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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Friday 27 March 2020
Apple PCB suppliers dismiss speculation about 5G iPhone delay
Taiwan's PCB makers in the supply chain of 5G iPhones have denied reports claiming they have been asked to postpone volume production by two months in line with a likely launch delay...
Thursday 26 March 2020
Highlights of the day: Wistron optimistic about 2020 sales
The coronavirus pandemic is threatening the lives and livelihoods of many, but despite the uncertainty lying ahead of the IT industry, Taiwan-based ODM Wistron...
Thursday 26 March 2020
Wistron set to grow revenues from non-China production
Wistron is looking to grow revenues generated from its factories outside of China, and expects to lower revenues from its China-based sites to about 50% of company revenues in 2021,...
Thursday 26 March 2020
PCB partners unkeen on following Apple relocation
Apple is reportedly moving more of its production out of China, but Taiwanese PCB makers in the supply chain of iOS devices seem to stay conservative in following in the vendor's...
Thursday 26 March 2020
Taiwan handset sales flat in January-February
Handset sales in Taiwan, mostly smartphones, reached 507,000 units in February, down 0.4% from a year earlier, according to data compiled local retail channels.
Thursday 26 March 2020
Wistron expects sales growth in 2020
Despite the coronavirus pandemic, Wistron chairman Simon Lin still expects the company to enjoy another year of revenue growth in 2020.
Thursday 26 March 2020
Quanta to customize AI medical cloud system for Taiwan health insurance administration
Quanta Computer has signed a MoU with Taiwan's National Health Insurance (NHI) Administration for donating a customized AI medical cloud computing integration system to facilitate...
Thursday 26 March 2020
Taiwan PCB makers to stay put in China despite pandemic
Taiwanese PCB makers, despite the coronavirus pandemic's impacts, still expect 5G handset demand to pick up later this year, and remain reluctant to move production out of China in...
Wednesday 25 March 2020
Asia Pacific IT spending growth to drop to 1.2% in 2020 because of coronavirus, says IDC
The coronavirus pandemic continues to hamper economic activities around the globe impacting businesses and industries at nearly every level, and IT markets will not be spared.
Wednesday 25 March 2020
Highlights of the day: Apple reportedly accelerating production relocation
The US-China trade war last year sent many vendors, including Apple, starting making plans to have more of their products made outside of China. While the relocation has yet to complete,...
Wednesday 25 March 2020
Apple reportedly still working on AR glasses
Apple is still working on augmented reality (AR) glasses, with more to be known about their development in the next one or two years, according to sources from the supply chain mak...
Wednesday 25 March 2020
Apple accelerating production relocation outside China, say sources
Apple is reportedly accelerating plans to diversify its manufacturing risks by removing more of its production out of China, with sources from the supply chain claiming that the vendor...
Wednesday 25 March 2020
Inventec upbeat about 2Q20
Inventec expects to post substantial revenue growth sequentially in the second quarter, thanks to a pull-in of orders for notebooks and servers.
Wednesday 25 March 2020
China IoT market value in 2020 estimated at CNY690 billion
China's IoT application market value rose from CNY531.8 billion (US$80.5 billion) in 2018 to over CNY600 billion in 2019 and will further grow to CNY690 billion in 2020, according...
Wednesday 25 March 2020
China counting on 5G to reignite growth engine
The Chinese government has pushed its local factories to resume production and rolled out relief measures to help industries hit by the coronavirus disease, with a heavy emphasis...