Notebook demand from the government and enterprise sectors has been strong, thanks to the coronavirus pandemic, which is nevertheless hindering ocmponents productio in Southeast Asia. As a result, supply of notebooks may become short of demand in May, according to Digitimes Research. The pandemic has also sent millions working and studying at home, shoring up demand for datacenter support...
Construction of 5G infrastructure in China has not lost much steam despite the coronavirus pandemic. The country's telecom carriers have recently stepped up their 5G equipment procurment, with Huawei and ZTE emerging as big winners of their projects. But it remains to be seen how strong the 5G market segment in China will be this year...
Global tablet shipments are forecast to climb 45.5% sequentially and 9.9% on year in the second quarter of 2020 thanks to a recovery in the related supply chain's capacity in China and educational tablet orders deferred from the first quarter, according to Digitimes Research's latest tablet shipment figures.
Demand has been for notebooks supporting remote work, distant learning and other staty-at-home activities necessitated by the coronavirus pandemic. Digitimes Research estimates that global notebook shipments will spike by more than 40% in second-quarter 2020. The handset market may have been hit hard by the virus, but it has not dampened MediaTek's optimisim for 5G phones...
Demand for notebooks has been fueled by stay-at-home needs during the coronavirus pandemic. Digitimes Research expects panel makers to see sharp increases in shipments for notebook applications in the second quarter 2020, which is likely the peak period of 2020 for notebook panels. But the desktop PC market has been far weaker. The PC DIY market is likely to decline 30% in 2020...
The global smartphone market stands little chance of seeong a recovery in the second quarter of 2020 as the impacts of the coronavirus persist. Even Apple reportedly has cut its iPhone 11 orders for the second and third quarters of the year, with global smartphone shipments likely to drop 15% in 2020...
Startup Kapito has developed an AI-based solution for detecting defective products at production lines, according to company co-founder and CEO Riccardo Sun.
Server demand has been strong, but ODMs have seen disruptions to shipments to clients due to components shortages amid the coronavirus pandemic. Curently cables are in serious short supply. In the handset sector, demand remains weak, and 5G smartphone AP vendors are banking on 5G smartphones inject momentum into their businesses...
Memory vendors may have seen robust demand from the server sector, but shipments to consumer electronics have slumped. Now memory spot market prices are under downward pressure, as transactions remain slow amid buyers' wait-and-see attitude towards the developments of the coronavirus pandemic...
PC demand has been inadvertently propelled by the coronavirus pandemic, but some market observers are concerned that the PC market may start seeing a slowdown in May, followed by a sharp falls in the third quarter...
