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ICT manufacturing
  • Pegatron reportedly will start assembling Apple's MacBook and iPad devices via PT Sat Nusapersada, a local manufacturer in Batam, Indonesia in June, according to an Indonesian-language report from Detiklnet.
  • Qisda
    EMS provider Qisda has achieved growth by investing in firms whose businesses complement its own, with its 2018 consolidated revenues reaching a record at NT$4.576 billion (US$149 million), according to company chairman and CEO Peter Chen.
  • Himax Technologies has introduced its ultra-low power, AI-based visual sensor for notebooks, with the solution already certified by Quanta Computer.
  • china
    In efforts to mitigate impacts of US trade sanctions against Huawei and tariff hikes on Chinese imports, the China government has instructed domestic enterprises to purchase more from local tech firms and source more ICs, materials and equipment from Taiwan supply chains, according to industry sourc...
  • Taiwan suppliers of servers and network communication modules have seen orders mount significantly as their clients in the US and Europe have moved to boost ratios of shipments from Taiwan and reduce those for China-sourced shipments amid the escalating US-China trade war, according to industry sour...
  • huawei
    Huawei has been piling up inventory since around the end of 2018, according to industry sources in Taiwan. Inventory levels at the China-based vendor should be able to sustain its shipments until the end of 2019, the sources continued.
  • Taiwan received export orders totaling US$37.66 billion in value in April 2019, decreasing 2.4% sequentially and 3.7% on year, according to the Ministry of Economic Affairs (MOEA).
  • Teco at Taiwan Expo 2019 in India
    Teco Electric & Machinery exhibited several products at Taiwan Expo 2019 in India, an annual exhibition organized by government-sponsored Taiwan External Trade Development Council, in New Delhi during May 16-18, according to the company.
  • US-China trade tensions undermine the PC DIY market
    Motherboard makers have experienced sluggish demand coming from the PC DIY market, which is likely to shrink further as the US-China trade dispute escalates, according to industry sources.
  • The latest tariff hikes by the US on Chinese goods from 10% to 25% will not have significant impacts on Taiwan's US-bound shipments of motherboards and graphics cards, according to industry sources.
  • EMS provider Foxconn Electronics (Hon Hai Precision Industry) has disclosed its first-quarter 2019 gross margin, net operating profit and net profit all declined.
  • Qisda's production lines with collaborative robots and workers
    EMS provider Qisda has disclosed it has seen 74% in improvement in production efficiency from adopting collaborative robots for production lines at its factory in northern Taiwan, with about 30 workers originally assigned for a production line reduced to 12-15 ones.
  • 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...
  • Quanta chairman Barry Lam and vice chairman CC Leung
    Quanta Computer chairman Barry Lam, commenting on the US government's announcement of extending the 25% tariff to notebooks and smartphones imported from China, has pointed out that makers moving production lines out of China to avoid the tax will still encounter rising costs if they fail to obtain...
  • Collaborative robots (cobots) are emerging as key automation tool in the Industry 4.0 era and enjoy greater growth potentials than traditional industrial robots, as they are flexible, lightweight and easy to program and move, and can better cater to the automation needs of small- and medium-size enterprises...
  • Acter chairman CL Liang
    Taiwan's clean room engineering specialist Acter is gearing up to fulfill orders which have been deferred for 2-3 quarters, as well as demand from Taiwan's semiconductor and electronics supply chains relocating their production lines from China to Southeast Asia to counter the US-China trade war, according...
  • TAO Info CEO Alex Hsu
    If data collected from production process can be well concatenated, then problems affecting production efficiency can be quickly spotted through big data analysis, according to Alex Hsu, CEO of TAO Info, a Taiwan startup dedicated to offering data analytics to help manufacturers diagnose their production...
  • Foxconn chairman Terry Guo
    Foxconn Electronics (Hon Hai Precision Industry) has announced six candidates for the company's new board of directors with incumbent chairman Terry Guo being one of them.
  • Time-lapse camera maker Brinno has reported net profit of NT$8.02 million (US$260,000) for first-quarter 2019. hiking 573% on year.
  • notebook
    About 10 notebooks built to Intel's Project Athena design specifications will be unveiled at the upcoming Computex 2019 later in May, and are expected to hit market shelves in the second half of 2019, according to company sources.
  • EMS provider Qisda has reported its first-quarter 2019 gross margin reached 13.34%, the highest quarterly level since 2013.
  • Notebook shipments expected to rise in 2Q19
    Intel has informed notebook clients that it will start shipping entry-level processors in June, partially easing the shortages that have long hit device vendors, according to industry sources.
  • Prior to 2000, the majority of China's industry was basically manufacturing businesses expanding from the Pearl River Delta to the Yangtze River Delta, and then onto Chengdu and Chongqing. However, with the production ecosystem growing mature, many of the supporting sectors also started to take shape,...
  • Taiwan recorded total export value of US$25.83 billion for April 2019, dropping 9.9% sequentially and 3.3% on year, while the corresponding total import value of US$23.15 billion slipped 9.4% sequentially but rose 2.6% on year, according to the Ministry of Finance (MOF).
  • The surprise announcement twitted recently by US president Donald Trump to raise tariffs on US$200 billion worth of Chinese imports from the existing 10% to 25% starting May 10 will impose only short-term impacts on Taiwan machine tool makers and may translate into a long-term boon for them.

Taiwan LCD TVs – 1Q 2019

Taiwan large-size LCD panels – 1Q 2019

Taiwan small- to mid-size LCD panels – 1Q 2019

Global AP demand forecast, 2017-2022

Global server shipment forecast and industry analysis, 2019

Global mobile device shipment forecasts, 2019 and beyond: Smartphones, notebooks and tablets

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