Strong pandemic-fuled demand has resulted in shortages in a host of components, including MLCC. Yageo, a major passive components suplier, has only about two months of MLCC inventory, far below healthy levels, and the tight supply will not improve until after the Lunar New Year break in February. LCD panel shortages are also haunting second-tier TV vendors who focus on smaller size segments...
Robust demand for server-related hardward and software in the wake of the pandemic has boosted sales at Taiwan-based makers in this market segment. Digitimes Research estimates that Taiwanese makers will see server-related revenues grow 11% in 2020, with further growth lying ahead for them next year...
Taiwan makers will see revenues from server-related hardware and software including motherboards, full-rack systems, networking equipment and storage equipment, increase by about 11% on year to reach over NT$1.5 trillion (US$52.88 billion) in 2020, higher than the 7% growth in server shipments in the year, according to latest numbers from Digitimes Research's Server Tracker.
Some market observers believe iPhone 12 may see order momentum decline in second-quarter 2021, but Digitimes' study of Apple's ecosystem has come to a more optimistic outlook, with components orders for the iPhone 12 to remain strong through first-half 2021...
China's makers have not slowed down the pace of capacity expansion and technology upgrades for AMOLED panels, although its smartphone industry has been affected by the coronavirus pandemic and the US trade restrictions against Huawei, Digitimes Research has found.
Cyber security is a key issue for the era of big data, Internet of Things (IoT) and 5G. Cybersecurity Ventures has predicted that, globally, businesses in 2021 will fall victim to a ransomware attack every 11 seconds, and the cost will top US$20 billion.
In 2021, there's opportunity for growth in many markets, especially automotive, 5G and IoT, and new component releases hitting the market. However, challenges lie ahead.
Companies in Taiwan's PCB supply chain are expected to enjoy the business opportunities from Intel's new Whitley server platform starting the second quarter of 2021, while notebook demand will stay strong in the first quarter of 2021 due to the stay-at-home economy and will boost orders to related component makers during the period...
Both Taiwan-based panel makers AU Optronics (AUO) and Innolux are gearing up their efforts to develop display products for medical applications in response to the lingering impacts of the coronavirus pandemic, according to Digitimes Research.
Startups are often carried away by their tech prowess, over-designing their products beyond the actual needs of their customers, according to Singapore-based AImazing founder Jun Ting. In an interview by Digitimes, Ting, whose company helps stores analyze offline data, reveals how the pandemic has taught him a lesson about understanding customers' needs...
