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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Friday 28 August 2020
Order momentum for 5G, datacenter optical components to pick up in 4Q20
Demand for optical components from the datacenter and 5G sectors has been slow in third-quarter 2020, but order momentum may start picking up in the fourth quarter, according to industry...
Friday 28 August 2020
Huawei slows down orders to handset ODMs
Huawei has slowed down the pace of its orders to handset ODMs in China, as the impact of the latest US trade ban against the Chinese brand intensifies, according to sources at China-based...
Friday 28 August 2020
Pegatron, Quanta expect Microsoft Surface devices to benefit 2H20 revenues
Pegatron and Quanta Computer are expected to see their second-half 2020 revenues benefit from robust orders for Surface series products from Microsoft, according to sources from the...
Thursday 27 August 2020
Highlights of the day: Huawei to lose big in China phone market
The US trade sanctions against Huawei are reshaping the Chinese smartphone market. Digitimes Reseach expects weak 5G mobile AP shipments to China in fourth-quarter 2020, with Huawei...
Thursday 27 August 2020
Asustek sees loss from handset biz narrow
Asustek Computer continues to see losses generated by its handset business narrow, and is eyeing the business' return to profitability in 2021, according to market sources.
Thursday 27 August 2020
Taiwan makers poised to scale up AiP substrate shipments in 2021
Taiwan-based IC substrate makers Unimicron, Nan Ya PCB and Kinsus Interconnect are expected to significantly scale up their AiP (antenna-in-package) substrate shipments in 2021, driven...
Thursday 27 August 2020
Samsung share in Taiwan smartphone market hits 7-year high
Samsung Electronics saw its smartphone sales in the Taiwan market hit a seven-year high of 30.3% in July, up nearly 9pp from the level seen a year earlier, according to data compiled...
Thursday 27 August 2020
PCB makers to see steady shipments for 5G handsets till November
PCB makers will enjoy steady seasonal demand from the handset sector through November as handset makers are expected to launch more 5G devices, according to industry sources.
Thursday 27 August 2020
Taiwan IC design houses likely to post gross margin decreases in 4Q20
Taiwan-based IC design houses will see their gross margins come under downward pressure in the fourth quarter of 2020, due to falling chip ASPs in China, according to industry sour...
Thursday 27 August 2020
US trade ban to impact China 5G smartphone AP shipments, says Digitimes Research
The US trade restrictions on Huawei are set to affect the overall shipments of 5G mobile APs to the Chinese market in fourth-quarter 2020, and to significant change the landscape...
Thursday 27 August 2020
Asustek develops AI-based quality inspection solutions
Asustek Computer's AIoT Business Group showcased AI-based solutions for product quality inspection at Taipei International Industrial Automation 2020 during August 19-22, with the...
Thursday 27 August 2020
Huawei TV business also affected by US trade ban
Huawei reportedly have reduced its components orders for TV production by 30-40%, as the US trade ban that limits the company's access to semiconductor parts has also affected its...
Thursday 27 August 2020
Winbond gearing up to build IoT security ecosystem in Taiwan
Taiwan-based mobile and specialty DRAM maker Winbond is aggressively making deployments in IoT information security seeking to pioneer the establishment of a related ecosystem in...
Wednesday 26 August 2020
Worldwide spending on AI expected to double in 4 years, says IDC
Global spending on artificial intelligence (AI) is forecast to double over the next four years, growing from US$50.1 billion in 2020 to more than US$110 billion in 2024, according...
Wednesday 26 August 2020
Win Semi reiterates positive 3Q20 outlook
GaAs foundry Win Semiconductors has reiterated its third-quarter 2020 revenues will post a sequential growth of 4-6% with gross margin staying at over 40%, despite uncertainty in...