Highlights of the day: AMD processor share rising
AMD is making major gains in the notebook processor market in 2020, thanks to strong demand from the education sector. Notebook vendors having been seeking more support from AMD to meet the needs from the education sector, as a result...
Notebook battery suppliers are unable to fulfill all orders, due mainly to shortages of power management ICs, according to industry sources.
AMD is expected to see its share of the notebook processor market reach a company record-high of 20% in 2020, according to market sources.
Taiwan's PCB makers in the supply chain for Sony's PS5 expect stable shipments of rigid mainboards for the new hgame console in the fourth quarter of 2020, according to industry sources.
Many panel makers are ramping up their output for notebook applications thanks to a surge in demand for computing devices needed to support remote work and study. While these makers generally expect the robust demand to stretch into 2021, their notebook panel shipment momentum may be crippled by a...
Highlights of the day: TSMC 5nm capacity fully occupied
TSMC is on track to reaping impressive gains in 2020, as signficant orders from Apple will make sure the foundry house's 5nm process capacity will be fully occupied through the end of the year. And for its 7nm process, yield rates have...
Luxshare Precision Industry is a secondary supplier for the Apple Watch Series 6, while BYD is among the suppliers for the new Wi-Fi iPad series, according to industry sources.
Backend houses have seen smooth progress in packaging customized SoCs for Sony's PS5 and yield rates at the foundry partner are also steady, with shipment goal set by the vendor for the next-genration games console likely remaining unchanged, according to Taiwan's backend supply chain sources.
Claims about TSMC having yield rates issues with its 7nm process manufacturing AMD chips for Sony's PlayStation 5 (PS5) games console are highly questionable, according to sources from Taiwan's semiconductor supply chain.
Apple pulls in panel orders for new iPads
Apple's pull-ins for panel orders for its newly released 10.2-inch iPad and 10.9-inch iPad Air have been strong thanks to the booming stay-at-home economy, according to sources from Taiwan's panel supply chain.
ASE Technology and its EMS subsidiary Universal Scientific Industrial (USI) have reportedly grabbed major system-in-package (SiP) orders for the new Apple Watch Series 6 and Apple Watch SE, according to industry sources.
Apple orders to fill up TSMC 5nm process capacity
TSMC's 5nm process capacity will be fully utilized through the end of 2020, thanks particularly to strong orders for Apple's new iPad Air and upcoming iPhones, as well as the Mac, according to industry sources.
Huawei's woes seem to have been compounded by Chinese chipmakers who, wary of breaching the US trade sanctions that took effect on September 15, have reportedly suspended shipments to the tech giant. Huawei had been aggressively building...
Vive Focus adopted by Penumbra for medical use
HTC-developed Vive Focus business-use VR technology has been adopted by US-based Penumbra for developing its REAL System, a portable rehabilitation tool based on immersive VR, according to the Taiwanese vendor.
The global tech sectors are heading towards a split into two ecosystems serving China and the US separately, but there will be no need for Sharp, now under the Foxconn Technology Group, to take sides, according to the Japan-based firm's chairman and CEO Tai Jeng-wu.
GIS, TPK to see shipments for new iPad expand
Touch panel makers General Interface Solution (GIS) and TPK Holding are both expected to see their shipments for Apple's new iPad Air gradually ramp up in both September and October, according to industry sources.
New Apple Watch, iPad models launched
Apple has unveiled the Apple Watch Series 6 and Apple Watch SE, two new iPad models. The Apple Watch Series 6 expands the health capabilities of previous Apple Watch models with a new feature that measures the oxygen saturation of the user's blood, so they can better understand their overall fitness...
The global IT ecosystem is undergoing fundamental changes in the wake of the coronavirus pandemic and US-China trade tensions. Inventec, as one of the major ODMs worldwide, is at the forefront witnessing all the changes that are happening.
Highlights of the day: Arm faces risks in China market
Global top-5 notebook brands' combined shipments in August 2020 - not including detachable models - hit a new high for 2020 as shipments to the consumer segment gew on year, and education procurement orders from Japan's GIGA School project gradually approached the peak of the year.
Apple is reportedly working with its heat dissipation solution providers on production line automation with aims to automize manufacturing processes for heat pipe production initially, according to industry sources.
Taiwan-based motherboard and graphics card brands, and their upstream component suppliers are expected to see sales grow in the fourth quarter of 2020, thanks to the new PC hardware released by Intel, AMD and Nvidia.
Three years after the launch of its gaming sub-brand Legion, Lenovo has launched its first gaming smartphone, the Legion Phone Duel, recently. The gaming phone is crafted with a symmetrical architecture that allows players to play games constantly in horizontal mode.
Graphics cards vendors have seen impressive shipments in the first three quarters of 2020, thanks to demand generated by the stay-at-home economy in the wake of the coronavirus pandemic. They now expect the new Nvidia GPUs to further boost their graphics...
Taiwan LCD monitors – 2Q 2020
Taiwan's second-quarter 2020 PC monitor shipments grew 24.8% sequentially.
Global tablet market – 2Q 2020
Second-quarter 2020 global tablet shipments amounted to 39.65 million units, surging 60.5% from a quarter ago and 21.4% from...
Taiwan LCD TVs – 2Q 2020
Taiwan makers' TV shipments reached 6.28 million units in the second quarter of 2020, growing 35.1% sequentially.
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
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...