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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 18 October 2019
TSMC raises forecast for 5G phone penetration for 2020
TSMC CEO CC Wei has disclosed the foundry's more optimism about chip demand for 5G smartphones in 2020, and its forecast of the 5G smartphone penetration rate next year has already...
Friday 18 October 2019
Quanta expects 5G deployments to bear fruit in 2020
Quanta Computer has started shipping 5G x86 servers to Japan's Rakuten, and is in talks with a number of Europe- and US-based telecom carriers for shipments slated to kick off in...
Friday 18 October 2019
Quanta tests in-house developed self-driving vehicle in US
Quanta Computer has developed its first autonomous vehicle, and tested in recently in the US, according to company senior vice president Mike Yang.
Friday 18 October 2019
Demand for infrastructure equipment to increase 10-fold in 5G era, says Covestro
Global demand for infrastructure equipment such as base stations, active antenna units, transceivers in the next-generation 5G era will increase 10-fold as compared to those required...
Friday 18 October 2019
Global mobile device shipment forecasts, 2020 and beyond: Smartphones, notebooks and tablets
Notebooks, smartphones and tablets are expected to see mixed shipment performances in 2019. Notebook shipments will grow mildly while smartphones and tablets will both see shipments...
Friday 18 October 2019
Global tablet shipment forecast, 2020 and beyond
2019 global tablet shipments will slide significantly from the level of 2018 as brand tablets are experiencing weakening momentum from tablet replacement and demand for education...
Friday 18 October 2019
LG Innotek unveils 5G communication module for automotive
LG Innotek has announced it has developed an automotive communication module based on Qualcomm's 5G chip.
Thursday 17 October 2019
Highlights of the day: Server ODMs feel pressure from Intel CPU shortages
The impact of the shortages of Intel's 14nm CPUs seems to be rippling out from the PC to the sever sector. Sever ODMs now see tight supply for Intel 14nm CPUs with their stocks reportedly...
Thursday 17 October 2019
Supply chain optimistic about Pixel 4 shipments
Global shipments of Google's just-unveiled Pixel 4 lineup are expected to approach 12-14 million units as the company is expanding its cooperation with telecom operators to promote...
Thursday 17 October 2019
Huawei reports 24% sales increase for first three quarters of 2019
Huawei has announced that during the first three quarters of 2019 it generated CNY610.8 billion (US$86.05 billion) in revenues, an increase of 24.4% on year. The company's net profit...
Thursday 17 October 2019
FIH to see sales driven by shipments for Google Pixel 4
FIH Mobile, a Hong Kong-listed handset arm of Foxconn Technology Group (Hon Hai Precision Industry), is expected to see its fourth-quarter revenues driven by shipments for the new...
Thursday 17 October 2019
TUC reportedly suffers from faulty CCL
Copper clad laminate (CCL) maker Taiwan Union Technology (TUC) has reportedly encountered some quality issues that may lead to loss of some major orders from Google, according to...
Thursday 17 October 2019
Server makers see 14nm chip supply become tight
Server ODMs have reportedly seen the supply of Intel's 14nm CPUs become tight but remain sufficient to support their shipments in the fourth quarter, according to sources from the...
Thursday 17 October 2019
Quanta mulling stopping assembly for Apple Watch in 2020, say sources
Apple Watch is emerging as a crucial cash cow for its vendor, but it seems a hot potato for its most veteran assembler Quanta Computer, which reportedly is considering stopping assembly...
Wednesday 16 October 2019
Highlights of the day: TSMC reportedly very optimistic about 5G phone market in 2020
No one could do better than TSMC when it comes to predicting the possible size of next year's 5G smartphone market, as the top foundry house can rely on order visibility from chip...