PC, CE
  • Taiwan's manufacturing sector has seen three consecutive quarters of on-year declines in production
    Production of Taiwan's manufacturing industry totaled NT$3.37 trillion in the third quarter of 2019, down 7.01% on year, making the third consecutive quarter of on-year declines due mainly to the US-China trade tensions, according to figures from Taiwan's Ministry of Economic Affairs (MOEA).
  • Memory sector sees demand recovering
    After a disappointing year, the memory industry is expected to recover in 2020, thanks to momentum coming from 5G-driven demand. Memory module makers and their backend partners have already seen demand picking up, with memory chip vendors...
  • Apple expected to upgrade 13.3-inch MacBook Pro with a scissor-switch keyboard
    Apple's new 13.3-inch MacBook Pro series slated for launch in the first half of 2020 will also feature a scissor-switch keyboard, a design found in its recently-introduced 16-inch MacBook Pro lineup, according to industry sources. ODM Wistron and Global Lighting Technologies (GLT), a provider of light...
  • Top-5 notebook brands together saw an on-month decline in October revenues
    The worldwide top-5 notebook brands saw their combined shipments slip 13% on month in October 2019, better than that of the same month a year ago, thanks to some lingering seasonal demand and some brand vendors' strong enterprise product shipments, according to Digitimes Research.
  • Asustek expects sales drop for PC business in 4Q19
    Asustek Computer expects to post flat growth or an up to 5% sequential decrease in PC sales in the fourth quarter, while sales of its component products including motherboards and graphics cards will drop 5% on quarter.
  • Apple 16-inch MacBook Pro notebook
    Apple has unveiled a new MacBook Pro featuring a 16-inch Retina Display, the latest 8-core processors, up to 64GB of memory, next-generation graphics with up to 8GB of VRAM and a new advanced thermal design.
  • US notebook vendors have slowed down placing orders with Taiwan ODMs
    Trade tensions between the US and China seem to be easing a little, but it remains uncertain whether the more "friendly" atmosphere will be subsequently followed by a full truce between the two super economies. For notebook vendors who risk higher tariffs for Chinese imports if the trade war doesn't...
  • Notebook ODMs continue moving production lines out of China
    US notebook vendors have slowed down placing orders with Taiwan ODMs amid seemingly easing of US-China trade tensions, but have not asked the manufacturering partners to stop moving production lines out of China, according to industry sources.
  • Taiwan makers produced over 90% of the notebooks worldwide in 2008. The top-five notebook makers - Quanta Computer, Compal Electronics, Wistron, Inventec and Asustek Computer - contributed 88% of the shipments from Taiwan.
  • Acer enjoyed rising profits in 3Q19
    Acer has announced consolidated revenues of N$62.87 billion (US$2.05 billion) for the third quarter of 2019, growing 14% sequentially with gross margin of 10.6%. Net profit for the quarter came to NT$1.18 billion, up 187.8% sequentially and 29% on year with EPS reaching NT$0.39.
  • Semiconductor players see improved utilization rates
    Semiconductor players including TSMC, UMC as well as GaAs foundries and backend firms are seeing their production utilization rates picking up as demand from clients and emerging applications has been rising. Meanwhile, demand for chips used in TWS earphones is also expected to soar in 2020.
  • ICP DAS general manager Robert Chen
    Industrial computing solutions supplier ICP DAS has recently made a big stride forward in its business diversify efforts by inaugurating a plant in northern Taiwan to produce polymeric materials for biomedical applications.
  • Garmin has cooperated with France-based life reinsurance company SCOR Global Life
    Garmin has cooperated with France-based life reinsurance company SCOR Global Life to help life insurance companies in Taiwan collect biometric data from their clients via smart wearable devices to deliver underwriting insight, according to Garmin.
  • Apple reportedly is partnering with US game developer Valve for its AR product
    Apple reportedly is partnering with US game developer Valve for its AR product that will be manufactured by Quanta and Pegatron. Meanwhile, Asustek's gaming smartphone's shipments in 2019 are expected to be less than planned originally due to issues with component supply. TSMC, however, is expected...
  • Global tablet shipments to rise 4.5% on year in 4Q19
    Global tablet shipments for the fourth quarter of 2019 are expected to increase 4.5% on year to the same level as recorded in the third quarter as both Apple and non-Apple brand vendors are likely to see their shipments pick up in the quarter, according to Digitimes Research.
  • Taiwan notebook ODMs have completed most of their plant relocation
    Taiwan-based ODMs have been eager to move production out of China upon suggestion by their clients amid the US-China trade disputes. But most of the notebook clients have not been as keen when it comes to committing their production to the relocated production lines. Now the ODMs are striving to improve...
  • Taiwan ODMs looking to improve yield rate and costs in non-China production lines
    Taiwan-based notebook ODMs have completed most of their plant relocation and their present focus is to improve production yield rates and reduce costs at the relocated facilities in a bid to retain clients, according to industry sources.
  • Apple reports strong earnings
    Apple has reported record earnings for its fiscal 2019 fourth quarter, fueled by accelerating growth from its services, wearables and iPads. Apple is expecting strong growth for its fiscal 2019 fourth quarter, but it remains to be seen...
  • Worldwide notebook shipments are forecast to drop 1.8% sequentially in the fourth quarter of 2019
    Worldwide notebook shipments are forecast to drop 1.8% sequentially in the fourth quarter of 2019 after registering a nearly 2% increase in the prior quarter, according to Digitimes Research.
  • Apple has posted revenues of US$64 billion for its fiscal 2019 fourth-quarter ended September 28
    Apple has posted revenues of US$64 billion for its fiscal 2019 fourth-quarter ended September 28, an increase of 2% from the year-ago quarter, with quarterly earnings per diluted share reaching US$3.03, up 4%.
  • Samsung Electronics has reported KRW 62 trillion in consolidated revenues
    Samsung Electronics has reported KRW 62 trillion (US$53.37 billion) in consolidated revenues, rising 10.45% sequentially but dropping 5.28% on year. Its third-quarter 2019 operating profit came to KRW 7.78 trillion, up 17.8% but down 56.16% on year.
  • Asustek has been appraised as the most valuable Taiwan-based global brand in 2019
    Asustek Computer has been appraised as the most valuable Taiwan-based global brand in 2019 for the seventh consecutive year, according to Ministry of Economic Affairs (MOEA).
  • Intel unveils Tremont microarchitecture
    Intel has revealed the first architectural details related to Tremont. Intel said its newest and most advanced low-power x86 CPU architecture offers a significant performance boost over prior generations.
  • Intel sees record revenues in 3Q19
    Intel has reported third-quarter 2019 financial results with revenues growing 6% on year to reach US$19.2 billion, a new record that exceeded July guidance, driven by record data-centric revenues. PC-centric revenues declined 5% on year, consistent with guidance, Intel said.
  • Gaming PC demand is weakening
    With gaming PC demand slowing down, Asustek Computer and Micro-Star International (MSI) are both looking for new sales and profit growths from emerging sectors such as Creator PC and AIoT, to offset their weakening gaming PC businesses, according to industry sources.

China smartphone market and industry – 3Q 2019

Taiwan notebooks – 3Q 2019

China smartphone AP shipments – 3Q 2019

Global LCD panel shipment forecast, 2020 and beyond

Global mobile device shipment forecasts, 2020 and beyond: Smartphones, notebooks and tablets

Taiwan semiconductor foundry sector, 2Q19

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