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Monday 27 September 2021
Chromebook demand overly reduced, says AUO chairman Peng
Price of 11.6-inch panels is falling amid softening demand for Chromebooks, but AU Optronics (AUO) chairman Paul Peng stays positive about notebook demand in the coming years, saying remote learning has become as necessary as classroom learning.
Friday 24 September 2021
Lite-on CEO expects chip shortage to ease in 2H22
The supply chain shortage has not seen any relief in 2021, particularly when it entered the third-quarter traditional electronic peak season. Market demand has increased, but overall production capacity has not.
Friday 24 September 2021
Highlights of the day: AMD, MediaTek reportedly in JV talks
AMD and MediaTek are said to be seeking to form a joint venture that will develop notebook applications integrating Wi-Fi, 5G and high-transmission technologies. Other chip vendors in Taiwan are also hoping MediaTek to play a leading role in the local supply chain to compete with Qualcomm in the mmWave 5G market. In the EV market, Thailand has ambitious goals for its car manufacturing sector.
Friday 24 September 2021
AMD, MediaTek reportedly in talks to form JV
Speculation has been circulating in the chipmaking market that AMD and MediaTek are in talks to form a joint venture that will be dedicated to developing SoC solutions combining Wi-Fi, 5G and high transmission technologies for notebook applications.
Thursday 23 September 2021
HP may see notebook shipments stay flat or drop slightly in 2022, say sources
Hewlett-Packard's (HP) notebook shipments for 2022 may be just on par with the 2021 levels or post a single-digit drop, according to industry sources.
Thursday 23 September 2021
Highlights of the day: Top vendors see notebook shipments drop in August
Chip shortages have undermined shipments to the notebook market. The top-5 notebook vendors saw their combined shipments drop 3% sequentially in August, according to the latest figures from DIGITIMES Research. Acer chairman Jason Chen has disclosed Chromebook demand has shifted from 11.6-inch models to 15-inch ones to meet needs from high school and college students. In the memory sector, DRAM contract prices will drop faster than previously expected in fourth-quarter 2021, as demand from PC OEMs decelerates.
Thursday 23 September 2021
Chromebook demand turns to 15-inch models
Chromebooks with 14- to 15-inch displays are currently having the worst shortages as orders from the education segment are shifting from the elementary to middle school levels - which are commonly using 11.6-inch models for their study-from-home needs - to high school and college levels, according to Acer chairman and CEO Jason Chen.
Thursday 23 September 2021
Top-5 notebook vendors see combined shipments slip in August, says Digitimes Research
The impact of chip shortages that are in varying degrees had a negative impact on the overall notebooks shipped by the world's top-5 notebook brands (excluding Apple) in August, which saw a 3% sequential drop, according to Digitimes Research.
Wednesday 22 September 2021
MediaTek releases Kompanio 900T AP for tablets
MediaTek has recently launched the Kompanio 900T AP for Android-based tablets and expects the chip to help it maintain the leadership in the Android tablet AP market.
Friday 17 September 2021
Worldwide enterprise applications revenues grow 4.1% in 2020, says IDC
The enterprise applications market continued to grow in 2020 as organizations accelerated their digital transformation efforts in response to the business disruptions caused by the COVID-19 pandemic.
Friday 17 September 2021
India PC shipments hit 5-year high at almost 4.1 million units
PC shipments in India hit a five-year high in the second quarter, rising 43% on year to 4.097 million units, partially because of the low base period in 2020, according to a PC market survey conducted by Canalys.
Thursday 16 September 2021
Suppliers kicking off shipments for new AirPods
Component suppliers and assemblers have already kicked off shipments for Apple's new-generation AirPods, but the overall deliveries are proceeding slowly, according to industry sources.
Thursday 16 September 2021
Highlights of the day: Monolithic/heterogeneous integration is key to semicnductor development
In a recent interview by DIGITIMES Etron chairman Nicky Lu explains why monolithic/heterogeneous integration is important to the future of the semiconductor industry. Meanwhile Apple has increased the storage capacity of its new iPhone 13 series to up to 1TB, and memory makers believe this will prompt other smartphone brands to follow suit and equip their flagship devices with the same internal storage capacity. Backend service providers believe Apple's new iPad mini 6 will generate strong orders for 5G RF modules.
Thursday 16 September 2021
Changes by IPC companies trigger new wave of component shortages
External circumstances and changing industry demands have continued to impact various industry chains since the second half of 2020. For IPC companies, the consensus in 2021 is that they can only produce as many products as there are materials.
Thursday 16 September 2021
Notebook ODMs may log shipment decreases in 4Q21
Notebook ODMs will likely see their shipments register on-year decreases in the fourth quarter, due to a pretty high base during the same period in 2020, according to industry sources.
Thursday 16 September 2021
MSI adopts AUO miniLED display technology in creator notebook
AU Optronic's (AUO) AmLED (adaptive miniLED) display technology is featured in MSI's new creator notebook series.
Wednesday 15 September 2021
IC shortage and rising costs challenging notebook battery module makers
Shortages of upstream chips and components, and rising costs are challenging notebook battery makers, according to industry sources.
Wednesday 15 September 2021
Xiaomi unveils concept smart glasses
China-based Xiaomi has unveiled a pair of concept smart glasses featuring microLED micro-display matched with optical waveguide technology and weight of only 51g.
Wednesday 15 September 2021
Apple unveils new iPad with A13, iPad mini with A15
Apple has introduced its new iPad mini and new iPad (9th generation). The new iPad mini has a larger 8.3-inch Liquid Retina display in a new array of finishes, such as pink, starlight, purple, and space gray. The new iPad (9th generation) features the A13 Bionic chip that packs more performance and capability into the iPad, all while retaining its all-day battery life, according to the vendor.
Tuesday 14 September 2021
Highlights of the day: US chip vendors shift orders from China foundries
The US-China trade tensions are driving US chip vendors away from Chinese foundry houses, which neveretheless still see strong demand from the domestic market. China's top foundry house SMIC is gearing up expansion of its mature process manufacturing capacity. US-based notebook vendors remain optimistic about demand from the enterprise segment in 2022, as they step up component purchses.
Tuesday 14 September 2021
US notebook vendors stepping up pace of chip orders
US notebook vendors have stepped up their pace of chip orders, demanding more available supplies for the fourth quarter and next year, according to industry sources.
Friday 10 September 2021
BLU maker Coretronic sees increased August revenues
Coretronic saw consolidated revenues of NT$4.137 billion (US$148 million) for August increase 2.92% on month and 6.11% on year and those of NT$29.831 billion for January-August grow 12.09% on year.
Thursday 9 September 2021
Notebook shipments of Taiwan players from 2011-2021
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 9 September 2021
Highlights of the day: Taiwan IC vendors set to raise prices
Tight supply has pushed up foundry costs, fueling pressure on IC design clients. First-tier IC design houses are now ready to increase prices for their chip solutions in first-quarter 2022. Pure-play foundry houses UMC and VIS have reported record sales for August. In the IT sector, ODMs Wistron and Inventec both sae increases in notebook shipments in August, but overall results for third-quarter 2021 may be disappointing.
Thursday 9 September 2021
Wistron, Inventec enjoy shipment growth in August but may post disappointing performance in 3Q21
Notebook ODMs such as Wistron and Inventec may experience lower-than-expected shipments in the third quarter of 2021, due mainly to the ongoing IC shortages disrupting their deliveries, despite their on-month shipment growth in August, according to industry sources.