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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 8 January 2021
Taiwan flexible PCB makers log big revenue gains in December
Taiwan's flexible PCB makers in the supply chain of Apple devices have posted hefty on-month revenue gains for December 2020 thanks to strong shipments supporting hot sales of iPhone...
Friday 8 January 2021
Largan reportedly to begin supply of VCMs for new iPhone in 2H21
Smartphone-use lens module maker Largan Precision will become a supplier of VCMs (voice coil motors) for iPhones to be unveiled in 2021, with shipments to begin in second-half 2021,...
Friday 8 January 2021
Renesas, Sequans expand collaboration on 5G
Renesas Electronics and Sequans Communications have jointly announced an expansion of their collaboration to include development of 5G modules based on the latter's upcoming Taurus...
Thursday 7 January 2021
Highlights of the day: Pricing pressure mounting from semiconductor supply chain
Suppliers in almost all sectors in the semiconductor ecosystem are raising prices to reflect tight capacity amid strong demand. But there have been concerns that the upward...
Thursday 7 January 2021
Ruggedized PC sales expected to resume regular growths in 2021
Sales of ruggedized PCs were seriously hit by the coronavirus pandemic in 2020, but are expected to begin to recover in 2021 as enterprises will resume procurement with COVID-19 vaccines...
Thursday 7 January 2021
Soaring TWS demand prompts button cell makers to expand capacity
The fast growing TWS earphones/headphones market has boosted demand for button cells, prompting battery makers to expand production capacity, according to industry sources said.
Wednesday 6 January 2021
5G to fuel semiconductor demand
Unfavorable macro conditions, including the US-China trade war and COVID-19, have been slowing down 5G deployments across the globe, but 5G will still play a crucial role in driving...
Wednesday 6 January 2021
Foxconn sees revenue hit record high in December
Foxconn Electronics (Hon Hai) has reported consolidated revenues increased 32.3% on year and 4.8% sequentially to NT$713.78 billion (US$25.51 billion) in December 2020, hitting a...
Tuesday 5 January 2021
Highlights of the day: China 5G base station deployment may slow down
The 5G infrastructure development in China is facing uncertainty arising from the US sanctions against telecom equipment vendor Huawei, but Taiwan-based suppliers of CCL...
Tuesday 5 January 2021
CCL makers uncertain about demand for 5G base stations in China
Taiwan-based CCL makers remain uncertain about demand for 5G base stations in China this year, but their overall shipments will not be much affected, thanks to robust demand for datacenter...
Monday 4 January 2021
Taiwan III-V suppliers to increase VCSEL shipments for dToF sensors for Android phones
Android-camp handset vendors including Samsung Electronics are expected to follow in the footsteps of Apple in incorporating direct time-of-flight (dToF) CMOS image sensors (CIS)...
Monday 4 January 2021
Chip demand for white-box handset chargers to grow robustly
Chip demand from China's white-box handset charger market will be rising robustly in 2021, according to industry sources.
Monday 4 January 2021
Samsung to unveil 5G handsets featuring own ToF sensors in 2H21
Samsung Electronics is expected to incorporate in-house-developed ToF sensors into its own handsets in second-half 2021 at the earliest, as part of its efforts to sustain handset...
Thursday 31 December 2020
Fierce competition for 5G subscribers undermine Korea telecom ARPU, says Digitimes Research
South Korea's top-3 telecom carriers saw their wireless businesses' average revenues per user (ARPU) slip in the first three quarters of 2020 due to fierce competition for 5G subscribers,...
Thursday 31 December 2020
Datacenter operators eye liquid cooling solutions for servers with next-generation CPUs
As Intel and AMD are expected to release their next-generation server CPUs in the first quarter of 2021, US- and Europe-based datacenter operators have accelerated their paces in...