中文網
Taipei
Mon, Jun 14, 2021
01:03
mostly cloudy
27°C
CONNECT WITH US
Friday 11 June 2021
Highlights of the day: Tight supply for Intel new CPUs
Intel has announced two new Tiger Lake-U Refresh processors at Computex 2021, but tight supply of the latest CPUs is undermining notebook vendors' plans of launching devices using the new offersings from the US chip giant. In China, LCD panel maker BOE Technology reportedly has plans to build its third 10.5G line, which could send the global market in the direction towards oversupply. In the semiconductor sector, Taiwan-based IC distributors are set to see significant sales in 2021, particularly those with a significant presence in the memory segment.
Friday 11 June 2021
Intel new CPUs in tight supply
Unstable shipments of Intel's recently introduced Tiger Lake-U Refresh processors, coupled with the ongoing shortages of certain ICs, will put pressure on the supply chain in releasing notebooks with the new processors in the third quarter of 2021, according to industry sources.
Thursday 10 June 2021
Highlights of the day: Notebook ODMs see mixed shipments in May
Notebook ODMs still see robust orders from clients, but productions have been seriously hampered by component shortages, with notebook shipment results vary from maker to maker in May. In the memory market, NOR flash prices are expected to surge in third-quarter 2021, stimulated by smartphone spec upgrades. According to Digitimes Research, global smartphone shipments are set to grow in 2021.
Thursday 10 June 2021
Mobo and graphics card makers to enjoy handsome profits in 1H21
Taiwan-based motherboard and graphics card makers are poised to generate handsome profits in the first half of 2021, and may see profits for the year hit record highs, according to market sources.
Thursday 10 June 2021
Notebook ODMs see mixed shipment results in May
Notebook ODMs have all reported their shipments for May, but with mixed performances.
Wednesday 9 June 2021
Supply chain gearing up shipments for new MacBook Pro
Apple is expected to roll out two new MacBook Pro models later in 2021, with shipments slated to kick off in the third quarter, according to industry sources.
Wednesday 9 June 2021
Highlights of the day: PC component shortage may worsen
The PC sector has endured months of shortage of components, and the recent surges in COVID infections in Taiwan and Malaysia are threatening to worsen the component shortfall. Demand for notebooks is expected to remain robust through the end of 2021, and Taiwanese notebook and graphics card makers have reported strong sales for May. And foundry service supply is expected to remain extremely tight throughout 2021, with some clients having already booked capacity for next year and even 2023.
Wednesday 9 June 2021
Surging COVID-19 infections in Taiwan and Malaysia could further constraint notebook component supply
With Asia Pacific countries such as Taiwan and Malaysia witnessing COVID-19 infections surging, sources from the upstream supply chain believe shortages of notebook components could worsen.
Wednesday 9 June 2021
Notebook, graphics card makers see strong May
Taiwan-based notebook and graphics card makers have reported strong sales for May and are poised to enjoy a strong second-quarter 2021.
Tuesday 8 June 2021
Highlights of the day: COVID threatens Taiwan IC supply chain
Taiwan's tech firms have intensified coronavirus-prevention measures after COVID-19 hit some local semiconductors plants, with KYEC bearing the brunt of the impacts, raising concerns about the stability of IC supply that has already been troubled by capacity shortage for months. In the IT market, despite speculation that demand for notebooks may weaken in second-half 2021 as a result of easing of the pandemic, ODMs are still confident about notebook orders throughout the year. In India, Lava International reportedly is preparing for IPO, as it seeks to reclaim lost ground in the local handset market.
Tuesday 8 June 2021
Apple miniLED iPad Pro supply chain makers report robust gains for May
Most Taiwan-based supply chain makers included in Apple's miniLED-backlit iPad Pro products have reported robust revenue growths for May thanks to shipment pull-ins from Apple, according to industry sources.
Tuesday 8 June 2021
Notebook demand to stay robust in 2H21
Notebook demand arising from stay-at-home economy will remain strong in the second half of 2021, according to industry sources.
