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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 17 May 2021
Handset components makers may face inventory corrections at Chinese clients in 3Q21
Taiwan's handset components supply chain is likely to feel the pinch of inventory corrections by Chinese handset vendors starting third-quarter 2021 at the earliest amid their sales...
Monday 17 May 2021
Global smartphone shipments to decline in 2Q21, says Digitimes Research
Some first-tier brands, including Xiaomi, Oppo and Vivo, are likely to see their smartphone shipments decline in the second quarter of 2021 due to shortages of semiconductor components,...
Friday 14 May 2021
Apple reportedly to sharply cut VCSEL die size for 3D sensors
Apple reportedly has decided to scale down the die size by 40-50% for VCSEL chips used in 3D face ID sensors for new iPhone and iPad devices to be rolled out later in 2021, a move...
Thursday 13 May 2021
Highlights of the day: Pegatron braces for slower notebook shipment growth
Components shortages have been troubling the notebook industry for months. ODM Pegatron's previous optimism that its...
Thursday 13 May 2021
Synnex April revenues down on month
IT and consumer electronics channel distributor Synnex Technology International has reported consolidated revenues of NT$31.828 billion (US$1.13 billion) for April, decreasing 3.86%...
Wednesday 12 May 2021
HTC unveils two VR headsets
HTC has unveiled two new VR headsets, one for the business segment and the other for the consumer market, at a two-day event, dubbed Vivecon 2021, held virtually from May 12-13.
Wednesday 12 May 2021
Highlights of the day: Device makers turn cautious
Device makers may be heading towards inventory correction next quarter, as they revisit their production plans amid weakenig demand in some major markets. Taiwan-based chipmakers...
Wednesday 12 May 2021
Chipmakers see customers turn cautious about placing orders
Taiwan-based IC design houses have seen terminal customers start slowing down their pace of orders, and are aware that downstream device makers will be revisiting their production...
Tuesday 11 May 2021
Highlights of the day: ICT orders from India slowing
The rampant pandemic in India has raised an alarm among ICT makers. Suppliers in the handset and PC sectors have seen...
Tuesday 11 May 2021
Server makers eyeing double-digit shipment increases in 2Q21
Server makers including Quanta Computer, Wiwynn, MiTAC Computing Technology (MCT) and Inventec have all estimated their second-quarter 2021 server shipments to see double-digit sequential...
Tuesday 11 May 2021
Antenna supply chain gearing up for 5G mmWave AiP modules
Smartphone-use antenna makers are gearing up for a likely boom in demand for 5G AiP (antenna in package) modules that they expect will be triggered by Apple's release of new mmWave-enabled...
Tuesday 11 May 2021
Suppliers see orders slowing for handsets, notebooks from India
ODMs and other suppliers engaged in the notebook and handset industry supply chains have seen orders from India start slowing down recently, as a resurgence of COVID-19 infections...
Tuesday 11 May 2021
Handset PCB makers turn cautious as orders slow down
HDI PCB manufacturers have turned cautious about their sales performance in the second quarter, as orders from Chinese handset clients are slowing down along with their sales declines...
Monday 10 May 2021
Highlights of the day: UMC adjusting foundry quotes
Tight capacity and strong demand have been sending foundry service quotes rising. UMC has plans to raise its 28nm...
Monday 10 May 2021
FII steps into EV components
Foxconn Industrial Internet (FII), a server and industrial communication/networking device maker, has stepped into development and production of components used in electric vehicles...