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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Friday 22 May 2020
Handset lens sensor shipments to drop in 2Q20
Sensor shipments for handset camera lens are expected to drop further in the second quarter of 2020, due to a plunge in end-market demand and excess inventory in the supply chain,...
Friday 22 May 2020
Highlights of the day: Apple said to be introducing AR glasses in 2H21
There have been speculations about Apple introducing AR glasses, with some putting the launch in the second half of this year, and others in 2022. Sources from supply chains claim...
Friday 22 May 2020
Apple likely to roll out AR glasses in 2H21, sources claim
Apple is likely to roll out its augmented reality (AR) glasses in second-half 2021, sources at supply chains have claimed.
Friday 22 May 2020
Rigid-flex PCB makers to see surge in orders for AirPods 2 in 2H20
Rigid-flex PCB manufacturers have seen orders for Apple's AirPods 2 slow down since 2020, but believe orders will return to year-ago levels in the second half of the year, according...
Friday 22 May 2020
Silicon Motion expects sales growth in 2020
NAND flash device controller specialist Silicon Motion Technology expects sales of all its three major product segments to continue rising in 2020, when its overall revenue will still...
Friday 22 May 2020
Smartphone ODMs to see shipments fall in 2020, says Digitimes Research
Digitimes Research has lowered its global smartphone shipment forecast for 2020 to 1.15 billion units, down 15.4% from 2019's 1.36 billion because of the impacts from the coronavirus...
Thursday 21 May 2020
LG Innotek, Sharp and O-film share camera module orders for upcoming iPhones
LG Innotek, Sharp and O-film Tech reportedly have landed camera module orders from Apple for the vendor's new iPhone devices, all equipped with AMOLED screens, to be released in the...
Thursday 21 May 2020
Highlights of the day: Graphics card shipments to stay strong
The first half of a year has been usually the slow season for graphics cards, but this year the coronavirus pandemic-triggeed stay-at-home needs has shored up demand. With AMD and...
Thursday 21 May 2020
Taiwan handset sales drop further in April
Handset sales in Taiwan fell 3.76% sequentially to 410,000 units in April as consumers opted to delay purchases before the arrival of 5G models, despite the availability of Apple's...
Thursday 21 May 2020
Huawei expects to build 800,000 5G base stations in China by 2020
Huawei has built 200,000 5G base stations so far in China and the number is set to hit 800,000 by 2020 covering over 340 cities, according to company's wireless network vice president...
Thursday 21 May 2020
Unimicron, Nan Ya say ABF substrate investment plans remain in place
Taiwan's major IC substrate makers Unimicron Technology and Nan YA PCB have stressed that their investments in capacity expansion and R&D for ABF substrates will not be affected...
Wednesday 20 May 2020
Highlights of the day: Smartphone sales rise sharply in China
Smartphone sales in China rose sharply in April on a sequential basis following weeks of stagnant demand amid the coronavirus outbreak. While strong momentum has been seen in the...
Wednesday 20 May 2020
Taiwan Star teams up with Nokia for 5G buildups
Taiwan Star Telecom has signed a deal with Nokia for the buildup of its 5G base stations and central equipment systems of its 5G networks, according to a company statement.
Wednesday 20 May 2020
MediaTek, Aspeed, ASMedia to see strong 2020
MediaTek, Aspeed Technology and ASMedia Technology are expected to post impressive sales results for 2020 benefiting from the ongoing US-China trade tensions and clients' new products,...
Wednesday 20 May 2020
Apple accelerates moving of iPhone production to India, Vietnam
Apple has stepped up moving more of its iPhone production to India and Vietnam looking to better diversify manufacturing risks amid the escalating trade US-China tensions, according...