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Oct 25, 14:53
India telecom market landscape experience drastic changes
The mobile telecom landscape in India has changed drastically since startup Reliance Jio launched its 4G LTE network services in September 2016 with unprecedented free voice over LTE services and extremely low 4G subscription rates, triggering price competitions that have resulted in a wave of bankruptcies and consolidations among Indian telecom carriers over the past five years.
Highlights of the day: India's EV challenge
Oct 25, 15:37
Electric vehicles have strong potential in the Indian market. But not everyone in the South Asian country is convinced that a market where about 22 out of 1,000 people own a vehicle is ready for the EV revolution yet, according to DIGITIMES' correspondent in India. In India's mobile telecom market, intense price competition has drastically changed its landscape, with the top-3 carriers dominating over 90% of the market. In the semiconductor sector, AMD is expected to be the first adopt TSMC's SoIC technology fot its HPC chips.
Micron is stepping up expansions of its production capacity, with plans to install EUV tools at its Taiwan fabs in 2024. In China, smartphone shipments to the domestic market slipped 5.4% in September, with local brands accounting for over 90% of the shipments. And supply side issues, such as component shortages, may hinder 5G smartphone shipment growth globally in 2022.
Smartphone sales in the China market slipped 5.4% sequentially to 20.81 million units in September 2021, with non-Chinese brands accounting for less than 6% of the sales, indicating iPhone 13 series launched in mid-September had yet to show notable sales momentum in the market.
Supply-side factors, including particulary shortages of power management IC (PMIC) and other components as well as power cuts in China, are very likely to constrain the overall 5G smartphone shipment growth in 2022 after affecting global smartphone sales in the third quarter of 2021, according to industry observers.
Since Vingroup discontinued its smartphone line VinSmart, there is only one local smartphone brand left in Vietnam: BPhone.
As a co-inventor of the technology that powers hundreds of millions of units of Kindle and an inductee of the National Inventor Hall of Fame in America, Barrett Comiskey, founder and CEO of Migo, could have retired young and enjoyed a comfortable life after selling E-Ink, his first company. However, it did not take long for him to embark on another innovation journey to solve the same problem that Google Loon and low-earth orbit satellite companies are trying to solve.
Audix sees 3Q21 profit growth
Oct 21
Audix, a Taiwan-based component maker and distributor, has reported EPS of NT$4.17 (US$0.15) for the third quarter with consolidated revenues rising 12% sequentially to come to NT$1.84 billion.
Honor, a spinoff from Huawei, has been re-establishing its partnerships with US-based vendors including Qualcomm, Microsoft and Intel since early 2020 and has risen to third place in terms of share in China's smartphone market. The company is now also looking to push into overseas markets with collaboration with Google.
MediaTek will soon launch its Dimensity 2000 series application processors designed for flagship smartphones, with the new chipset to be featured in a number of new models slated for launch in the first quarter of 2022, according to industry sources.
General director of Samsung Vietnam Choi Joo Ho has confirmed that the company will spend the new investment budget approved each year, and has requested an annual increase of US$100 million to upgrade the group's production lines in its six Vietnam factories, according to a media report.
Sweden-based Sivers Semiconductors will acquire millimeter wave (mmWave) semiconductor supplier US-based MixComm for US$135 million (NT$37.6 billion).