Samsung tablet business to benefit from US-China trade tensions, says Digitimes ResearchFriday 24 May 2019
Samsung Electronics is expected to benefit from the US placing a 25% tariff on tablets imported from China as almost all of the Korea-based vendor's tablet manufacturing is done at its plants in Vietnam and only around 1% is supplied by its plants in China. Its largest competitor Apple is expected...
JDI seeks bailout deal to secure funds for OLED production, says Digitimes ResearchFriday 24 May 2019
With the prospects of the financially-battered Japan Display (JUI) to secure new sources of funds in the Japanese market becoming dim after the company reported its fifth consecutive yearly net loss for fiscal 2018 recently, Suwa Investment Holdings, a consortium formed by Taiwan- and China-based companies,...
Taiwan monitor shipments to grow on year in 2Q19, says Digitimes ResearchWednesday 22 May 2019
Taiwan-based makers saw their combined shipments of monitors increase 5.6% on year in the first quarter of 2019, growing for the fifth consecutive quarter. Their monitor shipments are expected to continue to grow on a yearly basis in second-quarter 2019, albeit at a slow pace in line with global trend,...
China pure-play foundries to see combined output expand through 2021Monday 20 May 2019
China-based pure-play foundries will see their combined production capacity grow at a 9.6% CAGR from 14.536 million 8-inch equivalent wafers in 2018 to 19.119 million units in 2021, according to Digitimes Research.
Top-5 notebook vendors see April shipments drop 14%, says Digitimes ResearchThursday 16 May 2019
The top-5 notebook brands saw their combined shipments slip 14% on month in April, a performance stronger than that of the same month a year ago, as Chromebook demand from North America's education sector had picked up and replacement demand in the enterprise sectors in Europe and Asia remained robu...
Digitimes Research worldwide notebook shipment update – April 2019Tuesday 14 May 2019
The top-5 notebook brands saw their combined shipments slip only 14% on month in April, a performance stronger than that of the same month a year ago, as Chromebook demand from North America's education sector had picked up, while replacement trend in the enterprise sectors in Europe and Asia remained...
Shipments of large-size (9-inch and above) LCD panels by Taiwan's makers (excluding Sharp) are set to expand 4.9% sequentially in the second quarter of 2019 despite intensive competition from China-based rivals, Digitimes Research estimates.
Taiwan ships less small- to mid-size panels in 1Q19, says Digitimes ResearchTuesday 7 May 2019
Shipments of small- to medium-size LCD panels by Taiwan makers fell 23.6% sequentially to 184 million units in the first quarter of 2019, reflecting factors including seasonality and significant reduction in shipments by financially-battered Chunghwa Picture Tubes (CPT), according to Digitimes Resea...
China smartphone AP shipments picking upFriday 26 April 2019
Smartphone application processor (AP) shipments in China are forecast to increase 34.6% sequentially in the second quarter, following a 25.7% decline in the first quarter, according to Digitimes Research.
Samsung to scale up 16nm DRAM output in 2020, says Digitimes ResearchTuesday 9 April 2019
Samsung Electronics uses mainly 18nm process technology to manufacture server DRAM chips, and is gearing up for transition to a newer 16nm process node in 2020, according to Digitimes Research.
FPD China 2019 forums focus on emerging display technologiesMonday 1 April 2019
At FPD China 2019, more flat panel production equipment and related component suppliers were present, while the number of flat panel makers decreased. But the main focus of its technology forums was still on emerging display technologies, in particular foldable AMOLED.
Shipments of TDDI chips to increase 20% in 2019, says Digitimes ResearchWednesday 27 March 2019
Global shipments of smartphone-use TDDI (touch and display driver integration) chips are expected to increase 20% in 2019 from about 414 million units in 2018, according to Digitimes Research.
Digitimes Research worldwide notebook shipment update – February 2019Friday 22 March 2019
The global top-5 notebook brands together saw their shipments in February slip 16% on month due to seasonality, Intel's CPU shortages and fewer working days during the Lunar New Year period. Compared to the same month a year ago, the volumes went down 11%, but for the first two months of 2019 combined,...
SK Telecom to lead initial commercial 5G operations in KoreaMonday 11 March 2019
As Korea will adopt 4G LTE-based non-standalone (NSA) architecture for its initial commercial 5G operations, SK Telecom (SKT) will have a competitive advantage over fellow companies KT and LG U+, leveraging its established, faster 4G LTE networks, according to Digitimes Research.
Four core elements to steer smart cars developmentFriday 8 March 2019
Smart cars will integrate four core elements, collectively dubbed CASE (connected, autonomous, shared and services, and electric), which has become a common goal being sought after by major automakers including Daimler, initiator of the CASE concept. The elements are sending the global auto industry...
Taiwan top-3 foundries to see combined revenues fall in 1Q19, says Digitimes ResearchTuesday 5 March 2019
Combined revenues of Taiwan's top-3 foundries - Taiwan Semiconductor Manufacturing Company (TSMC), United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) - are expected to fall 23.4% sequentially and 17% on year to US$8.27 billion in the first quarter of 2019, according to Digitimes...
Taiwan monitor shipments continue rising on year in 4Q18, says Digitimes ResearchWednesday 27 February 2019
Taiwan-based makers saw their combined shipments of monitors increase on year for the fourth consecutive quarter in the fourth quarter of 2018, according to Digitimes Research.
Digitimes Research worldwide notebook shipment update – January 2019Friday 22 February 2019
The top-5 notebook brands saw better-than-expected results with combined shipments falling 21% on month in January 2019, as the market has entered the slow season in the first quarter, helping ease Intel CPU shortages. The top-5's shipments also represent an increase from those recorded in the same...
China smartphone AP shipments to drop 25% in 1Q19, says Digitimes ResearchWednesday 20 February 2019
Smartphone application processor (AP) shipments to China vendors in fourth-quarter 2018 declined 10% on quarter with system manufacturers adjusting shipment targets downward. As system manufacturers adjusted shipment targets downward by an average of more than 10%, some even by 20%, Digitimes Research...
Global notebook shipments to fall 13% in 1Q19, says Digitimes ResearchFriday 15 February 2019
Worldwide notebook shipments are forecast to decrease only 12.9% sequentially in the first quarter of 2019 as vendors are still seeing some unfulfilled demand created by the CPU shortages. The CPU shortage gap is also expected to shrink to below one million units in the low season.