Mon, Aug 2, 2021
Friday 30 July 2021
Notebook brand companies remain positive about 2022
Despite speculation circulating in the supply chain that notebook shipments may start falling in 2022, brand vendors such as Dell and Asustek Computer remain optimistic about their notebook sales growth next year.
Thursday 29 July 2021
Brand vendors experience pressure from increasing costs
The rising costs from logistics as well as components and materials have started bringing pressure to downstream brand vendors such as Apple and Asustek Computer, according to some market observers.
Thursday 29 July 2021
Views from Taiwan (3): Acer, Asus ride high on record notebook sales
Given the ballpark yearly volume of about 200 million units for the notebook market, estimated worldwide shipment of 238 million units in 2021 outperforming 2020 by 19% is a rarely seen booming record for laptop. According to DIGITIMES Research's survey, notebook shipments reached 57.5 million units in first quarter of 2021, and 60 million units in the second quarter, and they will arrive at 62 million units in the third quarter, but will relapse to 58.1 million units in the final quarter.
Wednesday 28 July 2021
Highlights of the day: Foxconn ups semi investment
Foxconn is stepping up its effort in the semiconductor industry and began installing equipment for packaging high-end ICs at plants in China, while Chromebook shipments will experience a major drop, due to weakening demand from the end market. Seeing demand for memory products is still rising, Macronix is planning to expand its 12-inch fab by investing NT$41.5 billion.
Wednesday 28 July 2021
Brand vendors holding back Chromebook orders
The supply chain makers of Chromebooks reportedly have experienced a significant cutback of orders from their brand clients due to the dwindling demand for notebook products in the end market, according to industry sources.
Wednesday 28 July 2021
Views from Taiwan (2): Let the notebook speak
Some 38% of semiconductor market share is contributed by computing products, and around 32% from communication products. Notebooks, desktops and servers are major categories of computing products, with notebooks being the biggest of them all. Getting a good grip on notebook industry trends can give a good grasp of the bigger picture about the business climate of the computing sectors.
Tuesday 27 July 2021
Highlights of the day: TI reportedly still sees strong orders
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.
Tuesday 27 July 2021
Views from Taiwan (1): Insights into IT trends and dynamics
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.
Monday 26 July 2021
Taiwan ODM executives share similar view with Intel CEO about notebook prosperity
Intel CEO Pat Gelsinger, at an online investors conference, has pointed out that he expects PC total available market (TAM) to grow all the way to 2022, despite the pandemic being gradually contained, corresponding to the views of several executives at Taiwanese ODMs, according to some market observers.
Monday 26 July 2021
Manufacturing production index in Taiwan expected to increase 20.20% in June
The industrial production index in Taiwan increased 18.37% in June 2021, compared with the same month in 2020. The annual production index by some major industrial divisions is as follows: manufacturing increased 20.20%, mining & quarrying decreased 5.11%, electricity & gas supply decreased 0.29%; water supply decreased 4.39%, according to the Ministry of Economic Affairs (MOEA).
Friday 23 July 2021
Highlights of the day: Foundry houses gear up for car chips
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.
Friday 23 July 2021
New-gen AirPods assembly to move to China
Luxshare Precision Industry and Goertek, reportedly assemblers for the new-generation AirPods, have seen their factory sites in Vietnam affected by a resurgence of the COVID-19 outbreak locally and will have to fulfill orders for Apple's upcoming TWS earbuds at their plants in China, according to industry sources.
Friday 23 July 2021
PCB firms shipping in small volumes for upcoming AirPods
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.
Thursday 22 July 2021
Notebook sales outlook remains robust
Acer and Asustek Computer are both expected to see their notebook sales register another increase of about 10% in 2022, while some ODMs have also expressed optimism about the overall notebook sales judging from the one-year supply agreements brand companies have already struck with them, according to industry sources.
Thursday 22 July 2021
Taiwanese makers give priority to stability in India production
Wistron, which has qualified for Production Linked Incentives (PLI) from the Indian government, is focusing its operation in India on stability over volume, according to company sources.
Wednesday 21 July 2021
Highlights of the day: ICT companies see bright 2H21
Although the coronavirus pandemic has gradually been put under control, notebook ODMs still see their clients placing long-term orders, extending their order visibility beyond the fourth quarter of 2021. Meanwhile, Epistar and China-based Sanan have both entered into Samsung's mini/microLED chip supply chain and will begin delivery in the second half. Prices of MCUs will continue to rise through the end of 2021 as the supply of the chips will be undermined by nationwide lockdown in Malaysia and reduced support from Chinese foundries.
Wednesday 21 July 2021
Notebook ODMs see customers place long-term orders
Notebook makers have seen their clients place long-term orders recently with their order visibility extended beyond the fourth quarter, according to Wistron Technologies president and CEO Jeff Lin.
Wednesday 21 July 2021
PCB makers continue to see shipments constrained
PCB manufacturers engaged in the notebook, tablet and other PC industry supply chain continue to see their shipments constrained by shortages of various chips in varying degrees, which may persist through the second half of this year, according to industry sources.
Monday 19 July 2021
Highlights of the day: China keen to improve IC self-sufficiency
China, which has been relying heavily on semiconductor imports, is keen to improve it IC self-sufficiency. But DIGITIMES Asia president Colley Hwang thinks the key for China is to keep the momentum for its economic growth. Apple reportedly will introduce the third-generation iPhone SE series in first-half 2022 adopting A14 Bionic, creating opportunities for its semiconductor supply chain. Thanks to WFH deeds, MIS has expects its shipments for IT devices to stay strong in 2021.
Monday 19 July 2021
MSI expects to ship 24 million motherboards and graphics cards in 2021
Micro-Star International (MSI) expects its overall motherboard and graphics card shipments, including brand and OEM ones, to reach 24 million units in 2021, according to company chairman Joseph Hsu.
Friday 16 July 2021
Highlights of the day: Wafer foundries preparing for next phase
As wafer foundries are preparing for the next stage of competition, TSMC chairman Mark Liu has given out some details about the company's investments in the US during an investor conference. Meanwhile, Intel is rumored to consider buying Globalfoundries, eyeing for its capacity, but sources from Taiwan's upstream supply chain believe the move is unlikely. On the other hand, Chromebook shipments may slip 50% between July and August, as demand from the education sector will begin to fade.
Friday 16 July 2021
Chromebook shipments likely to fall 50% in July-August, say sources
Shipments for Chromebooks have started slowing down recently, and are expected to fall as much as 50% between July and August, according to sources at ODMs.
Friday 16 July 2021
Brinno lands orders for time-lapse camera modules visible until end of 2022
Time-lapse camera maker Brinno has obtained ODM orders from US-based ruggedized device makers for time-lapse camera modules equipped with Brinno's in-house-developed ICs, with shipments for such orders scheduled until the end of 2022, according to the company.
Friday 16 July 2021
Synnex Technology International reports increased June revenues
IT and consumer electronics channel distributor Synnex Technology International has reported consolidated revenues of NT$33.737 billion for June, increasing 6.86% sequentially and 17.12% on year.
Thursday 15 July 2021
Notebook component makers see customers raise order pull-ins in 3Q21
Notebook components and parts makers including Getac have seen customers step up their pace in order pull-ins recently, according to company sources.