Intel expected to fully advance to 10nm in 2021
Intel is expected to see strong growths in sales and profits in 2021 thanks to the releases of new-generation 10nm CPUs, according to sources from the upstream supply chain.
Asustek Computer and Micro-Star International (MSI) both saw shipments of their high-margin gaming notebooks hit record highs in 2020, with the strong shipment momentum set to carry on in the first half of this year, according to industry sources.
Brand vendors, such as Acer, have more of their new-generation notebooks powered by AMD processors, according to industry sources.
Synnex posts strong December revenues
IT and consumer electronics channel distributor Synnex Technology International has reported consolidated revenues of NT$37.463 billion (US$1.31 billion) for December, the second highest-ever monthly level with growths of 9.68% sequentially and 13.43% on year.
Highlights of the day: Notebook demand remains strong
With the persisting pandemic driving the stay-at-home economy, notebook makers saw strong shipments in December 2020, with the likelihood that order momentum will last through second-half 2021. Strong demand and rising production costs...
Asustek and MSI see strong December revenues
Thanks to the stay-at-home economy in the wake of the pandemic, both Asustek Computer and Micro-Star International (MSI) have reported strong on-year growths for December revenues.
VIA Technologies and Shuttle are both expected to see rising profits in the next few years thanks to contribution by their non-PC businesses.
Notebook demand still encouraging
Taiwan-based notebook ODMs are expected to enjoy a particularly strong first quarter of 2021 as they continue to see strong demand from clients, with order momentum set to last through the second half of the year, according to industry sources.
Suppliers in almost all sectors in the semiconductor ecosystem are raising prices to reflect tight capacity amid strong demand. But there have been concerns that the upward pricing trend may send end-device prices up, deterring consumers...
Sales of ruggedized PCs were seriously hit by the coronavirus pandemic in 2020, but are expected to begin to recover in 2021 as enterprises will resume procurement with COVID-19 vaccines to be gradually available, according to market observers.
More devices to come with miniLED displays
Apple is reportedly looking to adopt miniLED displays for its new iPads and MacBook Pros in 2021, while Samsung Electronics is expected to release a miniLED tablet and Micro-Star International (MSI) a miniLED notebook, according to sources from the upstream supply chain.
Strong shipments for Chromebooks boosted revenues at Elan Microelectronics, which specializes in touchscreen controller chips and fingerprint sensors, in December. The fabless chipmaker saw its revenues for all of 2020 surge over 50% on year.
Highlights of the day: Automive chip demand rising
The car market is showing promising signs despite the ongoing pandemic, and Taiwanese foundries have seen more orders for fabricating automotive chips. But foundry supply remains tight, with...
5G to fuel semiconductor demand
Unfavorable macro conditions, including the US-China trade war and COVID-19, have been slowing down 5G deployments across the globe, but 5G will still play a crucial role in driving growth in the semiconductor market, according to industry sources.
AMD's supply of next-generation notebook CPUs, which are based on the Ryzen 3 architecture and set to be released in the first quarter of 2021, is expected to fall short of demand, according to sources from the upstream supply chain.
Foldable-screen notebooks likely to be expensive
Foldable-screen notebooks are estimated to be priced more than NT$70,000 (US$2,469) due to the high components costs, according to sources from the upstream supply chain.
Notebooks with foldable screens may hit store shelves by the end of 2021. Intel has been developing foldable-screen notebooks, with development reaching the final stage. Meanwhile, China-based foundry SMIC...
Intel has reportedly continued to push the development of foldable-screen notebooks with the devices having a good chance to hit store shelves by the end of 2021, according to sources from the upstream supply chain.
Asustek on course to embrace strong 1H21
Asustek Computer is expected to enjoy a particularly strong first-half 2021, thanks to robust demand for motherboards, notebooks and other devices enabling remote work and education, according to industry sources.
Taiwan-based makers of notebooks, motherboards and graphics cards are expected to see a strong first-half 2021, as the COVID-19 pandemic continues to drive demand for these devices enabling remote work, education, and other stay-at-home activities, according to industry sources.
Taiwanese enterprises still do not know what they can do with quantum technologies and are not ready to take part in long-term projects, according to Chung-Yu Mou, director of National Tsing Hua University's (NTHU) Center for Quantum Technology.
Some market observers believe iPhone 12 may see order momentum decline in second-quarter 2021, but Digitimes' study of Apple's ecosystem has come to a more optimistic outlook, with components orders for the iPhone 12 to remain strong...
Companies in Taiwan's PCB supply chain are expected to enjoy the business opportunities from Intel's new Whitley server platform starting the second quarter of 2021, while notebook demand will stay...
Notebook component suppliers continue to see a ramp-up in orders, and are expected to enjoy a particularly strong first quarter in 2021, according to industry sources.
Taiwan's investors should change their mentality about entrepreneurships, giving more support to startups, according to Wistron chairman Simon Lin.
Following years of deployments in 5G-based ORAN (open radio access network), Quanta Cloud Technology...
CE, IPC, automotive trends
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...
Taiwan LCD monitors – 3Q 2020
Taiwan's PC monitor shipments in the third quarter of 2020 grew 6.9% sequentially and 4.1% on year.
Taiwan LCD TVs – 3Q 2020
Taiwan's TV shipments arrived at 8.46 million units in the third quarter of 2020, up 34.7% sequentially and up 11.9% on year.
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...