• Compal to invest heavily in automated production in 2018
    Compal Electronics has set its 2018 capex at NT$6 billion (US$205.7 million), up over 70% from the NT$3.4 billion spent in 2017 with half of the amount planned to be used in automation equipment.
  • Compal president Ray Chen
    Computing device ODMs are in talks with their customers about raising their contract quotes to reflect rising materials costs, according to Compal Electronics president Ray Chen.
  • HTC is expected to begin shipping Vive Pro in 2Q18
    HTC is expected to announce the pricing of its new VR device, the Vive Pro, on March 20, paving the way for the company to start delivering the new gadgets in the second quarter of 2018, according to industry sources.
  • ATrack to enjoy 50% on-year revenue growth in 2018
    GPS tracker device maker ATrack Technology has reported EPS of NT$1.34 for 2017. Nevertheless, the company plans to deal out dividends of NT$2 for 2017, including NT$1 in cash and NT$1 in shares.
  • LG has introduced its Gram-series notebooks in Taiwan eyeing a 5% share of Taiwan's ultra-thin notebook market in 2018.
  • Pegatron expects a strong 1H18
    Pegatron expects its performance in the first half of 2018 to outperform that seen a year ago, and is optimistic about demand for consumer electronics devices this year.
  • Jason Chen, Acer chairman
    Acer chairman Jason Chen, at the company's supply chain conference on March 14, said that Acer's business transformation will soon enter the third stage where the goal is to maintain sustainable operations. The company will focus on creating more startups that fit with the markets' changes.
  • Garmin has launched Garmin Pay e-payment platform combining electronic ticket cards and credit cards based on smartwatches or wristbands in the Taiwan market through cooperation with iPASS and six local banks.
  • Advantech to invest in its Turkey distribution partner
    Taiwan-based IPC player Advantech has announced plans to acquire a 25% stake in Alitek, the largest channel distributor in Turkey, and will continue increasing the shareholding each year.
  • The worldwide top-5 notebook brands saw their combined shipments in February increase slightly on a sequential basis, reaching 8.08 million units, led mainly by US-based vendors. As for the first two months of 2018 combined, the shipments were flat from the same period a year ago.
  • Wistron chairman Simon Lin expects good 2018
    Wistron, having survived the difficult times over the past two to three years, is seeing rapid growths for its high-margin products and expects its gross margins and operating profit margins to improve in 2018, according to company chairman Simon Lin.
  • IT and consumer electronics channel distributor Synnex Technology International has reported fourth-quarter 2017 consolidated revenues of NT$106.968 billion (US$3.65 billion), with a 3.37% gross margin, net profit of NT$1.769 billion and net EPS of NT$1.06.
  • GPU demand from the cryptocurrency mining industry is showing signs of slowdown recently and Nvidia has started taking measures to minimize possible damage, according to some market sources.
  • SSD suppliers have recently cut prices to promote their 64- and 72-layer 3D devices, which is expected to accelerate the adoption of SSDs in notebooks, according to DRAMeXchange.
  • macbook
    Apple is preparing to release a new entry-level MacBook at the end of the second quarter with a price tag expected to be about the same level as that of the existing MacBook Air or slightly higher, according to Digitimes Research.
  • HTC supporint VR startups to develop VR technologies and services
    HTC has announced that it will set up its sixth VR accelerator center in London to support VR startups in the UK and Europe.
  • 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.
  • Acer enjoys increasing gaming sales in the Middle East
    Acer is seeing strong gaming notebook demand in Dubai since local consumers have high acceptance of innovative products, while the price is not a major concern, according to Paul Collins, Acer's country manager in the Middle East and Africa .
  • Paul Collins, Acer country manager, the Middle East and Africa
    Acer is looking to grow its share of the enterprise notebook market in the Middle East and Africa to 15% in 2018 from only 2% in 2017, according to country manager Paul Collins.
  • StarVR plans to roll out HMD VR devices with eye-tracking capability in 2018
    StarVR, a VR device joint venture between Acer and Sweden-based Starbreeze, plans to roll out a new head-mounted display (HMD) VR series with Tobii eye tracking capability in 2018 targeting high-end enterprise sector, according to StarVR vice chairman Jerry Kao.
  • IT and consumer electronics channel distributor Synnex Technology International has reported consolidated revenues of NT$22.165 billion (US$757 million) for February, decreasing 35.30% sequentially and 9.08% on year.
  • ASRock reportedly will enter the graphics card market
    Motherboard player ASRock reportedly will enter the graphics card market in April and focus mainly on supplying AMD-based products, according to some market watchers.
  • Acer is reportedly considering buying a stake in IPC developer Albatron Technology or fully acquiring the company in order to quickly gain access to the cryptocurrency mining and IPC businesses. However, Acer and Albatron said they were not aware of such investment plans.
  • The worldwide wearables market continued its upward trajectory in both the fourth quarter of 2017 and full year 2017 with total shipment volumes reaching new records. Moreover, thanks to a surge in smartwatch shipment volumes, Apple moved past competitors Fitbit and Xiaomi to claim overall leadership...
  • Acer has injected an additional investment of US$5 million into StarVR, a HMD (head-mounted display) device joint venture it set up with Sweden-based Starbreeze, boosting its stake in the VJ to 66.7% from the previous 50%, according to company sources.

Global server market – 4Q 2017

Taiwan LCD monitors – 4Q 2017

Taiwan handsets – 4Q 2017

Global AP market, 2017-2021

Taiwan server shipment forecast and industry analysis, 2018

China AMOLED panel capacity expansion forecast, 2016-2020

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