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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 5 June 2020
IC substrate makers shifting focus to US clients from Huawei
Taiwan-based IC substrate makers including Unimicron Technology and Na Ya PCB are gearing up to strengthen business ties with US clients seeking to offset expected losses of orders...
Friday 5 June 2020
Worldwide Ethernet switch and router markets decline in 1Q20, says IDC
The worldwide Ethernet switch market recorded US$6.16 billion in revenues in the first quarter of 2020, a decrease of 8.9% on year. Meanwhile, the worldwide total enterprise and service...
Friday 5 June 2020
Taiwan 5G phone penetration expected at 10% in 2020
As 5G commercial services are not expected to launch in Taiwan until July, 5G smartphones' penetration rate in the local market is expected to reach only 10% in 2020, according to...
Friday 5 June 2020
OLED screens of iPhones may adopt LTPO backplanes in 2021, say sources
Apple has yet to introduce its 5G iPhones for 2020, but its supply chain is already developing OLED screens using LTPO (low temperature polycrystalline oxide) backplane technology...
Thursday 4 June 2020
Highlights of the day: Taiwan becoming new server manufacturing center
As more server makers and brands are relocating production lines from China to Taiwan or establishing new manufacturing facilities in the market, Taiwan's...
Thursday 4 June 2020
Taiwan emerging as new server manufacturing hub
Taiwan is set to become a new manufacturing hub for servers, as Supermicro, Quanta Computer, Wiwynn and others as well as related components makers are fast expanding production capacity...
Thursday 4 June 2020
Taiwan PCB makers may penetrate into iPhone supply chain via BOE
China-based panel maker BOE reportedly will become an OLED panel supplier for Apple's 5G iPhones in addition to Samsung Display and LG Display, giving Taiwan-based PCB makers a chance...
Thursday 4 June 2020
Taiwan issues first 5G license
Taiwan has issued its first 5G commercial license to Chunghwa Telecom (CHT), which is expected to officially launch 5G services in July.
Thursday 4 June 2020
PCB orders for datacenter servers to stay robust in 3Q20
In response to the upstream supply chain rumor claimed that several key datacenter players have slowed down the pull-ins of their server component order recently, sources from PCB...
Wednesday 3 June 2020
Highlights of the day: PS5 supply chain remains upbeat
Sony has postponed the launch of PS5, but makers in its supply chain remain busy preparing shipments for the client's next-generation games console. Backend partners say SoC...
Wednesday 3 June 2020
Optical transceiver module shipments to rise in 2H20
Global production and shipments of optical transceiver modules, disrupted or delayed by the coronavirus pandemic, are expected to start picking up in the third quarter 2020 before...
Wednesday 3 June 2020
Cloud server shipments to remain in high gear in 2H20 and 2021
Cloud server orders are expected to remain robust throughout 2020 with demand likely to stay strong also in 2021, according to sources from server manufacturers.
Tuesday 2 June 2020
Highlights of the day: TSMC braces for Huawei ban impacts
The US sanctions against Huawei will not affect only the Chinese tech giant. Its supply chain partners, particularly TSMC,...
Tuesday 2 June 2020
Taiwan research team unveils open-source 5G core network
A communication service and software research team of Taiwan's National Chiao Tung University (NCTU) has introduced an open-source 5G core (5GC) network, according to Taiwan's Ministry...
Tuesday 2 June 2020
Foxconn, Adlink to set up AMR joint venture
Foxconn Electronics and IPC maker Adlink Technology will establish a joint venture for developing AMRs (autonomous mobile robots) at stake ratios of 51% and 49% respectively, with...