Major Taiwan-based IC design companies, such as MediaTek, Realtek, and Parade, are slated to have quarterly investor meetings this week to discuss their market view and visibility, which will define the overall market picture for 2025.
Taiwan's Ministry of Digital Affairs (MODA) launched the first test of a domestically-made high altitude platform station(HAPS) in Taitung, aiming to bolster the island's communication resilience.
The Indian government's decision to allocate spectrum for satellite broadband rather than auctioning brings Elon Musk's Starlink one step closer to launching in India.
AI development has only recently begun, yet two significant business opportunities already lie ahead: AI PCs and AI infrastructure, said Lenovo Group chairman and CEO Yuan-qing Yang.
Thanks to the strategic efforts of telecom giants like Huawei, China has made rapid advances in 5G, building an expansive patent portfolio across network infrastructure. As the industry eyes the 6G era, collaboration between the US, EU, Japan, and South Korea is becoming critical. Taiwan, with its notable progress in 5G Open Radio Access Network (O-RAN) backed by government support, is now positioned as a strong partner for US and EU 6G concept validation efforts.
As the US, EU, China, Japan, and South Korea race toward 6G technology, Taiwan, supported by the National Science and Technology Council (NSTC), is focusing on two key 6G projects scheduled for completion in 2025 and 2027, aligning with the International Telecommunication Union (ITU) timeline, according to Tzong-lin Wu, Dean of the College of Electrical Engineering and Computer Science at National Taiwan University (NTU).
The China Academy of Information and Communications Technology (CAICT) recently published the Research Report on Global 5G Standard Essential Patents and Standard Proposals (2024), revealing significant developments in the 5G patent landscape.
Wanzhou Meng has resumed her role as Huawei's rotating chairwoman, further cementing her position as the company's top leader, second only to founder and CEO Zhengfei Ren. Her reappointment underscores her continued ascent within Huawei's leadership structure.
The patent infringement trial between Huawei and MediaTek is set to officially commence after China's Golden Week, no earlier than October 25, 2024. The patent at the center of the dispute primarily involves 4G/LTE technology.
Samsung Electronics has secured a contract valued at approximately US$720 million to supply 4G and 5G telecom equipment to Vodafone Idea, India's third-largest telecom operator. This agreement marks a significant milestone for Samsung, as it has now secured orders from the top three wireless operators in India.
Apple's new iPhone 16 series hit the market on the 20th, finally featuring the much-anticipated Apple Intelligence. However, telecommunications industry personnel and supply chain sources are divided on whether Generative AI (GenAI) will boost sales for the iPhone 16 generation.
Jyh-Cheng Chen, chair professor at the Department of Computer Science and dean of the College of Computer Science at National Yang Ming Chiao Tung University (NYCU), has led an academic team in developing "free5GC," an open-source 5G core network compliant with the 3GPP R15 standard.
China's telecom infrastructure tenders are not being implemented with enthusiasm, resulting in limited visibility for network chip orders from the sector, according to industry sources.
In response to the explosions caused by pagers worn by members of Hezbollah that detonated simultaneously across Lebanon, leading to at least nine deaths and injuring about 2,800, Taiwan-based pager maker Gold Apollo denied having an involvement in the incidents, saying those exploded pagers were made by its partner, according to the latest media coverage on the explosions.
Since carriers adopted 5G, the technology has not stopped evolving. For example, the 5G Advanced Network Solutions and the research and development of radio frequency (RF) and baseband 6G chips.
Apple's iPhone continues to experience low shipment volumes in China. According to data compiled by CAICT, although mobile shipments in China declined in July 2024, the market share of companies like Vivo, Oppo, Xiaomi, and Huawei continued to rise. Their combined market share reached 90% in July, pushing Apple's iPhone to a single-digit market share—a new record low in recent years.
Hyperscale data center operators are adopting large volumes of high-end Ethernet chips to ensure all high-end GPUs in data centers can be connected to form a massive supercomputer, reaching a higher degree of integration and fulfilling the rising demand for AI computing, according to Ram Velaga, SVP and general manager of the core switching group at Broadcom.
Taiwanese IT and semiconductor equipment maker Hauman Technologies expects record revenue from its IT network division in 2024, driven by increasing demand for digital transformation. However, the company's semiconductor and optoelectronics division is expected to face weak momentum, according to CEO Lucy Su.
Intel recently released a disappointing earnings report, revealing declines in both revenue and operating margin. The company announced comprehensive cost-cutting plans, including suspending dividend payments starting in the fourth quarter of 2024 and reducing capital expenditure in 2025. These measures highlight the severe operational challenges facing the former leader of the global semiconductor sector.
Epitaxial wafer manufacturer LandMark Optoelectronics expects its product mix improvement to drive revenue and profit growth in the third quarter, as US silicon photonics customers begin to pull shipments of 800G (Gigabits per second) or even 1.6T (Terabits per second) networking solutions targeting AI applications and data centers.
The US presidential election has injected fresh uncertainty into global supply chains. Taiwan broadband communication equipment maker Sercomm's chairman James Wang warns that companies must diversify their manufacturing footprint to mitigate risks, a costly strategy that increases inventory and lowers factory utilization.
Apple is set to unveil iOS 18, its latest mobile operating system, which promises a slew of significant updates. Among these, the most notable is the expansion of satellite communication services from emergency-only to a regular feature. This shift means that approximately 375 million iPhone users globally will soon be able to use satellite messaging even in non-emergency situations.
Singapore Telecommunications Limited (Singtel) and SK Telecom (SKT) have signed a Memorandum of Understanding (MoU) to collaborate over the next two years on developing next-generation networks, including 6G. This partnership is expected to enhance network performance and security, improve customer experience, and drive innovation in the telecommunications industry.
Global 5G user numbers continue to grow strongly, with population coverage gradually expanding and simultaneously boosting 5G Stand-alone (SA) deployment. Ericsson predicts that nearly 600 million new users will be added in 2024, and by the end of 2029, the number of 5G users will have grown significantly to nearly 5.6 billion.
