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Friday 6 May 2022
Denso and UMC collaborate on automotive semiconductors; Taiwan-based companies continue to set up assembly bases in Mexico
This Asia tech industry summary will mainly focus on Denso and UMC's Japan subsidiary USJC collaborating on the production of automotive power semiconductors; China have imported less semiconductors from South Korea following the US-China trade war; and Taiwan-based companies continuing to expand server assembly plants and production lines in Mexico to lower impacts of the US-China trade war.
Wednesday 27 April 2022
Huawei targets corporate clients; Maruti Suzuki implies India will fall short of 2030 EV target; Awayspeed delivers electric tricycles
This Asia tech industry summary will mainly focus on Huawei renaming its "consumer business" to "terminal business" to focus on enterprise clients; Maruti Suzuki implying India will not reach its 2030 EV target; and Taiwan-based Awayspeed Technology and Gaius Automotive commercializing their electric tricycles.
Wednesday 20 April 2022
South Korea to build semiconductor ecosystem; Tianma to invest in 8.6-gen panel project; Nissan and Honda unveil EV development plans
This Asia tech industry summary will mainly focus on South Korea's president-elect Yoon Seok-youl nominating Lee Jong-ho, a semiconductor expert, as the science and ICT minister; China's Tianma Microelectronics planning to invest CNY 33 billion (US$5.18 billion) in an 8.6-generation panel project in Xiamen; Honda announcing its plan to invest JPY 8 trillion (US$63.3 billion) in electric vehicle (EV) and battery development in the next 10 years; and Nissan unveiling its solid-state battery R&D strategy.
Wednesday 13 April 2022
China 5G deployment in 14th 5-year plan
Thanks to strong promotional efforts on the part of China's three biggest telecom operators, the market has the world's largest 5G user base, totaling 730 million.
Wednesday 13 April 2022
India motorcycle supply chain and market
About 50 million to 60 million motorcycles are sold worldwide every year and 75% of them are in ASEAN, India and China with India overtaking China to become the largest motorcycle producer since 2015.
Wednesday 13 April 2022
Panasonic to invest in EV batteries; Japan motorcycle makers form battery swap JV; LG, Samsung deepen deployments for kiosk market
This Asia tech industry summary will mainly focus on Panasonic planning to invest JPY 600 billion (US$4.83 billion) in electric vehicle (EV) batteries and hydrogen energy; Honda, Suzuki, Yamazaki, and Yamaha Motor jointly establishing a swappable battery sharing company in Japan; and LG Electronics and Samsung Electronics successively deepening deployments for the point of sale (POS) kiosk machine market.
Friday 8 April 2022
Showa Denko starts making 6-inch SiC substrate; CSOT India begins shipping LCD modules; Chine EV startups heating up in competition
This Asia tech industry summary will mainly focus on Showa Denko's volume production of 6-inch SiC single crystal substrate and its expanded presence in the SiC supply chain; CSOT India's first-batch of LCD product shipments were delivered to Samsung, while India-based Vedanta is planning to build LCD and OLED panel plants; and Chinese automakers XPeng, NIO and Li Auto reported financial results for 2021 with XPeng's revenues and the number of autos sold significantly increasing from a year ago. The competition between the three automakers is expected to become fiercer.
Wednesday 30 March 2022
Advantages of 800V charging architecture
A growing number of automakers are designing electrical vehicles (EV) with 800V systems to keep up with fast charging demand and alleviate EV owners' driving distance anxiety.
Wednesday 30 March 2022
Kioxia to build NAND flash plant with WD; Leapmotor plans IPO; Suzuki to build battery plant in India
This Asia tech industry summary will mainly focus on Kioxia and Western Digital (WD) planning to invest JPY 1 trillion (US$8.19 billion) to build a new NAND flash factory in Japan, China-based electric vehicle (EV) startup Leapmotor applying for initial public offer (IPO) in Hong Kong, and Suzuki Motor investing JPY 150 billion (US$1.23 billion) to produce EVs and related batteries in India.
Friday 25 March 2022
Taiwan wafer foundry industry, 4Q21
The top-4 Taiwan-based foundries - TSMC, UMC, PSMC and VIS - together generated an aggregated total revenue of US$19 billion in fourth-quarter 2021, up 6% from a quarter ago, taking their combined whole-year 2021 revenue to top US$68 billion, up 26% from a year ago.
Friday 25 March 2022
Advanced packaging technology outlook, 2020-2026
Hybrid bonding and other new advanced assembly techniques widely used for smartphone application processors (AP) and high-performance computing (HPC) chips will continue to expand advanced packaging technologies.
Wednesday 23 March 2022
EV status in India
A total of 2.76 million four-wheel passenger vehicles were sold in India in 2021 with only a 0.45% electric vehicle (EV) penetration.