Analysis
  • The worldwide top-5 notebook brands saw their combined shipments rise 10% on month in May, a growth weaker than that of the same month a year ago. Although the US-China trade tensions have prompted notebook vendors to stock extra inventory, their efforts have been hampered by Intel's ongoing CPU shortages,...
  • The worldwide top-5 notebook brands saw their combined shipments rise 10% on month in May, a growth weaker than that of the same month a year ago. Although the US-China trade tensions have prompted vendors to stock up extra inventory, Intel's ongoing CPU shortages have undermined their efforts.
  • AIO PC
    Because of the US-China trade tensions and Intel's ongoing CPU shortages, worldwide all-in-one (AIO) PC shipments are expected to shrink 5% on year to arrive at only 12.8 million units in 2019, a weaker performance than expected previously, according to Digitimes Research's figures.
  • Notebook vendors and their ODMs are changing their strategies trying to cope with the shockwaves of the trade war between the world's two superpowers, which has now seen the US kick off procedures for imposing extra tariffs on notebooks imported from China.
  • Some of Taiwan's monitor makers have begun looking for suitable production sites outside of China, as they brace for the 25% tariffs on Chinese goods. But only around 23% of Taiwan's monitor shipments are expected to be impacted by the tax.
  • Samsung Electronics is expected to benefit from the US placing a 25% tariff on tablets imported from China as almost all of the Korea-based vendor's tablet manufacturing is done at its plants in Vietnam and only around 1% is supplied by its plants in China. Its largest competitor Apple is expected...
  • With the prospects of the financially-battered Japan Display (JUI) to secure new sources of funds in the Japanese market becoming dim after the company reported its fifth consecutive yearly net loss for fiscal 2018 recently, Suwa Investment Holdings, a consortium formed by Taiwan- and China-based companies,...
  • Taiwan-based makers saw their combined shipments of monitors increase 5.6% on year in the first quarter of 2019, growing for the fifth consecutive quarter. Their monitor shipments are expected to continue to grow on a yearly basis in second-quarter 2019, albeit at a slow pace in line with global trend,...
  • China-based pure-play foundries will see their combined production capacity grow at a 9.6% CAGR from 14.536 million 8-inch equivalent wafers in 2018 to 19.119 million units in 2021, according to Digitimes Research.
  • The top-5 notebook brands saw their combined shipments slip 14% on month in April, a performance stronger than that of the same month a year ago, as Chromebook demand from North America's education sector had picked up and replacement demand in the enterprise sectors in Europe and Asia remained robu...
  • The top-5 notebook brands saw their combined shipments slip only 14% on month in April, a performance stronger than that of the same month a year ago, as Chromebook demand from North America's education sector had picked up, while replacement trend in the enterprise sectors in Europe and Asia remained...
  • lcd
    Shipments of large-size (9-inch and above) LCD panels by Taiwan's makers (excluding Sharp) are set to expand 4.9% sequentially in the second quarter of 2019 despite intensive competition from China-based rivals, Digitimes Research estimates.
  • Shipments of small- to medium-size LCD panels by Taiwan makers fell 23.6% sequentially to 184 million units in the first quarter of 2019, reflecting factors including seasonality and significant reduction in shipments by financially-battered Chunghwa Picture Tubes (CPT), according to Digitimes Resea...
  • China smartphone AP shipments grew in 1Q19
    Smartphone application processor (AP) shipments in China are forecast to increase 34.6% sequentially in the second quarter, following a 25.7% decline in the first quarter, according to Digitimes Research.
  • Samsung Electronics uses mainly 18nm process technology to manufacture server DRAM chips, and is gearing up for transition to a newer 16nm process node in 2020, according to Digitimes Research.
  • At FPD China 2019, more flat panel production equipment and related component suppliers were present, while the number of flat panel makers decreased. But the main focus of its technology forums was still on emerging display technologies, in particular foldable AMOLED.
  • Global shipments of smartphone-use TDDI (touch and display driver integration) chips are expected to increase 20% in 2019 from about 414 million units in 2018, according to Digitimes Research.
  • The global top-5 notebook brands together saw their shipments in February slip 16% on month due to seasonality, Intel's CPU shortages and fewer working days during the Lunar New Year period. Compared to the same month a year ago, the volumes went down 11%, but for the first two months of 2019 combined,...
  • As Korea will adopt 4G LTE-based non-standalone (NSA) architecture for its initial commercial 5G operations, SK Telecom (SKT) will have a competitive advantage over fellow companies KT and LG U+, leveraging its established, faster 4G LTE networks, according to Digitimes Research.
  • car
    Smart cars will integrate four core elements, collectively dubbed CASE (connected, autonomous, shared and services, and electric), which has become a common goal being sought after by major automakers including Daimler, initiator of the CASE concept. The elements are sending the global auto industry...
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