Realtime news
  • Acer expects sales of its gaming and Chromebook products to grow significantly in 2018, which will help boost the company's product ASPs and gross margin. The company's gaming-related product revenues will even have a chance to more than double from a year ago in 2018.
  • As part of its internal restructuring efforts, Acer is implementing a new project seeking to incubate more profitable subsidiaries that can create more values for society, but it will take 3-5 years for the project to bear fruit, according to company founder Stan Shih.
    CEATEC Japan 2018 opened on October 16, with the four-day event showcasing the country's growth strategies and Society 5.0, its vision of a super-smart community of the future in which IoT, robots and AI will all play important roles, according to th eorganizers.
  • IT and consumer electronics channel distributor Synnex Technology International has reported consolidated revenues of NT$37.156 billion (US$1.21 billion) for September, increasing 4.23% sequentikally and 0.09% on year.
  • Canon PowerShot SX740 HS
    Canon has introduced PowerShot SX740 HS digital MILC to Taiwan at a recommended retail price of NT$11,990 (US$388).
  • Inventec sees strong revenues from the server business in 3Q18
    Inventec has registered consolidated revenues of NT$48.04 billion (US$1.53 billion) for September, down 3.68% on month, but up 11.76% on year with combined consolidated revenues from January-September rising 11.33% on year to arrive at NT$372.78 billion.
  • Asustek has seen difficulties improving its business in 2H18
    Asustek Computer has announced consolidated revenues of NT$40.21 billion (US$1.28 billion) for September, rising 19% on month, but dropping 11% on year. Consolidated revenues for the third quarter increased 14% sequentially to arrive at NT$102.7 billion, whch however represents a 10% drop compared...
  • Quanta Computer's September sales dropped while most other major notebook ODMs saw their revenues for the month increase.
  • The Ministry of Economic Affairs (MOEA) has stepped up efforts trying to accommodate Taiwan-based makers moving their production lines back from China amid the escalating US-China trade war, according to government officials.
  • 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.
  • LG Electronics has announced its preliminary earnings results for the third quarter of 2018, posting an operating profit of KRW745.5 billion (US$656.55 million), up 44.4% on year.
  • Acer has announced its consolidated revenues for the third quarter arrived at NT$65.33 billion (US$2.11 billion), up 7.8% on year and 11.7% sequentially, on strong shipments for its gaming and Chromebook product lines.
  • 9th Gen Intel Core desktop processors
    Intel has announced its 9th Gen Core desktop processors, including the gaming i9-9900K. It has also introduced the new Intel Core X-series processors and the Xeon W-3175X.
  • supermicro
    Taiwan-based server motherboard makers are likely to be required by their clients to accelerate their plans to move production back to Taiwan or other sites outside China, according to industry sources.
  • A growing number of Taiwan-based IT product makers, which are relocating their production in China back to Taiwan or other places in Southeast Asia amid escalating US-China trade tensions, may see weaker results in fourth-quarter 2018 and first-half 2019, industry observers have warned.
  • Dell, Wistron team up to recycle gold from waste PCBs
    Dell has teamed up with Wistron to recycle gold from e-wastes and use the recycled gold in its products, marking an upgrade of its closed-loop project launched in 2012 to recycle plastics materials from end-of-life electronics into new Dell products.
  • asus
    Despite suffering from sharp depreciation of the Russian ruble in the past few years, Asustek Computer has firmly stood as the No. 1 brand vendor of motherboards, graphic cards and gaming notebooks in the Russia market following 20 years of efforts in developing distribution channels and enhancing...
  • Samsung Electronics has provided its earnings guidance for the third quarter of 2018, estimating record operating profits of about KRW17.5 trillion (US$15.5 billion) on consolidated revenues of approximately KRW65 trillion.
  • Microsoft Surface Pro 6 2-in-1 device
    Microsoft has unveiled four new Surface products: a 2-in-1 device, a notebook, an all-in-one PC and a headphone.
  • Despite efforts by makers including Samsung Electronics, HTC, Sony and Oculus to accelerate the development of the VR industry globally, sales of VR devices, particularly, the high-end models, have remained lower than expected in 2018, according to industry sources.
  • Asustek is expected to enjoy a 10% growth in gaming notebook shipments in 2018
    Despite Intel CPU shortages, Asustek Computer is expected to post an over 10% increase in gaming notebook shipments this year as the Taiwan-based vendor had foreseen the possibility of tight supply and had aggressively built up its inventory of gaming notebooks in the first half of the year.
  • server
    Worldwide server shipments will grow at a CAGR of 14% in the forecast period 2018 to 2023 as demand from social media, e-commerce and digital enterprises applications continues growing plus the emerging technologies including artificial intelligence (AI), Internet of Things (IoT) and 5G network.
  • Global tablet shipments are expected to drop in both 2018 and 2019 to arrive at 141 million units next year, cannibalized by large-size smartphones, according to Digitimes Research's latest report.
  • apple
    With sales of a series of Apple's products including the iPhone, MacBook, iMac, Apple TV, iPad and HomePod having fallen below expectations recently, Apple had better adjust its hardware-centric strategy to minimize its operation risks, according to sources from Taiwan's supply chain makers.
  • Sharp has announced that it has completed the acquisition of Toshiba Client Solutions (TCS), holding 80.1% shares of TCS.

Taiwan LCD monitors – 2Q 2018

Taiwan handsets - 2Q 2018

Taiwan LCD TVs – 2Q 2018

iPhone shipment analysis and forecast, 2H18

Global smartphone AP demand forecast till 1Q19

Global AP market, 2017-2021

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