Countries in Southeast Asia and South Asia stand a chance of becoming rising stars in the midst of supply chain shifts and the move toward shorter supply chains and localization. Four Indian firms and one Indonesian firm entered Digitimes' Asia Supply Chain 100 (ASC100). By region, Tata Motors at No. 22 in ASC100 is the champion in Southeast Asia and South Asia, followed by Indonesia's Astra International (No. 68) and India's Mahindra & Mahindra (No. 69), Maruti Suzuki (No. 74) and Motherson Sumi (No. 89). ASC 100 is a study based on the companies' revenues, profit and market cap that will be renewed annually.
Companies in the "tech products and equipment" and "automotive manufacturing" sectors account for half of the Digitimes' Asia Supply Chain 100 (ASC 100) list, but semiconductor firms well lead the list in both average profit and average market value. ASC 100 is a newly released reseach on Asia's top 100 tech firms. ASC 100 is a study based on the companies' revenues, profit and market cap that will be renewed annually.
Benefiting from the US-China tech war and sharp chip shortages following the pandemic outbreak, and with automotive clients competing for foundry capacity support, the entire semiconductor industry is poised to enjoy robust order momentum through 2022, allowing semiconductor stocks to gain traction in the market. TSMC and Samsung Electronics, now the world's only two companies able to commercialize sub-7 nm foundry nodes, have been in a two-horse race for grabbing the crown in the Digitimes' Asia Supply Chain 100 (ASC 100) research, ranking first and second, respectively, by market capitalization in 2020. ASC 100 is a study based on the companies' revenues, profit and market cap that will be renewed annually.
Digitimes, an Asia-based premium source of tech supply chain information, undertook a six-month study on the financial reports of 4,725 publicly listed corporations across 11 countries in Asia and compiled its first annual report on the top 100 Asian suppliers - Asia Supply Chain 100 (ASC100) in 2021. Released on June 15, the report contains the rankings among Asia's top 100 suppliers along with a look into supply chain trends and an analysis on the competitiveness of Asian countries. Digitimes plans to release updated statistics on an annual basis going forward and keep track of the changes in the rankings among Asia's high-tech suppliers in the long run.
Foxconn Technology Group (Hon Hai Precision Industry) has reported May consolidated revenues of NT$455.03 billion (US$16.27 billion), down 9.1% on month, but up 17.6% on year, with the amount for the first five months of 2021 reaching NT$2.29 trillion, up 35.42% on year.
Networking device maker Accton Technology has said that operation of its plant in Chunan, northern Taiwan, has remained normal after 12 employees of the plant were confirmed COVID-19 cases as of June 7.
With parts of government budgets and resources for space development to be given to companies in Taiwan's ICT industry after the passing of Space Development Law, development of low-Earth-orbit (LEO) satellite equipment, where ICT makers having the most experience in, looks promising.
US-based server maker Supermicro expects to complete constructing a new plant at its manufacturing site in Taoyuan, northern Taiwan, in July 2021. Once the facility comes online, the company will be capable of rolling out one million sets of server products annually.
Micron Technology has unveiled memory and storage innovations across its portfolio based on its 176-layer NAND and 1α (1-alpha) DRAM technology, as well as what the company claims is the industry's first Universal Flash Storage (UFS) 3.1 solution for automotive applications.
Taiwan's IPC makers including Ennoconn, Posiflex Technology and Flytech Technology are poised to embrace strong demand for self-service kiosks in the post-pandemic era, especially in the US and Europe.
Chip orders for servers and datacenters have started picking up, according to sources at Taiwan-based IC design houses, which expect the orders pull-in momentum to carry on through the first half of 2022.
Delta Electronics (Thailand) is developing robots for precision assembly and hazardous environments, and for safety reasons, the company's automation development is mainly heading toward the directions of reducing malfunctioning and waste of materials, and improving production efficiency, according to company president Jackie Chang.
Revenues generated from Vietnam's mobile e-commerce industry are expected to reach US$7 billion in 2021 revenues and will surpass those of the desktop e-commerce sector in 2022, according to data from Vietnam-based mobile platform provider Appota.
Apple's supply chain is gearing up for the upcoming iPhones. Apple is expected to adopt flexible AMOLED for all of its next-generation iPhones to be launched later this year and will outpace Samsung to become the top buyer of AMOLED smartphone displays this year. TSMC has kicked off production for the A15 processors. Meanwhile, chip shortages are expected to undermine server production at ODMs through the end of the year.
Taiwan-based IT companies have continued to diversify their production bases to counter the impact of the ongoing COVID-19 pandemic and US-China trade disputes, but has slowed their paces recently amid the resurging pandemic in Southeast Asia, India and Taiwan, according to industry sources.
Server ODMs have seen their shipments disrupted by the shortages of power management ICs, network switches, and other chips and components, which are unlikely to ease until the end of this year, according to industry sources.
Foxconn Industrial Internet (FII), an industrial IoT arm of Foxconn Technology, has announced plans to form a joint venture with China-based Luster LightTech to develop automated inspection equipment and machine vision products.
Solidworks, a developer of 3D engineering CAD software under Dassault Systemes, expects its sales from cloud computing-related businesses in 2021 to surge 6- to 7-fold from a year ago, with the releases of its new cloud computing design, simulation and data management tools, according to company CEO Gian Paolo Bassi.