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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 10 March 2020
Compal, Wistron eye capacity recovery to usual level by end of March
Compal Electronics and Wistron continue to see capacity recovery in China as more of their wolrkers are returning to work, and may see their resumption rates for notebook production...
Monday 9 March 2020
Highlights of the day: Next-generation iPhone reportedly sees EVT delay
Apple's ban on its engineers from traveling to Asia in the wake of the coronavirus has reportedly affected the development of its next-generation iPhone devices that are supposed...
Monday 9 March 2020
Asustek sees growing competition in China gaming smartphone market
Asustek Computer is facing fierce competition in China's gaming smartphone market in 2020 from China-based Xiaomi and Lenovo, according to sources from the upstream supply chain.
Monday 9 March 2020
5G handset shipment boosts unlikely till 2H20
Shipments from the 5G handset supply chain for the first half of 2020 are expected to be one third of those for the second half, instead of 50% as estimated earlier, as first-quarter...
Monday 9 March 2020
Travel restrictions reportedly delaying tests for next-generation iPhone
Apple reportedly has extended the deadline by one month to the end of April for the removal of a set of travel restrictions preventing its engineers from making business trips to...
Friday 6 March 2020
Highlights of the day: Supply chains decelerate non-China production expansion
Supply chains had been keen to move their production lines out of China amid intensifying trade tensions between the world's two superpowers before the coronavirus hit. Now they have...
Friday 6 March 2020
Taiwan makers see handset shipments drop in 4Q19, says Digitimes Research
Handset shipments by Taiwan's brand vendors and ODMs totaled 14.59 million units in the fourth quarter of 2019, up by a single-digit rate from the previous quarter but fell 35% from...
Friday 6 March 2020
Production of entry-level AirPod Pro to resume momentum in 2Q20, says sources
Production of an entry-level version of Apple's AirPods device is expected to resume momentum by the end of first quarter or early in the second quarter of 2020, according to upstream...
Friday 6 March 2020
GIS ramping up ultrasonic in-display fingerprint sensor modules shipments to Samsung
Taiwan-based touch display specialist General Interface Solutions (GIS) is expected to ramp up shipments through at least the second quarter of 2020 as it starts fulfilling orders...
Friday 6 March 2020
AI unicron Appier COO sheds light on success recipes
To build a successful startup, it is essential to start with a domain which the founders are best at and then work out solutions that exactly meet clients' needs, according to Winnie...
Thursday 5 March 2020
Highlights of the day: Stay-at-home economy buoys server sector amid outbreak
The server sector has been almost unscathed by the coronavirus outbreak that has spurred stay-at-home economy. There has been strong...
Thursday 5 March 2020
Apple PCB suppliers see orders deferred
Taiwan-based flexible PCB makers in the supply chain of Apple devices will see their shipments for the upcoming entry-level iPhone SE2 deferred from the first quarter to the second,...
Thursday 5 March 2020
Server BMC chipmaker Aspeed expects 15% revenue rise in 2020
Taiwan-based server management SoC solution provider Aspeed Technology expects its second-quarter revenues to see a double-digit sequential increase thanks to robust orders from cloud...
Thursday 5 March 2020
Server sector unscathed by coronavirus outbreak
The PC and handset supply chains are being hard hit by the ongoing coronavirus outbreak, but the server sector has been almost unscathed, as the epidemic has spurred stay-at-home...
Thursday 5 March 2020
New entry-level LCD iPhone reportedly enters final verification stage
Apple's new entry-level LCD iPhone, tentatively dubbed iPhone SE2, has entered the final stage of engineering validation in Zhengzhou, China, where the vendor's major manufacturing...