Page 2 - Mobile Components News Today

The adoption of advanced fan-out packaging among handset application processors has been sluggish, according to sources at backend houses.

Chip and component suppliers in the iPhone supply chain are less confident about the initial stocking volume of Apples forthcoming smartphones, according to industry sources.

China-based smartphone brands shipments are expected to make a recovery in the second quarter, stimulated by robust demand from the 618 shopping festival, with an on-year decline to also shrink to less than 10%, according to DIGITIMES Researchs latest figures from the China smartphone industry report.

MediaTek has expanded its Dimensity portfolio with its new Dimensity 9200+ chipset for flagship 5G smartphones. According to the chipmaker, the new offering builds on the success of its predecessor with a performance upgrade while maintaining power efficiency for longer battery life and better gaming experiences.

Taiwan-based network device makers Arcadyan Technology, Sercomm, and Accton Technology are all keen on their capacity expansions in Southeast Asia despite the existing economic downturn, according to sources from the upstream supply chain.

Looking into second-quarter 2023, smartphone AP shipments to China-based vendors are estimated to come to 132 million units, increasing 10% sequentially as smartphone brands ramp up their inventory more aggressively than they did in the prior quarter to prepare for the 618 shopping festival in China. However, on a year-over-year basis, the volume will still represent a more than 30% decline, indicating sluggish AP demand overall, according to figures from DIGITIMES Researchs latest report coveri...

Apple is dividing its VCSEL chip orders among three suppliers: Lumentum, II-VI, and Sony, according to industry sources.

Samsung Electronics saw shipments increase 15% on year in the first quarter of 2023, benefitting from good midrange mobile application processor (AP) sales performance.

Realtek Semiconductor expects the penetration rates of Wi-Fi 6 in PCs to rise to 70% and routers to 60% in 2023, each up 10pp from a year ago, while products supporting Wi-Fi 7 are unlikely to begin volume shipments until 2024-2025 as the standard is still being certified.

The midair explosion of a SpaceX Starship rocket soon after launch in a test flight has come as a setback to the low Earth orbit (LEO) satellite market though it remains rosy in the long term.