Thu, Nov 30, 2023
Friday 18 August 2023
Network device makers cautious about 2H23 prospects
Taiwan-based network device makers including Zyxel Group and Sercomm continue to see telecom customers engaged in inventory adjustments and remain cautious about their operations in the second half of this year, according to company sources.
Thursday 17 August 2023
Global top-5 notebook brands see shipment slip in July after strong rebound in June, says DIGITIMES Research
Global top-5 brands, not including Apple, saw their combined notebook shipments slip over 20% on month in July because of the high comparison base in June and a deceleration in demand from the education procurement sector in Europe and North America, according to DIGITIMES Research's figures from July's notebook monthly update report.
Wednesday 16 August 2023
How will iPhone assembly orders be distributed with Apple's new production plans revealed?
South Korean industry sources revealed the new production plan for Apple's iPhone. In 2023, Apple plans to produce an additional 3.2 million iPhones. The assembly order distribution between the likes of Foxconn and Wistron was also revealed as well, which garnered the attention of the industry.
Wednesday 16 August 2023
Foxconn reportedly begins making iPhone 15 in India
Bloomberg quoted sources saying that Foxconn is beginning the production of the iPhone 15 in its facility in Sriperumbudur, Tamil Nadu, with the delivery timeline only weeks after that of Foxconn's factories in China. Besides Foxconn, Pegatron and a Wistron plant acquired by Tata will join the ranks of assembling iPhone 15 in India.
Wednesday 16 August 2023
Foxconn reportedly to make AirPods in southern India
Foxconn will reportedly make Apple's AirPods in India, the second Apple product to be made in the South Asian country, as the country is expected to become the world's largest wearable market by the end of the year.
Wednesday 16 August 2023
Quanta to see automotive deployment bear fruit in 2024
Quanta Computer's automotive business is transitioning from investment cultivation to profit harvesting, according to the Taiwan-based ODM, which expects the business to account for a double-digit percentage of revenue next year.
Tuesday 15 August 2023
Three driving factors and three challenges of PCB Supply chain migration to Southeast Asia
Despite challenges including inflation, inventory destocking, and demand slowdown, many printed-circuit board (PCB)-related manufacturers remain optimistic about the medium- and long-term outlook of the industry. There are three major factors driving their overseas expansion towards Southeast Asia during the business downcycle.
Tuesday 15 August 2023
Getac sees low order visibility for 2H23
Industrial PC (IPC) maker Getac said its customers are being cautious about their second-half prospects and that it is seeing poor order visibility in the second half of 2023.
Tuesday 15 August 2023
India solidifies second-place position in global handset production
Thanks to India's increasing local demand for mobile phones and government incentives, mobile phones made in India continued to grow in 2022, witnessing double-digit growth for the past eight years.
Tuesday 15 August 2023
Foxconn grows presence in upstream AI server segment
Contract electronics vendor Foxconn has a sizable share in the upstream AI GPU module and substrate markets of the AI server supply chain, according to company chairman Young Liu.
Monday 14 August 2023
Asus to compete for AI servers; not concerned about GPU shortage
Compared to the impressive performance of its gaming notebooks and boards, Asus's server business tends to not receive much attention from the market with a revenue share in the low single digits. However, with AI servers trending, Asus has no intention of missing out. Furthermore, with its foundation in the PC sector, Asus is not concerned about chip supply.
Monday 14 August 2023
LinkCom expects automotive, telecom segments to generate more revenues in 1Q24
Taiwan-based magnetic component company LinkCom Manufacturing held an earnings call on August 11. General manager Wilson Tan said the company is expanding its magnetic component and wireless charging units. The company will launch new products, increase product applications and scale up its global business simultaneously.
Monday 14 August 2023
DIGITIMES unveils Asia Supply Chain 250: China's growth now relies on auto sector performance
DIGITIMES Asia has unveiled the "2023 ASC 250 Rankings." In the post-pandemic era, the Russia-Ukraine war, and global inflation, more than half of the leading 10 companies are encountering a dip in their revenue growth rates. Notably, TSMC, the heavyweight champion of semiconductor foundry, leads the pack with an impressive revenue growth rate of 33.4%. However, within the top 20 companies, CATL stands out prominently, boasting a remarkable growth rate of 138%.
