Fri, Dec 1, 2023
Friday 18 August 2023
Network device makers cautious about 2H23 prospects
Taiwan-based network device makers including Zyxel Group and Sercomm continue to see telecom customers engaged in inventory adjustments and remain cautious about their operations in the second half of this year, according to company sources.
Wednesday 16 August 2023
Huawei posts over 200% growth in profit in 1H23
According to Huawei's latest earnings report for the first half of 2023, the US-sanctioned telecom equipment giant reported sales of CNY310.9 billion, up 3.1% from a year ago, with net income reaching CNY46.63, a 209% growth year-on-year.
Tuesday 15 August 2023
Samsung set to launch latest 5G vRAN software in second half of 2023
According to reports from ZDNet Korea and official statements from Samsung, Samsung plans to launch the latest version of its 5G vRAN software technology, vRAN 3.0, within 2023. As part of Samsung's vRAN collaboration with Intel, This software will provide optimization processing for the Intel vRAN Boost in the 4th generation Intel Xeon processors.
Monday 14 August 2023
Rising Chinese mmWave radar industry spurs intense market competition
With the progress in intelligence and stricter vehicle safety regulations, carmakers are facing a surging demand for sensors. In Level 2 self-driving and beyond, the market for automotive mmWave (millimeter-wave) radar is witnessing intense competition. Recently, Chinese contenders have entered the mmWave market, focusing on advancing the 77GHz mmWave radar. However, they are also grappling with price competition, resulting in a reshaping of the market landscape.
Monday 14 August 2023
LinkCom expects automotive, telecom segments to generate more revenues in 1Q24
Taiwan-based magnetic component company LinkCom Manufacturing held an earnings call on August 11. General manager Wilson Tan said the company is expanding its magnetic component and wireless charging units. The company will launch new products, increase product applications and scale up its global business simultaneously.
Monday 14 August 2023
As US promotes cyber trust label, smart home IoT device costs may rise
The US government announced in mid-July 2023 that it will introduce a cybersecurity seal, dubbed the "US Cyber Trust Mark," for Internet of things (IoT) devices. The seal is intended to help consumers purchase trusted devices that are less vulnerable to hacking by labeling them as compliant with security standards. It is reported that the initiative will initially focus on home IoT devices and is expected to be launched in 2024.
Friday 11 August 2023
China reportedly overcomes BAW filter chokepoint, sparking speculations of Huawei 5G phone's return
China's Saiwei Electronics has announced sucessful mass production and "domestic substitution" of Bulk Acoustic Wave (BAW) filters. While the industry remains conservative about the immediate integration of these filters into 5G smartphones, this breakthrough resolves China's long-standing "chokepoint" when it comes to RF (Radio Frequency) module supply, and further fuels speculation about the return of Huawei 5G smartphones.
Thursday 10 August 2023
IC suppliers see delay in order pull-ins from telecom operators
The outlook for demand from new telecommunication tenders and bids in the second half of 2023 remains uncertain, prompting related chip suppliers to exercise caution and anticipate a demand uptick in 2024, according to sources at Taiwan-based IC design houses.
Wednesday 9 August 2023
Renesas to acquire Sequans through tender offer
Renesas Electronics and Sequans Communications, a provider of 5G/4G cellular IoT chips and modules, have signed a memorandum of understanding whereby Renesas will acquire Sequans through a tender offer.
Tuesday 8 August 2023
Realtek conservative about 2H23 prospects
IC design house Realtek Semiconductor is cautious about its sales prospects for the second half of this year, despite experiencing a substantial increase in revenue during the second quarter.
Tuesday 8 August 2023
Network device assemblers guardedly optimistic about 2H23
Taiwan-based network equipment assemblers have voiced cautious optimism regarding the second half of this year, due to ongoing inventory adjustments by telecom channel and data center customers, according to industry players.
Monday 7 August 2023
LatenceTech: pioneering the future of ultra-low latency wireless connectivity
As wireless technology evolves and grows ever more seamlessly into the fabric of our daily lives, there remain significant problems to solve. Discrepancies in connection speed, known as latency, may only seem like a nuisance when on a video call, but can have major ramifications for emerging applications. Industrial IoT solutions require a near-instant and uninterrupted flow of data for optimal efficiency; autonomous vehicles will need to communicate with each other with minimal delay in order to guarantee safe operation; telemedical surgery absolutely calls for low-latency communication as human life hangs in the balance. LatenceTech, a Canada-based startup, aims to serve this growing market through novel analytics software.
