ICT manufacturing
  • Adlink will form a JV with Foxconn
    IPC solution provider Adlink Technology will set up a joint venture for developing AMR (autonomous mobile robot) software with Foxconn Electronics, company chairman and CEO Jim Liu.
  • The Foxconn affiliate has teamed up with Ossia
    FIH Mobile, Foxconn Electronics' affiliated handset OD M, has partnered with US-based Ossia to promote the patterns wireless charging technology.
  • Catcher crossing into cooling module business
    Catcher Technology has formed a team dedicated to the development of heat dissipation solutions as the chassis maker is stepping up its product diversification efforts, according to company chairman Allen Hung.
  • PC vendors are optimistic about gaming PC demand in 2H20
    PC vendors are optimistic about gaming notebook sales in the second half of this year, but believe sales of commercial and consumer models may have already hit their peak levels for 2020 in the second quarter.
  • Apple is expected to launch its 5G iPhones later this year
    Apple is expected to launch its 5G iPhone later this year, but its supply chain partners are now much less optimistic about shipments for the new devices that reportedly will support mmWave in 2020. Apple has been relying mostly on Taiwan-based...
  • UVAT sees notebook coating OEM business expand
    UVAT Technology, which provides OEM services for anti-electromagnetic interference (EMI) coating for notebooks and handsets, continues to enjoy a ramp-up in orders for notebooks with clear order visibility through the end of the third quarter, according to the Taiwan-based company.
  • Taiwanese manufacturers facing growing competitions from Chinese ones in landing Apple orders
    In order to cut costs, diversify production risks and better tap the Chinese market, Apple has allowed Chinese partners to play an increasingly important role in assembling diverse devices including iPads, Apple Watches and AirPods, posing growing threats to the vendor's existing Taiwan-based assemblers,...
  • China-based suppliers cross into Apple's supply chain
    China-based manufacturer and component suppliers have crossed into the supply chain of Apple and are gaining increased orders from the vendor with China-based Luxshare already becoming a key assembler of the AirPods and having a chance...
  • Apple is diversifying its supply chain
    China-based AirPods assembler Luxshare Precision Industry has seen increasing presence in the supply chain of Apple devices, and may have a chance of winning Apple Watch assembly orders and moving further to assemble iPhones eventually, according to industry sources.
  • Foxconn Electronics chairman Liu Young-way (front center)
    The Foxconn Technology Group aims to improve its gross margin from 6% currently to 10% in 2025 through implementing "3+3" business plans, according to group chairman Liu Young-Way.
  • Taiwan's manufacturing sectors were robust in May
    Taiwan recorded manufacturing production index (2016 as base year) of 110.44 for May 2020, increasing 1.16% sequentially and 1.68% on year, according to the Ministry of Economic Affairs (MOEA).
  • Arima president Chou Chao-cheng
    Handset ODM Arima Communications has revamped its strategy to focus on the white-box handset market in North America, according to company president Chou Chao-cheng.
  • Notebook orders may drop in 2H20
    PC demand in the first half of 2020 has been strong, thanks to stay-at-home needs, but PC vendors and their ecosystem partners are wary of weakening momentum in the second half of the year, with some brand clients reportedly starting...
  • Sales of PC products may slow down in 2H20
    PC vendors and their suppliers are having mixed views for their shipment prospects for the second half of 2020, after experiencing higher than expected growth in the first half propelled by the rise of the pandemic-induced stay-at-home activities.
  • Kinpo has a challenging year in 2020
    EMS provider Kinpo Electronics' first-half 2020 operation was impacted by the coronavirus pandemic, but it remains optimistic about the second half, as it has obtained orders with shipments scheduled till fourth-quarter 2020, according to company president Andrew Chen.
  • Disappointing 5G development is highlighting the importance of 4G at the moment
    The coronavirus pandemic is disrupting 5G deployments at chipmakers, telecom carriers and end markets. Qualcomm previously was keen on gaining an upper hand in the 5G market, but has now found it necessary to devote more efforts to defend...
  • Pegatron chairman TH Tung
    Taiwan ODM Pegatron will gradually boost its non-China production ratio to 10-20% by 2021 to cushion possible impacts of intensifying US-China trade tensions, according to company president SJ Liao.
  • Many ICT product makers are moving production out of China
    The Chinese government is tightening trade freedom as it turns more private enterprises into state-run businesses, which may prompt supply chains focusing on shipments to the US and Europe to accelerate moving out of China, according to a study by a private think tank commissioned by the Taiwan gove...
  • Foxlink chairman Tai-qiang Guo
    Connector maker Foxlink has begun constructing new production sites in Myanmar and India in response to escalating trade tensions between the US and China, according to company chairman TC Gou.
  • Taiwan-based companies are investing in China
    Although some Taiwan-based makers with factories in China have been moving or plan to relocate production lines out of China to cope with the US-China trade disputes, others are still investing in China trying to leverage its supply chains and domestic demand, according to industry sources.
  • The top-3 notebook ODMs are optimistic about 2H20
    Quanta Computer, Compal Electronics and Wistron are all optimistic about their sales in the second half of 2020, as many users will need to upgrade their notebooks, and demand from users working and studying from home will continue into the third quarter.
  • Taiwan sees a mild increase in May export orders
    Taiwan-based makers received export orders totaling US$38.89 billion in May 2020, increasing 0.9% sequentially and 0.4% on year, according to the Ministry of Economic Affairs (MOEA).
  • Apple's A14 process will be made using TSMC's 5nm process
    TSMC is expected to the start production of A14 processor on 5nm process later this month for Apple's upcoming iPhone, which sources say will adop Qualcomm's X60 modem, allowing the 5G iPhone to support both mmWave and sub-6GHz bands...
  • Quanta Storage has settled ODD price-fixing lawsuits with HP
    Quanta Storage has reached a settlement with Hewlett-Packard (HP) in a legal battle sparked by the US vendor's accusations against the Taiwanese firm over alleged price-fixing for optical disc drives (ODD).
  • Wistron chairman Simon Lin
    Wistron chairman Simon Lin has disclosed the company's operation in the second quarter has been better than expected, but the coronavirus pandemic, which he originally expected to be contained by the third quarter, is unlikely to ease anytime soon. He does not expect the post-pandemic global economy...

Taiwan LCD monitors – 1Q 2020

Global tablet market – 1Q 2020

Taiwan LCD TVs – 1Q 2020

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

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