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Friday 18 August 2023
CIS firm PixArt expects slight revenue growth in 3Q23
PixArt Imaging, a CMOS image sensor specialist, anticipates a modest revenue increase in the third quarter compared to the second. Gross margin and operating margin will also outperform the prior quarter's levels, thanks to a favorable product mix.
Friday 18 August 2023
Brinno's military-industrial orders to account for up to 40% of its revenue
Taiwan's leading time-lapse camera manufacturer, Brinno, has set its sights on shipping image-processing modules to US military-industrial clients. Starting from November, the delivery volume will be raised to 1,000 units, said company President Chen Shih-Che.
Thursday 17 August 2023
Chinese memory module firms stop taking orders in anticipation of chip price hikes
Chinese memory module makers have stopped offering product quotes or accepting orders as they expect memory chip suppliers to soon hike their prices, according to industry sources.
Wednesday 16 August 2023
Huawei posts over 200% growth in profit in 1H23
According to Huawei's latest earnings report for the first half of 2023, the US-sanctioned telecom equipment giant reported sales of CNY310.9 billion, up 3.1% from a year ago, with net income reaching CNY46.63, a 209% growth year-on-year.
Wednesday 16 August 2023
UK quantum encryption startup explores opportunities in Taiwan, collaborating with RISC-V vendor Andes Technology
UK-based startup Crypto Quantique specializes in quantum encryption technology and focuses on the semiconductor and Internet of things (IoT) industries. It has recently shown interest in expanding business to Taiwan, collaborating with Andes Technology and gaining clients involved in IoT device manufacturing.
Wednesday 16 August 2023
Yen Sun sees challenges facing Chinese car supply chain
Chinese automakers intend to alter the local market ecology in order to increase the turnover rate of auto sales, which will put a strain on the manufacturing flexibility and inventory management capacities of related industry supply chains, according to Robert Liu, president of automotive cooling fan specialist Yen Sun Technology.
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
Foxconn's investment in India to expand to CE and EV key component assembly
Foxconn has seen multi-fold growth in revenue, employee numbers, and investment since its expansion into India in 2005, says the company's chairman, Young Liu. While primarily focused on information and communications technology (ICT) assembly, the company is also planning to set up key consumer electronics component assembly lines in the country, and there may even be EV component lines.
Tuesday 15 August 2023
IC design houses brace for weak 2H23
Given the rising uncertainty in end-market demand, many Taiwanese IC design companies are bracing for a particularly weak second half of 2023, according to industry sources.
Friday 11 August 2023
Optiemus Electronics, Wistron's India partner, plans to double output near-term
Optiemus Electronics, an Indian electronics manufacturer partnered with Wistron Corporation's Indian subsidiary, Wistron Infocomm Manufacturing (India), is poised to ramp up its production in response to escalating demand. In a recent conversation with Digtimes Asia, A Gururaj, Optiemus' MD, emphasized the firm's intensified commitment to areas like IT Hardware and telecom equipment while hinting at a potential venture into the emerging EV sector.
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
Cooling module maker AVC to expand production site in Vietnam
Cooling module maker Asia Vital Components (AVC) plans to expand its production site in Vietnam to meet growing demand from its US customers, according to the Taiwan-based company.
Wednesday 9 August 2023
Analysts: Global NBs enjoy strong shipment in 2Q23, but Q3 is likely flat
Due to strong educational demand and successful strategies of inventory clearing, notebook PCs (not including models which can separate the display and the keyboards) enjoyed a better-than-expected shipment performance of 20.9% quarter-on-quarter in 2Q23, according to DIGITIMES Research.
Wednesday 9 August 2023
Consumer DDR5 memory module prices collapse
Midrange and high-end DDR5 memory module prices for consumer electronics applications have fallen dramatically in China since 2023, with prices for 32GB DDR5 modules reaching about CNY1,000 (US$138.62) compared with CNY2,000 at the beginning of this year, according to sources at memory module houses.
