PC, CE
  • Production has been disrupted by the epidemic
    Supply chain players with operations in China, besides suffering production delays and labor shortages from the coronavirus outbreak, may face possible violations of supply contracts with clients for failing to deliver shipments on time. But clients should be able to understand the situation, according...
  • competition in the gaming monitor market becoming keen
    Competition in the gaming monitor sector is set to become keen in 2020 as more notebook and monitor brands enter the race for market share, according to industry sources.
  • Components pricing is rising
    The coronavirus outbreak is disrupting production at both assembly plants and their upstream suppliers, with components prices rising. Now MLCC and chip resistor prices are expected to increase throughout 2020. Memory pricing is also...
  • Notebook makers have only partially resumed production in China
    Notebook makers are turning cautious about purchasing some specific components such as MLCCs and chip resistors that are running low in inventory and facing price hikes, as the purchases may push up their costs amid epidemic-induced uncertainties over capacity utilization and terminal demand, according...
  • HTC is expanding its VR business
    HTC is optimistic about its VR business in 2020 expecting the global VR industry to have potential to surge by 50% in terms of market demand that will emerge from both the consumer and business sectors, according to company CEO Yves Maitre.
  • MediaTek relies heavily on the coronavirus-hit China market
    Everyone in the ICT sector had expected the 5G era to get off to a flying start in 2020 when the coronavirus hit. Major players continue to make deployments for 5G, but cannot be sure when the momentum will actually pick up. Now Taiwan-based chip vendor MediaTek,...
  • Tablet demand in China is being fueled by remote learning in the wake of the coronavirus outbreak
    Tablets demand in the China market is picking up inadvertently in the wake of the coronavirus outbreak that is fueling needs for remote work and learning, but their ODMs' production are being impacted by shortages of raw materials, components and labor.
  • USI may enter the AirPods supply chain
    Taiwan-based Universal Scientific Industrial (USI), a unit of ASE Technology, is likely to obtain system-in-package (SiP) orders for AirPods Pro Lite, which may also benefit Taiwanese makers of SiP substrates, according to industry sources.
  • AMD is likely to see profit growth in 2020
    Demand for AMD's new 7nm EUV processors remains robust, with development projects for the chips commenced by PC, motherboard and graphics card makers this year set to be 10-20% higher than the levels in 2019, according to industry sources.
  • Acer is transforming its business
    Acer has grown its emerging businesses with their combined share in Acer's overall revenues having risen to 14.6% from 11% three years ago, according to company chairman Jason Chen.
  • Acer chairman Jason Chen
    The global notebook market is poised for a strong rebound in the second half of 2020 as the coronavirus outbreak has not resulted in severe impacts to demand in other parts of the world including Australia and Europe as compared to the harm that has brought to China, according to Acer chairman Jason...
  • The PC market is being impacted by the coronavirus outbreak
    Global shipments of PC products (desktops and notebooks) are expected to retreat to a sliding path in the first quarter of 2020 as PC brands have slowed down their orders for ICs and related components due to the impacts of the coronavirus outbreak, according to sources from Taiwan-based IC-design...
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    The world's top-5 notebook brand vendors saw their combined shipments (excluding detachable models) fall over 30% sequentially in January 2020, due to a combination of negative factors including the coronavirus impact and seasonality, according to Digitimes Research.
  • PT Synnex Metrodata's logistics center in Jakarta, Indonesia
    IT and consumer electronics channel distributor Synnex Technology International has disclosed its joint venture, PT Synnex Metrodata, in Indonesia has achieved impressive sales growth since its establishment in 2011.
  • Acer was the leading gaming notebook brand in India in 2019
    Acer was ranked by IDC as the largest gaming notebook brand in India for the second consecutive year in 2019. Acer also was the leading gaming brand in Canada, Thailand, Australia and Bazil in 2019.
  • Apple says its manufacturers are ramping production more slowly than expected
    Apple has warned of iPhone supply constraints due to the coronavirus outbreak. And the iPhone is not the only Apple device whose production is being disrupted by the epidemic, as manufacturers are unlikely to start volume production as...
  • Apple is expected to launch a new iPad model next month
    Apple is scheduled to launch its new iPad Pro series around March, but shipments are unlikely to peak until after April as their components suppliers are slowly ramping up their output after the extended Chinese New Year break due to the coronavirus outbreak, according to industry sources.
  • Notebook PCB supply is falling short
    PCB supply for notebooks, especially consumer models, has become tight as production at many small and medium-sized Chinese makers is being hard hit by the coronavirus outbreak, posing risks of shipment disruptions to major ODMs, according to industry sources.
  • Apple expects iPhone supply to fall short
    Apple has warned that it may not meet the revenue guidance it provided last month, as the coronavirus outbreak is expected to result in iPhone supply shortages and weak sales of its products in China.
  • Notebook components supply may dry up in March
    Notebook ODMs have resumed their production in China, but face the possibility of a lack of components starting in March if their suppliers continue to be prevented from going to work by the coronavirus outbreak. Quanta Computer has started...
  • Global notebook shipments will drop due to the outbreak in China
    Global notebook unit shipments for the first quarter of 2020 are estimated to experience a larger sequential fall of 29-36% than 17% projected earlier, as severe labor and components shortages and stagnant logistics arising from the coronavirus outbreak are derailing supply chain in China, which commands...
  • Quanta is increasing notebook production at its new plant in Taiwan
    Taiwan notebook ODM Quanta Computer is reportedly moving to accelerate volume production at its new assembly lines in northern Taiwan to fulfill rush shipments to US brand vendors amid the coronavirus outbreak, according to industry sources.
  • Notebook ODMs have resumed production, but components stocks are running low
    Taiwanese notebook ODMs have already resumed assembly operations in China, but risks of supply chain disruptions in March are mounting, as inventories of many components will run out by end-February with many of their supporting suppliers still awaiting approvals from local governments to reopen their...
  • Vendors are expected to rely more on online marketing
    The cancellation of the annual Mobile World Congress (MWC) will prompt the ICT industry to explore and try new marketing campaigns online.
  • The outbreak is hitting hard China's ICT industries
    The coronavirus outbreak is hitting hard the ICT industries and markets in China. Digitimes Research provides a preliminary estimation on the impacts on four major sectors: semiconductors, display panels, handsets and notebooks. Many...

Global tablet market (outbreak updates) – 4Q 2019

China smartphone market and industry (outbreak updates) – 4Q 2019

Taiwan small- to mid-size LCD panels – 4Q 2019

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

Mini/micro LED: Challenges and opportunities in the display industry

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