As electric vehicle (EV) penetration rate is expected to exceed 30% in 2025, demand for EV infrastructures is growing rapidly, according to DIGITIMES Research. China, the US and the EU have all picked up pace in building charging stations and other green energy installations.
Apple has become a bellwether in the HPC chip segment by rolling out its high-performance M1 series built using advanced process at its foundry partner, but all other manufacturing segments in the semiconductor industry will also be gaining weight in the HPC era, according to Jim Hsiao, a senior analyst at DIGITIMES Research.
The global top-5 notebook brands, not including Apple, saw their combined shipments slip 2% on month and 10% on year in February due to fewer working hours in the months as a result of the Lunar New Year holidays, weak demand from the consumer and enterprise sectors, and brand vendors' preparation for new notebook models.
Apple's new iPhone SE shipments are expected to reach 30 million units in 2022, about the same as shipped volumes of 25-30 million units of its predecessor in its first year (2020) of release, according to estimation by DIGITIMES Research analysts Sean Lin and Luke Lin.
The global top-5 notebook brands saw their combined shipments slip over 30% on month and over 10% on year in January 2022 due to a major deceleration in order momentum from the retail channel, as most retailers had already completed replenishing their inventory in December. Weakening demand for enterprise notebooks also played a part in the decline.
This Asia tech industry summary will mainly focus on South Korea becoming self-reliant in semiconductor equipment development; six major Japanese electronic component suppliers yielding impressive 2021 revenue numbers thanks to robust demand from the semiconductor and automotive markets; and Foxconn deepening its global electric vehicle (EV) deployments with its US plant expected to begin volume production in the second half of 2022.
This Asia tech industry summary will mainly focus on Nintendo adjusting down its sales target due to challenges caused by chip shortages and the COVID-19 pandemic; SK Hynix reportedly planning to set up new plants in Yongin or Cheongju; and Toyota, SAIC Motor, and Great Wall Motor (GWM) becoming some of the first automakers to receive electric vehicle (EV) incentives from the Thai government.