EMS provider Lite-On Technology has landed orders for components and devices used in power charging piles for electric vehicles (EVs) from clients in North America mainly, and will undertake small-volume trial production in the third quarter of 2021 and start volume production in the following quarter, according to company president Anson Chiu.
GaAs- and InP-based epitaxial wafer maker LandMark Optoelectronics (LMOC) has obtained orders of LD (laser diode) sensors from a US-based head-mounted device vendor, with trial production to begin in the third quarter of 2021 and volume production to kick off at the end of the year, according to the company.
Listed on Thailand stock Exchange in 2002, AAPICO Hitech was founded in 1996 by Yeap Swee Chuan and headquartered in Thailand. AAPICO expanded from manufacturing jigs and stamping die to manufacturing OEM car parts including floor parts, crossmembers, and plastic fuel tanks for Thailand's major car-assembling providers.
Fabrinet is one of the world's largest manufacturers of optical transceivers. Headquartered in George Town, Cayman island, Fabrinet was founded in 2000 by Seagate co-founder David T. Mitchell with an initial capital of US$1 million.
EZconn, a specialist in RF connectors and optical fiber devices, has said its two-pronged strategies to shift its primary markets to the US and Europe from China and focus more on high-margin products have begun to pay off.
ROM and NOR flash memory maker Macronix International saw its net profits climb 110% sequentially to NT$1.93 billion (US$68.6 million) in the second quarter of 2021, buoyed by rising chip shipments and ASPs. EPS for the quarter came to NT$1.04.
Texas Instrutments has given a less optimistic outlook for the third quarter of 2021, but industry sources have claimed that TI still sees prolonged lead times. TSMC has disclosed it is in early talks with clients about the feasibility of constructing a fab in Germany, and industry observers say such a fab could be a boost to Europe's car supply chain. DIGITIMES Asia president Colley Hwang has just published the first of his latest series of analysis of the global IT supply chain.
Since the outbreak of COVID-19 at the end of 2019, the global economy and people's lives have been greatly affected. Going to banks, hospitals, shopping at supermarkets, religious activities, and other daily activities, for example, all came under restrictions. In addition, onsite exhibitions that used to have large crowds have now almost all turned to the online format, including major international exhibitions such as CES and COMPUTEX. Although there are many online exhibition solutions on the market, they all focus on product exhibits and lack a platform for follow-up business opportunities and communication, relying only on traditional email, text customer service, telephone customer service, and video conferencing. These traditional communication modes lack scheduling design and are unable to provide appointment communication services and interactive functions, which in turn weakens the effectiveness of the online exhibition.
After the peak of component crunch in the second quarter along with insufficient inventory in the third quarter, stress of stagnant deliverables on the highway seems to have been relieved. A consensus of the supply chain is to let the manufacturers breathe. The fourth quarter is in line with the traditional off-season, and the days should be easier. From foundries to IC design houses, Taiwanese manufacturers are in the limelight now. DIGITIMES Asia has noted in its reports that the foundry sector is now a seller's market with strong demand to last in end of 2022. Such messages are based on dynamic changes in demand-supply status of IT industry from the most upstream of the supply chain. Component shortages and component cannibalization require long-term rolling tracking. DIGITIMES Asia has been making dynamic adjustments to its views in line with rolling forecasts.
Although the supply of automotive chips in the second half of the year remains slow and the overall shortage of materials continues to affect future shipment, the automotive lighting module maker, Excellence Optoelectronics (EOI) still expects its sales performance in 2021 to be better than 2020.
TSMC is evaluating the feasibility of building more fabs overseas fabs, including Germany, according to the foundry house's chairman. Strong demand and tight capacity are sending foundry quotes rising. UMC is mulling raising service fees further by 10-15% in first-quarter 2022 for 40nm process. MIH CEO Jack Cheng believes the Foxconn-led open platofrm for EV development is revolutionzing the car industry.
Taiwan-based voice coil motor (VCM) suppliers expect their shipments to gain momentum in second-half 2021, having already kicked off recently the related shipments for the next-generation iPhone devices slated for the launch in the latter half of 2021.
Vietnam-based VinFast's branch offices in the US, Canada, France, Germany, and Netherland have begun operation and will start selling electric vehicles (EVs) in these countries, according to a report by Vietnam Investment Review.
Demand from the car sector has been strong, and foundry houses are stepping up efforts to rolling out more automotive chips. Apple's manufacturing partners are seeing COVID-induced disruptions to their production in Vietnam, and will have to move poduction of new-gen AirPods to China. And in China, construction of 5G base stations is slowing down this year.
Shipments of flexible PCBs (FPCB) and SiP modules for use in the next-generation AirPods have kicked off in small volumes, and will be scaled up between late third-quarter and fourth-quarter 2021, according to industry sources at the upstream supply chain of the AirPods.
Taiwan's optoelectronics industry in the first half of 2021 shows strong growth, compared to the same period in 2020, due to the large-scale stimulus plans from major economies and the steady global economic demand. Among the optoelectronic industry, panels have increased the most, because of the stay-at-home economy and shortage of raw materials and components, which have stimulated the increase in panel price.
Smartphone-use lens module maker Genius Electronic Optical (GSEO), based on orders received, expects current full utilization of production capacity to continue until the beginning of the fourth quarter of 2021, according to company chairman Jones Chen.
WHO estimates show that cardiovascular diseases are the cause of approximately 17.9 million deaths worldwide each year and account for 31% of total deaths, making it the leading non-infectious cause of death. Reports of individuals living alone suddenly passing away at home or bus drivers dying due to a heart attack while on the clock are far from rare occurrences on the news. Today, with the advent of technology, there is finally a solution to these events that used to catch people off guard. Singular Wings Medical has come up with a Group CVD monitoring system that serves as a network-based multi-to-many real-time physiological vital signs monitoring solution. Patients only need to wear a lightweight monitoring patch to allow the back-end system to monitor the real-time changes of their vital signs, thus reducing the chance of sudden death due to cardiovascular failure through active monitoring in place of after-the-fact diagnosis.
Metal and plastic surface treatment service provider Superior Plating Technology has set up Ever Superior Tech, a joint venture with heat-dissipating module maker Amulaire Thermal Technology and aircraft maintenance service provider Evergreen Aviation Technologies, in a bid to extend its operation to electroplating of heat-dissipating modules used in electric vehicles (EVs) and aircraft, according to Superior Plating.