Mon, Dec 5, 2022
light rain
Wednesday 23 November 2022
Apple supply chain keeps up with relocation shifts
Supply chain integrity is a main consideration when deciding where to move production bases. The more complete the supply chain, the better the profits for ODMs and electronics manufacturing services (EMS), said Quanta Computer vice chairman C.C. Leung.
Wednesday 23 November 2022
2023 Outlook: Coming out of year of Black Swans, semiconductor industry likely to be less volatile in 2023
2022 has been a year of Black Swans. The unforeseen events that disrupted the supply chains this year included the Russia-Ukraine war, China pandemic lockdowns, and the US announcing new export control rules on October 7. Just the Russia-Ukraine war alone is estimated to cost the world US$2.8 trillion in lost output by the end of 2023, according to OECD.
Wednesday 23 November 2022
What can Shang-Yi Chiang bring to Foxconn?
With Foxconn's latest announcement to invite Shang-Yi Chiang, TSMC veteran and former SMIC executive, as the chief strategy officer of its semiconductor group, some in the industry perceive the decision more driven by Foxconn's need for brand recognition, network expansion and overall strategic guidance, rather than the need for a technological upgrade, especially when there remains a significant gap between TSMC and Foxconn that can be hard to address in the short term.
Wednesday 23 November 2022
Notebook ODMs deepen deployments in automotive electronics
Notebook supply chain players continue to carry on inventory correction amid lingering market headwinds, prompting Taiwan-based ODMs to step up deployments in non-notebook segments, particularly automotive electronics, to diversify their revenue sources, according to industry sources.
Wednesday 23 November 2022
Korean battery maker rumored to partner with Chinese maker to expand LFP in US
There have been market rumors about a Korean lithium battery maker planning to work together with a Chinese maker to complement each other's technical advantages even before the US presented the IRA. If this partnership goes through, it can present a threat to other competitors. However, the unpredictable development of the US-China relationship has thrown a wrench into this collaboration.
Wednesday 23 November 2022
Strategies for the future
Many people are worried that deflation is lying ahead in the next two years. But there are many unknowns, and no one knows everything. Artificial intelligence (AI) is evolving faster than Moore's Law, and it is believed that by 2045, AI's computing power will surpass that of the human brain, and the world will then become a "world of singularity."
Tuesday 22 November 2022
ASEAN still can not replace Chinese manufacturing
Changes in the supply chain are brewing due to policy changes in China. Compared with what China was previously able to offer companies that established factories locally, strict dynamic zero-COVID policies, as well as environmental protection policies that affect power supply, now supply chain companies wonder if it is time to move.
Tuesday 22 November 2022
India's EV revolution opens new vehicle segments and opportunities
Anyone who has traveled on Indian roads will realize that two-wheelers are the most preferred mode of private transport here. Although the number of car owners is increasing, four-wheelers account for only about 8 percent of households, according to a government survey. In contrast, two-wheelers account for about 54 percent of households.
Tuesday 22 November 2022
Qualcomm's self-design CPU Oryon has gone a long way; now in good position
In this year's Snapdragon Summit, Qualcomm only gave small announcements about its self-made CPU, titled Oryon. Besides the estimation that it'll gradually enter the chip production line and end market by 2023-2024, there is no new information. However, it's already enough to garner the attention of the media and analysts.
Tuesday 22 November 2022
EV battery heavyweights revive city’s dream of factory glory
In the race to build a North American hub to support the electric-vehicle industry and challenge China's dominance, one tiny Quebec community is charging ahead.
Monday 21 November 2022
Slow to EV game, foreign car JVs in China face bleak future
A slow roll-out of electric cars and continued adherence to internal combustion engine models is putting some of the world's biggest automakers on the back foot in China, the largest market for cleaner vehicles.
Monday 21 November 2022
Chips are Back. But not equally or for everyone: Tim Culpan
In the space of six months, the global semiconductor industry turned from being one of the hottest sectors to being among the most beaten up and bruised. An economic downturn, continued Covid lockdowns in China, heightened tensions across the Taiwan Strait, and harsher rules from Washington wiped close to US$2 trillion off the value of listed chipmakers.
Monday 21 November 2022
Proton: Slow-and-steady wins EV race
Proton expects to have its own electric vehicle (EV) in five years (2027), said Roslan Abdullah, deputy CEO of Perusahaan Otomobil Nasional Bhd. (Proton), one of Malaysia's national automakers, at a panel discussion titled "Invest Malaysia Series 2: The Road to EV" on November 9, 2022.
Monday 21 November 2022
Global tablet shipments rise over 20% sequentially in 3Q22 driven by Apple orders, says DIGITIMES Research
Global tablet shipments reached 38.4 million units in the third quarter of 2022, slightly better than DIGITIMES Research originally anticipated, driven mainly by increased orders from Apple, which saw tablet shipments disrupted by China's COVID-19 lockdowns implemented in cities of the Yangtze Delta, and other brand vendors' keen promotions on tablets, according to DIGITIMES Research's latest figures.
Friday 18 November 2022
Top-5 notebook brands see shrinking shipments in October, says DIGITIMES Research
The global top-5 notebook brands' combined shipments (not including Apple) went down 13% from a month ago and nearly 40% on year in October due to the slow inventory digestion at the consumer retail channel and ongoing shrinkage of demand from the enterprise and education sectors.