Realtime news
IT components, peripherals
  • Taiwanese panel makers' sales have been improving
    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...
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    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 pricing has been falling
    Memory module makers saw their second-quarter profits eroded by the weakening of spot market prices.
  • Servers are needed to people to stay connected in lockdowns
    The needs to connect during pandemic lockdowns have spurred demand for servers. Shipments of servers to Facebook in third-quarter 2020 are expected to rise 15% sequentially, according to Digitimes Research. Taiwanese PCB...
  • Chicony sees strong demand
    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 sees strong July sales
    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.
  • Apple is building a Chinese supply chain around Luxshare
    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.
  • Demand for notebook components remains strong
    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.
  • Notebook shipments to sustain sequential growth in 3Q20
    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.
  • The touch panel makers reported mixed results
    Touch module makers TPK and General Interface Solution (GIS) have reported mixed sales for July, affected by seasonality and product changes at clients.
  • Darfon
    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 has reported operating profit
    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.
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    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's 5G modem has been certified by Intel
    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 sees strong demand from phone vendors
    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's revenues went up sequentially in July
    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.
  • PS5 is coming soon
    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...
  • Sony is launching PS5 later this year
    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 seems to be building a supply chain specifically for the Chinese market
    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...
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    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).
  • Epson Taiwan Technology
    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.
  • Taiwan semiconductor companies see strong orders from Huawei in 1H20
    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)
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    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.
  • Apple Watch 6 development is said to be on schedule
    ASE Technology has obtained major backend orders for Apple Watch 6 slated for launch later this year, according to industry sources.
  • Nvidia sees rising revenues from datacenter business
    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

China smartphone market and industry – 2Q 2020

Taiwan notebooks – 2Q 2020

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

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