Taiwan is becoming a hub for the server industry, with HPE, currently th esecond largest server brand worldwide, reportedly planning to move its server hardware R&D resources to Taiwan. In the PC sector, demand for Microsoft Surface devices is picking up thanks to growig stay-at-home economy. Judging from components orders, Microsoft Surface device shipments are expected to 30% growth in 2020. In the Apple supply chain, Chinese firm Luxshare reportedly is making aggressive moves, looking to become the top assembler for the iPhone.
HPE reportedly to move server R&D to Taiwan: Hewlett Packard Enterprise (HPE) is reportedly planning to shift its server hardware R&D resources to Taiwan and is scaling down its existing operations in Houston, according to industry sources.
Protective component makers see additional orders for Microsoft Surface series: Following a wave of rush orders in April-May, Taiwanese suppliers of protective components for notebooks and tablets have seen orders pick up again starting July, as brand vendors including Microsoft have moved to place additional orders to support increased shipments for remote work and education applications in the second half of the year, according to industry sources.
Luxshare aims to lead in iPhone supply chain, say sources: With the acquisition of Wistron's plants in China, Luxshare aims to take over Foxconn's position as the largest iPhone manufacturer, according to sources from the upstream supply chain.