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Notebook demand not strong as expected in 2H15, overall shipments to drop on year in 2015
Aaron Lee, Taipei; Joseph Tsai, DIGITIMES
Notebook demand may not see as strong growth in the second half as originally expected and overall shipments are expected to decline to 160 million units in 2015, down 5% on year with some conservative players even forecasting the number to reach only...
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According to Digitimes Research, with global market demand on a moderate increase in second-quarter 2019, Taiwan-based semiconductor foundries showed recovery. TSMC, UMC and VIS together generated total revenues of US$9.13 billion in the second quarter, up 8.9% on quarter but down 2.5% on year.
According to Digitimes Research, Taiwan-based server vendors, including suppliers of motherboards, end systems, storage devices and related network equipment, continue to enjoy growth in 2018. In terms of volume, global server shipments will show continuing growth throughout 2018 and 2019.
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange rate volatility, global smartphone AP shipments may experience further decline in 2019, down two years in row, according to Digitimes Research estimates.