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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
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...
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...