ICT manufacturing
  • Production has been disrupted by the epidemic
    Supply chain players with operations in China, besides suffering production delays and labor shortages from the coronavirus outbreak, may face possible violations of supply contracts with clients for failing to deliver shipments on time. But clients should be able to understand the situation, according...
  • China's coronavirus outbreak may result in component shortages for the server industry
    The global server shipments so far have only been mildly affected by labor shortages in the wake of the coronavirus outbreak, but if the epidemic cannot be contained by the end of March, the server supply chain is expected to be significantly undermined by components shortages, according to Digitimes...
  • Lite-On Technology CEO Warren Chen
    EMS provider Lite-On Technology expects consolidated revenues for the first quarter of 2020 to decrease 20-30% on year due to impact s of the coronavirus outbreak, according to company CEO Warren Chen.
  • Monitor shipments are expected to fall in 1Q20
    Taiwan's PC monitor shipments are expected to drop 15% sequentially in the first quarter of 2020, as some clients had demanded advanced shipments a quarter earlier and the effects of the coronavirus outbreak will continue to impact production, Digitimes Research says.
  • competition in the gaming monitor market becoming keen
    Competition in the gaming monitor sector is set to become keen in 2020 as more notebook and monitor brands enter the race for market share, according to industry sources.
  • Foxconn is keen to shore up production in China
    Foxconn Technology is providing a series of incentives to encourage the return and recruitment of more employees for its major assembly plants in Shenzhen and Chengzhou, China, seeking to fulfill as many shipments of iPhones as possible to Apple, according to industry sources.
  • Components pricing is rising
    The coronavirus outbreak is disrupting production at both assembly plants and their upstream suppliers, with components prices rising. Now MLCC and chip resistor prices are expected to increase throughout 2020. Memory pricing is also...
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    ODMs have seen more requests from their server clients for installing additional SMT lines in Taiwan as China's coronavirus outbreak has been impacting server supply from the country, with the development of the US-China trade tensions being another key factor, according to sources from the upstream...
  • Many manufacturers expect flat growth for February
    Taiwan recorded manufacturing production index (2016 as base year) of 106.67 for January 2020, decreasing 10.45% sequentially and 1.28% on year, according to the Ministry of Economic Affairs (MOEA) on February 24.
  • HTC is expanding its VR business
    HTC is optimistic about its VR business in 2020 expecting the global VR industry to have potential to surge by 50% in terms of market demand that will emerge from both the consumer and business sectors, according to company CEO Yves Maitre.
  • Acer chairman Jason Chen
    The global notebook market is poised for a strong rebound in the second half of 2020 as the coronavirus outbreak has not resulted in severe impacts to demand in other parts of the world including Australia and Europe as compared to the harm that has brought to China, according to Acer chairman Jason...
  • Taiwan received export orders totaling US$35.31 billion in January 2020
    Taiwan received export orders totaling US$35.31 billion in January 2020, decreasing 19.4% sequentially and 12.8% on year, according to the Ministry of Economic Affairs (MOEA).
  • EV platforms to help makers reduce R&D cost and time
    EV (electric vehicle) platforms, through sharing of basic design, are expected to reduce cost and time spent by individual makers on R&D of new EV models, shorten time to market and thereby enhance their competitiveness, according to industry sources.
  • Kai-Lung Hua, professor, Department of Computer Science and Information Engineering, NTUST,
    Smartization has become a key development strategy across all types of businesses. However, as different industries operate on different systems and in different environments, the design of smart systems has to incorporate a certain degree of customization to be able to accommodate business needs....
  • China is moving to facilitate new energy car production
    China's Ministry of Industry and Information Technology (MIIT) has published draft amendments to current regulations concerning automakers and automobiles in a bid to facilitate production of new energy cars, according to China-based media reports.
  • Supply of packaging boxes has become a serious problem in China
    Electronics manufacturing operations in China are facing mounting risks of operating losses in the first quarter, as low labor return rates, poor capacity utilization, and shortages of upstream components are denting their revenues while logistics and components costs are mounting, according to industry...
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    The world's top-5 notebook brand vendors saw their combined shipments (excluding detachable models) fall over 30% sequentially in January 2020, due to a combination of negative factors including the coronavirus impact and seasonality, according to Digitimes Research.
  • A local government in China is offering subsidies to encourage new car purchases amid the outbreak
    Foshan City in southern China, among local governments around China, takes the initiative to subsidize purchases of new cars with exhaust emissions meeting new control standards in a bid to stimulate demand in the wake of coronavirus outbreak, according to China-based media reports.
  • Vivotek to deepen deployments in OBM and ODM businesses
    IP surveillance camera maker Vivotek will continue to pursue a two-pronged approach to promote its OBM and ODM businesses in 2020, leveraging different application technologies to tap various niche market segments, according to company chairman Owen Chen.
  • Apple says its manufacturers are ramping production more slowly than expected
    Apple has warned of iPhone supply constraints due to the coronavirus outbreak. And the iPhone is not the only Apple device whose production is being disrupted by the epidemic, as manufacturers are unlikely to start volume production as...
  • Apple is expected to launch a new iPad model next month
    Apple is scheduled to launch its new iPad Pro series around March, but shipments are unlikely to peak until after April as their components suppliers are slowly ramping up their output after the extended Chinese New Year break due to the coronavirus outbreak, according to industry sources.
  • Production for a new entry-level AirPods Pro reportedly will be delayed
    Production of an entry-level version of Apple's AirPods Pro now looks unable to kick off in early second-quarter 2020 as planned due to the coronavirus outbreak, according to sources from supply chain makers.
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    Automobile and automotive component factories clustering in Hubei Province, central China, have been severely impacted by coronavirus outbreak, for Wuhan City in the province is the epicenter of the outbreak, according to Digitimes Research.
  • Notebook components supply may dry up in March
    Notebook ODMs have resumed their production in China, but face the possibility of a lack of components starting in March if their suppliers continue to be prevented from going to work by the coronavirus outbreak. Quanta Computer has started...
  • Global notebook shipments will drop due to the outbreak in China
    Global notebook unit shipments for the first quarter of 2020 are estimated to experience a larger sequential fall of 29-36% than 17% projected earlier, as severe labor and components shortages and stagnant logistics arising from the coronavirus outbreak are derailing supply chain in China, which commands...

Global tablet market (outbreak updates) – 4Q 2019

China smartphone market and industry (outbreak updates) – 4Q 2019

Taiwan small- to mid-size LCD panels – 4Q 2019

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

Mini/micro LED: Challenges and opportunities in the display industry

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