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Thursday 19 May 2022
Quanta mulls relocating MacBook production to Chongqing plant
Quanta Computer is mulling the feasibility of relocating production of Apple's MacBook Pros to its plant in Chongqing, southwestern China, as output at its Shanghai plant in the eastern region of the country continues to be constrained by lockdown restrictions, according to industry sources.
Thursday 19 May 2022
ASMedia to enjoy robust shipments of USB 4.0 controllers
ASMedia Technology, an affiliate of Asustek Computer specializing in high-speed transmission chips, expects to see strong shipments of its USB 4.0 and power delivery (PD) controllers buoy its mid- and long-term revenue growth.
Tuesday 17 May 2022
India tablet market grows nearly 70% in 1Q22 despite a global fall
With the lingering pandemic spurring hybrid work, growth in tablet shipments into India remains high. New competitors such as Xiaomi may further encourage more consumer choices and demand in the market where Lenovo, Apple, and Samsung Electronics lead.
Tuesday 17 May 2022
Brand notebook vendors cut orders for 2022
Brand notebook vendors have cut back orders with suppliers in 2022, particularly orders for Chromebooks, and have also revised downward annual shipment targets, according to sources at IC design houses.
Monday 16 May 2022
Qaunta, Inventec positive about 2H22 notebook shipments
Taiwan's notebook ODMs Quanta Computer and Inventec both have released positive outlook for their shipment performance in the second half of the year, though some market observers and brand vendors believe the notebook market may be going downhill amid dwindling COVID-driven demand.
Friday 13 May 2022
Pegatron to see shipments drop in 2Q22
Pegatron expects its notebook shipments to decline 5-10% sequentially in the second quarter, while shipments of its desktop PCs and motherboards will fall 30-35% on quarter. Non-PC product shipments will also fall sequentially during the quarter.
Thursday 12 May 2022
Google unveils new-generation mobile devices
Google has unveiled its latest own-brand mobile device hardware including the Pixel 6a, the Pixel 7, the Pixel Watch and the Pixel Tablet during Google I/O 2022.
Thursday 12 May 2022
Notebook shipments of Taiwan players from 2011-2022
Taiwan makers produced over 90% of the notebooks worldwide in 2008. The top-five notebook makers - Quanta Computer, Compal Electronics, Wistron, Inventec, and Asustek Computer - contributed 88% of the shipments from Taiwan.
Thursday 12 May 2022
Asustek expects PC, mobo, graphics card shipments to fall in 2Q22
Asustek Computer expects its PC shipments to drop 10% quarter-on-quarter in the second quarter of 2022, with motherboard and graphics card shipments dropping 10-15% over the previous quarter.
Thursday 12 May 2022
Notebook production in China unlikely to be fully restored until July
Overall notebook production in China, which mainly takes place in major coastal cities in eastern China, is unlikely to return to pre-lockdown levels until July, according to industry sources. Insufficient manpower and logistical problems were cited as the main challenges.
Wednesday 11 May 2022
AMD announces 3 new Radeon RX 6000 series graphics cards
AMD has announced new additions to the AMD Radeon RX 6000 series product line: the AMD Radeon RX 6950 XT, the Radeon RX 6750 XT and the Radeon RX 6650 XT graphics cards.
Wednesday 11 May 2022
Intel unveils new datacenter and PC technologies
Intel has announced advancements across silicon, software and services, showcasing how it brings together technologies and the ecosystem to unlock business value for customers today and in the future.
Tuesday 10 May 2022
Application essential to AI development, says Quanta CTO
There is a large variety of AI technology whose development should be based on application scenarios to solve real problems, according to Ted Chang, CTO and vice president of Quanta Computer.
Tuesday 10 May 2022
Asustek seeking to outperform industry average in PC sales growth in 2022
While the global PC market is expected to experience a 10% decline in 2022, Asustek Computer is seeking to outperform the industry average.
Tuesday 10 May 2022
Notebook ODMs post shipment falls in April
Notebook ODMs all experienced shipment falls in April, probably the lowest level in the second quarter, according to industry sources.
Monday 9 May 2022
MacBook Pro shipments seriously delayed by China lockdowns
Quanta Computer's production capacity for MacBook Pros at its Shanghai, China site so far still has not been fully restored and consumers who place orders for Apple notebooks now may not receive the devices until mid-July, according to sources from the upstream supply chain.
Friday 6 May 2022
Elan looks to further disperse production bases
Elan Microelectronics, a supplier of notebook touch ICs, has said the COVID-19 lockdown in China's Kunshan has affected its April revenue. It plans to disperse outsourced production to more cities while anticipating growth driven by demand for business notebook chips.
Friday 6 May 2022
PC component makers see no cutback in customer orders amid China lockdowns
China's COVID lockdowns and restrictions have little impacted order placements from clients despite causing shipment delays, but supply chain players may not be able to fully resume order fulfillment momentum until after their manufacturing operations return to normal in the third quarter of the year, according to sources at PC component makers.
Friday 6 May 2022
Foxconn reports April revenues drop
EMS provider Foxconn Electronics has reported consolidated revenues of NT$486.464 billion (US$16.50 billion) for April, decreasing 4.13% sequentially and 2.80% year-on-year.
Thursday 5 May 2022
Kunshan starts easing lockdown
The Chinese city of Kunshan has started easing its COVID lockdown, but local supply chains are unlikely to resume normal operations until mid- or late May, according to industry sources.
Wednesday 4 May 2022
HTC posts smaller loss in 1Q22
HTC saw its net losses narrow substantially on-year in the first quarter of 2022, but gross margin grew for the 18th consecutive month to 37.8%, thanks to robust sales of its VR and other products for the metaverse.
Wednesday 4 May 2022
Industrial PC firms to embrace strong 2022
Taiwan-based industrial PC makers including Advantech, Ennoconn, Aaeon Technology, iBase Technology, Axiomtek, Posiflex Technology and Avalue Technology are poised to enjoy impressive sales growth this year, as infrastructure activities are resuming, according to industry sources.
Tuesday 3 May 2022
Quanta resumes MacBook production at Shanghai plant
Quanta Computer's plant in Shanghai, China is gradually resuming its production of Apple's MacBook products with order pull-ins also slowly turning strong, according to sources from the upstream supply chain.
Friday 29 April 2022
Samsung claims advanced foundry yields stabilizing
Samsung Electronics' foundry business achieved its highest-ever first-quarter sales, thanks to solid demand from all applications and improvements in the yields of the advanced process, the vendor has claimed when announcing its financial results for the first quarter of 2022.
Friday 29 April 2022
Primax to stress high-margin devices, expand Thailand production
Primax Electronics has estimated Kunshan's lockdown this month will affect up to 5% of its monthly revenue. Nonetheless, it expects a double-digit growth in the second quarter with new product portfolio, while continuing to expand its production site in Thailand.