Vodafone, Qualcomm and Thales show off iSIM smartphone
Integrated SIMs (iSIMs) took another step closer to commercialisation this week, and they promise to bring with them significant benefits for consumer tech and cellular IoT.
Telecoms.com
Components
Tablet shipments slump on market saturation and chip shortage
A perfect storm of macro trends in Q3 spelled joy for those who love hackneyed clichés but misery for Chromebook and tablet makers.
Apple iPhone production reportedly hit by chip drought
The global semiconductor supply crunch is showing no sign of abating with reports that Apple is having to cut its iPhone orders by 10 million.
Ericsson needs Intel inside to support mid-band 5G in its Cloud RAN
Swedish kit vendor Ericsson has continued its shuffle towards a commoditized, open Radio Access Network by using Intel chips to do its mid-band 5G computing.
Component shortage to hinder smartphone market recovery
Smartphone shipments are expected to bounce back this year as the pandemic eases, but component supply issues will limit the recovery.
Qualcomm targets new device segments with latest reference design
5G is flourishing in the smartphone market, but that is not enough for Qualcomm, which has launched chipsets designed for use in all sorts of other gadgets..
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.
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.
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.
New iPhone boosting Huawei’s reputation in Europe – Ren Zhengfei
Huawei is benefiting from the popularity of the latest iPhone model, whose success demonstrates the strength of the Chinese vendor’s 5G networks in Europe, insists the Huawei founder.
Apple M1 chip represents another big win for mobile over the PC world
Gadget giant Apple has launched its first Macs using a souped-up version of its mobile chip instead of Intel ones.
Huawei reportedly starts work on its own chip fab
The US embargo has made it almost impossible for Huawei to buy chips, so it has no alternative but to develop the capability to make them for itself.
Nvidia will struggle to get regulatory approval for its $40 billion acquisition of Arm
Performance chip maker Nvidia wants to buy chip designer Arm, but with many of Nvidia’s direct competitors also Arm customers it’s hard to see how the deal could be approved.
Samsung set to cut off Huawei due to US sanctions
Korean component makers Samsung and SK Hynix will be forced to stop supplying Huawei on 15 September if they don’t get a special license from the US.
Nvidia said to be thinking of buying Arm from Softbank
There are further signs that Softbank wants to flog UK mobile chip designer Arm to compensate for its reckless investment strategy.
Chip maker Analog Devices acquires Maxim for $20.9 billion
The all-stock transaction will value Analog Devices at more than $68 billion, though crucially, it offers the firm a bigger footprint in the automotive and data centre semiconductor segments.
White House pressure reportedly forces Huawei into flagship smartphone delay
Rumours have emerged to suggest Huawei has asked suppliers to halt production of components as it assesses the damage inflicted by political tension.
TSMC relaxed about Huawei ban
The world’s biggest contract chip manufacturer thinks it wouldn’t be a problem to replace Huawei as a customer.
TSMC to build new fab in the US – your move China
The mobile industry’s default semiconductor manufacturer is building its next fab in the US, a move that could have major geopolitical implications.
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