Nvidia reports record sales for fiscal 3Q21
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 top Taiwan global brand in 2020
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).
US, Taiwan to hold high-level trade talks
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 October shipments hit year's new high, says Digitimes Research
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 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 to expand production capacity in Vietnam
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 investments in Thailand subsidiary
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.
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 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 bids for stake in Silterra, says chairman
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.
Highlights of the day: Apple M1 opens Arm floodgates
Apple M1 threatens Intel
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 expects robust shipments in 1H21
Asustek Computer expects shipments of its notebooks, motherboards and graphics cards to stay robust through the first half of 2021.
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 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.
Strong Chromebook sales boost Acer, Asustek revenues
Acer and Asustek Computer both saw impressive gains in their sales during the first 10 months of 2020, buoyed by strong Chromebook sales.
Highlights of the day: Pegatron penalized by Apple
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...
Highlights of the day: PWM IC in serious shortages
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 optimistic about notebook demand in 2021
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.
ODMs see rising orders for 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.
Notebook shipments of Taiwan players from 2006-2020
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.
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...
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...
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
Global tablet shipments amounted to 43.83 million units in third-quarter 2020, up 10.5% on quarter and 0.4% on year.
China smartphone AP shipments – 3Q 2020
Smartphone application processor shipments to China-based vendors amounted to 192.6 million units in third-quarter 2020, up...
China smartphone market and industry – 3Q 2020
Smartphone shipments to the China market in third-quarter 2020 plunged 25.2% on quarter and 26.2% on year due to the US government...
Global mobile device shipment forecasts, 2021 and beyond: Smartphones, notebooks and tablets
Notebook and tablet shipments are both expected to increase from a year ago in 2020 due to demand from stay-at-home activities,...
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...