Editor’s note: Our colleagues in China, Taiwan and other regions in Southeast Asia continue to report, from the ground, on the coronavirus’s impact on the electronics industry. ESMChina shared the following update. At least 30 countries around the world have declared a state of emergency, according to EPSNews sister publication ESMChina, as Covid-19 continues to…
The biggest 5G opportunity for the electronics supply chain — infrastructure — is also its biggest inhibitor, according to one industry expert. Base stations, towers and data processing centers require a lot of industrial electronics, but nobody — literally — wants them in their backyard. “2020 will be the year that 5G scales,” Qualcomm Inc. President…
After weathering tumultuous tides of volatility over the past few years, 2020 is shaping up to be a better year for supply chain managers, thanks to increased market predictability, especially for sourcing materials. Still, The best defense—and greatest offense—for managing dynamic markets, product complexity and unpredictable supply conditions is an Intelligent Digital Supply Chain that…
Xilinx Inc. is planning a future that does not include Huawei Technologies, CEO Victor Peng told analysts last week. The chip maker has not received the necessary approvals to ship products to the Chinese networking giant, which the U.S. government has deemed a security risk. Xilinx shipped $50 million worth of product to Huawei in…
Expectations for an upturn in electronics component demand have been pushed out to the second half of 2020, and the road to recovery passes directly through global trade policy, leading analysts say. The outlook for Q4 is grim as component demand deteriorates further, Morgan Stanley said in its Q3 distribution survey. “The narrative of a…
Industry experts polled in April were slightly more optimistic about electronic component demand, bookings and order cancellations than they were in March. Of roughly 20,000 global respondents to Technology Partners Consultants’ April survey, 29 percent expect a better Q2, versus 23 percent the prior month. “Based on our survey results and conversations with various supply…
Apple and Qualcomm announced that they have dropped all litigation in a multi-billion-dollar patent licensing dispute that has dragged on for more than two years across courts in China, Germany, and the U.S. However, the sketchy details of the settlement leave many unanswered questions. Under the deal, Apple will pay Qualcomm an undisclosed fee. Qualcomm…
This article is part of AspenCore Media’s Special Project on Huawei, dissecting the global impact if China’s telecom equipment giant is sanctioned by the United States and its allies. Huawei Technologies Co. — the controversial Chinese vendor of networking gear and smartphones — faces the real possibility that its telecom equipment will be banned from U.S.…
Editor’s Note: In this Special Project, we tear down Nokia, examining its past and future. We explore what 5G and yet-to-be-defined 6G network infrastcure would look like. And more to the point, what does it mean to the industry and Nokia. Can Nokia redeem itself? Watch Nokia Corp. The communications and networking equipment manufacturer…
CES 2019 was a white-knuckle roller-coaster of a ride, with some game-changing technology already here and more on the horizon. Here are my top 10 takeaways from the press days, the keynotes, and the time I spent with the exhibitors and innovators on the show floor. Of course, it’s impossible to see everything. The…