This Asia tech industry summary will mainly focus on Panasonic planning to invest JPY 600 billion (US$4.83 billion) in electric vehicle (EV) batteries and hydrogen energy; Honda, Suzuki, Yamazaki, and Yamaha Motor jointly establishing a swappable battery sharing company in Japan; and LG Electronics and Samsung Electronics successively deepening deployments for the point of sale (POS) kiosk machine market.
This Asia tech industry summary will mainly focus on Showa Denko's volume production of 6-inch SiC single crystal substrate and its expanded presence in the SiC supply chain; CSOT India's first-batch of LCD product shipments were delivered to Samsung, while India-based Vedanta is planning to build LCD and OLED panel plants; and Chinese automakers XPeng, NIO and Li Auto reported financial results for 2021 with XPeng's revenues and the number of autos sold significantly increasing from a year ago. The competition between the three automakers is expected to become fiercer.
A growing number of automakers are designing electrical vehicles (EV) with 800V systems to keep up with fast charging demand and alleviate EV owners' driving distance anxiety.
This Asia tech industry summary will mainly focus on Kioxia and Western Digital (WD) planning to invest JPY 1 trillion (US$8.19 billion) to build a new NAND flash factory in Japan, China-based electric vehicle (EV) startup Leapmotor applying for initial public offer (IPO) in Hong Kong, and Suzuki Motor investing JPY 150 billion (US$1.23 billion) to produce EVs and related batteries in India.
The top-4 Taiwan-based foundries - TSMC, UMC, PSMC and VIS - together generated an aggregated total revenue of US$19 billion in fourth-quarter 2021, up 6% from a quarter ago, taking their combined whole-year 2021 revenue to top US$68 billion, up 26% from a year ago.
Hybrid bonding and other new advanced assembly techniques widely used for smartphone application processors (AP) and high-performance computing (HPC) chips will continue to expand advanced packaging technologies.
This Asia tech industry summary will mainly focus on South Korea's Doosan Group and Samsung Electronics deepening deployments for semiconductor assembly and testing, SK On planning to build an electric vehicle (EV) battery plant with Ford and Koç Holding in Turkey, and Japan-based Mabuchi Motor aiming to cut into the EV motor and advanced driver-assistance system (ADAS) supply chains.
This Asia tech industry summary will mainly focus on conservative Yoon Suk-yeol being elected as South Korea's new president and possibly adjusting the country's tech industry and energy policies, Sony and Honda setting up a new joint venture to commercial electric vehicles (EV) by 2025, and India's data center market growing at a CAGR of over 10% as major cloud service providers (CSPs) continue to expand production in the country.
With the pandemic slowing down, Korea-based manufacturer, especially Samsung, has started undertaking efforts to diversify risks as part of its Southeast Asia strategies.
This Asia tech industry summary will mainly focus on the Russia-Ukraine conflict impacting Taiwan-based and South Korea-based consumer electronics companies in Russia, global automakers facing potential challenges brought by the Russia-Ukraine war, and China's Ora announcing its decision to stop taking mini car orders.
This Asia tech industry summary will mainly focus on LG Innotek planning to invest in flip chip-ball grid arrays (FC-BGAs) as substrate demand for 5G, AI, and smartphone application processors remains high; Luxshare Precision spending an additional CNY 10 billion (US$1.58 billion) on new energy vehicle (NEV) development after forming a joint venture with Chery Group; and Thailand approving tax incentives to promote a shift to electric vehicles (EVs).
