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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Friday 7 February 2020
Coronavirus outbreak impacts: Work to resume, but normal production unlikely
For many parts of China, work is supposed to resume starting February 10 after an extended Lunar New Year break in the wake of the coronavirus outbreak, but manufacturers generally...
Friday 7 February 2020
CIS, VCSEL makers see robust demand for ToF phone cameras in 2H20
Taiwan-based makers of CMOS image sensor (CIS) and VCSEL components are optimistic that multi-lens camera modules incorporating ToF (time of flight) sensing technology will be mass-adopted...
Friday 7 February 2020
HTC revenues tumble in January
HTC has reported decreased revenues for January, hampered by seasonality, a lack of flagship and 5G smartphones and a standstill of its VR business in China due to the coronavirus...
Friday 7 February 2020
Flytech aims to hike revenue proportion for non-POS products
POS (point of sale/service) device maker Flytech Technology increased investment in R&D of non-POS product lines, mainly kiosks, mobile POS devices and panel PCs, in 2019, and...
Friday 7 February 2020
DSS to be used for enterprise applications for 5G in 2H20, says Digitimes Research
To improve 5G spectrum's usage efficiency, 3GPP has brought up several solutions with dynamic spectrum sharing (DSS) being one of the major technologies expected to be used when transitioning...
Friday 7 February 2020
Chinese 5G optical transceiver makers seeking Taiwan capacity support
China-based makers of optical transceiver modules for 5G base stations are gearing up to scramble for capacity support from their components suppliers in Taiwan in order to maintain...
Thursday 6 February 2020
Coronavirus outbreak impacts: China smartphone sales to nosedive
The extent of the impact on the ecosystem by the coronavirus outbreak is anyone's guess at this stage, but industry and market observers generally agree that a prolonged epidemic...
Thursday 6 February 2020
Notebook, smartphone supply and demand in China hit by outbreak
The notebook and smartphone sectors are both expected to be undermined by China's coronavirus outbreak in the first quarter of 2020 as local consumer demand has been significantly...
Thursday 6 February 2020
Cobot demand from China to be robust
Factories in China may be avoiding installing collaborative robots at present due to the coronavirus outbreak, but long-term demand will be strong, according to Taiwan-based colaborative...
Thursday 6 February 2020
China smartphone shipments to fall off a cliff in 1Q20
Smartphone shipments in China are likely to fall off a cliff in the first quarter of 2020 due to the coronavirus outbreak, according to industry sources.
Thursday 6 February 2020
Outbreak highlights importance of remote management
Traditional industries with plants in China will be most affected by the coronavirus outbreak as they are short of digitalized remote production management capability, according to...
Thursday 6 February 2020
AUO to acquire Adlink shares to forge strategic partnership
AU Optronics (AUO) has announced a bid to acquire 5-30% shares of Adlink Technology via tender offer. Through the tender offer, the two parties are looking to form a strategic partnership...
Wednesday 5 February 2020
Coronavirus outbreak impacts: Notebook ODMs to see low utilization rates in China
The coronavirus outbreak in China has widespread impacts on the ICT supply chain. Although many makers are supposed to resume production in China next week or in mid-February if no...
Wednesday 5 February 2020
Handset components suppliers conservative about 1Q20 revenues
Taiwan handset supply chain players are conservative about their first-quarter 2020 revenues due to seasonality and the coronavirus outbreak, with their Chinese clients seeing high...
Wednesday 5 February 2020
Mobile DRAM demand uncertainty emerges
Mobile DRAM demand for smartphones is likely to disappoint in the first half of 2020, as the coronavirus outbreak may hit sales of new 5G-compatible phones, according to market sou...