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Monday 2 December 2024
Chipmakers fight for entrance as Huawei ignites satellite mobile communication opportunities
Recently, Huawei's executive director and chairman of the board of directors of the consumer business group (BG), Richard Yu, announced that the new foldable flagship smartphone, Mate X6, will feature a triple-network satellite version. In addition to supporting two-way satellite messaging and two-way calling, the device will now also incorporate low Earth orbit (LEO) satellite internet.
Thursday 28 November 2024
Trump revives tariff strategy: lessons from first term
Drawing from his first term, US President-elect Donald Trump's latest tariff threats targeting key trading partners—China, Mexico, and Canada—are signaling a strategic opening for negotiations rather than a definitive plan for implementation.
Wednesday 27 November 2024
IC design houses see clients stockpile Wi-Fi 7 chips in preparation for new products in 2025
Wi-Fi 7 shipments have accelerated significantly in the second half of 2024, and industry experts expect Wi-Fi 7 penetration rates to grow in 2025, with upgrades to consumer devices, routers, and even basic infrastructure picking up pace even amid sluggishness in the general economy.
Tuesday 26 November 2024
Japan combines HAPS, optical tech in space Internet gambit
Japanese space communications pioneers are charting an alternative path in the global satellite internet race, pushing beyond traditional satellite networks with a comprehensive strategy that spans from ocean to space. The initiative aims to address the growing demands of Beyond 5G/6G communications while facilitating the transition to a decentralized society.
Thursday 21 November 2024
Sluggish telecom market growth prompts operators to become full-stack technology suppliers, says IDC
Worldwide spending on telecommunications and pay TV services will reach US$1,544 billion in 2024, representing an increase of 2.4% year-on-year, according to the Worldwide Semiannual Telecom Services Tracker published by IDC. The latest prediction is 1pp higher than the version published in the May edition of IDC's Tracker. If that forecast becomes reality, the above-mentioned annual growth rate would be the highest recorded in the last 12 years.
Thursday 14 November 2024
Accton invests in InLC to enhance optical communication capabilities
Accton has announced its board's approval for an investment in InLC Technology (InLC). This long-term investment aims to strengthen the R&D of foundational optical communication technology products, preparing for the anticipated demand for all-optical communication over the next three to five years.
Wednesday 13 November 2024
Nokia and Dixon begins manufacturing fixed broadband devices in India
Dixon Electro and Nokia have officially launched the manufacturing of fixed broadband devices in India. The collaboration will focus on producing GPON, 5G FWA, and Mesh Wi-Fi devices, all capable of delivering up to one gigabit per second per home.
Monday 11 November 2024
Accton expands optical tech for AI data centers in 3Q24
Accton Technology, Taiwan's leading provider of data center switches and networking solutions, is significantly increasing its investments in optical communication technology to support the growing demand for artificial intelligence (AI) applications requiring faster data transfer speeds.
Thursday 7 November 2024
Trump's return sparks rise of a 'new triad of ideologies,' says Pegatron chairman
The US presidential election has concluded, with Trump's return to the White House drawing global attention. As observers worldwide monitor how the new administration's policies may reshape the international landscape, Pegatron Chairman Tzu-hsien Tung commented in an interview that a "new triad of ideologies"—isolationism, populism, and protectionism—is taking shape, forecasting increased turbulence in global affairs.
Wednesday 6 November 2024
Lenovo files preemptive lawsuit against ZTE in UK amid cross-licensing dispute
The patent dispute between Lenovo and ZTE is intensifying. On October 21, Lenovo filed a patent infringement lawsuit against ZTE in the UK High Court. A week later, ZTE responded, citing prolonged licensing negotiations with Lenovo and expressing surprise over Lenovo's choice to litigate in the UK, while also respecting their decision.
Friday 1 November 2024
Samsung MX reports 14.5% YoY decline in 3Q24 profits, eyes AI and new mobile phone form factors for future growth
Samsung Electronics (Samsung) has released its financial report for the third quarter of 2024, revealing a 14.5% year-over-year decline in operating profit for its Mobile Experience (MX) division. While revenue from new products such as smartphones, tablets, and wearables contributed to growth, rising costs and inflation have dampened demand recovery, leading to decreased profitability.
Tuesday 29 October 2024
Taiwan IC design houses to present market overview, visibility at investor meetings
Major Taiwan-based IC design companies, such as MediaTek, Realtek, and Parade, are slated to have quarterly investor meetings this week to discuss their market view and visibility, which will define the overall market picture for 2025.
