for the fourth quarter will...
Thursday 11 June 2020
Novatek expects driver IC, TDDI chip orders to surge in 3Q20
LCD driver IC specialist Novatek Microelectronics expects orders to pick up starting the latter part of the third quarter, thanks to the launch of diverse ranges of new smartphones...
Thursday 11 June 2020
Largan conservative about 3Q20
Smartphone-use lens module maker Largan Precision is conservative about business operation in the third quarter of 2020 although the quarter is traditionally a booming season, according...
Thursday 11 June 2020
China top-3 handset ODMs receiving less orders from 4 major brands in 2020, says Digitimes Research
China's top-three handset ODMs - the Wingtech Group, Huaqin Telecom Technology and Longcheer - are expected to ship a total of 183 million ODM models to the world's four major brand...
Wednesday 10 June 2020
Highlights of the day: TSMC seeking US subsidies for Arizona fab project
TSMC has disclosed intentions to build a 5nm wafer fab in Arizona. But the foundry house is seeking US governmen subsidies that it says are needed to run the US...
Wednesday 10 June 2020
Quanta sees growth in May revenues, turns optimistic about 3Q20
Quanta Computer has reported consolidated revenues of NT$93.35 billion (US$3.12 billion) for May, up 11.9% on month and 5.3% on year. Quanta's consolidated revenues for the first...
Wednesday 10 June 2020
MediaTek 5G chip shipments may top 80 million units in 2020
MediaTek is likely to ship more than 80 million mobile SoCs for 5G handsets in 2020 mainly to Chinese handset vendors, which may push up its global market share in the segment to...