Over the past 36 years, I have learned quite a few lessons from Taiwan's electronics industry development. One of them is that only through "sharing" and "reciprocity" can we achieve win-win situations.
China's Geely Automobile Holdings is reportedly mulling in-house development and production of chipsets for its own vehicles as it has newly expanded its registered businesses to include IC chips manufacturing as well EV battery and electrical motor production, according to industry sources.
Solder material maker Shenmao Technology in September 2021 began to ship lead-free solder paste used in production of low-earth orbit satellites to be launched by SpaceX, according to industry sources.
India is striving to woo PC vendors and ODMs to set up production lines in the South Asian country, and its latest incentive is to give priority supply right for up to 50% of its PC procurement projects to "Make in India" manufacturers, according to industry sources.
Having been in existence since the 1900s, electric vehicles (EV) are only put under the limelight in recent years as governments vow to cut carbon emissions. Upstream, the EV trend provides a tailwind for Taiwanese suppliers who have long been playing a major role in the global ICT supply chain.
Samsung's new NAND flash production capacity is coming, which is likely to create oversupply and exacerbate price falls for the memory. Apple has been relyng on Taiwan-based ODMs for producing its Mac devices, but it reportedly is looking to outsource portions of the Mac production to Chinese makers. But Taiwan's IC substrate suppliers have reportedly entered Apple's supply chain for new Mac chips.
Foxconn Technology (Hon Hai Precision Industry) continues to actively promote industry sectors related to electric vehicles (EV) in order to help it achieve its goal of EV output value reaching NT$1 trillion (US$35.9 billion) in five years.
Apple is looking to diversify its assemblers for the Mac series to include not only Taiwan-based Quanta Computer and Foxconn Technology but also a few China-based suppliers, according to industry sources.
Since moving into the new economic era in the 1990s, India has chosen the information service sector as its core industry. Much of the loans and subsidies from the World Bank have been spent on infrastructure such as satellite communications, which has made software business process outsourcing (BPO) a mainstream business in India. The fundamental industrial structure of BPO has been well developed since the 1990s.
Foxconn has been aggressive in expanding its presence in the EV sector, and it is looking to promote localized EV production in various regions to tap respective markets. Robust orders for HPC chips from AMD and Nvidia are expected to drive sales growth at TSMC in 2022. Quanta Computer's server manufacturing facilities in Taiwan have reached almost full production capacity and will open a new plant in Thailand next year to produce server motherboards.
Foxconn Technology (Hon Hai) is well prepared to leverage its software and semiconductor prowess to turn out more EVs with high performance and intelligence in 2022/2023, and will move to promote localized production in different regions to strengthen sales competitiveness in regional markets, according to company chairman Young-way Liu.
Taiwan-based semiconductor suppliers MediaTek, Novatek, Realtek, Sunplus, ITE Tech, PixArt Imaging, Weltrend, Fitipower, NOVA, and Nuvoton have joined the Foxconn-led EV consortium, MIH, to expand car application businesses.
Makers in Apple's supply chain have seen no major changes to orders for iPhone 13 devices despite speculation about the US vendor looking to cut production for the new smartphones. The memory sector is entering a period of correction, with commodity DRAM prices likely to fall 15-20% in first-quarter 2022. Rising components, production and logistic costs are heaping pressure on notebook vendors.
Children in the US and Europe are going to miss a pair of NIKE shoes for Christmas this year as manufacturing activities in Vietnam are lagging due to COVID. Consumer electronics are seeing tight supply as well. Demand for gaming devices soars in Thailand.
Notebook brands are facing the pressure of reflecting the extra costs from components, production and logistics on the prices of their new notebooks, according to sources from the upstream supply chain.
Three new EV models, developed by Foxconn Technology under its MIH open platform over the past year, as well as related software and hardware solutions take center stage at the Hon Hai Tech Day 2021 (HHTD21) that opens today, highlighting the pivotal position of EVs in the group's future tech development roadmaps.
The pandemic has caused Vietnamese workers to flee the city of Ho Chi Minh. About 1.3 million people left for their hometown in the third quarter due to the pandemic, according to an official report released by General Statistics Office of Vietnam.
Tablet brands will see a more stable market environment in 2022 with their shipments in the year to pick up moderately by 1.3% from 2021. Although tablet brands will start pushing into the creator market to seek more business opportunities, overall tablet shipments are still likely to shrink over the next five years until 2026, according to the figures from Digitimes Research's latest five-year (2022-2026) forecast report on the tablet industry.
Notebook inventories held by Acer's channel distributors are pretty low. The PC vendor still has a large backlog of orders from international distributors as uneven inventories across different chip types continue to affect its shipments, according to the company chairman and CEO Jason Chen.
The development structure of the Indian motor vehicle industry is related to its traditional industrial environment. We can come up with the structure of the Indian industry from the distribution areas of the motor industry. The development of the modern industry has evolved from its traditional path. There are three major clusters in the north, west, and south respectively.
Global notebook shipments are expected to experience minor declines in 2022 and 2023 as governments will start cutting their COVID-19 subsidies and stimulus checks with the easing of the pandemic, reducing overall demand for notebooks. However, the market is expected to see the next wave of shipment growth between 2024 and 2026 with upgrades to panels and hardware, according to the figures from Digitimes Research's latest five-year (2022-2026) forecast report on the notebook industry.
Global server shipments are expected to increase around 6% on year in 2022, driven primarily by order pull-ins from datacenter operators. For the short term, the growth will benefit from stabilizing supply of ICs and components and the releases of Intel's and AMD's new CPU platforms, which will stimulate replacement demand. In the long term, rising demand for cloud and 5G white-box telecom servers, as well as new hardware, will enable the global server shipments to achieve a CAGR of close to 7% during the period of 2021-2026, according to DIGITIMES Research's latest five-year (2022-2026) forecast report on the server industry.