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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 20 April 2020
IPC makers concerned about weakening sales in 2020
Despite strong rebounds in March revenues, industrial PC (IPC) makers are still cautious about demand for IPCs for the rest of 2020, according to sources from the upstream supply...
Monday 20 April 2020
Pandemic accelerating cloud-based digital transformation: Q&A with Sysage chairman Michael Lee
The conoravirus pandemic has compelled enterprises to switch to remote operation including video conferencing and employees' working at different locations and home, offering good...
Friday 17 April 2020
Highlights of the day: TSMC stays strong
The impacts of the coronavirus pandemic on the globaal smartphone market have prompted TSMC to revise dowanrd its growth...
Friday 17 April 2020
Taiwan IC backend firms gearing up shipments for new iPhone SE
Taiwan's IC backend service suppliers are benefitting from Apple's recent release of its second-generation 4.7-inch iPhone SE, ramping up their capacity utilization rates and revenues...
Friday 17 April 2020
Pegatron 2Q20 revenues to be boosted by new iPhone SE
With Apple's new iPhone SE set to hit the store shelves soon, the smartphone's major maker Pegatron is expected to see its second-quarter revenues climb substantially, according to...
Friday 17 April 2020
Taiwan IC design houses to remain beneficiaries of US-China trade war
The lingering US-China trade tensions are set to further encourage Huawei and other China smartphone vendors to reduce their dependence on their US chip suppliers, which will continue...
Friday 17 April 2020
Competition in 5G chip market to heat up as phone shipment outlook turns weak
Competition in the 5G SoC solution and related chip segments is set to become fiercer in the second half of 2020 as demand for 5G phones has been deferred and the forecasts of global...
Thursday 16 April 2020
Highlights of the day: TSMC remains strong despite pandemic
TSMC has reported impressive results for first-quarter 2020 despite the coronavirus outbreak, with sales growing 42% on year to NT$310.6 billion (US$10.33 billion) and net profit...
Thursday 16 April 2020
HTC keen on VR streaming service market
HTC is expected to tie up with telecom operators in the second half of 2020 at the earliest to jointly build up cloud platforms for VR applications, paving the way for its venturing...
Thursday 16 April 2020
China 5G smartphone shipments top over 10 million units in 1Q20
Shipments of 5G smartphones in the China market reached 14.06 million units in the first quarter of 2020, making it the world's largest 5G phone market, according to data compiled...
Thursday 16 April 2020
AiP substrate shipments for mmWave 5G handsets may not take off in 2020
It remains premature for Taiwan's IC substrate makers to expect AiP (antenna in package) substrate shipments for mmWave 5G smartphones to contribute positively to their revenues in...
Thursday 16 April 2020
5G phones key to chip market recovery
The coronavirus pandemic has had an adverse impact on the global IC market, particularly the smartphone segment, but sales of 5G smartphones will be key to the overall demand recovery...
Thursday 16 April 2020
AMD eyeing bigger presence in server processor market
AMD with its enhanced EPYC processor lineup is expected to grow its share of the global server CPU market to 10% by the end of 2020, according to industry sources.
Thursday 16 April 2020
Traditional PC shipments see sharp decline in 1Q20, says IDC
The global traditional PC market, comprised of desktops, notebooks, and workstations, declined 9.8% on year in the first quarter of 2020, reaching a total of 53.2 million shipments...
Thursday 16 April 2020
IMotion unveils solutions for analyzing coronavirus contact history
Taiwan-based smart handheld device developer IMotion Group, founded by Asustek Computer ex-CEO Jerry Shen, has partnered with THLight, a Taiwanese indoor space positioning technology...