Tesla is expected to sell 800,000 electric vehicles (EV) globally in 2021, increasing 60.1% on year, and the more price-friendly Models 3 and Model Y will together take up 90.4% of the volume, Digitimes Research forecasts.
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 risks in an IT sector that has been haunted by uncertainty and tight supply...
The application of Open RAN (O-RAN) networks is gaining popularity worldwide, offering plenty of opportunities for Taiwan-based makers to tap into the niche market by optimizing their capabilities in the manufacture of semiconductor and electronics products.
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.
Major chip vendors have been striving for support from production partners, and Qualcomm reportedly will even appoint a VP dedicated fully to working to secure capacity in Taiwan. Qualcomm and MediaTek are also said to be both stepping up orders for BT substrates to faciliate their shipments of 5G handset APs and mmWave AiP modules...
Automakers are desperate for support from foundry partners to ease chip shortages disrupting their production, and they are willing to pay extra in return for foundries giving top priority to their orders. TSMC has agreed to give automotive chip orders SHR (super hot run) status...
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 have also been keeping server demand strong. Digitimes Research expects global server shipments to decline by less than 2% in the first quarter...
The handset market in China is recovering, with shipments staging a strong rebound in January ahead of the Lunar New Year holidays. January handset shipments in China almost doubled compared to the same month last year. Mobile SoC vendor MediaTek, who has a strong presence in the China market, saw its January sales soar almost 80% on year...
The performance of global notebook shipments in the first quarter of 2021 may face the challenge of component shortages as the related supply is showing no sign of easing. Meanwhile, GaAs foundries are optimistic about demand for sub-6GHz PAs and have been expanding their production for related products...
