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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 12 October 2020
IT component makers expect to see strong 4Q20 orders
IT component shipments are expected to grow in the fourth quarter of 2020 thanks to stable demand from stay-at-home activities and seasonality, according to sources from the upstream...
Monday 12 October 2020
CIS suppliers shifting focus to midrange parts
Major CMOS image sensor (CIS) suppliers including Samsung Electronics and OmniVision reportedly have been pushing sales of midrange CIS components to Chinese handset brands due to...
Monday 12 October 2020
MediaTek posts record September revenue
IC design house MediaTek has reported consolidated revenue surged 15.7% sequentially and 61.2% on year to a record high of NT$37.87 billion (US$1.32 billion) in September 2020.
Monday 12 October 2020
Largan unlikely to fully utilize capacity in 4Q20, says CEO
Smartphone-use lens module maker Largan Precision is unlikely to have production capacity fully utilized in the fourth quarter of 2020 mainly because a major client has cancelled...
Thursday 8 October 2020
Highlights of the day: TSMC likely to spend more on capacity expansion
TSMC, with clients lining up eagerly for a share of its capacity support, has reported record sales for Septmber....
Thursday 8 October 2020
Datacenter demand turning strong in 4Q20
Demand from datacenter operators has regained momentun after seeing a deceleration in server orders from US clients in third-qauarter 2020, according to sources from the upstream...
Thursday 8 October 2020
Wan Da Tong creates new opportunities for smart transportation services with bus ticketing platform
Wan Da Tong is in charge of operating and managing the Taipei Bus Station, which houses the Taipei terminal for mid- and long-range bus services operated by nine companies. Amid fierce...
Thursday 8 October 2020
LeddarTech eyes flash LiDAR
LeddarTech, a Canadian-based developer of environmental sensing solutions for use in ADAS (advanced driver assistance system) and AV (autonomous vehicles), sees strong prospects for...
Wednesday 7 October 2020
Highlights of the day: DRAM ASP not to fall
Following Kingston Technology's recnet move to raise prices for standard DRAM products, fellow module makers now believe DRAM...
Wednesday 7 October 2020
Lens module suppliers gearing up for entry-level, mid-tier 5G phones
Optical lens module suppliers including Taiwan's Newmax Technology and China-based Sunny Optical Technology, O-film Tech and Q Technology are revving up for orders from Chinese handset...
Wednesday 7 October 2020
Qualcomm reportedly to develop own-brand gaming smartphones with Asustek assistance
Qualcomm reportedly will team up with Asustek Computer to develop and launch its own-brand gaming smartphones at the end of 2020 at the earliest, according to industry sources.
Wednesday 7 October 2020
Vendors of handset FPCB materials eyeing strong 4Q20
Taiwan's suppliers of flexible PCB materials including FCCLs and polyimide (PI) films are optimistic about their sales performance for fourth-quarter 2020, which will be bolstered...
Wednesday 7 October 2020
Global server shipments to see CAGR of 6.7% from 2020-2025, says Digitimes Research
Global server shipments are expected to see a CAGR of 6.7% from 2020-2025, driven by demand for datacenter, HPC, AI and 5G related applications, according to Digitimes Research's...
Wednesday 7 October 2020
Global smartphone shipments to see double-digit growth in 2021, says Digitimes Research
Following three consecutive years of declines in 2018-2020, global smartphone shipments are expected to grow by a double-digit rate or 150 million units in 2021, bolstered by renewed...
Tuesday 6 October 2020
Highlights of the day: CXMT reportedly in the crosshairs
The US is apparently turning the heat up on China's semiconductor industry. China's fledgling memory industry may...