Monday 28 October 2024
Taiwan launches first domestically-made high-altitude balloon to boost communication resilience
Taiwan's Ministry of Digital Affairs (MODA) launched the first test of a domestically-made high altitude platform station(HAPS) in Taitung, aiming to bolster the island's communication resilience.
Friday 18 October 2024
India's shift to spectrum allocation for satellite broadband clears path for Elon Musk's Starlink launch
The Indian government's decision to allocate spectrum for satellite broadband rather than auctioning brings Elon Musk's Starlink one step closer to launching in India.
Friday 18 October 2024
Lenovo CEO bullish on AI PC and infrastructure market growth
AI development has only recently begun, yet two significant business opportunities already lie ahead: AI PCs and AI infrastructure, said Lenovo Group chairman and CEO Yuan-qing Yang.
Tuesday 15 October 2024
EU taps Taiwan for 6G development as competition with China Grows
Thanks to the strategic efforts of telecom giants like Huawei, China has made rapid advances in 5G, building an expansive patent portfolio across network infrastructure. As the industry eyes the 6G era, collaboration between the US, EU, Japan, and South Korea is becoming critical. Taiwan, with its notable progress in 5G Open Radio Access Network (O-RAN) backed by government support, is now positioned as a strong partner for US and EU 6G concept validation efforts.
Tuesday 15 October 2024
Taiwan leverages academic-industry research power to drive 6G innovation
As the US, EU, China, Japan, and South Korea race toward 6G technology, Taiwan, supported by the National Science and Technology Council (NSTC), is focusing on two key 6G projects scheduled for completion in 2025 and 2027, aligning with the International Telecommunication Union (ITU) timeline, according to Tzong-lin Wu, Dean of the College of Electrical Engineering and Computer Science at National Taiwan University (NTU).
Monday 7 October 2024
Huawei dominates global 5G standard essential patent ranking while Xiaomi demonstrates fastest growth
The China Academy of Information and Communications Technology (CAICT) recently published the Research Report on Global 5G Standard Essential Patents and Standard Proposals (2024), revealing significant developments in the 5G patent landscape.
Thursday 3 October 2024
Meng Wanzhou returns to power: What message is Huawei sending?
Wanzhou Meng has resumed her role as Huawei's rotating chairwoman, further cementing her position as the company's top leader, second only to founder and CEO Zhengfei Ren. Her reappointment underscores her continued ascent within Huawei's leadership structure.
Wednesday 2 October 2024
Patent war between Huawei, MediaTek to commence after China's Golden Week
The patent infringement trial between Huawei and MediaTek is set to officially commence after China's Golden Week, no earlier than October 25, 2024. The patent at the center of the dispute primarily involves 4G/LTE technology.
Thursday 26 September 2024
Samsung secures 5G equipment order from India's third-largest wireless operator
Samsung Electronics has secured a contract valued at approximately US$720 million to supply 4G and 5G telecom equipment to Vodafone Idea, India's third-largest telecom operator. This agreement marks a significant milestone for Samsung, as it has now secured orders from the top three wireless operators in India.
Wednesday 25 September 2024
How many iPhone generations can AI support last through? Experts anticipate growth potential
Apple's new iPhone 16 series hit the market on the 20th, finally featuring the much-anticipated Apple Intelligence. However, telecommunications industry personnel and supply chain sources are divided on whether Generative AI (GenAI) will boost sales for the iPhone 16 generation.
Tuesday 24 September 2024
World's first open-source 6G core network developed in Taiwan
Jyh-Cheng Chen, chair professor at the Department of Computer Science and dean of the College of Computer Science at National Yang Ming Chiao Tung University (NYCU), has led an academic team in developing "free5GC," an open-source 5G core network compliant with the 3GPP R15 standard.
Friday 20 September 2024
Network chipmakers perceive inadequate demand visibility from China
China's telecom infrastructure tenders are not being implemented with enthusiasm, resulting in limited visibility for network chip orders from the sector, according to industry sources.
Wednesday 18 September 2024
Gold Apollo denies involvement in Lebanon pager explosions; MOEA confirms pager assembly in Taiwan
In response to the explosions caused by pagers worn by members of Hezbollah that detonated simultaneously across Lebanon, leading to at least nine deaths and injuring about 2,800, Taiwan-based pager maker Gold Apollo denied having an involvement in the incidents, saying those exploded pagers were made by its partner, according to the latest media coverage on the explosions.
Holtek
The Future of AI Chips: Driving Growth and Challenge
Geopolitics may bring dramatic shifts in semiconductor industry
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research