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Wednesday 2 June 2021
Korea firms to increase capex for 5G infrastructure in 2021-2022, says Digtimes Research
The amounts of capex set by Korea's top-three telecom operators, SK Telecom (SKT), Korea Telecom (KT) and LG U+, in 2021 and 2022, respectively, will be higher than those seen in 2020, according to Digitimes Research.
Tuesday 1 June 2021
EV makers up investments in battery development
Rising popularity of electric vehicles (EV) has grabbed global attention. Poised to replace internal combustion engines, EVs are considered the new trend in the era of sustainability. A storm of competition ignited by Tesla, is brewing in the EV market, with traditional US and European automakers are pushing into in-house battery development and manufacturing with an aim to secure bigger cost advantages in the coming decades.
Monday 31 May 2021
Taiwan pushing into next-generation EV battery development
As electric vehicle (EV) development becomes a global effort, batteries that play a vital role to EVs' cost-performance ratios are a focus to manufacturers with ambitions to expand in the EV market. Both traditional and new automakers have considered battery technology development and production capacity to be importance to their overall planning. Automakers across Europe, America, Japan, Korea and China are actively engaging in battery solution research and production line build-up.
Monday 31 May 2021
Manufacturing: China plus ASEAN
The COVID-19 pandemic has undersocred the world's over-reliance on China's manufacturing capacity, and accelerated the diversification of the global supply chain, with many firms seeking to building or already building more manufacturing plants in South East Asia. Such a "China+" production diversification strategy presents the nultinational corporations (MNC) with plenty of new opportunities and challenges - in terms of operation, compliance and environment.
Friday 28 May 2021
Manufacturing: ASEAN vs China
Globalization has changed the ways how supply chains are managed but has also increased risks. Southeast Asia is promising to be a major alternative for supply chains seeking to diversify their risks. But it will take time and a lot of investments for supply chains to reduce their reliance on production in China.
Thursday 27 May 2021
From China-made to China-created
The US and China have been clearly in a standoff, sparring over tariffs and technologies. This has resulted in supply chain reshuffle for some industries. US president Joe Biden signed an executive order on February 24, 2021 mandating a review of critical product supply chains in the US with the aim of bringing manufacturing back the US and rebuilding localized supply chains. Taiwan-based manufacturers caught between the two giants may not afford to choose sides, but they can still find room for survival.
Wednesday 26 May 2021
Vietnam, Thailand favorite for Taiwan manufacturing relocation
In view of intensifying US-China confrontation and Taiwan actively promoting its New Southbound Policy, many Taiwan-based suppliers intend to meet increasing capacity demand by relocating manufacturing to Southeast Asia and building new industrial clusters there to tap the demographic and geographic advantages as well as rapidly growing market demand in the region. They look to replicate their experiences in China and make Southeast Asia the next world factory that will support rising needs as the global supply chain makes transitions to accommodate "G2" (US vs China) developments.
Wednesday 26 May 2021
Networking device makers continue to move production lines out of China
Taiwan-based networking device assemblers continue to relocate their production lines from China back to Taiwan or to Southeast Asia, despite a recent surge in COVID-19 infections locally.
Wednesday 26 May 2021
Taiwan at the crossroads: China-free or China+?
Global supply chain restructuring that is being accelerated by the US-China trade war and the COVID-19 pandemic gears toward two directions in view of geopolitical factors: "China+1" - the business strategy to still tap the China market but diversify production to other countries to avoid punitive US tariffs on Chinese goods; and "China-free" - the initiative to drive self-sufficiency to counter China's dominance and protect national security.
Friday 21 August 2020
Industry reshuffle following ICT supply chain disruptions
Disconnected ICT Supply Chains: New Power Plays Unfolding written by Colley Hwang, founder & president, DIGITIMES, is among the very few books available at present that take an in-depth look into current global supply chain developments. It immediately grabbed industry attention after publication in late May 2020. A group of industry leaders gathered at a book reading event at the end of July to share their experiences in coping with COVID-19 impacts over the past six months and validate the visions given in the book.
Wednesday 19 August 2020
Capturing opportunities amid changes resulting from COVID-19 and rising US-China tension
Disconnected ICT Supply Chains: New Power Plays Unfolding written by Digitimes founder and president Colley Hwang has been greeted with overwhelming enthusiasm after its original Chinese edition was published in May 2020. The Chinese edition has had three printings within a little over two months. It is the only book in Taiwan and possibly in the whole world that takes an in-depth look into current global supply chain developments and offers the industry insights into the implications of the COVID-19 pandemic and US-China trade tension.
Monday 13 July 2020
Changes of the semiconductor industry
Since IC was invented, the semiconductor industry has undergone four stages of structural changes.
Tuesday 7 July 2020
The role of China in car industry
China accounts for a third of the global car market. And of the 2.2 million electric vehicles (EV) sold worldwide in 2019, 48.2% were sold in the China market. No wonder China carries so much importance in the car industry.
Friday 3 July 2020
3x3 grid reference for industry developments
There are many factors that should be taken into consideration when doing market research. To better assess supply chain changes, let's first draw a 3x3 grid that offers a clear framework on all key information. Across the diagonal of the grid, we put the fundamental factors that will affect the ICT industry's integrity and influence. Then, we put supply-side factors on the upper left part of the grid and demand-side factors on the lower right. This will help us gain a grasp of key information when searching through a massive database.
Thursday 2 July 2020
ICT industry structure
To give a clear picture of the ICT industries, we can divide them into five major market segments - communication, computing, home appliances, automotive electronics, and industrial automation/defense. For example, computing and communication contribute about 65-70% of the ICT sales, with consumer electronics, automotive devices, and industrial control each accounting for about 10%. Automotive devices promise explosive growths, while industrial control involves large varieties of applications. But the arrival of 5G is also promising huge business opportunities for industrial applications. Consumer electronics still have potentials coming from smart home applications, such as TVs.