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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 3 September 2019
Highlights of the day: Passive components demand picking up
Taiwanese passive component suppliers have seen inventory approach healthy levels after two to three quarters of correction. But while their third-quarter...
Tuesday 3 September 2019
LG sees smartphone sales improving in Taiwan
LG Electronics has seen sales of its smartphones improve gradually in the Taiwan market and will continue to enhance its deployment by introducing new models into the local market,...
Tuesday 3 September 2019
European spending in AI close to US$21 billion by 2023, says IDC
European spending on artificial intelligence (AI) is estimated to reach more than US$7 billion in 2019 and to almost triple over the next four years, growing at a 32% CAGR. European...
Tuesday 3 September 2019
Taiwan handset shipments drop over 30% on year in 2Q19, says Digitimes Research
Handset shipments by Taiwan's brand vendors and ODMs totaled 13.8 million units in the second quarter of 2019, on par with those shipped a quarter earlier but down 33.2% on year,...
Tuesday 3 September 2019
Telecom equipment sales driven by mobile RAN and optical transport, says Dell'Oro
The worldwide telecom equipment market grew 6% on year in the past 12 months, according to Dell'Oro Group. The majority of growth was driven by mobile RAN and optical transport sales...
Tuesday 3 September 2019
Asustek to account for over 50% of global gaming smartphone shipments in 2019
Asustek is expected to ship over 400,000 units of its ROG Phone II in 2019, accounting for over 50% of the global gaming smartphone shipments in the year, according to industry sou...
Monday 2 September 2019
Keen competition to emerge in high-frequency CCL for 5G AAU applications
Demand for high-frequency and high-speed CCL will rise sharply to support production of multi-layer backboards for AAU (active antenna unit) application at 5G base stations, prompting...
Monday 2 September 2019
Taiwan component makers seek opportunities from 5G and foldable devices
Taiwan-based component makers, despite seeing shrinking demand for notebooks, have found new opportunities from emerging businesses such as foldable smartphones, foldable-screen notebooks...
Monday 2 September 2019
Apple supply chain makers begin to worry as new products set to launch
While Apple is set to release new iPhones and new Apple Watch on September 10, makers in Apple's supply chains have begun to worry that end-market demand in the holiday shopping season...
Monday 2 September 2019
Rigid-flex boards shipments for AirPods to stay robust
Despite the US tariffs on China-sourced wearable devices taking effect September 1, Taiwanese PCB makers are expected to see their shipments of rigid-flex boards for AirPods remain...
Friday 30 August 2019
Highlights of the day: IT companies see mixed 2H19
Many IT firms from industries including DRAM and NAND flash and optical fingerprint sensor are optimistic about demand in the second half of 2019, but the same may not go for polarizer...
Friday 30 August 2019
Taiwan handsets – 2Q 2019
Taiwan's handset shipments arrived at 13.8 million units in the second quarter of 2019, a level similar to that of the previous quarter, but slipping 33.2% on year.
Friday 30 August 2019
Wus Printed Circuit posts sharp profit rise for 1H19
PCB manufacturer Wus Printed Circuit saw its net profits shoot up over 100% on year in the first half of 2019, thanks mainly to sharp increases in PCB demand for networking equipment,...
Friday 30 August 2019
TPK to ship nanowire touch solutions for foldable smartphones by year-end 2019
TPK Holding is currently in talks with OLED panel makers in China and Korea for the development of silver nanowire-based bendable touch solution for handsets with the solution's commercial...
Friday 30 August 2019
Memory demand for datacenters to pick up
DRAM and NAND flash demand for server and datacenter applications is expected to pick up as early as the third or fourth quarter of 2019, and will become robust next year, according...