Highlights of the day: AMD processor share rising
AMD is making major gains in the notebook processor market in 2020, thanks to strong demand from the education sector. Notebook vendors having been seeking more support from AMD to meet the needs from the education sector, as a result...
Foxconn reportedly seeking to take stake in Silterra
Foxconn Technology Group (Hon Hai Precision Industry) is said to have joined the bidding for stakes in Malaysia-based 8-inch foundry Silterra, and if it wins, the Taiwanese EMS giant will enhance support for its ecosystem, according to sources familiar to the plan.
Taiwan IC distributors to step up deployments in India
With system vendors and contract manufacturers relocating part of their production to India, Taiwan-based IC distributors are encouraged to step up their deployments in the region, according to industry sources.
Pegatron enters Tesla supply chain, says chairman
Pegatron has entered the supply chain for Tesla, according to company chairman Tung Tzu-hsien.
ABB, Fanuc and Kuka are showcasing new robotic models at China International Industry Fair (CIIF) 2020 taking place in Shanghai during September 15-19.
Luxshare Precision Industry is a secondary supplier for the Apple Watch Series 6, while BYD is among the suppliers for the new Wi-Fi iPad series, according to industry sources.
Pegatron, Foxconn to see revenue peak in 4Q20
With the new iPhones 12 series coming soon, Foxconn Electronics (Hon Hai) and Pegatron are expected to see their revenues peak for 2020 in the fourth quarter, according to market sources.
The global tech sectors are heading towards a split into two ecosystems serving China and the US separately, but there will be no need for Sharp, now under the Foxconn Technology Group, to take sides, according to the Japan-based firm's chairman and CEO Tai Jeng-wu.
GIS, TPK to see shipments for new iPad expand
Touch panel makers General Interface Solution (GIS) and TPK Holding are both expected to see their shipments for Apple's new iPad Air gradually ramp up in both September and October, according to industry sources.
The global IT ecosystem is undergoing fundamental changes in the wake of the coronavirus pandemic and US-China trade tensions. Inventec, as one of the major ODMs worldwide, is at the forefront witnessing all the changes that are happening.
Highlights of the day: Arm faces risks in China market
Global top-5 notebook brands' combined shipments in August 2020 - not including detachable models - hit a new high for 2020 as shipments to the consumer segment gew on year, and education procurement orders from Japan's GIGA School project gradually approached the peak of the year.
Samsung reportedly to sell TV plant in China
Samsung Electronics reportedly plans to close its TV assembly plant in Tianjin, China by November 2020 and will probably sell it, with Amtran Technology showing interest in buying it, according to industry sources.
Merry to see full recovery by year-end 2020
Headset and acoustic device supplier Merry Electronics has seen sales improving, likely to bottom out for a full recovery in the latter half of the year, according to company chairman Lu-lee Liao.
Apple is reportedly working with its heat dissipation solution providers on production line automation with aims to automize manufacturing processes for heat pipe production initially, according to industry sources.
Pegatron posts increased August revenue
Pegatron has reported consolidated revenues grew 7.3% on year and 1.6% sequentially to NT$105.61 billion (US$3.61 billion) in August 2020 with the amount for the first eight months in 2020 reaching NT$815.76 billion, up 3.18% on year.
Manufacturers are leaving China amid intensifying trade disputes between Beijing and Washingtion, but the Asian giant will continue to dominate manufacturing operations in the next 2-3 years, especially for Taiwanese manufacturers, according to industry sources.
Bolstered by mainly Chromebook demand supporting stay-at-home activities, Quanta Computer's August 2020 notebook shipments reached 6.3 million units, the highest-ever for the month, according to company sources.
Acer has had to reschedule 70% of its notebook deliveries to next month due to shortages of panels and diverse ICs, especially those for educational models which will see strong demand extend to 2021, according to company chairman and CEO Jason Chen.
Acer to purchase more MediaTek chips for Chromebook
Acer is looking to adopt more MediaTek chips in its Chromebooks to ensure the stability of its supply, according to Jason Chen, chairman and CEO for the brand PC vendor.
Taiwan exports hit record in August
Taiwan's exports totaled US$31.17 billion in August 2020, the highest-eve monthly level with growths of 10.6% sequentially and 8.3% on year, while imports reached US$24.71 billion, rising 8.2% sequentially and 8.5% on year, according to the Ministry of Finance (MOF).
Handset shipments in the fourth quarter of 2020 are likely to slip from the third quarter as Huawei is said to have cut 30% of its component orders for the upcoming Mate 40 series flagship smartphones, having anticipated troubles for...
Huawei reportedly has slashed component orders for its forthcoming Mate 40 series products by 30%, according to sources from Taiwan's handset supply chain makers.
Highlights of the day: Memory inventory piling up
Memory chipmakers have seen inventory pile up amid weakening demand from the datacenter sector. They have almost four months worth of memory inventory on average, and mobile DRAM inventory levels are even higher. Although components suppliers...
Taiwan LCD monitors – 2Q 2020
Taiwan's second-quarter 2020 PC monitor shipments grew 24.8% sequentially.
Global tablet market – 2Q 2020
Second-quarter 2020 global tablet shipments amounted to 39.65 million units, surging 60.5% from a quarter ago and 21.4% from...
Taiwan LCD TVs – 2Q 2020
Taiwan makers' TV shipments reached 6.28 million units in the second quarter of 2020, growing 35.1% sequentially.
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...