PC, CE
  • Apple is rumored to release OLED tablets and notebooks in 2022
    Apple reportedly plans to adopt OLED panels in more of its devices including the iPad and MacBook series in 2022, according to industry sources.
  • dram
    DRAM supply has already fallen short of demand with the chip shortages worsening. DRAM contract prices are expected to continue rising in second-quarter 2021. The coronavirus pandemic has decimated many industries, but the semiconductor...
  • Getac chairman James Hwang
    Taiwan-based ruggedized PC specialist Getac Technology has expressed optimism about its operations this year.
  • Acer chairman Jason Chen
    The global supply of notebooks and other PCs will remain constrained all the way to the third quarter of this year as components continue to be in tight supply, according to Acer chairman and CEO Jason Chen.
  • quantum
    Some public cloud platform operators have recently launched QaaS (Quantum as a Service) business, seeking synergies between software and hardware suppliers and enterprise users - a move which will help explore potential applications and accelerate the integration of new and old computing technologies,...
  • smic
    The US trade ban may be blocking SMIC from advancing its semiconductor manufacturing processes, but the China foundry is looking to expand its presence in the mature node segments amid industry-wide tight capacity. Qualcomm...
  • Pegatron sees growing orders for notebooks in 1Q21
    Pegatron has seen robust demand for notebooks, and is still rushing to fulfill orders slated for delivery by the end of the first quarter, according to industry sources.
  • Cryptocurrency miners turn to use gaming notebooks for mining
    Gaming notebook specialists have seen demand surge for cryptocurrency mining applications, according to industry sources.
  • ipad
    India's tablet market recorded 14.7% on-year growth with shipments totaling 2.8 million units in 2020, according to IDC. It was a year of growth after declining for four consecutive years, mainly aided by the increased utility of tablets to support e-learning demand.
  • president YunHai for XunweiTech
    Huawei Technologies, to cope with US sanctions amid fast growing development of 5G and AI+IoT, is transforming its consumer electronics business from providing hardware to operating platforms and setting up ecosystems for devices and services mainly used in smart home, travel, office, health care and...
  • Graphics card makers to see robust 1H21 sales
    Taiwan-based motherboard and graphics card makers are poised to enjoy a particularly strong first half of 2021, as demand propelled by coronavirus-induced stay-at-home activities remains strong. Recovery in demand for cryptocurrency mining applications will be another contributing factor, according...
  • tsmc
    The frigid weather that halted production in the US state of Texas may prompt IDMs to mull adjusting outsourcing strategies. Seeking more support from manufacturing partners, particularly those in Taiwan, may be a way for IDMs to diversify...
  • acer
    Acer will step up promotion of non-PC products including smart speakers, AI-based face identification solutions, digital signage and air purification systems in the Taiwan market in 2021, apart from strengthening PC shipments, according to SH Chang, COO at Acer Taiwan.
  • Notebook shipments to decline on month in January
    After hitting a new high in monthly shipments last month, the global top-5 notebook brands saw their combined shipments slip more than 10% sequentially in January due to seasonality and the fact that component shortages have shown no improvement.
  • Shuttle eyes business opportunities from medical care products
    Shuttle has terminated its low-margin notebook OEM business, and is looking to enhance its presence in non-PC offerings, such as medical care IT products, according to company president Wei-Hsun Cheng.
  • 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
    With demand remaining robust, ODMs are expected to see their first-quarter 2021 notebooks shipments drop by only 10-15% sequentially, milder than the usually over 20% declines seen during the traditional low season. Stay-at-home activities...
  • Notebook shipments will see smaller sequential drop in 1Q21
    Notebook ODMs will see their shipments decline 10-15% sequentially in the first quarter of 2021, compared to larger decreases of over 20% during the same period in previous years, 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.
  • MediaTek M80
    MediaTek's recently announced mmWave-enabled M80 5G modem chip is likely to fuel competition in the mmWave SoC solution market in the second half of 2021.
  • pegatron
    Pegatron has reported consolidated revenues of NT$82.419 billion (US$2.90 billion) for January, the lowest monthly level since March 2020.
  • TSMC is facing political pressures
    Following the setup of an advanced wafer fab in the US because of the US government's pressure, TSMC is now facing pressure from governments of Japan, Germany and the US, demanding it to strengthen its support to carmakers. Meanwhile,...
  • Component shortages remain biggest issue to notebook brands at the moment
    Notebook brand vendors are taking a wait-and-see attitude toward whether to have their supply chain partners move production out of China, as the Biden administration is not expected to announce new tariff sanctions against Chinese imports in the short term although its China policy has yet to be clear...
  • Asustek has been pushing the AIoT business
    Asustek Computer has announced to spend NT$1.5 billion (US$53.13 million) on acquiring a 30% stake in Portwell and will partner with the IPC maker to establish Embedded Foundry, an R&D center for AIoT innovations. Asustek is set to make further investment one year later to raise its shareholding...
  • Lenovo to launch new personnel and organization changes in April
    Gianfranco Lanci, COO and president for Lenovo, will retire from the PC vendor in September 2021. The company also disclosed organization and personnel changes that will become effective on April 1.

Taiwan LCD TVs – 4Q 2020

Taiwan small- to mid-size LCD panels – 4Q 2020

Taiwan large-size LCD panels – 4Q 2020

Global server shipment forecast and industry analysis, 2021

China semiconductor industry: From 13th 5-year Plan to 14th 5-year Plan, 2015-2025

Global LCD panel shipment forecast, 2021 and beyond

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