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Friday 23 September 2022
New MacBook Pro to buoy Apple notebook market share
Apple MacBook sales have been relatively stable compared to Wintel notebooks, according to industry sources. With the new MacBook Pro series slated to hit market shelves in the fourth...
Thursday 22 September 2022
Notebook ODMs brace for disappointing year-end holiday shopping
Notebook ODMs have seen customer orders received thus far for October come far below September levels, with orders likely to fall further in November, according to industry sources...
Tuesday 13 September 2022
Suppliers gearing up shipments for new MacBook Pro
Suppliers are gearing up for shipments of Apple's upcoming MacBook Pro series, while shipments of the existing MacBook Pro models are slowing down, according to industry sources....
Wednesday 8 June 2022
Apple orders to drive TSMC revenue CAGR through 2025
Orders for Apple's custom chips will drive TSMC's revenue through 2025 with a CAGR of 15-20%, according to industry sources.
Monday 16 May 2022
Qaunta, Inventec positive about 2H22 notebook shipments
Taiwan's notebook ODMs Quanta Computer and Inventec both have released positive outlook for their shipment performance in the second half of the year, though some market observers...
Monday 9 May 2022
MacBook Pro shipments seriously delayed by China lockdowns
Quanta Computer's production capacity for MacBook Pros at its Shanghai, China site so far still has not been fully restored and consumers who place orders for Apple notebooks now...
Tuesday 3 May 2022
Quanta resumes MacBook production at Shanghai plant
Quanta Computer's plant in Shanghai, China is gradually resuming its production of Apple's MacBook products with order pull-ins also slowly turning strong, according to sources from...
Friday 1 April 2022
Brand notebook vendors slash shipment goals for 1H22
Most brand notebook vendors have slashed their shipment goals for the first half of 2022 by double-digits, and may cut back their orders with some suppliers for the period by as much...
Thursday 10 March 2022
MCU, MOSFET makers gearing up for consumer GaN charger boom
With Apple reportedly designing its new 30W GaN charger with a new form factor, Taiwan-based MCU and power MOSFET suppliers are gearing up for a consumer GaN charger demand boom,...
Tuesday 8 February 2022
Apple supply chain keeps production reportedly for MacBook Pro during Lunar New Year
Notebook supply chain players had kept their production lines running during the Lunar New Year holiday reportedly for new MacBook Pro, which is set for launch in early March, according...
Monday 10 January 2022
Apple devices supply chain to sustain strong shipments till Chinese New Year
Shipments from supply chain partners for Apple devices are expected to remain in high gear through at least Chinese New Year holiday in early February, as buying sentiment for iPhones,...
Thursday 9 December 2021
Taiwan PCB suppliers for iPhones see revenues peak in November
Zhen Ding Technology, Flexium Interconnect and Compeq Manufacturing all saw their revenues hit the year's peak in November thanks to significant surges in their PCB shipments for...
Tuesday 16 November 2021
Commercial notebooks, servers to outgrow consumer models in 2022
Most electronics device ODMs in Taiwan are expected to post flat performance or slight sequential increases for their fourth-quarter 2021 shipments, and may see stronger growth momentum...
Tuesday 16 November 2021
Apple assemblers set to enjoy sales growth in 4Q21
Foxconn Technology Group (Hon Hai Precision), Pegatron and Quanta Computer are all poised to generate sequential sales increases in the fourth quarter of 2021 as they start fulfilling...
Wednesday 20 October 2021
Taiwan IC substrate makers cut into supply chain for new-gen Mac chips
Taiwan-based IC substrate suppliers, such as Unimicron Technology, have reportedly cut into the supply chain for Apple's custom-built silicon powering the next generation Macs, and...
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Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research