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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Tuesday 9 May 2023
LGD, SDC see rising capacity utilization for OLED TV panels
South Korea's major panel makers LG Display (LGD) and Samsung Display (SDC) have seen their OLED panel capacity utilization rising significantly since February on strong order momentum...
Tuesday 9 May 2023
New Largan plant on track for equipment move-in
Smartphone-lens module specialist Largan Precision is on track to complete the construction of its new plant in Taiwan despite slow sales in the first four months.
Tuesday 9 May 2023
Compal posts profit and margin increases in 1Q23
ODM Compal Electronics saw its net profits climb about 30% sequentially in the first quarter of 2023, with gross margin and operating margin also besting performances from the previous...
Tuesday 9 May 2023
Wistron, Inventec post notebook shipment drops in April
ODMs Wistron and Inventec experienced revenue drops in April 2023, both seeing notebook shipments fall more than 10% sequentially.
Monday 8 May 2023
BenQ Materials expects robust demand for consumer medical products in China in 2Q23
BenQ Materials has continued to shift its business focus toward medical-related products, away from polarizers, which have gradually seen a reduced revenue contribution and expects...
Monday 8 May 2023
IPC suppliers focus on cultivating deep verticals
Just as the supply chain of consumer electronics has been impacted by blurred end demand, the IPC industry has been affected regionally due to turbulance in the Chinese market. However,...
Monday 8 May 2023
Qualcomm to acquire Autotalks
Qualcomm has entered into a definitive agreement to acquire Autotalks, a fabless semiconductor company dedicated to vehicle-to-everything (V2X) communications. The transaction is...
Monday 8 May 2023
Macronix April revenue hits 6-month high
Macronix International, a maker of mask ROM and flash memory, saw its revenue climb to a six-month high of NT$3.01 billion (US$98 million) in April 2023.
Monday 8 May 2023
Foxconn to see 2Q23 revenue fall
Hon Hai Precision Industry (Foxconn) reiterated its previous estimate of sequential and year-over-year revenue declines for the second quarter.
Monday 8 May 2023
MSI becomes first Taiwanese supplier to bounce back with upward revisions of motherboard and notebook shipments
Taiwan-based MSI becomes one of the first Taiwanese suppliers to bounce back from the post-pandemic downturn, having revised its annual shipment estimations for notebooks and motherboards...
Monday 8 May 2023
DDI firm Fitipower cautious about 2H23 market prospects
Fitipower Integrated Technology, a Foxconn Group affiliate specializing in display driver ICs (DDI), has expressed caution about its market prospects for the second half of 2023.
Friday 5 May 2023
Acer announces 1Q23 net income at NT$515.17 million, EPS NT$0.17; appoints new president
Acer has announced its financial results for the first quarter of 2023. Consolidated revenues reached NT$52.46 billion (US$1.7 billion), gross profits reached NT$5.36 billion and...
Friday 5 May 2023
China to account for most automotive LiDAR shipment in 2023, according to DIGITIMES Research
LiDAR is rising to be the emerging component differentiating car models in China. According to Evan Chen, an analyst with DIGITIMES Research, global automotive LiDAR shipment is expected...
Friday 5 May 2023
Apple set record for iPhone and services despite forex fluctuations
Despite the macroeconomic and industrial headwinds, including foreign exchange fluctuations, Apple's financial performance for the past quarter was still in line with expectations.
Friday 5 May 2023
ChatGPT creates automotive OS dilemma for automakers
The generative AI revolution brought about by ChatGPT also includes future cars. Current focus points include the new business opportunities created by in-vehicle AI through smart...