Under the trend of smart home China's home appliance brands are seeking diversified development. Brands like Haier, Midea, and Gree have been planning for the microcontroller unit (MCU) sector, either by establishing subsidiaries or investing in Chinese chip companies. Their goal is to reduce the cost of chip imports and seize the smart home market.
Foxconn Electronics has reported consolidated revenues of NT$660.363 billion (US$22.01 billion) for January, the historically highest monthly level for January with growth of 4.93% on month and 48.15% on year.
India is hoping that Samsung Electronics can manufacture notebooks as well as smartphones, but Samsung prefers to see sufficient volume before expanding its manufacturing portfolio in India into notebooks.
Taiwanese startups can no longer involve in "me-too" or "me-better" businesses, but must plan ahead and develop "me-only" technologies. The reasons are because the scales of Taiwanese venture capital (VC) and local market are limited, and does not have an advantage in demographic dividend. Mr. Michael Kao, President of Taiwan ITRI New Venture Association (TINVA) said that environmental, social, and governance (ESG), pharmaceuticals, smart manufacturing, and the semiconductor industries are some of the cutting-edge technologies that Taiwan should plan ahead and invest in. Given Taiwan's complete information and communications technology (ICT) industry chain, there is a good chance that Taiwan can gear to become a key hub for innovations and startups for the Asia Pacific region.
Network device manufacturers are cautiously optimistic about operations this year, as customers begin to slow their pace of new orders, according to industry sources.
Fourth-quarter 2022 global server shipments declined 7.1% from the prior quarter and 4.3% from the prior year as China-based datacenter operators, as well as server brands, exhibited sluggish shipment momentum while cloud service providers including Meta and Google had weakening demand, according to figures from the latest server report.
Mr. Wufu Chen, Chairman of Acorn Campus Taiwan pointed out that, facing a new wave of lifestyle paradigm shift, he and his company will assist Taiwan in forming an international team with globalized visions and help Taiwanese startups connect with international talents, markets, and capital. On top of technological skills, members of the international team should also possess international vision and perspective. They must be able to define their market and customers, and engage in dialogs with the international market, thereby establishing a footing for the new economy and industry developments in Taiwan.
All firms with considerable business scales in Taiwan's electronics industry are publicly traded. When they release their tentative annual financial indicators, we can already grasp the growth momentum of the industry, as well as the interactions between different industry sectors and the medium- and long-term outlook. DIGITIMES has again collected data on the ICT product manufacturing, semiconductors, optoelectronics, IC distribution and components sectors, providing readers with a comprehensive picture of the electronics industry and an outlook of the industry trends in 2023.
Samsung will manufacture the latest flagship S23 series in India, a move expected to lower the price and hence solidify its top status in India's smartphone market that Samsung just regained in the latest quarter.
Universal Robots (UR) and Techman Robot, the world's top two collaborative robot (cobot) suppliers, are optimistic about the growth potential of the overall and Taiwan markets.
On January 31, Belgium-based semiconductor research hub Imec announced that it demonstrated co-integration of its high-quality silicon nitride waveguide technology with its silicon photonics platform—without performance degradation of the high-bandwidth active devices. An important upgrade for imec's silicon photonics platform, the result enables the synthesis of high-quality wavelength-selective devices and other optical passive functions that benefit from accurate optical phase control, meeting market demands for optical transceivers for datacom, LiDAR, and other applications.
Taiwanese tech giant Foxconn, determined to transform its entire group, has been actively expanding to electric vehicle industry in recent years. Having made new changes to its business model, Foxconn has also recruited a large number of the industry's elites to shorten the time it needs to enter the industry as much as possible.
Chip orders for servers from top cloud service providers have dropped dramatically, casting a shadow over server demand prospects for 2023, according to industry sources.
Taiwan-based server ODMs have expressed caution about their sales prospects for the first quarter of 2023, citing significant adjustments in customer orders, according to industry sources.
Industrial PC makers saw significant shipment momentum in 2022 as the easing of the pandemic rebooted investments in infrastructure and other industries, but uncertainties lying ahead in 2023 are prompting them to be more cautious about their growth prospects.
Taiwan-based makers received export orders totaling US$52.17 billion in December 2022, down 23.2% on year, according to the Ministry of Economic Affairs (MOEA).
After barring most Chinese inward investments for nearly three years, India is changing its tack, looking to allow investments helpful for India to build an electronics ecosystem amid China's dominant status in the global manufacturing supply chain.
Amid Apple's efforts to diversify from China, Apple's US-based suppliers are picking up the pace to manufacture in India as China-based suppliers are still waiting for the Indian government's approval.
US notebook maker Dell has been rumored to significantly reduce the percentage of Chinese chips used by 2024. Sources familiar with the notebook sector believe that some Taiwanese IC design houses can take advantage of this opportunity and benefit from order transfers. However, in the long run, it may not be entirely beneficial for Taiwanese suppliers.
iPhone production is picking up in India, with Apple eyeing 25% of iPhones made in the country. Apple is reportedly looking to bring more China-based suppliers to invest in India despite India's barring of inward Chinese investments amid souring China-India relationships.
Foxconn has been increasing its investments in India recently not only just striving for smartphone production but also seeking the opportunity to produce the full range of products for its key client Apple, according to supply chain sources.
Water Design Japan, a Japanese startup selected by "Forbes Asia 100 to Watch" in 2021 and won the first prize in the Monozukuri Hardware Cup contest in the same year, is seeking strategic partners to expand markets worldwide in 2023. Their ultra-fine bubble (UFB) nozzle generates nano-sized bubbles to get rid of biofilm and sediment in water pipes to keep the water clean without using chemicals are receiving the attention of investors and corporations.
ODMs should see the market improve in the second half of 2023, according to Quanta Computer vice chairman CC Leung, adding that companies should still stay cautious over the year.
Computex, Taiwan's largest IT exhibition show, after three years of shrinkage in scale from 2020-2022, will be resumed fully in 2023, going from May 30-June 2, according to Taipei Computer Association (TCA).
In contrast with the Indian government's welcoming Apple suppliers' investments, Samsung Electronics, the largest exporter of mobile phones in India, encounters a series of financial issues.