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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 28 October 2024
Covid-19 supply chain fallout hits maritime sector, but recovery expected in 2025
The Covid-19 pandemic wreaked havoc on supply chains, impacting not only consumer electronics but also specialized maritime equipment. Ubiqconn, a subsidiary of Popular Holdings,...
Monday 28 October 2024
Taiwan unveils defense plan to shield major science parks from potential Chinese drone strikes, blockade
The surge in Chinese military exercises near Taiwan underscores an urgent need to fortify the island's infrastructure, as the risk of gray-zone tactics escalating into a full-scale...
Monday 28 October 2024
Apple reportedly cuts iPhone orders; Android camp feels strain
Recently, reports have emerged indicating that Apple has significantly reduced its order momentum for iPhone particularly non-Pro series models, casting a shadow over the outlook...
Monday 28 October 2024
India roundup: Nvidia pivots to India as growth engine
Nvidia CEO Jensen Huang urges India to be an AI manufacturing powerhouse as well as an exporter. Foxconn procured equipment from Apple amid global production relocation.
Friday 25 October 2024
iPhone 16 sales surge in China and Taiwan, but challenges persist
Following the iPhone 16's release, robust sales reports have emerged from China and Taiwan, with market analysts anticipating continued growth driven by upcoming e-commerce holiday...
Friday 25 October 2024
Qualcomm's new Snapdragon 8 Elite boosts Samsung's competitiveness while raising questions about Exynos future
Qualcomm's newly unveiled mobile application processor (AP), the Snapdragon 8 Elite, demonstrates significant performance improvements over its predecessor and reportedly surpasses...
Friday 25 October 2024
Micron PCIe Gen5 SSDs earn spot on Nvidia GB200 NVL72 vendor list
Micron Technology has announced that its 9550 PCIe Gen5 E1.S data center SSDs have been qualified for Nvidia's recommended vendor list (RVL) for the NVIDIA GB200 NVL72 system and...
Friday 25 October 2024
Luxshare reportedly to halt Vision Pro production amid surplus component inventory
Apple has dramatically reduced Vision Pro mixed reality (MR) headset shipments since mid-2024, with production potentially halting by year-end due to declining demand, reports The...
Friday 25 October 2024
Motorola harnesses AI capabilities to target double smartphone sales by 2026
Motorola, under Lenovo's ownership, is accelerating its efforts in the smartphone market as it integrates AI capabilities across its product lineup. Luca Rossi, Lenovo's executive...
Friday 25 October 2024
Apple COO visit trio of key Chinese suppliers, reaffirms commitment to China
After meeting with China's Ministry of Industry and Information Technology (MIIT), Apple CEO Tim Cook continued his visit to China led by COO Jeff Williams. They visited key local...
Friday 25 October 2024
Lenovo leverages AI for production flexibility amid US election uncertainties
With polling numbers indicating that Republican candidate Donald Trump is gaining support in the final days leading up to the US presidential election, Che-min Tu, senior vice president...
Friday 25 October 2024
Diversification helps Foxconn weather iPhone 16 orders cut
Apple has reportedly cut iPhone 16 orders by approximately 10 million units from the fourth quarter of 2024 through the first half of 2025. Hon Hai Precision Industry (Foxconn) will...
Friday 25 October 2024
TSMC to see handset chip orders exceed NT$1 trillion in 2024
Despite a rumored drop in iPhone 16 orders, TSMC's handset chip revenue is expected to exceed NT$1 trillion (US$31 million) in 2024, according to supply chain sources.
Friday 25 October 2024
Reported iPhone 16 production cut could hurt Pegatron
Market sources indicate that Apple is reducing iPhone 16 orders by approximately 10 million units starting from the fourth quarter of 2024 through the first half of 2025, putting...
Thursday 24 October 2024
Dekra pours NT$1bn into Taiwan expansion for IoT, AI testing
Dekra, the world's largest independent testing, inspection, and certification organization, officially opened its new Taiwan headquarters in Linkou, New Taipei City, on October 23,...