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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 4 November 2020
Global server market, 3Q 2020
Global server shipments, after reaching the peak of 2020 in the second quarter, are estimated to have slipped 6% sequentially in the third quarter as demand began to turn weak and...
Wednesday 4 November 2020
Sporton posts 3Q20 EPS of NT$2.25
Mobile device certification specialist Sporton International has reported net profit of NT$208 million (US$7.3 million) on revenue of NT$926 million for the third quarter of 2020,...
Wednesday 4 November 2020
New iPhones to consume 5-6% of total NAND flash produced in 2021
The new iPhone 12 series that comes in 64GB, 128GB and 256GB options will consume 5-6% of the overall NAND flash memory produced in 2021, according to industry sources.
Wednesday 4 November 2020
Malaysia and Taiwan engage in industrial collaborations to drive AIoT in Southeast Asia
Under the efforts of the New South Bound Policy, Taiwan and Malaysia engage in active industrial collaborations to create win-win partnerships that foster the sharing of experiences...
Tuesday 3 November 2020
Highlights of the day: Pandemic may disrupt server supply chain in 4Q20
Demand for cloud servers may be rebounding in the fourth quarter of 2020, but the coronavirus pandemic remains a black swan threatening to disrupt components supply and assembly operations...
Tuesday 3 November 2020
Global server shipments slip 6% on quarter in 3Q20, says Digitimes Research
Global server shipments, after reaching the peak of 2020 in the second quarter, are estimated to have slipped 6% sequentially in the third quarter as demand began to weaken, and will...
Tuesday 3 November 2020
Around 15,000 servers needed for new Microsoft Azure datacenter in Taiwan
An estimated 15,000 servers will be needed to support Microsoft's new Azure datacenter that will be unveiled in Taiwan by the end of 2021 at the earliest, according to industry sou...
Tuesday 3 November 2020
Cloud server demand picking up, but facing pandemic variables
Cloud server demand has started picking up in the fourth quarter of 2020, but concerns have emerged whether a fresh wave of coronavirus infections in the US and Europe will again...
Tuesday 3 November 2020
China smartphone AP shipments increase in 3Q20, says Digitimes Research
Shipments of smartphone-use application processors (AP) to China, including those for handset exports, grew 13.4% sequentially but declined 9.5% on year to 192.6 million units in...
Tuesday 3 November 2020
Integration of urban, rural spectrum resources vital to Taiwan 5G services, says T Star president
Integration of urban and rural spectrum resources is badly needed to effectively accelerate 5G telecom development in Taiwan, and telecom operators should be encouraged to jointly...
Monday 2 November 2020
China smartphone shipments to rebound in 4Q20, says Digitimes Research
Smartphone shipments in the China market are expected to grow 25.4% sequentially in the fourth quarter of 2020 due to increasing shipments of Apple's iPhone 12 lineup and aggressive...
Monday 2 November 2020
Non-Huawei Android phone makers piling up IC inventory
Handset brands including Samsung Electronics, Xiaomi, Oppo and Vivo have stepped up their purchases of IC parts as they aim to take over the smartphone market share relinquished by...
Friday 30 October 2020
Xiaomi enters top 3 in smartphone market in 3Q20, says Canalys
Worldwide smartphone shipments reached 348 million units in the third quarter of 2020, down a slight 1% on year but up 22% sequentially, according to Canalys. Samsung regained the...
Friday 30 October 2020
Apple reports record sales for fiscal 4Q20
Apple has announced financial results for its fiscal 2020 fourth quarter ended September 26, 2020, posting record revenues of US$64.7 billion and quarterly earnings per diluted share...
Friday 30 October 2020
Samsung expects profit to decline in 4Q20
Samsung Electronics expects profit to decline in the fourth quarter amid weakening memory chip demand from server customers and intensifying competition in mobile phones and consumer...