Wednesday 9 August 2023
Weak demand hit Japanese electronic component makers in 2Q23
The high inventory level of finished products is currently suppressing the performance of Japanese electronic component manufacturers. In the period of April to June 2023, among the 8 electronic component manufacturers in Japan, 7 of them experienced a year-on-year decrease in profits, with only Nidec showing growth. Despite the favorable exchange rate of the Japanese yen for settlements, it remains challenging to offset the negative impacts of prolonged poor sales of smartphones and reduced investments in data centers. The current situation only allows for hope for a recovery in the smartphone market and sufficient demand from electric vehicles (EVs) to sustain the industry.
Wednesday 9 August 2023
For Nvidia and TSMC, China is still a major market they can't afford to give up
Despite the raging US-China technology conflict, neither Nvidia nor TSMC can afford to give up the enormous business opportunities presented by the Chinese market. However, the top executives of the two companies apparently are well aware of the sensitiveness of their association with the Chinese market.
Tuesday 8 August 2023
Handsets, tablets and wearables differ starkly in sales recovery momentum
Mobile phones, tablets, and wearable devices differ significantly in their shipment performance and recovery momentum in the Taiwan market. In particular, mobile phones sales are expected to return to the growth track in the second half of the year on the launch of new devices by brand vendors, with shipments to be split 4:6 between the first and second halves, according to market sources.
Tuesday 8 August 2023
Keyboard maker Chicony cautious about end-market demand in 3Q23
Taiwan-based Chicony Electronics, dedicated to supplying computer keyboards, digital video cameras and other peripheral devices, is cautious about its sales momentum for the third quarter as the end-market demand has yet to recover significantly, after performing better than expected in the second quarter.
Tuesday 8 August 2023
GSEO, Largan see July revenue increase
Genius Electronic Optical (GSEO) and Largan Precision, both manufacturers of optical lens modules, experienced double-digit sequential revenue growth in July.
Monday 7 August 2023
With slight recovery in PC and notebook demand, Darfon's IT business bounces back
The recovery timeline of the consumer electronics market has been something the supply chain is closely following. Regarding the current market situation, component manufacturer Darfon stated that PC and notebook demand has already picked up slightly, driving 2Q23 revenue to report quarterly growth of 14.8%.
Monday 7 August 2023
OLED's influence grows day by day; adoption rate in smartphones set to be first to exceed 50% first
South Korean industry sources reported that OLED panels are expanding their application portfolio. It's estimated that the share of smartphones with OLED panels will exceed 50% for the first time in 2023.
Friday 4 August 2023
ProLogium to receive EUR1.5 billion subsidy
The European Commission has approved a sizeable grant to support ProLogium's gigafactory project in France, according to the solid-state battery specialist.
Friday 4 August 2023
Yangtze Memory partners with controller IC suppliers to promote 232-layer NAND SSD
Yangtze Memory Technologies (YMTC) is collaborating with local Chinese flash device controller suppliers to market SSDs with its 232-layer NAND chips at relatively low prices, according to sources at IC distributors in China.
Thursday 3 August 2023
GaN Systems, ACEpower partner to propel GaN adoption in EVs
GaN Systems has partnered with ACEpower, a Chinese power supply, EV charging module, and onboard charger (OBC) product design and manufacturer, to expedite the widespread adoption of GaN technology in electric vehicles (EV), according to the GaN power semiconductor specialist.
Thursday 3 August 2023
Wireless broadband equipment makers: Wi-Fi 7 will be key momentum in 2024; economic situation the only uncertainty
Wi-Fi 6/6E is already mainstream in 2023, so when will the Wi-Fi 7 boom occur? Wireless broadband equipment manufacturers pointed out that after testing the waters in 2023, 2024 will certainly be the main growth period of Wi-Fi 7. The only variable is the global economic development in 2024. Whether it will be a force that promotes technological upgrades or hinders growth remains to be seen.
megawin
Summary of Tech Supply Chain News!
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