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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 6 February 2020
Notebook, smartphone supply and demand in China hit by outbreak
The notebook and smartphone sectors are both expected to be undermined by China's coronavirus outbreak in the first quarter of 2020 as local consumer demand has been significantly...
Thursday 6 February 2020
Cobot demand from China to be robust
Factories in China may be avoiding installing collaborative robots at present due to the coronavirus outbreak, but long-term demand will be strong, according to Taiwan-based colaborative...
Thursday 6 February 2020
China smartphone shipments to fall off a cliff in 1Q20
Smartphone shipments in China are likely to fall off a cliff in the first quarter of 2020 due to the coronavirus outbreak, according to industry sources.
Thursday 6 February 2020
Outbreak highlights importance of remote management
Traditional industries with plants in China will be most affected by the coronavirus outbreak as they are short of digitalized remote production management capability, according to...
Thursday 6 February 2020
AUO to acquire Adlink shares to forge strategic partnership
AU Optronics (AUO) has announced a bid to acquire 5-30% shares of Adlink Technology via tender offer. Through the tender offer, the two parties are looking to form a strategic partnership...
Wednesday 5 February 2020
Coronavirus outbreak impacts: Notebook ODMs to see low utilization rates in China
The coronavirus outbreak in China has widespread impacts on the ICT supply chain. Although many makers are supposed to resume production in China next week or in mid-February if no...
Wednesday 5 February 2020
Handset components suppliers conservative about 1Q20 revenues
Taiwan handset supply chain players are conservative about their first-quarter 2020 revenues due to seasonality and the coronavirus outbreak, with their Chinese clients seeing high...
Wednesday 5 February 2020
Mobile DRAM demand uncertainty emerges
Mobile DRAM demand for smartphones is likely to disappoint in the first half of 2020, as the coronavirus outbreak may hit sales of new 5G-compatible phones, according to market sou...
Tuesday 4 February 2020
Taiwan manufacturers preparing measures against coronavirus outbreak
Many Taiwan-based manufacturers have prepared measures for their factories in China, making flexible adjustments in response to the quick developments of China's coronavirus outbreak,...
Tuesday 4 February 2020
China handset vendors to see shipments drop in 1Q20, says Digitimes Research
China-based handset makers shipped a total of 194 million smartphones worldwide in the fourth quarter of 2019, up 0.6% on quarter but down 4% on year, Digitimes Research has found.
Tuesday 4 February 2020
China smartphone AP shipments to slip in 1Q20, says Digitimes Research
Smartphone AP shipments in China reached a total of 197 million units in the fourth quarter of 2019, down 5.9% on year and 7.7% sequentially with volume for the whole year arriving...
Monday 3 February 2020
Highlights of the day: Huawei under extra pressure for smartphone sales
Huawei is the top smartphone vendor in China. But its sales have been under much pressure, first from the US trade ban, and now the coronavirus outbreak that has promised to dampen...
Monday 3 February 2020
Optical devices makers asked to step up shipments for China 5G base stations
The locakdown of Wuhan, the epicenter of coronavirus outbreak and China's production hub for optical communications components, may dent the construction of 5G base stations in the...
Monday 3 February 2020
Chip demand for 5G infrastructures remains significant
Taiwan-based IC distributors WPG Holdings and WT Microelectronics, despite the coronavirus outbreak in China, continue to see significant demand for chips and components used in 5G...
Monday 3 February 2020
Smartphone shipments to China to sink over 10% on year in 1Q20, says Digitimes Research
Smartphone shipments to the China market are expected to fall over 10% on year in the first quarter of 2020 affected by seasonality, insufficient supply of 5G models, high inventory...