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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Wednesday 6 May 2020
ASRock posts profit hike in 1Q20
Motherboard specialist ASRock saw its net profit surge 91.7% on year to NT$187 million (US$6.27 million) in the first quarter of 2020, with EPS reaching NT$1.55, thanks mainly to...
Wednesday 6 May 2020
China smartphone AP shipments brace for steep drop in 2Q20, says Digitimes Research
Shipments of smartphone-use application processors (AP) in the China market are expected to experience a steep drop of 37.8% on year in the second quarter of 2020, as China's handset...
Tuesday 5 May 2020
Sercomm, Airtel launch virtualized TDD small cells
Taiwan-based network equipment maker Sercomm and India-based telecom operator Bharti Airtel have announced the launch of a vRAN-based time-division duplex (TDD) small cell, according...
Tuesday 5 May 2020
Microsoft to enjoy highest shipment growth among top cloud computing players in 2Q20, says Digitimes Research
Among the global top-4 cloud computing service providers, Microsoft is expected to have the highest sequential growth at 28.4% in second-quarter 2020 server shipments. Microsoft's...
Tuesday 5 May 2020
Worldwide server shipments to rebound in 2Q20, says Digitimes Research
Global server shipments in the first quarter of 2020 recorded a sequential decline of 16.9%, steeper than the 9.8% fall that Digitimes Research had estimated in February, as a result...
Monday 4 May 2020
Highlights of the day: Notebooks in short supply
Notebook demand from the government and enterprise sectors has been strong, thanks to the coronavirus pandemic, which is nevertheless hindering ocmponents productio in Southeast Asia...
Monday 4 May 2020
LandMark to double 5G optical component shipments in 2H20
LandMark Optoelectronics, a specialist for epitaxial wafers and VCSEL components, expects its shipments of optical products for 5G applications to double sequentially in the second...
Monday 4 May 2020
Server order visibility clear in 2H20 on demand from FB, Microsoft
As major cloud services providers including Microsoft and Facebook are keenly expanding construction of datacenters to better serve global users, the server industry has got a significant...
Monday 4 May 2020
China smartphone sales nosedive in 1Q20, says Digitimes Research
Sales of smartphones in the China market slumped by 51.9% sequentially and 38.9% on year to their lowest quarterly levels of recent years in the first quarter of 2020 due to the impacts...
Thursday 30 April 2020
Highlights of the day: China gearing up for 5G infrastructure construction
Construction of 5G infrastructure in China has not lost much steam despite the coronavirus pandemic. The country's telecom carriers have recently stepped up their 5G equipment procurment,...
Thursday 30 April 2020
Smartphone shipments by Chinese vendors fall in 1Q20, says Digitimes Research
Shipments of smartphones by China's handset makers totaled 108 million units in the first quarter of 2020, declining 26.2% from a year earlier, Digitimes Research has found.
Thursday 30 April 2020
Huawei, ZTE step up pull-ins for 5G base station equipment
China-based telecom equipment providers, mainly Huawei and ZTE, have stepped up their pace of components orders for 5G infrastructure after winning bids for construction of 5G base...
Wednesday 29 April 2020
Samsung sees challenges ahead
Samsung Electronics saw its consolidated sales and operating profit for the first quarter of 2020 come within its guidance range, but has warned of a weak second quarter due to the...
Wednesday 29 April 2020
Highlights of the day: Notebook shipments to soar in 2Q20
Demand has been for notebooks supporting remote work, distant learning and other staty-at-home activities necessitated by the coronavirus pandemic. Digitimes Research estimates that...
Wednesday 29 April 2020
US tech giants seeking to expand test production in Taiwan
US tech giants including Apple, Facebook and Google reportedly are mulling expanding test production of new products in Taiwan, whose advantages in the IT manufacturing sector have...