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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 23 June 2020
Taiwan handset sales picks up in May
Handset sales in Taiwan shot up 30.5% sequentially to 535,000 units in May, as consumer demand began to pick up along with the easing of the coronavirus epidemic, according to sources...
Tuesday 23 June 2020
Cooling module makers expect vapor chamber demand from 5G phones to emerge in 2021
Taiwan-based cooling module providers remain optimistic about sales prospects of vapor chamber (VC) products for applications in 5G phones in 2021 although their expectations for...
Tuesday 23 June 2020
PC sector cautious about demand in 2H20
PC vendors and their suppliers are having mixed views for their shipment prospects for the second half of 2020, after experiencing higher than expected growth in the first half propelled...
Monday 22 June 2020
Highlights of the day: Qualcomm devotes efforts to defend 4G chip market share
The coronavirus pandemic is disrupting 5G deployments at chipmakers, telecom carriers and end markets. Qualcomm previously...
Monday 22 June 2020
5G smartphone chip prices likely to fall more slowly in 2H20
Unit prices for 5G smartphone chips, which have been pushed down to between US$70 and US$80 from over US$100 previously, will continue dropping but likely at a slow rate in the second...
Monday 22 June 2020
Pegatron to boost non-China production ratio to 10-20% in 2021
Taiwan ODM Pegatron will gradually boost its non-China production ratio to 10-20% by 2021 to cushion possible impacts of intensifying US-China trade tensions, according to company...
Monday 22 June 2020
Tightening trade freedom in China to accelerate supply chain relocation, says think tank
The Chinese government is tightening trade freedom as it turns more private enterprises into state-run businesses, which may prompt supply chains focusing on shipments to the US and...
Monday 22 June 2020
NCS swap platform helps container carriers cut costs
Global shipping lines have been plagued by substantial empty container repositioning costs, but now such costs can be drastically reduced through a container sharing platform set...
Monday 22 June 2020
Global ODM smartphone shipments to fall 13.5% in 2020
Glogal ODM smartphone shipments are expected to reach 260 million units in 2020, down 41.6 million units or 13.5% from a year earlier, according to Digitimes Research.
Monday 22 June 2020
Qualcomm ramps up 7nm wafer production at TSMC, sources say
Qualcomm has increased its 7nm chip orders placed with TSMC looking to regain its 4G SoC market share, according to industry sources.
Monday 22 June 2020
Acter sees robust orders for construction in Southeast Asia
Cleanroom and turnkey equipment provider Acter is expected to enjoy facility construction orders from upstream suppliers at their new plants in Southeast Asia as more makers look...
Monday 22 June 2020
IoV data must be sorted for practical use, says Maxwin president
IoV (Internet of vehicle) data collected from ADAS (advanced driver assistance system), OBUs (on-board units) and RSUs (roadside units) have to be screened to extract information...
Monday 22 June 2020
Quanta, Compal, Wistron stay positive about 2H20
Quanta Computer, Compal Electronics and Wistron are all optimistic about their sales in the second half of 2020, as many users will need to upgrade their notebooks, and demand from...
Friday 19 June 2020
Highlights of the day: TSMC to start making 5G iPhone chips
TSMC is expected to the start production of A14 processor on 5nm process later this month for Apple's upcoming iPhone, which sources say will adop Qualcomm's X60 modem, allowing the...
Friday 19 June 2020
Quanta Storage and HP reach settlement over ODD lawsuits
Quanta Storage has reached a settlement with Hewlett-Packard (HP) in a legal battle sparked by the US vendor's accusations against the Taiwanese firm over alleged price-fixing for...