Parpro expands Mexico factory
Design, engineering and manufacturing service provider Parpro has completed expansion of its factory in Mexico, expecting business in econd-half 2019 to resume growth, according to company chairman and president Johnny Liao.
Taiwan July export orders down on year
Taiwan received export orders totaling US$40.53 billion in July 2019, increasing 5.3% sequentially but decreasing 3.0% on year, according to the Ministry of Economic Affairs (MOEA).
Worldwide top-5 notebook brands saw combined shipments shrink 20% on month and rise 7% on year in July as Intel's CPU shortages started improving and vendors continued preparing extra inventory as a precaution against US tariffs, according to Digitimes Research's latest monthly notebook update.
Taiwan 1H19 patent applications slightly up on year
Taiwan-based and foreign applicants applied for 35,534 patents during first-half 2019, increasing 0.68% on year, according to Intellectual Property Office (IPO).
Taiwan 2Q19 economic growth re-estimated at 2.40%
Taiwan's economic growth for second-quarter 2019 has been re-estimated at 2.40%, 0.01pp lower than 2.41% forecast at end-of-July according to the Directorate General of Budget, Accounting and Statistics (DGBAS).
Alpha Networks picks Qisda chairman as vice chair
The board of networking device maker Alpha Networks has elected Peter Chen, chairman of EMS provider Qisda, to serve as its vice chairman, as the two firms seek to jointly explore the growing business opportunity in 5G and AIoT.
Fii revving up to tap IIoT market
As China is keenly developing its industrial IoT (IIoT) ecosystems to upgrade and transform traditional industries, Foxconn Industrial Internet, the IIoT arm of the world's largest EMS provider, has readied key service architectures, such as Fii Cloud and Micro Cloud, seeking to tap the immense IIoT...
Quanta mulling setting up new factory site in Thailand
Quanta Computer is evaluating the feasibility of setting up a new plant in Southeast Asia, with Thailand being the favorite choice. Sources familiar with the matter identified Chonburi as the most likely place for the notebook ODM to build the manufacturing operations.
Clevo to enjoy 30% notebook shipment growth in 3Q19
Clevo, which specializes in gaming and niche notebook manufacturing, expects to post sequential shipment growth of 30% in the third quarter as demand for gaming notebooks from China, according to vice president of the company's Notebook Business Group I-Lung Chien.
IT product developments in 5G era
The recent unveiling of Samsung Electronics' Galaxy Note 10 lineup and Huawei's Harmony OS seems to have pointed out a direction for IT products' development in the 5G era.
Highlights of the day: Intel CPU shortages remain
The US is delaying imposing 10% tariffs on some consumer electronics products from China, including notebooks and handsets, but the cloud of uncertainty created by the US-China trade war is still hovering over the IT industry. Taiwan-based notebook ODMs remain conservative about their shipments in...
Asustek Computer has reported revenues from brand business decreased 15% sequentially and 11% on year to NT$71.27 billion (US$2.26 billion) in the second quarter with net profit slipping 23% on quarter but increasing 26% on year to NT$1.68 billion.
While the US is delaying imposing additional tariffs on some imports from China until December 15, supply chain makers are still evaluating the possibility of moving their production capacity for wearable devices such as Apple's AirPods outside China in response to rising relocation calls from clients,...
Compal Eletronics has warned that Intel CPU shortages remain a factor, along with the US-China trade war, affecting notebook shipments, with the ODM expecting a decline in the third quarter before a rebound in the fourth.
The US government's latest decision to delay the impelmentation of a 10% tariff on notebook imports has not changed the minds of notebook ODMs who have already made plans to move some of their production out of China, according to industry sources.
Asustek Computer willl not be much impacted by a likely rally in prices for memory chips, LCD panels and other components in the second half of 2019 as the hikes will only have short-term effects, according to company co-CEO Samson Hu.
Highlights of the day: Uncertainty for notebook sector
Taiwan's major notebook ODMs had weak results in July as clients were reluctant to further build up inventory despite the upcoming 10% tariffs the US will impose on their notebooks imported from from China. Some clients have also failed to make it clear whether they want the manufacturing partners...
Asustek revenues increase in July
Asustek Computer has reported consolidated revenues for July 2019 increased 5.9% from a year earlier to NT$25.53 billion (US$812 million), ending a 22-month streak of on-year decreases.
Notebook ODMs post sharp shipment drops in July
Major notebook ODMs saw sharp declines in shipments in July, as clients showed little intention of accelerating inventory buildups despite the US decision to slap 10% tariffs on imports from China, including notebooks, starting September.
Qisda to expand production capacity in Taiwan
EMS provider Qisda will invest NT$1.5 billion (US$47.8 million) to add smart production lines for LCD displays, communication modules and optical devices at its existing factory in northern Taiwan to cope with the US-China trade war, according to company chairman and CEO Peter Chen.
Huawei has resumed pulling in new orders for notebooks and also restarted the development of 5G-enabled notebook models, according to sources from the vendor's Taiwan-based supply chain.
Qisda to invest in Sysage, Topview
EMS provider Qisda has disclosed it will invest NT$1.815 billion (US$57.8 million) to take about 35% stake in value-added ICT distributor Sysage Technology and another NT$172.5 million for about 20% stake in IP camera ODM Topview Optronics.
EMS provider Lite-On Technology reportedly plans to sell its storage business consisting of SSD products, with Toshiba Memory being identified as a potential buyer, according to industry sources.
Volatile international trade conditions are expected to persist into at least the next US presidential race, and firms must focus more on long-term development of the supply chains rather than on US-China tariff war, according to TH Tung, chairman of Taiwan-based EMS specialist Pegatron.
Highlights of the day: 7nm node driving TSMC sales
The latest escalation in the US-China trade war may have cast a shadow over the IT supply chain, but the world's top foundry house TSMC is seeing strong demand for its 7nm production capacity. One of its major clients for the 7nm node...
Taiwan small- to mid-size LCD panels – 2Q 2019
Although second-quarter 2019 was the traditional peak season for the small- to medium-size panel industry, Taiwan's shipments...
China smartphone AP shipments – 2Q 2019
Second-quarter 2019 smartphone application processor (AP) shipments to China showed 39.1% sequential growth, higher than previously...
China smartphone market and industry – 2Q 2019
Smartphone shipments by China-based vendors in second-quarter 2019 topped 180 million units, soaring 26.7% on quarter and 5.6%...
Global AIO PC shipment forecast and industry analysis, 2019
Global all-in-one (AIO) PC shipments will continue shrinking in 2019, following 2018's around 2% on-year drop. With issues such...
Global AP demand forecast, 2017-2022
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange...
Global server shipment forecast and industry analysis, 2019
According to Digitimes Research statistics and analyses, Taiwan-based server vendors, including suppliers of motherboards, end...