824 news items tagged Commentary and analysis
Industry reshuffle following ICT supply chain disruptions
Friday 21 August 2020Disconnected ICT Supply Chains: New Power Plays Unfolding written by Colley Hwang, founder & president, DIGITIMES, is among the very few books available at present that...
Capturing opportunities amid changes resulting from COVID-19 and rising US-China tension
Wednesday 19 August 2020Disconnected ICT Supply Chains: New Power Plays Unfolding written by Digitimes founder and president Colley Hwang has been greeted with overwhelming enthusiasm after its...
Changes of the semiconductor industry
Monday 13 July 2020Since IC was invented, the semiconductor industry has undergone four stages of structural changes.
The role of China in car industry
Tuesday 7 July 2020China accounts for a third of the global car market. And of the 2.2 million electric vehicles (EV) sold worldwide in 2019, 48.2% were sold in the China market. No wonder China carries...
3x3 grid reference for industry developments
Friday 3 July 2020There 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...
ICT industry structure
Thursday 2 July 2020To 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...
Why China matters
Tuesday 30 June 2020China 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...
Disconnected ICT Supply Chains
Wednesday 24 June 2020When 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...
Global smartphone shipments to fall below 1.3 billion units in 2020, says Digitimes Research
Tuesday 18 February 2020Global smartphone shipments are expected to reach 1.278 billion units in 2020, including less than 200 million units of 5G models, taking into account the impacts of the coronavirus...
Digitimes Research examines health of four major ICT sectors in China amid outbreak
Friday 14 February 2020IC design houses in Taiwan and China will see the coronavirus outbreak impact their revenues for the first quarter of 2020, and foundry and backend houses may take clearer hits starting...
Global handset sales still face steep fall even if outbreak can be contained by June
Wednesday 12 February 2020China's coronavirus outbreak is set to have far-reaching impacts on the global IT industry and could undermine global demand to a great extent if related supply chains are cut off,...
Telecom operators urged to undergo transformation to embrace 5G opportunities
Friday 20 December 2019With related 5G and AI technologies promising significant impacts to various industries, telecom operators not only have to enhance their basic infrastructure but also need to positively...
Large-scale deployments of mmWave 5G networks likely to be realized in 2020
Friday 20 December 2019Three major issues need to be taken into account for the assessment of market trends coming along with 5G: the deployment of mmWave 5G networks, the development of differentiated...
5GxAI applications to be widely used in 2020
Friday 20 December 2019High-speed transmission, wide coverage and low latency of 5G technology are expected to be integrated with AI cloud computing platforms and edge computing architecture for application...
Semiconductor tech to be more important in future 5G and AI applications
Friday 20 December 2019While 5G and AI will dominate new emerging tech applications to create cash flows for enterprises in the next decade, relevant semiconductor materials and technologies will not only...
AWS, Azure, GCP offer AIaaS to boost development of AI application
Friday 20 December 2019Amazon Web Services (AWS), Microsoft Azure and Google Cloud Platform (GCP) have offered AIaaS (AI as a service) products to promote application of AI technologies through reducing...
Advice for startups at X Fail 2019
Thursday 19 December 2019Mentors at accelerators or incubators have to consider failures possibly happening to startups due to infeasible business models, unmarketable products and services, according to...
Highlights of the day: Former TSMC executive to lead China foundry
Thursday 27 June 2019Lagging far behind the maket leaders, China's semiconfuctor foundry sector has been keen to learn the trade from their Taiwan peers. Shang-yi...
Highlights of the day: Semiconductor inventory piling up
Wednesday 26 June 2019The semiconductor supply chain sees high inventory levels. Silicon wafer supplier GlobalWafers has turned conservative...
Highlights of the day: Low order visibility for flexible PCB
Tuesday 25 June 2019Taiwan's flexible PCB makers are reporting low order visibility in the wake of the US ban on Huawei, whose impact...
Highlights of the day: G2 and Beyond
Monday 24 June 2019SoftBank Group chairman Masayoshi Son believes artificial intelligence (AI) will bring the biggest paradigm...
G2 and Beyond: Foxconn founder sees 'one world, two systems' leadership framework forming
Monday 24 June 2019Foxconn Technology Group founder Terry Gou has noted that G2 - the US and China - will replace G20 in a new leadership framework: one world, two systems.
G2 and Beyond: Taiwan should target top-end manufacturing, says Katerra CEO Michael Marks
Monday 24 June 2019Michael E Marks, incumbent chairman of Katerra and former CEO of Flextronics has pointed out that Taiwan should focus on the manufacturing of products with premium values instead...
G2 and Beyond: US-China row is war over technology control, says Digitimes president
Monday 24 June 2019Commenting on the US-China trade tensions and how they are affecting the ICT upstream supply chains in Taiwan, Japan and Korea, Digitimes president Colley Hwang has pointed out that...
G2 and Beyond: AI to bring biggest revolution in human history, says SoftBank founder
Monday 24 June 2019SoftBank Group founder Masayoshi Son believes artificial intelligence will bring the biggest paradigm shift in human history, revolutionize all industries.