Monday 14 August 2023
Quanta to invest in AI server capacity expansions in US and Germany
To meet robust customer demand for AI servers, Quanta Computer's board of directors recently greenlighted capacity expansions at its production bases in the US and Germany, which will drive up its capex for 2023 by 20-30% to NT$12-13 billion (US$376-407 million), according to company sources
Monday 14 August 2023
As US promotes cyber trust label, smart home IoT device costs may rise
The US government announced in mid-July 2023 that it will introduce a cybersecurity seal, dubbed the "US Cyber Trust Mark," for Internet of things (IoT) devices. The seal is intended to help consumers purchase trusted devices that are less vulnerable to hacking by labeling them as compliant with security standards. It is reported that the initiative will initially focus on home IoT devices and is expected to be launched in 2024.
Monday 14 August 2023
FIT injects US$400 million into Indian subsidiary
Foxconn Interconnect Technology (FIT), a subsidiary of Foxconn Group, announced a capital injection to its Indian subsidiary, as Foxconn Group has been scaling up its Indian investments in mobile phones, semiconductors, and EV manufacturing.
Monday 14 August 2023
India roundup: Confusion and concerns mount among notebook and tablet vendors over India's import restriction measure
India's surprising announcement to require license for imported notebooks and tablets raised confusion and concerns in the IT hardware industry. Hyundai is looking to launch more EV models in India to capitaize on the rising market.
Friday 11 August 2023
High-end smartphones provide small spark amid harsh market winter; brands make three strategic adjustments
Despite the generally pessimistic outlook for smartphone market demand growth in 2023, with high-end models becoming the preference for consumers, it has certainly brought a spark of warmth to a smartphone industry that's still going through an economic winter.
Friday 11 August 2023
IPC firm DFI optimistic over 2H23 outlook
With the end of customer inventory adjustment and the gradual warming up of the tooling and network security equipment industries, embedded motherboard and industrial PC (IPC) vendor DFI Inc. believes that the overall business outlook in the second half of 2023 is not pessimistic.
Friday 11 August 2023
Pegatron expects flat or slight growth in 3Q23 notebook shipments
Pegatron, which saw its notebook shipments increase 24% sequentially in the second quarter, expects to post flat or slight shipment growth in the third quarter.
Friday 11 August 2023
Global notebook shipments to weaken in 2H23 after climbing 20% sequentially in 2Q23, says DIGITIMES Research
Global notebook shipments, not including detachable models, performed stronger than DIGITIMES Research initially expected in the second quarter of 2023, up 20.9% sequentially and down only 5.5% on year, shrinking dramatically from those of the past several quarters. Still, the volumes are only expected to stay flat in the third quarter and dip a single-digit percentage in the fourth quarter, according to DIGITIMES Research's latest figures from the notebooks report database.
Friday 11 August 2023
ODMs see Nvidia GPU shortage curb AI server shipments
ODMs including Quanta Cloud Technology (QCT), Wiwynn, and Giga Computing have experienced delays in fulfilling AI server orders due to the ongoing GPU shortage at Nvidia, according to industry sources..
Thursday 10 August 2023
With increased demand and shipments to three major customer groups, Ample sees profit recovery in Q2 and Q3
For most of the electronics industry, 2Q23 is at the bottom. However, conductive paste and thick film conductive material manufacturer Ample is part of the passive component supply chain upstream. Therefore, it hit rock bottom early in 1Q23 and is now seeing a continued recovery in its second and third-quarter profits.
Thursday 10 August 2023
India reportedly refuses to defer notebook import restriction by 9–12 months
India's surprising move to require licenses for imported computers and servers brings uncertainties to vendors selling devices in the country. The Indian government reportedly refused to grant the second postponement to implementing the import restriction.
Thursday 10 August 2023
Preparing for Apple Watch? LGD reportedly purchased Micro LED patents from Taiwanese company
LGD (LG Display) has reportedly purchased Micro LED patents from a Taiwanese company. Most are on "transfer printing process patents," a core technology of Micro LED. It's speculated that LGD will use the transfer printing process with Micro LED backplanes to improve profitability. This technology is also expected to be used in Apple Watches in the future.
Transform Your Excess Into An Opportunity
Strategize Confidently with Insights into Samsung
China smartphone market shipments remain in weak state until 4Q23, says DIGITIMES Research
Global top-5 notebook brands see shipment slip in July after strong rebound in June, says DIGITIMES Research
Chinese smartphone brand shipments rise in 2Q23; volume to continue picking up in 2H23, says DIGITIMES Research