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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 12 March 2020
PCB makers GCE, ACC gaining from strong server demand
Taiwan-based PCB makers Gold Circuit Electronics (GCE) and Allied Circuit (ACC), both dedicated mostly to server applications, have reported significant revenue gains for the first...
Wednesday 11 March 2020
Highlights of the day: TSMC sees strong demand for 5nm process
In the wake of the coronavirus outbreak, many firms in the IT world have revised their business outlook for first-quarter 2020. But TSMC still sees significant demand for its foundry...
Wednesday 11 March 2020
Optical module maker PCL accelerating capacity build-up in Malaysia
Optical transceiver module maker PCL Technologies is accelerating the deployment of production lines at its joint venture in Penang, Malaysia, as production at its plant in China...
Wednesday 11 March 2020
Chassis makers see February revenues plunge
Catcher Technology and Foxconn Precision Components have both reported sequential declines in February consolidated revenues of 74.4% and 72.5%, respectively - impacted by the coronavirus...
Wednesday 11 March 2020
China handset shipments fall over 50% in February
Handset shipments in the China market fell 56% on year to 6.384 million units in February 2020, as the coronavirus outbreak halved demand for mobile devices, according to data compiled...
Wednesday 11 March 2020
MediaTek ramping up 5G chip shipments despite outbreak
MediaTek has started ramping up its 5G chip shipments, driving up its revenues for the first two months of 2020 by 25.11% on year to reach NT$30.43 billion (US$1.01 billion), with...
Wednesday 11 March 2020
TSMC to kick off 5nm chip production in April
TSMC is set to kick off volume production of chips built using 5nm process technology in April, and has already seen the process capacity fully booked by clients, according to industry...
Wednesday 11 March 2020
Cooling module makers see sharp declines in February revenues
Taiwan-based cooling module makers including Power Logic, Sunonwealth Electric Machine and Forcecon Tec all saw their February revenues suffer wider declines both monthly and yearly...
Tuesday 10 March 2020
Compal, Wistron eye capacity recovery to usual level by end of March
Compal Electronics and Wistron continue to see capacity recovery in China as more of their wolrkers are returning to work, and may see their resumption rates for notebook production...
Monday 9 March 2020
Highlights of the day: Next-generation iPhone reportedly sees EVT delay
Apple's ban on its engineers from traveling to Asia in the wake of the coronavirus has reportedly affected the development of its next-generation iPhone devices that are supposed...
Monday 9 March 2020
Asustek sees growing competition in China gaming smartphone market
Asustek Computer is facing fierce competition in China's gaming smartphone market in 2020 from China-based Xiaomi and Lenovo, according to sources from the upstream supply chain.
Monday 9 March 2020
5G handset shipment boosts unlikely till 2H20
Shipments from the 5G handset supply chain for the first half of 2020 are expected to be one third of those for the second half, instead of 50% as estimated earlier, as first-quarter...
Monday 9 March 2020
Travel restrictions reportedly delaying tests for next-generation iPhone
Apple reportedly has extended the deadline by one month to the end of April for the removal of a set of travel restrictions preventing its engineers from making business trips to...
Friday 6 March 2020
Highlights of the day: Supply chains decelerate non-China production expansion
Supply chains had been keen to move their production lines out of China amid intensifying trade tensions between the world's two superpowers before the coronavirus hit. Now they have...
Friday 6 March 2020
Taiwan makers see handset shipments drop in 4Q19, says Digitimes Research
Handset shipments by Taiwan's brand vendors and ODMs totaled 14.59 million units in the fourth quarter of 2019, up by a single-digit rate from the previous quarter but fell 35% from...