Disconnected ICT Supply Chains

COVID-19 is decimating the global economy and reshaping the ICT ecosystems. Digitimes president Colley Hwang's new book, Diconnected ICT Supply Chains: New Power Plays Unfolding, sheds light on post-pandemic situations the ICT supply chains face.

  • 3x3 grid
    There are many factors that should be taken into consideration when doing market research. To better assess supply chain changes, let's first draw a 3x3 grid that offers a clear framework on all key information. Across the diagonal of the grid, we put the fundamental factors that will affect the ICT industry's integrity...
  • ICT industry structure

    Thursday 2 July 2020
    ICT industry matrix
    To give a clear picture of the ICT industries, we can divide them into five major market segments - communication, computing, home appliances, automotive electronics, and industrial automation/defense. For example, computing and communication contribute about 65-70% of the ICT sales, with consumer electronics, automotive...
  • Why China matters

    Tuesday 30 June 2020
    China GDP
    China has a population of 1.4 billion in 2020. China's GDP would reach US$15.7 trillion according to CIA estimates. If China could maintain its target of a 6% growth, its GDP would be close to 80% of America's US$20 trillion. CIA even projected that China's GDP would climb to US$38.2 trillion by 2040, far surpassing America's...
  • Disconnected ICT Supply Chains

    Wednesday 24 June 2020
    Disconnect ICT Supply Chains by Colley Hwang
    When Chinese president Xi Jinping declared war on COVID-19, I knew the outbreak in China must have been very grave. At the time, many Taiwanese CEOs and managers had returned home from China for the Lunar New Year break. They couuld not go back to work in China after the holiday, and yet these "stranded" CEOs provided...
Realtime news

Taiwan large-size LCD panels – 3Q 2020

Taiwan small- to mid-size LCD panels – 3Q 2020

Global tablet market – 3Q 2020

Global mobile device shipment forecasts, 2021 and beyond: Smartphones, notebooks and tablets

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

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