ODMs generally expect notebook shipments to drop sequentially in third-quarter 2020 after a wave of robust demand in the previous quarter in the wake of surging pandemic-triggered stay-at-home needs. But Quanta Computer will be an exception,...
Asustek Computer saw its revenues increase nearly 30% on year in the second quarter of 2020, while fellow motherboard and graphics card vendor Gigabyte Technology's revenues climbed to a quarterly high.
Quanta Computer expects its notebook shipments to grow sequentially in the third quarter and may be the only ODM to see increases with Chromebooks being the key growth driver.
Notebook panel specs rising along with robust demand
Robust demand for notebooks, fueled by work-from-home activities, is expected to stretch into fourth-quarter 2020, with panel specifications being upgraded, according to industry sources.
Notebook ODMs expect shipment drops in 3Q20
Wistron and Inventec both expect to see shipments drop sequentially in the third quarter due to high comparison bases in the second quarter.
Notebook panel demand to remain strong in 3Q20
Demand for notebook panels in the third quarter of 2020 will remain robust having seen strong orders during the second quarter supporting pandemic-induced remote work and study, according to industry sources.
Microsoft releases new Surface devices in Taiwan
Microsoft has launched three new Surface products, the Book 3, Go 2 and Pro X, in Taiwan, targeting the work-from-home user group.
The penetration of mmWave in the 5G market will be slower than expected. MediaTek reportedly has decided to push back its launch of mmWave 5G SoC lineup to 2021, with Chinese handset vendors now mainly focusing on sub-6GHz. It remains...
MSI president dies in fall from building
Micro-Star International (MSI) president and CEO Charles Chiang died at the age of 56 following a fall from the seventh floor of the firm's headquarters in New Taipei on July 7.
Notebook battery demand remains robust
Taiwan-based notebook battery module makers Simplo Technology, Dynapack International Technology and Celxpert Energy continue to enjoy better-than-expected orders from their notebook clients, according to industry sources.
End-market demand for IT products such as LCD monitors remained robust during the 618 shopping festival in China as figures from research firm AVC Revo show LCD monitor sales in China totaled 640,000 units during the event, up 14% on year.
Highlights of the day: MediaTek has advantage in 5G
The 5G era may not be getting off to a flying start, thanks to the coronavirus pandemic, but the unexpected development - plus the US-China trade war - is giving MediaTek an advantage over its major competitor Qualcomm in 2020 because...
Backend houses are gearing up for shipments for Microsoft's upcoming Xbox Series game consoles slated to debut at the end of July, and expect shipments for the new consoles to peak in the third quarter.
Acer sees PC component shortages
Acer is seeing shortages of components including passive components, ICs and panels by around 30% due to surging orders from the end market, according to Acer co-COO Tiffany Huang.
Catcher Technology will continue to enjoy strong demand for notebook and tablet chassis in the second half of 2020 while demand from the smartphone segment will depend on sales of clients' new devices, according to company chairman Allen Hung.
PC firms upbeat about gaming notebook sales in 2H20
PC vendors are optimistic about gaming notebook sales in the second half of this year, but believe sales of commercial and consumer models may have already hit their peak levels for 2020 in the second quarter.
Apple is expected to launch its 5G iPhone later this year, but its supply chain partners are now much less optimistic about shipments for the new devices that reportedly will support mmWave in 2020. Apple has been relying mostly on Taiwan-based...
In order to cut costs, diversify production risks and better tap the Chinese market, Apple has allowed Chinese partners to play an increasingly important role in assembling diverse devices including iPads, Apple Watches and AirPods, posing growing threats to the vendor's existing Taiwan-based assemblers,...
Acer's president of Pan Asia Pacific Andrew Hou expects the company's PC shipments in the region to see seasonal demand in the second half of 2020, following a 10% on-year decline in the first quarter due to the coronavirus outbreak and a rebound to flat on-year growth in the second.
China-based AirPods assembler Luxshare Precision Industry has seen increasing presence in the supply chain of Apple devices, and may have a chance of winning Apple Watch assembly orders and moving further to assemble iPhones eventually, according to industry sources.
Highlights of the day: MediaTek sees robust orders
MediaTek has booked more capacities at foundries and backend service providers for the second half of 2020. MediaTek is seeing robust demand not only for its smartphone chips, but also its other offerings. As far as chip supply is concerned,...
Acer launches ruggedized notebook lineup
Acer has introduced its new Enduro series ruggedized notebooks and tablets for healthcare and other niche-market applications.
Taiwan-based Unimicron Technology is being identified as the major ABF substrate supplier for Apple's new-generation Mac computers that will be powered by its in-house developed ARM-based processors, according to market sources.
Creator PC demand propelled by stay-at-home economy
The rise of pandemic-induced stay-at-home activities has been driving the creator PC market growth thus far in 2020 with brand vendors including Acer and Dell having recently released new products designed specifically for the sector.
PC demand in the first half of 2020 has been strong, thanks to stay-at-home needs, but PC vendors and their ecosystem partners are wary of weakening momentum in the second half of the year, with some brand clients reportedly starting...
Taiwan LCD monitors – 1Q 2020
Taiwan's PC monitor shipments in the first quarter of 2020 went down 20.5% sequentially.
Global tablet market – 1Q 2020
Global tablet shipments are forecast to climb 45.5% sequentially and 9.9% on year in the second quarter of 2020 thanks to a...
Taiwan LCD TVs – 1Q 2020
Taiwan makers shipped a total of 4.65 million LCD TVs in the first quarter of 2020.
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...