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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 25 March 2020
Highlights of the day: Apple reportedly accelerating production relocation
The US-China trade war last year sent many vendors, including Apple, starting making plans to have more of their products made outside of China. While the relocation has yet to complete,...
Wednesday 25 March 2020
Apple reportedly still working on AR glasses
Apple is still working on augmented reality (AR) glasses, with more to be known about their development in the next one or two years, according to sources from the supply chain mak...
Wednesday 25 March 2020
Apple accelerating production relocation outside China, say sources
Apple is reportedly accelerating plans to diversify its manufacturing risks by removing more of its production out of China, with sources from the supply chain claiming that the vendor...
Wednesday 25 March 2020
Inventec upbeat about 2Q20
Inventec expects to post substantial revenue growth sequentially in the second quarter, thanks to a pull-in of orders for notebooks and servers.
Wednesday 25 March 2020
China IoT market value in 2020 estimated at CNY690 billion
China's IoT application market value rose from CNY531.8 billion (US$80.5 billion) in 2018 to over CNY600 billion in 2019 and will further grow to CNY690 billion in 2020, according...
Wednesday 25 March 2020
China counting on 5G to reignite growth engine
The Chinese government has pushed its local factories to resume production and rolled out relief measures to help industries hit by the coronavirus disease, with a heavy emphasis...
Wednesday 25 March 2020
IPC specialist Ennoconn eyes shipment increases for 2020
Foxconn's IPC and IIoT subsidiary Ennoconn has been busy fulfilling rush orders from overseas clients since its plants in China resumed operations earlier in March, and remains optimistic...
Wednesday 25 March 2020
Computex postponed to September
The Computex Taipei 2020, originally slated for June, has been rescheduled to September 28-30 due to the coronavirus pandemic.
Wednesday 25 March 2020
Wingtech, Huaqin and Longcheer continue to dominate 2019 smartphone ODM and IDH shipments
Shipments from ODM and IDH companies grew by 4% annually in 2019 against the declining trend in the overall smartphone market, according to Counterpoint Research. This was a result...
Tuesday 24 March 2020
Highlights of the day: Server demand remains strong
The server and datacenter sector has been almost immune to the coronavirus, with demand being boosted by remote working and learning, online gaming and shopping in the wake of the...
Tuesday 24 March 2020
NetApp to see sales growth in Taiwan in fiscal 4Q19
US-based data storage and management solution provider NetApp expects its Taiwan sales for its fiscal fourth-quarter 2019 (February-April 2020) to hike on year, judging from sales...
Tuesday 24 March 2020
Server ODMs expect shipments to pick up in 2Q20
ODMs expect shipments for servers to pick up in the second quarter, and continue to grow steadily despite the coronavirus pandemic, according to sources from the upstream supply ch...
Tuesday 24 March 2020
China 5G phone market likely to regain momentum in 2Q20
China's 5G phone market is expected to regain momentum starting the second quarter of 2020, as the Chinese government is exerting all-out efforts to construct its 5G infrastructure...
Tuesday 24 March 2020
Prospects of SaaS: Q&A with Kdan CEO Kenny Su
Demand for software as a service (SaaS) has been on the rise, highlighted recently by needs for remote working in the wake of the coronavirus outbreak, which has prompted more firms...
Monday 23 March 2020
Taiwan IC distributors see growing demand for 5G and datacenter applications despite pandemic
Taiwan-based IC distributors are seeing stable demand for chips used in cloud/edge computing, large datacenters, 5G base stations and servers, as consumers turn to services or entertainments...