The notebook market has been robust in recent months thanks to stay-at-home needs. Chromebook shipments are expected to rise sharply in 2021. Apart from Intel, some other chip vendors, such as MediaTek and Elan, are poised to see robust growths in reenues from the Chromebook...
Wistron shipped a total of 5.4 million notebooks in the first quarter of 2021, up 52.1% from a year earlier, while revenues grew by a slight 2% on year to NT$177.14 billion (US$6.23 billion).
Taiwan-based IC design houses including MediaTek, Elan Microelectronics and Integrated Technology Express (ITE) continue to enjoy a strong pull-in of orders for Chromebooks, which will boost their respective revenues to record highs in the second quarter, according to industry sources.
Business opportunities in Vietnam: Q&A with Keven Cheng, Taiwan Trade Center director in Ho Chi Minh City
Vietnam has joined the CPTPP (Comprehensive and Progressive Agreement for Trans-Pacific Partnership) and RCEP (Regional Comprehensive Economic Partnership), and has signed FTAs (free-trade agreements) with the EU and the UK. These deals have positioned Vietnam as a preferred location for manufacturers...
Acer optimistic about 2Q21 shipments in Asia Pacific
Acer expects shipments into Asia Pacific to grow sequentially in the second quarter thanks to the stay-at-home economy driven by the coronavirus pandemic, according to the company's president of Pan Asia Pacific region Andrew Hou.
TSMC has aggressive plans for expanding its fab capacity. In a recent letter sent to clients about canceling discounts for foundry service quotes, TSMC discloses it plans to spend US$100 billion on capacity expansions for the next three...
Intel has announced the availability of its 11th Gen Core S series processors, codenamed Rocket Lake-S, adopting a 14nm process and upgraded Cypress Cove microarchitecture, in Taiwan.
Notebook ODMs express concerns about overbooking
Notebook ODMs have expressed concerns about overbooking by clients who continue to step up their pace of orders, according to industry sources.
Brand vendors to raise new notebook prices
Notebook brand vendors are planning to raise prices for their upcoming new products to reflect increasing costs from raw materials, ICs and transportation, according to sources from the upstream supply chain.
Quanta Computer expects to post a double-digit increase in notebook shipments this year, while fellow ODM firms including Compal Electronics, Wistron and Inventec are also positive about their notebook shipments in 2021.
Graphics card supply to remain constrained
Graphics card makers expect their supply to remain constrained through the end of this year, due to shortages of chips and components, and are encouraged to raise their prices.
Clevo, which specializes in gaming and niche notebook manufacturing, expects shortages of display driver ICs and other notebook-use components and materials to worsen in the second quarter of 2021.
Judging from orders on hand and end-market demand, Compal Electronics expects its notebook and non-notebook shipments to experience double-digit growth in 2021, according to company president Martin Wong.
ODM Wistron has been developing electronic components and modules for electric vehicles (EVs) for years, and expects to start making profits from them later in 2021, according to company chairman and CEO Simon Lin.
Acer Group eyes smart city business
The Acer Group via its four affiliates - AOpen, Acer Being Communication, Acer ITS and Altos Computing - is eyeing the business opportunities from smart city development particularly applications for buildings, traffic and water resource management, according to AOpen president Dale Tsai.
Getac to be transformed into holding firm
Getac Technology has announced plans to turn itself into a holding company by spinning off its ruggedized computing, mechatronic and energy businesses.
MSI to raise graphics card prices
Micro-Star International (MSI) will raise its graphics card prices to reflect tight supply that may persist through the end of 2021, according to company chairman Joseph Hsu.
Flytech launches cloud computing-based UEM solution
POS (point of sale/service) device maker Flytech Technology has launched the in-house-developed cloud computing-based UEM (unified end-point management) solution to tap the IoT market under its Inefi brand.
MediaTek has announced its MT7921 Wi-Fi 6 chipset is powering Asustek Computer's new ROG and TUF gaming notebook series, which will hit market shelves starting March 2021.
Asustek posts record profit in 2020
Asustek Computer saw its net profits jump 119% on year to a record high of NT$26.56 billion (US$938 million) in 2020, thanks to pandemic-driven demand.
Acer and Asustek are set to see strong notebook shipments in first-half 2021, with order visibililty becoming clear for the second half of the year, despite recent concerns that the PC market may weaken later in the year. Asustek and...
Taiwan graphics card makers to see profits surge in 2021
Taiwan-based graphics card makers including Asustek Computer, Gigabyte Technology and Micro-Star International (MSI) are expected to generate handsome profits in 2021, thanks to pandemic-driven demand and the cryptomining fever, according to market sources.
Acer, Asustek to see strong shipments in 1H21
Acer and Asustek Computer are both set to report strong notebook shipments, particularly shipments of Chromebooks, in the first half of 2021, according to industry sources.
Worldwide shipments of wearable devices reached 153.5 million in the fourth quarter of 2020, an on-year increase of 27.2%, according to IDC.
The global top-5 notebook brands saw their combined shipments, excluding those of detachable models, decline 8% sequentially in February while the top-3 notebook ODMs' combined shipments fell 9% on month, according to Digitimes Research.
Taiwan LCD monitors – 4Q 2020
Taiwan's PC monitor shipments grew 3.7% sequentially and over 10% on year to come to 25.69 million units in the fourth quarter...
Taiwan LCD TVs – 4Q 2020
Taiwan's TV shipments went up 9.8% sequentially and 12.3% on year to come to 9.52 million units in the fourth quarter of 2020...
Taiwan small- to mid-size LCD panels – 4Q 2020
Taiwan's small- to medium-size LCD panel shipments plunged 25.3% sequentially in the fourth quarter of 2020 due to a significant...
Global server shipment forecast and industry analysis, 2021
Taiwan-based makers' server-related revenues are expected to climb 7.6% on year in 2021, buoyed by growing demand from cloud...
China semiconductor industry: From 13th 5-year Plan to 14th 5-year Plan, 2015-2025
China government has always attached great importance to advances of the semiconductor sector, but semiconductors' vital role...
Global LCD panel shipment forecast, 2021 and beyond
Global large-size LCD panel shipments will fall at a CAGR of -0.3% 2020 through 2025, while shipments of small-to-medium-size...