Foxconn has made another step towards developing more affordable electric vehicles. The EMS giant has just struck deals with California-based Fisker for the development of EVs with starting prices under US$30,000. Meanwhile, the global top-5 notebook brand vendors' combined shipment slipped in May due to component shortages, according to Digitimes esearch's latest figures. But ODM Quanta Computer expects its notebook shipments to stay robust in second-half 2021.
Taiwan's electroacoustic solutions provider Merry Electronics saw its shipments of MEMS microphones shoot up 180% on year in the first quarter of 2021, driven by strong demand for handsets, notebooks and other new applications, according to CS Chang, head of the company's microphone division.
A new wave of production regionalization is emerging with electronics manufacturers stepping up relocation from China to Southeast Asian countries, mainly Thailand, Vietnam and the Philippines, at the request of clients, as US-China tensions have yet to ease and the Covid-19 pandemic is raging across India, according to supply chain sources.
Taiwan-based makers are expected to continue to enjoy strong shipments of graphics cards in the second quarter of 2021, but will see their motherboard sales decline 10-15% sequentially, according to industry sources.
Blank optical disc maker Ritek has obtained OEM orders from Japan-based PC peripheral vendor Buffalo.
TSMC and other major high-tech firms in Taiwan have reported little impact from a five-hour rolling power blackout that affected many parts of the country on May 13.
While many Taiwan-based manufacturers have seen strong demand exceed their capacity, there will be much macroeconomic uncertainty in second-half 2021, according to Peter Chen, chairman and CEO of EMS provider Qisda.
UK-based biotech firm Nuclera has announced it has acquired Taiwan-based E Ink Holdings (EIH)'s digital microfluidics unit to form its US subsidiary.
Components shortages have been troubling the notebook industry for months. ODM Pegatron's previous optimism that its second-quarter 2021 notebook shipments would grow 25-30% has now been reduced to a projection of only 5-10% increase due to worsening compoent shortfall. But brand vendor Asustek remains optimistic about its PC sales in second-quarter and second-half 2021, buoyed by strong order visibility. For smart manufacturing, Canadian startup ForceN has developed small, thin, flexible and customizable force sensors, according to its CEO Robert Brooks, whose ambition is to revolutionize robotics.
A worsening shortage of semiconductors, such as audio codec chips, display driver ICs and power management chips, continues to constrain the supply of notebooks, according to Asustek Computer.
Brand vendors are poised to hike terminal market prices for their notebooks to reflect rising manufacturing costs, according to sources at notebook ODMs.