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Aug 18, 15:32
MediaTek sucessfully links smartphone with satellite, further into a 5G space race
MediaTek has declared a new milestone in melding 5G network with satellite communications. According to MediaTek, it successfully powered a smartphone with a 5G non-terrestrial network (NTN) in a lab environment, showcasing the possibility to support satellite communications with commercial 5G smartphones.
South Korea-based IC design houses together occupied 79% of the global supply of OLED display driver ICs (DDI) in the first quarter of 2022, South Korea-based ETNews cited Omdia as indicating.
A Taiwan-based Open Testing and Integration Center (OTIC), now the only independent third-party testing facility of its kind in Asia recognized by O-RAN Alliance, has recently issued its first 5G O-RAN O-RU certificate to Foxconn Technology (Hon Hai).
Despite rising inflation and declining smartphone shipments, Apple is still thriving and expected to see record sales in India as other Android smartphone vendors braces for an economic downturn.
Quanta Computer will step up capacity expansions at its server production sites in Germany, Thailand, and the US, according to company SVP Mike Yang. Quanta will also expand its 5G O-RAN business scope in 2023.
Optical communication device specialist EZconn has seen clear order visibility, particularly for active optical products, extending through the first quarter of 2023, according to company sources.
Taiwan's suppliers of optical communications devices including Browave, EZconn, APAC Opto Electronics and Apogee Optocom have all posted impressive revenue and profit gains for the second quarter and are optimistic about their business performances for second-half 2022, driven by the accelerating broadband infrastructure construction in the US and upgrades in datacenter transmission specs, according to supply chain sources.

Vedanta and Foxconn reportedly closer to selecting site for chip fab in Maharashtra

Last week, four Fortune 500 companies Apple, Foxconn, Tesla, and Samsung quietly chose their battlefields, endeavoring to win over SEA. Indonesia's Pertamina, a state-owned automaker, the oil, and gas company, is back on the 2022 Fortune Global 500 list.
Samsung Electronics has minimized the hinge mechanism in its newly unveiled foldable smartphones to cut production costs and make them slimmer and lighter, and other vendors including Huawei are all moving to follow suit, a development likely to affect the shipments of components suppliers, according to industry sources.
Chipmakers have kicked off shipments for the upcoming iPhones slated for launch in September, but uncertainty remains whether the shipments will continue to see strong momentum between the end of the fourth quarter and the beginning of first-quarter 2023, according to sources at IC backend houses.
Amid reports stating that India may limit Chinese vendors in the low-end smartphone market, Chinese investments in India may further slow despite India's reliance on China for developing the mobile phone manufacturing ecosystem.
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Global supply chain reconfiguration to persist through 2030
Global supply chains remain disrupted as the COVID-19 pandemic enters the third year and the war in Ukraine creates chaos in Europe-Asia transportation. Expert Mark Millar said the disturbance offers companies an opportunity to reevaluate their sourcing and production, considering a more regional approach going forward. He also expects global supply chain reconfiguration to last through 2025 to 2030, with some businesses nearshoring and reshoring.
Top-5 brands see notebook shipments dive in July, says DIGITIMES Research
DIGITIMES Research worldwide notebook shipment update – July 2022
Chinese smartphone brands see declines in 2Q22, says DIGITIMES Research