PC, CE
  • Nvidia
    Nvidia has reported record revenues of US$4.73 billion for the third quarter ended October 25, 2020, up 57% from US$3.01 billion a year earlier, and up 22% from US$3.87 billion in the previous quarter.
  • Trend Micro
    Anti-virus software developer Trend Micro has been appraised as the most valuable Taiwan-based global brand in 2020, according to Ministry of Economic Affairs (MOEA).
  • Notebook ODMs to see only small declines in 1Q21 shipments
    Notebook ODMs expect their shipments in the first quarter of 2021 to only slip less than 10% sequentially instead of traditional 20-30% declines, while Taiwan's pure-play foundries...
  • US and Taiwan to hold trade talks on November 20
    Trade officials from the US and Taiwan are scheduled to hold talks on November 20 this Friday to discuss issues that will help promote and cement trade ties and other relationships between the two sides, although Taiwan is not being a part of the Regional Comprehensive Economic Partnership (RCEP) –...
  • Top-5 notebook brands see combined shipments reaching new 2020 record in October
    The world's top-5 notebook brands saw their combined October shipments (excluding detachable models) hit another new monthly high for 2020 reaching over 17 million units, due mainly to consumer markets in the US and Europe entering a peak season and resurging pandemic further fueling demand for remote...
  • Notebook ODMs to see strongest first-quarter in 2021
    Notebook ODMs are expected to post only single-digit sequential decreases in shipments for the first quarter of 2021, compared with the 20-30% declines usually seen during the same period in previous years, according to industry sources.
  • Ampacs chairman and president Chang-ching Huang
    Gaming handset and TWS (true wireless stereo) earphone maker Ampacs plans to invest NT$200 million (US$6.9 million) to add an integrated production line at its factory in Vietnam, according to company chairman and president Chang-ching Huang .
  • Quanta expands capacity in Thailand
    Quanta Computer has announced an investment of THB2 billion (US$70.08 million) in QMB, a subsidiary in Thailand, to fund its purchases of production equipment.
  • Nvidia
    Taiwan-based cooling solution providers including Sun Max Tech and Auras Technology expect the recently released next-generation graphics lineups from Nvidia and ADM to boost demand for their parts in the fourth quarter of 2020.
  • Asustek rolls out new slim notebooks to ramp up shipments
    Asustek Computer has launched two new notebook models, the ZenBook Flip S and ZenBook S, in the Taiwan market targeting the high-end, ultraslim segment, as it aims to maintain its shipment momentum in fourth-quarter 2020.
  • Foxconn CFO David Huang (from left) and chairman Young Liu
    Foxconn Electronics (Hon Hai Precision Industry) has confirmed that it has placed a bid to take over a stake in Malaysia-based 8-inch foundry house Silterra, expecting the result to come out by the end of 2020.
  • Apple
    Apple's launch of new Macs with its own M1 chips means losses for Intel processor business. And M1 also comes as an encouragement for other Arm-based chip vendors to challenge the dominance of Intel. In the M1 ecosystem, Unimicron...
  • Apple developed processor to undermine Intel's presence
    Apple's Arm-based M1 processor featured in the new MacBook Air, MacBook Pro and Mac mini is expected to challenge Intel's dominance in the notebook CPU market in the long term, according to sources from the notebook upstream supply chain.
  • Asustek reported strong 3Q20 profits
    Asustek Computer expects shipments of its notebooks, motherboards and graphics cards to stay robust through the first half of 2021.
  • Wistron vice chairman Robert Huang
    ODM Wistron will stick to its established policy of diversifying production risks and increasing non-China production even though the new US administration could be friendlier to China, according to the firm's vice chairman Robert Huang.
  • Apple introduces new Mac PCs with the in-house developed M1 chip
    Apple has introduced a new MacBook Air, 13-inch MacBook Pro, and Mac mini powered by the M1, the first in a family of chips designed by Apple specifically for the Mac.
  • Chromebook
    Acer and Asustek Computer both saw impressive gains in their sales during the first 10 months of 2020, buoyed by strong Chromebook sales.
  • Pegatron
    It comes as a surprise that Pegatron, long being a manufacturing partner for Apple, has been penalized by the US client for employing student workers reportedly at its iPhone 12 assembly lines. But the incident highlights the pressure of Pegatron...
  • Demand from notebook sector is strong
    Tight foundry capacity has constrained semiconductor supply, with PWM ICs in particularly serious shortages. The IC shortages are delaying shipments of end-market devices that are badly needed to support stay-at-home activities. In response...
  • Anli chairman Cheng-Kun Hsu
    Taiwan-based Anli International, specializing in metal parts and heat dissipation components for notebooks, expects the stay-at-home activities to continue to drive notebook demand in 2021.
  • Taiwan-based ODMs obtained increasing orders for the Surface notebooks
    Microsoft has placed brisk orders for its Surface series notebooks, but component shortages remain an issue for the supply of the devices, according to sources from the upstream supply chain.
  • 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.
  • Notebook makers have set up assembly lines outside China
    The US presidential race is still too close to call, but the final outcome of the election will not change Taiwanese ODM's ongoing plans of moving part of their porduction lines out of China, as tensions between the world's two superpowers...
  • ODMs go on with preparation of non-China production lines for the US tariffs
    Taiwan-based notebook and server manufacturers are sticking to plans of moving production out of China according to customer requests, regardless of the outcome of the US presidential election, though their notebook clients have not yet placed orders with their plants outside of China, according to...
  • tablet
    Global tablet shipments are expected to increase 7.3% sequentially to a 13-quarter high in the fourth quarter of 2020, with significant increases in orders from Southeast Asia, India and Latin America for education applications, according to Digitimes Research.

Global tablet market – 3Q 2020

China smartphone AP shipments – 3Q 2020

China smartphone market and industry – 3Q 2020

Global mobile device shipment forecasts, 2021 and beyond: Smartphones, notebooks and tablets

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

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