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Wednesday 4 August 2021
Views from Taiwan (7): India to cash in on China's setbacks?
As the second largest handset market next to China, India sees its suppliers mainly carrying Chinese brands. Is India facing a fundamental change in market structure? Smartphone brands often find themselves overwhelmed by fast market changes. And surging logistics costs are posing greater challenges, fueling management problems.
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Wednesday 4 August 2021
Taiwan backend houses bracing for robust China mature-node chips demand
Taiwan-based IC backend houses are gearing up for robust packaging demand for mature-node chips from foundries in China, as the supply of such chips is increasingly short of demand there, according to industry sources.
Wednesday 4 August 2021
Aleees progressing well in certification for cathode materials used in high-end LFP batteries
Advanced Lithium Electrochemistry (Aleees) has progressed into third-phase certification process for cathode materials used in high-end LFP (lithium iron phosphate) batteries conducted by Northeast Asia-based potential clients, according to the company.
Wednesday 4 August 2021
Vietnam making efforts to boost car production
The Vietnam government is striving to promote domestic car production to reduce production cost and stimulate demand.
Tuesday 3 August 2021
India to ban Chinese solar imports
Industrial sources indicated that the Indian government is blocking China's solar modules from coming to India, in an attempt to reduce dependence on China.
Tuesday 3 August 2021
Smartphone shipment rebounds in India
Sales of smartphone in India took a hit by the resurgence of COVID-19 in the second quarter this year, but when compared with the same period in 2020, sales have seen considerable growth of 82%, rising to 33 million units, according to Counterpoint Research.
Tuesday 3 August 2021
China smartphone AP shipments to grow 7% in 3Q21
About 218 million smartphone application processors (APs) were shipped to China-based handset vendors in the second quarter of 2021, up about 3% sequentially, according to Digitimes Research. Shipments are forecast to register another sequential growth of 6.9% in the third quarter.
Tuesday 3 August 2021
Views from Taiwan (6): China's smartphone industry is reshuffling
Is there any way out for Huawei, which has been cornered by the US government? It used to be able to ship 200 million handsets a year, and it remains to be seen whether it can make it to 40 million units in 2021. Is Huawei going to give in? Will China let Huawei fight alone? By no means!
Tuesday 3 August 2021
India active EV development impacts local supply chains
The India government and India-based automakers and motorcycle makers have been actively boosting the development and domestic production of two-, three- and four-wheel electric vehicles (EVs), but the ambition is impacting the local supply chain makers.
Monday 2 August 2021
Southeast Asia roundup: COVID surge disrupts car production, prompts new rail route for cargo
A surge in COVID infections in Southeast Asia is hitting Japanese carmakers' production in the region. And COVID-inflicted disruptions to logistics services have prompted Vietnam to introduce a new rail transport route to Europe.
Monday 2 August 2021
ASC 100: Hana Microelectronics branches out to 5G, SiC industries
For years, the business of Hana Microelectronics, the leading EMS provider in the Southeast Asia region, took off as orders divert from, to, or within China. Its business in China is expected to further benefit from China's new self-reliance policy. Seeing the demand from EV, the company also developed a new business in Silicon carbide semiconductors (SiC), which are going to become its next holy grail.
Monday 2 August 2021
YMTC starts shipping 128-layer 3D NAND flash for China homegrown SSD
Yangtze Memory Technologies (YMTC) has kicked off mass production of 128-layer 3D NAND flash memory for a home-grown SSD series, according to industry sources.
Monday 2 August 2021
India roundup: Handset market resilient; carmakers dissatisfied with Musk remarks
India's handset market saw a milder-than-expected sequential drop in sales in second-quarter despite COVID surges, while its car industry is calling on the government not to extend preferential tariffs to Tesla.
Friday 30 July 2021
Primax expects acoustic components sales to drive 3Q21 growth
Primax Electronics has expressed optimism about its operations in the third quarter of 2021, citing robust growth of its acoustic components sales.
Thursday 29 July 2021
Bajaj Auto is opening subsidiary to make EV
Bajaj Auto, the fourth largest motorcycle maker in India, plans to set up a 100%-owned subsidiary to produce electric scooters and cars.
Thursday 29 July 2021
ASC 100: Thailand-based AAPICO Hitech expands from jig maker to OEM car parts supplier
Listed on Thailand stock Exchange in 2002, AAPICO Hitech was founded in 1996 by Yeap Swee Chuan and headquartered in Thailand. AAPICO expanded from manufacturing jigs and stamping die to manufacturing OEM car parts including floor parts, crossmembers, and plastic fuel tanks for Thailand's major car-assembling providers.