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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 6 March 2024
Edge AI processors to nearly double by 2028, says Omdia
The total market for AI processors at the edge is expected to grow from US$31 billion in 2022 to US$60 billion in 2028, a CAGR of 11%, according to new research from Omdia. PCs will...
Wednesday 6 March 2024
Software support crucial for IPC industry integration, says Aplex chairman Lee Chuan-Te
Industrial PC (IPC) manufacturers have seen increased opportunities as AI applications grow mature, as noted by Aplex Technology chairman Lee Chuan-Te. Lee belives that greater integration...
Wednesday 6 March 2024
Network communications industry to see strong headwinds in 1H24, says Sercomm's James Wang
James Wang, chairman of major network device manufacturer Sercomm, is expecting pandemic-related overbooking to persist into the first half of 2024, leading to continued inventory...
Wednesday 6 March 2024
Foxconn sees strong server sales in February
Foxconn (Hon Hai Technology Group) has reported significant sales for server-related products for February 2024, driven by strong customer orders.
Tuesday 5 March 2024
From cloud to edge, FICG rides high on AI business opportunities
Through its affiliate 3CEMS, First International Computer Global (FICG) is aggressively pursuing AI business opportunities. FICG will start shipping AI servers, which include motherboards...
Tuesday 5 March 2024
Delta Electronics doubles growth in AI servers; four major domains maintain their momentum
Although there are still many uncertainties in 2024, and the growth potential of EVs has been adjusted downward due to market influences, Delta Electronics chairman Yancey Hai mentioned...
Tuesday 5 March 2024
China tech leaders propose AI policy advice amid mounting pressure on economic growth
For the first time in three decades, the press conference of China's Premier after the "Two Sessions" was scrapped, reflecting unspeakable pressure to face grilling questions regarding...
Tuesday 5 March 2024
Largan Precision sees record revenue in the first two months of 2024
Encountering the traditional off-season of the optical industry, Largan Precision announced its February revenue on the 5th, showing a month-on-month decline and a year-on-year increase,...
Tuesday 5 March 2024
Quanta's Barry Lam: AI server shipments in 2024 will be excellent
On March 4, Quanta chairman Barry Lam attended the annual meeting of the Institute for Biotechnology and Medicine Industry (IBMI) and acted as the keynote presenter for Asus chairman...
Tuesday 5 March 2024
Apple's reliance on iPhone in India increases as other products witness sales fall
Apple and iPhone manufacturers benefited from the surging sales of the premium smartphone models, while other Apple products were declining, leading to a much higher dependence on...
Tuesday 5 March 2024
Mobile SoC suppliers enhancing chip platforms for AI smartphones
Generative AI is the next key development trend in the mobile phone market, driving mobile phone SoC makers MediaTek and Qualcomm to enhance related offerings and services in anticipation...
Tuesday 5 March 2024
Supply chain remains skeptical of AI PCs driving wave of device replacements
As AI continues to dominate talk in the market, makers of smartphones, notebooks, PCs, and other products that have already plateaued are all trying to leverage the AI boom to increase...
Tuesday 5 March 2024
AI smartphones unlikely to gain significant traction for another 2-3 years
The launch of Samsung Electronics' Galaxy S24 series of flagship AI-capable smartphones has prompted many other companies to follow suit, making 2024 the first year of AI mobile phone...
Monday 4 March 2024
RichWave sees strong Wi-Fi 7 adoption in 2024, driven by notable telecom market recovery in China
Taiwan's RichWave Technology, a specialized RF front-end module (FEM) supplier, projects robust growth in Wi-Fi 7 adoption for 2024, buoyed by recovering telecom bidding projects...
Monday 4 March 2024
Chinese chip industry's space race behind the curtain of MWC 2024
On the sidelines of the overarching US-China tech rivalry unfolding across multiple domains, the Mobile World Congress (MWC) Barcelona 2024 took place between Feb. 26 - 29, featuring...