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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Wednesday 30 December 2020
India server market revenue grows 0.3% in 3Q20
The overall server market in India grew 0.3% on year to reach US$281.1 million in revenues in third-quarter 2020, thanks to demand from hyperscalers, according to IDC.
Wednesday 30 December 2020
Top-50 Vietnam brands see value rise 28% in 2020
Total value of Vietnam's top-50 most valuable brands has gone up 28% this year, growing from US$18.8 billion in 2019 to US$26.1 billion in 2020, according to Brand Finance.
Wednesday 30 December 2020
Huawei investment arm takes stake in Chinese EDA firm
The recent move by Hubble Technology Investment under Huawei to invest in NineCube, an electronic design automation (EDA) company in China, has been widely seen as the Chinese tech...
Wednesday 30 December 2020
Partnerships towards global leaderships: Q&A with Ashwin Pershad, Tech Mahindra country head in Taiwan
Taiwanese companies planning to invest in India might have second thoughts in the wake of a riot at Wistron's plant in Narasapura stemming from salary disputes. But the opportunities...
Tuesday 29 December 2020
Highlights of the day: Server demand remains strong
Robust demand for server-related hardward and software in the wake of the pandemic has boosted sales at Taiwan-based makers in this market segment. Digitimes Research estimates that...
Tuesday 29 December 2020
Taiwan server-related product revenues to grow 11% in 2020, says Digitimes Research
Taiwan makers will see revenues from server-related hardware and software including motherboards, full-rack systems, networking equipment and storage equipment, increase by about...
Tuesday 29 December 2020
Taiwan PCB makers set to enter domestic white-box 5G cell market
Taiwan's PCB makers including Gold Circuit Electronics and Unitech are ready to deliver shipments to local makers of white-box 5G cell equipment, particularly O-RAN (open radio access...
Tuesday 29 December 2020
Global LCD panel shipment forecast, 2021 and beyond
Global large-size LCD panel shipments will fall at a CAGR of -0.3% 2020 through 2025, while shipments of small-to-medium-size panels will be at 0.14%.
Tuesday 29 December 2020
Notebook, mobo and graphics card makers to embrace bright prospects for 1H21
Taiwan-based makers of notebooks, motherboards and graphics cards are expected to see a strong first-half 2021, as the COVID-19 pandemic continues to drive demand for these devices...
Tuesday 29 December 2020
Taiwan IT firms need direction for quantum development, says expert
Taiwanese enterprises still do not know what they can do with quantum technologies and are not ready to take part in long-term projects, according to Chung-Yu Mou, director of National...
Monday 28 December 2020
Highlights of the day: iPhone supply chain to remain robust through 1H21
Some market observers believe iPhone 12 may see order momentum decline in second-quarter 2021, but Digitimes' study of Apple's ecosystem has come to a more optimistic outlook, with...
Monday 28 December 2020
CCL vendors cautious about 2021 shipments for 5G base stations in China
Taiwan's CCL makers are cautious about their shipments for 5G base station applications in 2021 as speculation is emerging that China may see lower numbers of such stations established...
Monday 28 December 2020
iPhone 12 component order dynamics to last till 1H21
Some market observers are predicting that related order dynamics for the iPhone 12 will peak in first-quarter 2021 before heading for a downward adjustment. But the messages that...
Friday 25 December 2020
MediaTek becomes biggest smartphone chipset vendor
MediaTek became the biggest smartphone chipset vendor with 31% market share in the third quarter of 2020, when smartphone sales rebounded during the quarter, according to Counterpoint...
Friday 25 December 2020
ODMs hit snag in sending staff to oversee production in India
Worsening Covid-19 infections and the recent labor riot at Wistron's iPhone manufacturing plant in India have compounded the difficulty for Taiwan's ODMs to send Taiwanese production...