Page 7 - Mobile Telecom News Today

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.

Hon Hai Precision Industry (Foxconn) reiterated its previous estimate of sequential and year-over-year revenue declines for the second quarter.

India has seen its number of industrial robots installed rise by over 50% during Indian PM Narendra Modis "Make in India" campaign, while Apple is relatively resilient in Indias declining smartphone shipments.

As the weak consumer demand and high inventory persist, India saw its lowest smartphone shipments in four years, with Xiaomi and Realme experiencing a double-digit fall for the past quarter.

Despite the macroeconomic and industrial headwinds, including foreign exchange fluctuations, Apples financial performance for the past quarter was still in line with expectations.

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.

Camera module and other component suppliers for Apples iPhones are bracing for the off-season which will be even weaker in the first half of 2023, according to industry sources.

With Apple expected to release its earnings report on May 4, the iPhone maker has pinned its hope on India, where refurbished iPhones have quickly gained traction, an indication of rising new device sales due to the higher loyalty of consumers to the iPhone.

As the rebound in China remains elusive and the market shows limited visibility, Qualcomm posted a decline in sales in most segments except for the automotive business and gave a gloomy outlook for the next quarter.