Monday 7 August 2023
Taiwan shares AIoT tech for disaster preparedness at APEC conference
Typhoon Doksuri has brought heavy rainfall to northern China over the past two weeks, causing at least 20 deaths and affecting millions stuck in the resultant floods in the suburban areas south of Beijing. But the same typhoon only caused relatively minor damage of NTD230 million (US$7.41 million) to Taiwan, thanks to the Taiwan government's decisive preparedness measures based on the monitoring information provided by the Civil IoT Taiwan platform.
Friday 4 August 2023
Lite-on sees automotive electronics business on track to grow
Electronics company Lite-on has transitioned its business focus successfully to automobile and cloud-based servers as the consumer electronics market stays sluggish. President Anson Chiu is optimistic about Tesla's charging connector becoming the standard in North America. He said the situation will facilitate the charger industry's growth in the long term.
Thursday 3 August 2023
HarmonyOS introduced LLM ahead of iOS and Android
Many smartphone manufacturers are eager to leverage artificial intelligence (AI) to gain a competitive edge over their rivals. This includes companies like Apple, Samsung Electronics, Huawei, Honor, Vivo, and others. In recent months, they have all emphasized the importance of AI applications and have acknowledged that integrating large language models (LLM) into smartphones will become a trend.
Thursday 3 August 2023
Wireless broadband equipment makers: Wi-Fi 7 will be key momentum in 2024; economic situation the only uncertainty
Wi-Fi 6/6E is already mainstream in 2023, so when will the Wi-Fi 7 boom occur? Wireless broadband equipment manufacturers pointed out that after testing the waters in 2023, 2024 will certainly be the main growth period of Wi-Fi 7. The only variable is the global economic development in 2024. Whether it will be a force that promotes technological upgrades or hinders growth remains to be seen.
Wednesday 2 August 2023
Chipmakers see telecom operators step up Wi-Fi 7 deployment
Telecom operators in Europe and the US have been actively planning the industry's transition to Wi-Fi 7, providing impetus to the development of new products supporting the this standard, according to sources at IC design houses.
Wednesday 2 August 2023
GaAs PA suppliers gearing up for demand arising from Wi-Fi 7 transition
Gallium arsenide (GaAs) power amplifier (PA) suppliers are gearing up for the industry's anticipated 2024 transition to Wi-Fi 7 (802.11be) wireless connectivity.
Tuesday 1 August 2023
Samsung expects growth in smartphones and TWS in 2H23
Samsung Electronics has just announced new products at the Galaxy Unpacked 2023 event in Seoul. Although sales have yet to recover, Samsung expects that in the second half of the year, overall demand for smartphones is expected to improve over the same period in 2022, with the release of new products and high-end mobile phone shipments growth being the propelling force.
Tuesday 1 August 2023
Airoha gearing up for mass production for 50G-PON DSP+LDD solution
Airoha Technology, a subsidiary of MediaTek specializing in Bluetooth and Wi-Fi chips, will soon kick off mass production for 50G-PON device applications, according to company EVP Bomin Wang.
Monday 31 July 2023
RichWave looks to India amid weak Chinese market for 2H23
Taiwan-based RF IC developer RichWave expects the European and American demands, especially for FWAs, to have performed as expected, with the Chinese market's weakness more severe than anticipated. RichWave holds a positive view of India's infrastructure market.
Wednesday 26 July 2023
China makes competitive bid for LEO satellite dominance against Starlink
In a strategic move to expand its presence in the low-Earth orbit (LEO) satellite segment, China's Jiuquan Satellite Launch Center recently commissioned the Shiyan satellite. Developed specifically for satellite IoT applications, the launch utilized the Chang Zheng 2C (CZ-2C) shuttle. Billed as the "Chinese Starlink", Shiyan is designed to bolster China's progress towards 6G technology implementation. While technologically significant, this launch highlights China's broader challenge of establishing robust satellite infrastructure amidst evolving global broadband standards.
Tuesday 25 July 2023
Network infrastructure market still opaque
Despite the US' decision to allocate massive funds for upgrading the country's network infrastructure, related IC design houses will still have to wait before business opportunities really arrive, according to industry sources. At present, the procurement markets in the US and Europe are still rather opaque as far as inventory correction and demand are concerned.
Friday 21 July 2023
Linkcom looks to US broadband upgrades, wireless charging orders for 2H23 growth
Linkcom Manufacturing, a Taiwan-based supplier of magnetic components and power supply modules, expects to see sales growth in the second half of 2023, spurred by US broadband infrastructure demand and an increase in wireless charging orders.
Thursday 20 July 2023
South Korea looks to enhance network competitiveness with K-Network 2030 strategy
The K-Network 2030 strategy allotted a KRW625.3 billion (about US$500 million) budget for 6G mobile communication technology research and development from 2024 through 2028, eyeing to enhance the country's competitiveness in telecommunication technologies, according to DIGITIMES Research's latest study on South Korea's telecommunication industry.