• microLED
    MicroLED looks like a strong candidate to compete with OLED for dominance in the display market in the next decade, says Charles Li, chairman of PlayNitride, a pioneer in microLED development, in an interview by Digitimes. Meanwhile,...
  • Acer Chromebook Spin 513 with Qualcomm's Snapdragon 7c
    Acer has announced its latest notebooks, monitors and projectors as well as its first Chromebook that is equipped with an Arm-based processor.
  • Notebook demand may wane in 1Q21
    Notebook vendors saw strong shipment gains in the second and third quarter of 2020 with the momentum remaining robust in the fourth quarter, but they may see demand for their computer products begin to wane in the 2021, industry observers have warned.
  • Rising demand for notebooks boosts VC sales at cooling solution providers
    Taiwan's cooling solutions providers are relocating more of their available capacities for production of vaper chambers (VCs) away from handset to notebook applications due to increasing demand for notebooks supporting stay-at-home economy, according to industry sources.
  • Ju Teng to invest in Vietnam for making plastic notebook chassis
    Chassis maker Ju Teng International has decided to build a plastic notebook chassis plant in Vietnam, according to industry sources.
  • Demand for educational-purpose notebooks has been strong
    The supply of PC memory chips and devices has already fallen short of demand, with the tight supply unlikely to ease until the first quarter of 2021, according to sources in Taiwan's memory industry.
  • a
    Fast growing development of electric vehicles (EVs) has opened up business opportunities for Taiwan-based IT ODMs, with Quanta Computer and Wistron having entered the supply chains for Tesla and Chinese vendor NIO respectively, according to industry sources.
  • Microsoft is pushing its Surface products into the education and enterprise segments
    Microsoft has priced the latest member of its Surface family - the Surface Laptop Go - at only US$549 with the device believed to be targeting primarily Chromebooks as its competition, according to some market observers.
  • Wistron to set up 3rd RD office in southern Taiwan
    Wistron on October 15 announced the establishment of an R&D office in Kaohsiung, southern Taiwan, its third R&D office in the city.
  • IC substrate suppliers expects increasing SiP orders from Apple
    The market for system-in-package (SiP) substrates is already tight and will become tighter as Apple is looking to adopt SiP technology in more of its AirPods series, according to sources at Taiwan-based IC substrate suppliers.
  • Demand for quartz components to rise thanks to new AirPods for 2021
    Apple reportedly will have its next-generation AirPods series all adopt system-in-package (SiP) technology, which will significantly boost overall quartz component demand for the popular TWS earbuds in 2021, according to industry sources.
  • The iPhone 12 series will boost demand for Bluetooth earphones
    Apple's decision of not providing wired earphones for its iPhone 12 series is expected to create a wave of Bluetooth earphone demand, according to sources from the upstream supply chain.
  • Synnex
    IT and consumer electronics channel distributor Synnex Technology International has reported consolidated revenues of NT$32.486 billion (US$1.11 billion) for September, increasing 14.37% sequentially and 10.44% on year.
  • Apple HomePod mini smart speaker
    Apple has unveiled the HomePod mini smart speaker. The latest addition to the HomePod family is 3.3 inches tall, coming with technologies and software that together enable computational audio, said Apple.
  • Chromebook production will see improved components supply
    Components shortages have hampered supply of Chromebooks, which have seen strong demand from users staying at home in pandemic lockdowns. But the shortages are expected to start easing in November as demand for conventional notebooks drop, freeing up components supply for...
  • Yen Sun expects good sales in 2H20
    Taiwan-based cooling solution developer Yen Sun Technology has enjoyed strong orders for high-end IT and networking devices, and is optimistic about its sales in the second half of 2020.
  • Motherboard and graphics demand is strong in 2020
    Taiwan-based motherboard and graphics card brands are set to post impressive sales and profit results for 2020.
  • iPad shipments to see strong growth in 2020
    Thanks to the coronavirus pandemic, Apple's overall iPad shipments are likely to experience an over 20% on-year growth in 2020, according to sources citing the supply chain's estimation.
  • Chromebook shortages may ease starting November
    The global supply of Chromebooks has been tight due to component shortages, which nevertheless are expected to ease slightly starting November, according to sources from ODMs.
  • Getac chairman James Hwang
    Taiwan-based Getac is expanding its plastic injection capacity at plants in Vietnam as demand from clients has been surging in the wake of the US-China trade tensions, according to company chairman James Hwang.
  • Demand for IT components to pick up in 4Q20
    IT component shipments are expected to grow in the fourth quarter of 2020 thanks to stable demand from stay-at-home activities and seasonality, according to sources from the upstream supply chain.
  • 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.
  • Kingston
    Following Kingston Technology's recnet move to raise prices for standard DRAM products, fellow module makers now believe DRAM ASP is unlikely to fall in fourth-quarter 2020 and have now started resuming puchases. The handset market is...
  • Tablet shipments to drop over 10% on year in 2021
    Global tablet shipments are expected to slip every year in the next five years (2021-2025) after registering flat growth in 2020, with demand to mainly come from the education and high-end enterprise segments, according to Digitimes Research's latest five-year forecast for the tablet industry.
  • Qualcomm reportedly to tap gaming phone market in cooperation with Asustek
    Qualcomm reportedly will team up with Asustek Computer to develop and launch its own-brand gaming smartphones at the end of 2020 at the earliest, according to industry sources.

Global notebook shipment forecast, 2021 and beyond

Taiwan LCD monitors – 2Q 2020

Global tablet market – 2Q 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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