Intel has made aggressive moves trying to retake leadership in the foundry sector. If it is able to meet its schedule of technology advancements, Intel could close the gap against TSMC in five years. Conservative outlook from some of the big-name tech firms is not preventing Taiwanese ODMs from seeing strong server orders from datacenter clients. Monika Mikac, CBO of Barcelona-based QEV Technologies, and former COO of Croatian EV startup Rimac Automobili. Mikac, who will speak at the upcoming Asia Venturing (II): Tech-driven Mobility event, told Digitimes in a recent interview about developing e-bus platforms for emerging markets.
EV development is fast acclerating. Jack Cheng, CEO of the Foxconn-led MIH Alliance, an open platofrm for EV development, believes the EV market may reach its sweet spot in 2025-2026. In the semiconductor sector, MediaTek has raised its outlook for for 2021, expecting its revenues to grow 45% this year. In China, Unisoc is seeing a sharp rise in adoption of its smartphone APs by Chinese phone vendors.
Bajaj Auto, the fourth largest motorcycle maker in India, plans to set up a 100%-owned subsidiary to produce electric scooters and cars.
Listed on Thailand stock Exchange in 2002, AAPICO Hitech was founded in 1996 by Yeap Swee Chuan and headquartered in Thailand. AAPICO expanded from manufacturing jigs and stamping die to manufacturing OEM car parts including floor parts, crossmembers, and plastic fuel tanks for Thailand's major car-assembling providers.
The global electric vehicle (EV) market, judging from the progress in technological development, is likely to reach its sweet spot in 2025-2026, according to Jack Cheng, CEO for the MIH Alliance, a Foxconn (Hon Hai)-led open platform for developing EVs.
Tesla CEO Elon Musk has reportedly tried persuading India government think tanks to request the government to lower tariff rates on imported electric vehicles (EVs), paving the way for Tesla to tap the market, India-based Economic Times cited knowledgeable persons as indicating.
In terms of the global electric vehicle (EV) supply chain, Taiwan-based ICT makers are relatively competitive in EV components and sub-systems and less competitive in batteries, according to Digitimes Research.
Texas Instrutments has given a less optimistic outlook for the third quarter of 2021, but industry sources have claimed that TI still sees prolonged lead times. TSMC has disclosed it is in early talks with clients about the feasibility of constructing a fab in Germany, and industry observers say such a fab could be a boost to Europe's car supply chain. DIGITIMES Asia president Colley Hwang has just published the first of his latest series of analysis of the global IT supply chain.
China's Great Wall Motors and South Korea's Hyundai Motor are challenging Japan's dominance in Southeast Asia's car market.
A new TSMC fab in Germany could be the final piece of the puzzle for Europe's car industry supply chain, according to industry sources.
Although the supply of automotive chips in the second half of the year remains slow and the overall shortage of materials continues to affect future shipment, the automotive lighting module maker, Excellence Optoelectronics (EOI) still expects its sales performance in 2021 to be better than 2020.