Quarterly season haunted by chip shortage
A common theme in analyst calls this earnings season has been cautious pessimism about the knock-on effects of the global chip shortage.
Telecoms.com
Category: Components
Foxconn gets into the chip-making game
The world’s biggest electronic device manufacturer is forming a new venture designed to cater to the lower end of the chip market.
Vodafone and Qualcomm partner to make an OpenRAN reference design
Mobile chip giant Qualcomm is enlisting the help of OpenRAN cheerleader Vodafone to help it bring its smartphone methodology to the new radio paradigm.
UK to take a closer look at proposed Nvidia acquisition of Arm
Just four months after the US decided the giant semiconductor consolidation proposed by Nvidia needed closer inspection, the UK has agreed.
Global smartphone revenues forecast for fastest growth in six years
Strategy Analytics forecasts that the global smartphone wholesale revenues will increase by 13% in 2021, driven primarily by pent-up demand during the pandemic and increased device price.
Huawei unveils its cunning plan for surviving ‘a complex and volatile global environment’
At its latest annual global analyst summit, Chinese telecoms vendor Huawei revealed the strategic changes it’s putting in place to deal with the many novel challenges it faces.
The Telecoms.com Podcast: Huawei, RCS and chips
There’s a longer gap between recording and publication this week coz of Easter. Iain and Scott start by reviewing Huawei’s 2020 annual report and what that tells us about the health of the company. They move on to RCS (Rich Communication Service), to mull whether it will ever be a thing, and conclude with another look at the chip industry, which grows in importance by the day.
TSMC pledges $100 billion investment as chip wars intensify
Taiwanese chip manufacturer TSMC reckons semiconductor demand is only going to increase in the coming year and it’s determined to meet it.
FTC finally throws in the towel over Qualcomm antitrust case
The US Federal Trade Commission reckons Qualcomm’s licensing practices are anticompetitive, but not much of the legal profession agrees.
The Telecoms.com Podcast: semiconductors, 6G and social media
It’s all about geopolitics this week as Iain and Scott enjoy their good fortune at the telecoms industry being such a strategic focus these days. They start with an update on the global semiconductor industry, which is feeling the strain from the trade war between the US and China. The nascent 6G standard is then discussed in the context of similar Balkanising pressures before they conclude with a review of US political posturing over social media censorship.
Apple and Google key to rocketing eSIM figures
The number of eSIMs installed in connected devices worldwide will increase by more than 2 billion over the next four years, driven by consumer giants Apple and Google.
Samsung and Marvell partner over chip that somehow makes 5G better
Electronics giant Samsung has teamed up with embedded chip specialist to make a new system-on-chip for 5G radios.
Intel moves into the foundry business – funny, that
The new CEO of US chip giant Intel has unveiled his turnaround strategy, which includes the creation of Intel Foundry Services.
Apple to invest $1 billion in German chip design centre
Hot on the heels of the European Commission’s semiconductor pledge, Apple has announced it will make Munich its European silicon design hub.
EU aims to produce 20% of world’s semiconductors by 2030
Europe is aiming to capture a fifth of the global market for the production of semiconductors by the end of the decade, according to the European Commission.
Qualcomm launches a tech platform focused on wireless audio streaming
Mobile chip giant Qualcomm reckons it has identified some issues around wireless audio streaming, so has made a new portfolio of products to resolve them.
Chips are down as China semiconductor plant goes belly-up
China’s ambitions to become self-sufficient in the production of chipsets have been dealt a serious blow with the closure of a state-backed semiconductor plant.
Biden follows Trump’s protectionist lead
The foreign policy of the Biden Presidency has a distinctly familiar feel to it, with a new executive order designed to boost domestic industry.
Biden set to make his first anti-China move
New US President Biden is reportedly working on an executive order designed to make various US supply chains less reliant on China.
Huawei reportedly expecting a 60% fall in smartphone shipments
Orders put into the smartphone component supply chain indicate Huawei going to make a lot fewer devices this year due to US sanctions.
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