Taiwanese panel makers have seen improvements to their sales, and most of them are expected to return to profitability in third-quarter 2020, thanks to rising panel prices amid tight supply and strong demand from the end-device market...
GSEO says lens module production remains normal
Smartphone-use lens modules Genius Electronic Optical (GSEO) has maintained its production is still running without issues, and demand from its brand handset clients remains normal.
Memory module firms post profit drops in 2Q20
Memory module makers saw their second-quarter profits eroded by the weakening of spot market prices.
Chicony Electronics 2Q20 gross margin hits record
Chicony Electronics' gross margin reached 20.06% in second-quarter 2020, hitting a quarterly record due to booming shipments for keyboards used in notebooks and desktops, demand for which sharply increased amid the coronavirus pandemic.
Delta Electronics July revenues hit record
Power supply maker and energy management solution provider Delta Electronics has reported consolidated revenues of NT$25.782 billion (US$874 million) for July, the highest-ever monthly level with growth of 8.27% sequentially and 4.24% on year.
As Apple may be keen on building a Chinese supply chain led by EMS provider Luxshare Precision Industry, Taiwan-based partners of the US vendor, such as ASE Technology, are quietly developing "coopetition" ties with Luxshare to adapt to the ecosystem shakeup, according to industry sources.
Taiwan-based Anli International, dedicated to production of metal parts and heat dissipation components for notebooks and other devices, expects to see shipments in the third quarter pick up further in line with sustained demand for educational notebooks.
Global notebook shipments will continue to grow sequentially in the third quarter despite having registered a 10-year quarterly high of 52 million units in the second quarter on robust WFH (work from home) and online education demand, according to findings of Digitimes Research.
TPK, GIS report mixed results for July
Touch module makers TPK and General Interface Solution (GIS) have reported mixed sales for July, affected by seasonality and product changes at clients.
Darfon acquires majority stake in TD HiTech Energy
Keyboard, passive component and energy solution provider Darfon Electronics will invest up to NT$410 million (US$13.9 million) for an up to 62.9% stake in TD HiTech Energy, a maker of lithium ion battery packs for electric bicycles.
Hiwin reports operating profit for 2Q20
Mechanical motion control component maker Hiwin Technologies has reported operating profit of NT$688 million (US$23.41 million) for second-quarter 2020, compared to operating loss of NT$85 million in a quarter ago.
Aleees July revenues rebound sequentially
Advanced Lithium Electrochemistry (Aleees), a maker of cathode materials of LFP (lithium iron phosphate) batteries, has reported consolidated revenues of NT$22.7 million (US$770,780) for July, rising 1,276.39% sequentially but falling 56.26% on year.
MediaTek has announced advances in its collaboration with Intel to bring 5G experiences to next-generation PCs with the successful development and certification of its 5G modem data card.
O-film profits surge in 1H20
China-based camera module maker O-film Tech has reported net profit of CNY360 million (US$51.9 million) for second-quarter 2020, up 156% sequentially and 30.1% on year, driven by robust sales of its camera module and 3D sensor products.
Largan July revenues up sequentially
Smartphone-use lens module maker Largan Precision has reported consolidated revenues of NT$4.612 billion (US$156 million) for July 2020, increasing 11.51% sequentially but decreasing 15.17% on year.
Sony is expected to introduce its PS5 later this year, with Taiwanese backend service providers already starting delivering shipments for the new games consoles. Construction of 5G infrastructure may still be going on in China, but PCB...
Backend houses kicking off shipments for PS5
Backend houses including ASE Technology and Greatek Electronics have kicked off shipments for Sony's new-generation PS5 game console series slated for launch later this year, according to industry sources.
Apple is seemingly continuing to recruit more Chinese suppliers for iPhones, judging from Chinese EMS provider Luxshare Precision Industry and handset cover glass maker Lens Technology's aggressive moves seeking to acquire metal chassis plants operated in China by Taiwan-based makers, reportedly under...
Taiwan's ecosystem is able to supply 90% of the key technologies needed to support development of a space industry, according to Lin Chun-liang, director general for National Space Organization under National Applied Research Laboratories (NARLabs).
Seiko Epson aims to ship 400,000 printers in the Taiwan market in 2020, approximately remaining unchanged on year, according to James Lu, president for Epson Taiwan Technology & Trading.
Shipment momentum for servers, datacenter servers, notebooks and tablets has shown signs of deceleration as many countries begin lifting coronavirus-induced lockdowns, according to Taiwan Institute of Economic Research (TIER)
Delta Electronics 2Q20 gross margin hit record
Power supply maker and energy management solution provider Delta Electronics has reported its second-quarter 2020 gross margin of 32.87% and operating profit margin of 13.11% both hit quarterly records.
ASE Technology has obtained major backend orders for Apple Watch 6 slated for launch later this year, according to industry sources.
Nvidia sees strong sales from datacenter applications
Nvidia is enjoying rising demand for its Ampere-based A100 GPUs from datacenter operators including Amazon Web Services (AWS), Baidu and Microsoft, and saw revenues from the datacenter business come close to those from gaming.
China smartphone AP shipments – 2Q 2020
Second-quarter 2020 smartphone AP shipments to China-based vendors amounted to 169.9 million units, down 20.6% year-over-year...
China smartphone market and industry – 2Q 2020
Smartphone shipments to the China market in second-quarter 2020 were doubled sequentially, as the coronavirus pandemic in China...
Taiwan notebooks – 2Q 2020
Taiwan's notebook shipments picked up 82.2% sequentially and 27.3% on year to arrive at 42.68 million units in the second quarter...
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...