IT components, peripherals
  • Ju Teng optimistic about chassis orders in 3Q20
    Chassis maker Ju Teng International expects the prevailing robust demand from the notebook sector to last into the third quarter of 2020, having experienced strong order pull-ins from clients in the second quarter.
  • Delta participated in EV changing experiment by Kansai Electric
    Taiwan-based Delta Electronics has recently cooperated with Japan-based Kansai Electric Power for an advanced validation experiment aiming to instantly control the frequency and manage the power resources of the power grid in response to transient load changes.
  • Simplo chairman Raymon Sung
    Notebook battery specialist Simplo Technology expects its second-quarter 2020 revenues to hit the peak for the year, judging from its order visibility, according to company chairman Raymond Sung.
  • Waffer to expand chassis capacity in China
    Metal chassis maker Waffer Technology has kicked off construction of the second-phase expansion at its factory in Maanshan, China, as it moves to ramp up capacity to meet rising demand for mid-range to high-end automotive applications as well as from the new energy car sector.
  • AMD Ryzen 4000 CPUs said to be made with TSMC new process
    TSMC is expected to kick off volume production of chips manufactured on an enhanced version of its 5nm FinFET process, dubbed tentatively 5nm Plus, in the fourth quarter of 2020, according to sources familiar with the matter.
  • XRSpace Mova 5G-based standalone VR headset
    Digital camera ODM Altek will supply 3D depth-sensing lens modules for use in XRSpace Mova, a 5G-based standalone VR device that XRSpace unveiled on May 26, with shipments to begin in the third quarter of 2020, according to company chairman and CEO Alex Hsia.
  • XRSPACE founder Peter Chou
    XRSpace, a VR headset specialist founded by former HTC CEO Peter Chou three years ago, has launched what it claims is the world's first 5G VR headset for the mass consumer market.
  • Largan has sold its plant in Suzhou, China
    Smartphone-use lens module maker Largan Precision has taken a major step in expanding capacity in Taiwan by remitting back about NT$11 billion (US$367 million) in income from selling its Suzhou, China plant.
  • Taiwan mobile is the sales agent for the Google smart speaker
    Google's Nest Mini has outraced rival devices such as those from Xiaomi to become the top-selling smart speakers in Taiwan's telecom channels, according Taiwan Mobile, the sales agent for the device in Taiwan.
  • Demand from carmakers is rising
    Metal chassis makers Catcher Technology and Ju Teng International, after building solid presences in notebook, tablet and handset segments, have successfully forayed into automotive applications for their products and are expected to see stable rises in revenue contributions from the new segment, according...
  • Demand from data centers drove NAND flash growth in 1Q20
    Revenues of the global NAND flash industry increased 8.3% sequentially to US$13.58 billion in the first quarter of 2020, thanks mainly to growth in demand for datacenter applications, according to DRAMeXchange.
  • ASE reportedly has expanded capacity for Apple's new TWS devices
    Apple is reportedly looking to incorporate ambient light sensors in new AirPods, with ASE Technology likely to land backend orders for packaging the ALS. ASE is poised to apply its SESUB-based...
  • ASE has upgraded its SiP technology
    Taiwan's backend leader ASE Technology is poised to apply its SESUB (semiconductor embedded in substrate)-based SiP packaging technology to next-generation TWS (true wireless stereo) earphones to be rolled out by Apple, after being contracted to handle high-end mmWave AiP (antenna in package) process...
  • ASE is expected to land orders for new AirPods
    Apple is expected to incorporate ambient light sensors (ALS) in next-generation AirPods devices in the coming 1-2 years, and Taiwan's ASE Technology may handle the backend process for the new component, as it has moved to purchase more packaging machines, according to industry sources.
  • Chelic's new plant in China will start production in July
    Pneumatic automation component maker Taiwan Chelic has disclosed it is constructing a plant in eastern China with investment of CNY180 million (US$25.5 million), with production set to start in July 2020, according to the company at a May investor conference.
  • Senior sales manager Teresa Lin at Sinbon Electronics
    Connector and cable assembly maker Sinbon Electronics has extended production to cable models for use in medical equipment, according to company senior sales manager Teresa Lin.
  • Xiaomi sees strong overseas sales
    Xiaomi has reported strong sales for the first quarter of 2020, with overseas sales for the first time accounting for half of its total revenues.
  • Handset camera lens sensor shipments will drop
    Sensor shipments for handset camera lens are expected to drop further in the second quarter of 2020, due to a plunge in end-market demand and excess inventory in the supply chain, according to industry sources.
  • There have been speculations about Apple launching AR glasses
    There have been speculations about Apple introducing AR glasses, with some putting the launch in the second half of this year, and others in 2022. Sources from supply chains claim Apple's AR glasses are likely to launch in second-half...
  • Apple is expected to launch new AirPods devices
    Rigid-flex PCB manufacturers have seen orders for Apple's AirPods 2 slow down since 2020, but believe orders will return to year-ago levels in the second half of the year, according to supply chain sources.
  • Apple reportedly will launch 4 new iPhones in October
    LG Innotek, Sharp and O-film Tech reportedly have landed camera module orders from Apple for the vendor's new iPhone devices, all equipped with AMOLED screens, to be released in the second half of 2020, according to sources from Taiwan's handset supply chain.
  • Graphics card demand has been fueled by stay-at-home needs
    The first half of a year has been usually the slow season for graphics cards, but this year the coronavirus pandemic-triggeed stay-at-home needs has shored up demand. With AMD and Nvidia set to launch their next-generation GPUs in September, graphics...
  • Microsoft new Surface products to benefit supply chain
    Microsoft has rolled out its new-generation Surface series, which will be buoying shipments at suppliers including assemblers Quanta Computer and Pegatron, chassis maker Ju Teng International in the second quarter, according to industry sources.
  • Graphics card demand is expected to remain robust throughout 2020
    Graphics card manufacturers including Asustek Computer, Micro-Star International (MSI) and Gigabyte Technology are expected to see their shipments continue ramping up and grow through the fourth quarter of 2020, according to industry sources.
  • Delta solutions leverage Azure
    Power supply maker and energy management solution provider Delta Electronics has used its IoT technology in combination with Microsoft Azure hybrid cloud computing services to develop two smart building solutions, air-conditioning anomaly detection and Bluetooth smart lighting, according to Microsoft...

Global tablet market – 1Q 2020

Taiwan LCD TVs – 1Q 2020

Taiwan large-size LCD panels – 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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