Monday 7 June 2021
Highlights of the day: Pandemic heating up in Taiwan IT supply chain
Taiwan's ICT supply chain, especially semiconductor backend houses have seen rising COVID-19 infections among their workers. Around 180 employees of KYEC had been diagnosed for being infected with the coronavirus as of June 5. However, MediaTek is still optimistic about its sales for the second quarter, despite KYEC, a major backend services partner of the chip supplier, had closure of production lines for two days. MediaTek is working closely with KYEC to mitigate the impact. On the other hand, demand for miniLED backlighting boards has been picking up as miniLED-based gaming and creator notebooks have seen rising sales.
Monday 7 June 2021
PCB makers eyeing demand for miniLED-backlit gaming, creator notebooks
Taiwan's PCB makers are accelerating their deployments in the miniLED backlighting boards as more non-Apple notebook vendors continue to roll out new miniLED-backlit gaming and creator notebook models, according to industry sources.
Monday 7 June 2021
Inventec pushing AI solutions
Inventec has devoted efforts to the development of AI solutions particularly for the smart manufacturing industry.
Monday 7 June 2021
Asustek ramping up gaming monitor shipments
Barring the shortages of IC chips, Asustek is likely to ramp up the shipments of its gaming monitors to three million units in 2021 compared to two million shipped a year earlier.
Monday 7 June 2021
Vietnam benefits most from China+1 strategy
While Southeast Asia is the most popular investment destination for electronics manufacturers seeking to diversify production, Vietnam seems to be the biggest beneficiary of the so-called "China+1" strategy - running production in China and other places at the same time.
Friday 4 June 2021
Highlights of the day: PC vendors want more control over components sourcing
Components shortage has been troubling the PC sector for months. PC brand vendors, seeking to secure components supply, have moved to directly place orders with IC design houses, skipping their ODMs. Apple is expected to unveil two miniLED-backlit MacBook Pro devices later this year. As its present supplier of miniLED backlighting applications is unlikely to be able to fully support the production for the new devices, Apple reportedly has enlisted Osram Opto as a second supplier. Qualcomm is gearing up its deployment in the notebook processor market. Its 5G PC processors are targeting the high-end commercial segment and the lower-end consumer/education segment.
Friday 4 June 2021
Brand PC vendors moving to directly place orders with chipmakers
Brand PC vendors, such as HP, have moved to skip usual practice by placing orders directly with IC design houses that usually land orders from ODMs, according to industry sources.
Friday 4 June 2021
Qualcomm deepening deployments in 5G PC processors
Qualcomm is stepping up its deployments in 5G PC processors seeking to tap demand from the segments of both high-end commercial notebooks and lower-end education and consumer notebooks, and many brand vendors including Samsung and Acer have rolled out new models adopting its 5G processors.
Friday 4 June 2021
Acer monitor shipments booming
Acer expects its monitor shipments to continue to grow by double-digit in the second quarter of 2021, having seen such shipments expand robustly in the previous quarter.
Friday 4 June 2021
Notebook demand robust in Asia Pacific, says Acer
Notebook demand in the Asia-Pacific region has been robust with no signs of reversal, according to Andrew Hou, Acer president of Pan Asia Pacific.
Friday 4 June 2021
Osram Opto reportedly to support production of miniLED-backlit MacBook Pro
Osram Opto Semiconductors reportedly will become a new supplier of miniLED for backlighting Apple's new MacBook Pro lineup slated for launch in the second half of 2021, according to industry sources.
Wednesday 2 June 2021
Highlights of the day: DIY PC market to be robust in 2H21
With AMD and Nvidia debuting their new gaming GPUs, the DIY PC market particularly the high-end segment is poised to grow in the second half of the year when the latest flagship graphics cards hit market shelves. In the handset market, Apple is keen on pushing 5G mmWave technology. Over 50% of the shipments for the next-generation iPhones to be launched later this year will come with mmWave support. And TSMC has unveiled its tech development in an online symposium.
Wednesday 2 June 2021
PCB makers see order momentum stay strong for notebooks
PCB makers continue to see strong order momentum for notebook applications in the second half of the year, and are poised to make rolling updates to their quotes as prices of upstream materials are very likely to trend upward amid lingering shortages, according to industry sources.