IT components, peripherals
  • Mechanical motion control component and industrial robot maker Hiwin Technologies has reported net profit of NT$2.738 billion (US$93.86 million) for 2017, up 106.36% on year.
  • Fingerprint sensors
    Smartphone vendors in the Android camp are rushing to incorporate in-display fingerprint recognition technology into their 18:9 all-screen models as they have turned conservative about adopting 3D sensor-based face recognition modules that are too costly to afford, according to industry sources.
  • Gigabyte Technology has announced net profit of NT$842 million (US$28.71 million) for the fourth quarter of 2017, down 23.86% sequentially, while its net profit for 2017 increased 21.5% on year to arrive at NT$2.79 billion with EPS reaching NT$4.41, the highest record since 2007.
  • Power Logic expects rising demand for gaming cooling fans in 2018
    Cooling fan maker Power Logic has reported consolidated revenues of NT$1.29 billion (US$44.07 million) for 2017, up 10.06% on year to reach a new historical high thanks to a significant growth in gaming-related cooling product shipments.
  • Genius Electronic Optical has reportedly obtained orders for receiver lens modules used in 3D sensing lenses of smartphones from China-based vendor Huawei Technologies, with shipments likely to begin in second-half 2018, according to industry sources.
  • POS device maker Flytech Technology has reported net profit of NT$738.4 million (US$25.3 million) and net EPS of NT$5.06 for 2017.
  • Server DRAM contract prices are expected to continue rising in the second quarter of 2018, thanks to a pick-up in demand from China, according to DRAMeXchange.
  • Motherboard players who have been hit by weak demand since the beginning of the year hope the new processors from Intel and AMD can shore up their sales in second-quarter 2018. Asustek Computer, ASRock, Gigabyte Technology and Micro-Star International (MSI) have all begun making deployments, hoping...
  • Delta Electronics has revealed it has set up a reseach center at National Tsing Hua University (NTHU) for developing electrical, electronic and power management technologies.
  • Toshiba Memory has announced its latest lineup of NVM Express (NVMe) and SATA data center solid-state drives (SSD) in multiple form factors. The new SSDs offer cloud data centers robust performance and reliability, and deliver lower operating power for read-intensive applications such as NoSQL databases,...
  • Time-lapse camera solution provider Brinno has reported record high revenues for 2017, hitting NT$512.8 million (US$17.5 million), with growths for both of its ODM and own-brand operations. But its net profit was undermined by strong appreciation of the Taiwan currency.
  • Passive components in increasingly tight supply
    Taiwan suppliers of passive components and their downstream clients have shown divided views over when the lingering supply shortfalls and price hikes would ease. Though downstream customers expect a significant improvement to come in the next two quarters, suppliers opine that the situations may last...
  • Lite-On Tech receives ISO 26262 certification
    EMS provider Lite-On Technology has disclosed it has obtained ISO 26262 for functional safety of electrical and/or electronic systems in production of automobiles of up to 3.5 tons in weight from TUV NORD.
  • EMS provider Qisda has reported net EPS of NT$2.69 (US$0.092) for 2017, and has decided to distribute a cash dividend per share of NT$1.35 for the year.
  • Thailand deputy prime minister Somkid Jatusripitak
    Thailand is actively carrying out a spate of economic reforms and infrastructure projects based on the Thailand 4.0 Development Plan launched in 2016, and foreign investors are welcome to join the projects and explore the huge business opportunities, according to Thailand deputy prime minister Somkid...
  • Xilinx has introduced a new product category called adaptive compute acceleration platform (ACAP) - a highly integrated multi-core heterogeneous compute platform - for big data and AI applications. The new product family will be developed using 7nm process technology at Taiwan Semiconductor Manufacturing...
  • Taiwan-based metal-stamping part supplier Min Aik Precision has announced consolidated revenues of NT$2.47 billion (US$84.08 million) for 2017 with net profits reaching NT$16.51 million and EPS NT$0.21. The company will also distribute dividends of NT$0.15 in cash and NT$0.35 from additional paid in...
  • Metal-alloy chassis maker Catcher Technology has announced plans to subscribe to new shares of PCB firm Career Technology for NT$38 (US$1.30) each or a total of about NT$1.13 billion.
  • Power supply maker and energy management solution developer Delta Electronics will showcase IoT (Internet of Things)-based lighting and building automation solutions at Light+Building 2018 in Frankfurt, Germany, during March18-23.
  • EMS provider Lite-On Technology has diclosed it will attend China Automotive Parts & Processing Technology Expo (Auto Tech) 2018 in Wuhan, China, during March 22-24.
  • Smartphone-use lens module maker Largan Precision has plans to recruit about 4,500 new employees, with about 1,000 of them to be hired in 2018, according to industry sources.
  • IT and consumer electronics channel distributor Synnex Technology International has reported fourth-quarter 2017 consolidated revenues of NT$106.968 billion (US$3.65 billion), with a 3.37% gross margin, net profit of NT$1.769 billion and net EPS of NT$1.06.
  • High-speed transmission chips see growing demand
    With the growing demand for high-speed data transmission interface solutions including PCIe, Type C, DP, and SerDes fueled by rampant AI, cloud service, big data and IoT applications, Taiwan makers of chipsets to support the solutions including Parade Technologies, ASMedia Technololgy and Aspeed Technology...
  • GPU demand from the cryptocurrency mining industry is showing signs of slowdown recently and Nvidia has started taking measures to minimize possible damage, according to some market sources.
  • With Apple set to launch its in-house designed wireless charging pad AirPower by the end of March, Taiwan suppliers of glass passivated package (GPP) bridge rectifiers needed to support the device expect their shipments to double in the first quarter of 2018 from a quarter earlier and rise further...

Global server market – 4Q 2017

Taiwan LCD monitors – 4Q 2017

Taiwan handsets – 4Q 2017

Global AP market, 2017-2021

Taiwan server shipment forecast and industry analysis, 2018

China AMOLED panel capacity expansion forecast, 2016-2020

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