IC distributor GMI Technology expects its customers to start replenishing inventory in the second half of 2023, while eyeing a pick-up in demand from the persistently expanding automotive, broadband, and wearable device markets.
According to TrendForce, NAND flash ASPs will continue to fall but at a slower 5-10% rate in the second quarter of 2023, and whether prices continue to fall in 2H23 will depend on demand.
With the advent of the O-RAN era, more networking supply chain players are poised to embrace huge business opportunities, and the three traditional heavyweight network equipment vendors Ericsson, Nokia and Huawei are widely believed to soon end their oligopoly status in the market. But the reality is that the three still hold advantages in communication technologies and are hard to be replaced in the short term, according to industry sources.
To achieve India's 'techade' that Narendra Modi envisions and build a local quantum technology ecosystem, India announced its first operational quantum computing-based telecom network link and invited hackers to break it.
With Nokia, a major telecom equipment vendor, expediting the rollout of its own 5G O-RAN solutions, Taiwan-based server makers may miss out on major opportunities from the 5G O-RAN market and have to accept the role of being pure contract assemblers, according to industry sources.
Vivo has revamped its marketing strategy by adopting multiple approaches to promote handset sales in Taiwan, aiming to be among the top three vendors in the local handset market.
In order to gain an early advantage in 6G development, China's Future Mobile Communications Forum and Purple Mountain Lab held the 2023 Global 6G Technology Conference in Nanjing on March 23, focusing on finding a coherent direction before 6G technological standards are set into stone. Technologies covered in the forum included 6G core technology, application scenarios, etc.
Browave Corporation ('Browave'), which specializes in optical communications, announced that its net profit after tax stood at NT$451 million in 2022, achieving annual growth of 453.1%. However, as its clients from the telecommunication industry adjusted their inventory and the demand for data centers weakened, Browave's outlook for 2023 has grown cautious. Given that its clients have merely delayed shipment, instead of canceling their orders, it is expected that the first and second quarters will be roughly in line with the performance of 2022 or even improve slightly. The second half of 2023 is expected to be better, in which Browave's gross margin could show a flattened trend. As for the new factory in the Philippines, mass production will start in the fourth quarter. From 2024 onward, it is expected to drive up the revenue.
Samsung Electronics' smartphone business has hit the rocks. In 2022, Apple captured eight spots in the list of top 10 best-selling smartphones, while Samsung managed to occupy only 2 spots with 2 entry-level models. Its premium, models such as the Galaxy S series, were nowhere to be seen. Samsung is urgently looking for a strategy to boost profits through high-end phones.
The latest survey report showed that in 2022, China's cloud market only grew by 10%, reaching US$30.3 billion. The fourth quarter of 2022 was especially rough, reporting only 4% growth and performing way under market expectations. This highlighted that as the economic situation deteriorates, corporations are less willing to shift IT resources to the cloud and instead focus more on operational cost-effectiveness.
Epitaxial wafer (epi wafer) supplier Intelligent Epitaxy Technology (IntelliEPI) is optimistic about demand for industrial and military defense applications, as well as demand for 5G and 6G connectivity devices.