Supply chain players with operations in China, besides suffering production delays and labor shortages from the coronavirus outbreak, may face possible violations of supply contracts with clients for failing to deliver shipments on time. But clients should be able to understand the situation, according...
More IT brands gearing up for gaming monitor market
Competition in the gaming monitor sector is set to become keen in 2020 as more notebook and monitor brands enter the race for market share, according to industry sources.
Highlights of the day: Components prices rising
The coronavirus outbreak is disrupting production at both assembly plants and their upstream suppliers, with components prices rising. Now MLCC and chip resistor prices are expected to increase throughout 2020. Memory pricing is also...
Notebook makers are turning cautious about purchasing some specific components such as MLCCs and chip resistors that are running low in inventory and facing price hikes, as the purchases may push up their costs amid epidemic-induced uncertainties over capacity utilization and terminal demand, according...
HTC eyes growing VR market in 2020
HTC is optimistic about its VR business in 2020 expecting the global VR industry to have potential to surge by 50% in terms of market demand that will emerge from both the consumer and business sectors, according to company CEO Yves Maitre.
Everyone in the ICT sector had expected the 5G era to get off to a flying start in 2020 when the coronavirus hit. Major players continue to make deployments for 5G, but cannot be sure when the momentum will actually pick up. Now Taiwan-based chip vendor MediaTek,...
Tablet demand in China gaining momentum from epidemic
Tablets demand in the China market is picking up inadvertently in the wake of the coronavirus outbreak that is fueling needs for remote work and learning, but their ODMs' production are being impacted by shortages of raw materials, components and labor.
USI may enter backend supply chain of AirPods Pro series
Taiwan-based Universal Scientific Industrial (USI), a unit of ASE Technology, is likely to obtain system-in-package (SiP) orders for AirPods Pro Lite, which may also benefit Taiwanese makers of SiP substrates, according to industry sources.
Demand for AMD 7nm EUV processors remains strong
Demand for AMD's new 7nm EUV processors remains robust, with development projects for the chips commenced by PC, motherboard and graphics card makers this year set to be 10-20% higher than the levels in 2019, according to industry sources.
Acer expands emerging businesses
Acer has grown its emerging businesses with their combined share in Acer's overall revenues having risen to 14.6% from 11% three years ago, according to company chairman Jason Chen.
The global notebook market is poised for a strong rebound in the second half of 2020 as the coronavirus outbreak has not resulted in severe impacts to demand in other parts of the world including Australia and Europe as compared to the harm that has brought to China, according to Acer chairman Jason...
PC brands cutting back IC, component orders
Global shipments of PC products (desktops and notebooks) are expected to retreat to a sliding path in the first quarter of 2020 as PC brands have slowed down their orders for ICs and related components due to the impacts of the coronavirus outbreak, according to sources from Taiwan-based IC-design...
Top-5 notebook vendors see shipments fall over 30% in January, says Digitimes Research
The world's top-5 notebook brand vendors saw their combined shipments (excluding detachable models) fall over 30% sequentially in January 2020, due to a combination of negative factors including the coronavirus impact and seasonality, according to Digitimes Research.
IT and consumer electronics channel distributor Synnex Technology International has disclosed its joint venture, PT Synnex Metrodata, in Indonesia has achieved impressive sales growth since its establishment in 2011.
Acer ranked as top gaming notebook brand in India
Acer was ranked by IDC as the largest gaming notebook brand in India for the second consecutive year in 2019. Acer also was the leading gaming brand in Canada, Thailand, Australia and Bazil in 2019.
Apple has warned of iPhone supply constraints due to the coronavirus outbreak. And the iPhone is not the only Apple device whose production is being disrupted by the epidemic, as manufacturers are unlikely to start volume production as...
Shipments of new iPad Pro may peak in April at earliest
Apple is scheduled to launch its new iPad Pro series around March, but shipments are unlikely to peak until after April as their components suppliers are slowly ramping up their output after the extended Chinese New Year break due to the coronavirus outbreak, according to industry sources.
Consumer notebook PCB supply falling short
PCB supply for notebooks, especially consumer models, has become tight as production at many small and medium-sized Chinese makers is being hard hit by the coronavirus outbreak, posing risks of shipment disruptions to major ODMs, according to industry sources.
Apple warns iPhone supply shortage will cripple sales
Apple has warned that it may not meet the revenue guidance it provided last month, as the coronavirus outbreak is expected to result in iPhone supply shortages and weak sales of its products in China.
Notebook ODMs have resumed their production in China, but face the possibility of a lack of components starting in March if their suppliers continue to be prevented from going to work by the coronavirus outbreak. Quanta Computer has started...
Global notebook shipments for 1Q20 to plunge 29-36% sequentially on epidemic, says Digitimes Research
Global notebook unit shipments for the first quarter of 2020 are estimated to experience a larger sequential fall of 29-36% than 17% projected earlier, as severe labor and components shortages and stagnant logistics arising from the coronavirus outbreak are derailing supply chain in China, which commands...
Taiwan notebook ODM Quanta Computer is reportedly moving to accelerate volume production at its new assembly lines in northern Taiwan to fulfill rush shipments to US brand vendors amid the coronavirus outbreak, according to industry sources.
Notebook ODMs running out of components
Taiwanese notebook ODMs have already resumed assembly operations in China, but risks of supply chain disruptions in March are mounting, as inventories of many components will run out by end-February with many of their supporting suppliers still awaiting approvals from local governments to reopen their...
The cancellation of the annual Mobile World Congress (MWC) will prompt the ICT industry to explore and try new marketing campaigns online.
Coronavirus outbreak impact: Digitimes Research estimates impacts on major Chinese IT sectors
The coronavirus outbreak is hitting hard the ICT industries and markets in China. Digitimes Research provides a preliminary estimation on the impacts on four major sectors: semiconductors, display panels, handsets and notebooks. Many...
Global tablet market (outbreak updates) – 4Q 2019
The tablet sector is witnessing better capacity recovery than the notebook and handset sectors.
China smartphone market and industry (outbreak updates) – 4Q 2019
The coronavirus outbreak has resulted in labor shortage and shipment disruption in China's supply chain.
Taiwan small- to mid-size LCD panels – 4Q 2019
The fourth quarter of 2019 was a traditional slow season for the small- to medium-size panel industry, but Taiwan's shipments...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...
Mini/micro LED: Challenges and opportunities in the display industry
Mini LEDs and micro LEDs are expected to become improved backlighting solutions that can significantly enhance displays' quality...