Ingrasys, a subsidiary of Foxconn Industrial Internet (Fii) and a member of Hon Hai Technology Group (Foxconn), announced that it will make its debut at Computex 2022 to unveil its latest cloud-to-edge solutions that focus on the theme "Your Data, Our Mission" at its virtual booth.
With the growing maturity of related technologies and application environments, AI has emerged as an important direction of industrial development, but only after enterprises learn well the limitations and capabilities of AI can they create maximum benefits with optimal AI solutions, according to industry experts.
Motherboard and graphics card makers including Asustek Computer, Gigabyte Technology, and Micro-Star International (MSI) are all expected to post substantial drops in second-quarter shipments amid falling notebook and PC demand, according to industry sources. The decline is also attributed to the effect of the COVID-induced lockdowns in China on the global supply chain, the impact of the Russia-Ukraine war on raw material supply, and pressure from global inflation.
China, the world's leading consumer of semiconductors, is undergoing a third semiconductor shift in tandem with the development of 5G, consumer electronics, and AI. Owing to the shift of the semiconductor industry – growing downstream demand, and strong support from the government, China's IC design industry has grown rapidly in recent years.
Quanta Computer is mulling the feasibility of relocating production of Apple's MacBook Pros to its plant in Chongqing, southwestern China, as output at its Shanghai plant in the eastern region of the country continues to be constrained by lockdown restrictions, according to industry sources.
As power systems of EVs differ greatly from those of oil-fueled cars, automakers require innovative technologies to manufacture and assemble key system components, leading to a growing demand for 3D measurement and quality inspection solutions to boost precision and accuracy of the components, according to Road Ahead Technologies Consultant (RATC), a 3D measurement solutions provider in Taiwan.
Aware of the air quality and the impact of exhaust emissions since her days studying Ph.D., Natalia Mykhaylova and her team at WeavAir created an analytics tool to help clients in hospitality, retail, transportation, commercial, logistics, and industrial to monitor the changes in the air condition and contamination on-site, space maintenance needs, and energy efficiency in a continuous and adaptive way.
Brand notebook vendors have cut back orders with suppliers in 2022, particularly orders for Chromebooks, and have also revised downward annual shipment targets, according to sources at IC design houses.
Wireless telecommunications has escaped the worst effects of the semiconductor shortage, and that semiconductors for cellular infrastructure equipment will continue to dodge significant shortages going forward. In addition, availability of chips for Wi-Fi access points and cellular phones will continue to improve through 2023, Strategy Analytics said in its recent report.
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 and brand vendors believe the notebook market may be going downhill amid dwindling COVID-driven demand.
Hon Hai Precision Technology (Foxconn) has reiterated a flat revenue growth outlook for both the second quarter of 2022 and the full year, while order visibility has also strengthened compared to March.
Pegatron expects its notebook shipments to decline 5-10% sequentially in the second quarter, while shipments of its desktop PCs and motherboards will fall 30-35% on quarter. Non-PC product shipments will also fall sequentially during the quarter.
Overall notebook production in China, which mainly takes place in major coastal cities in eastern China, is unlikely to return to pre-lockdown levels until July, according to industry sources. Insufficient manpower and logistical problems were cited as the main challenges.
Taiwan-based EMS provider Qisda has been heavily impacted by the lockdowns in China, but remains optimistic about growth in 2022. Lockdown impacts are expected to persist through the second half of 2022, despite originally being expected to ease in the first half.
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 may not receive the devices until mid-July, according to sources from the upstream supply chain.
China's COVID lockdowns and restrictions have little impacted order placements from clients despite causing shipment delays, but supply chain players may not be able to fully resume order fulfillment momentum until after their manufacturing operations return to normal in the third quarter of the year, according to sources at PC component makers.
Southeast Asia is unlikely to replace China as the world's manufacturing hub in the short term, according to Tom Cho, chairman of ODM Inventec. For Taiwanese businesses, the decision to relocate depends on customers and whether it would increase competitiveness.