Taiwan's PC monitor shipments fell nearly 7% sequentially to 22.12 million units in the second quarter of 2021, due mainly to shortages of related components and materials, according to Digitimes Research.
The global top-5 notebook brands (not including Apple) saw their combined shipments slip 5% on month in July, due mainly to a substantial slowdown in demand from the gradually saturating education procurement sector, despite robust back-to-office orders and shipments of new consumer models, according to Digitimes Research.
TSMC, United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) are forecast to see their combined revenues increase over 10% sequentially in the third quarter of 2021, with revenues for the whole year estimated to climb more than 20% on year, according to Digitimes Research.
Samsung Electronics is unlikely to move its 3nm gate-all-around (GAA) FET technology to volume production until 2023, which may put it at a disadvantage in the race for cutting-edge chips, according to Digitimes Research.
With a huge population of 1.37 billion people, a high demographic dividend, and generous subsidies for electric vehicles (EV) from both the central and state governments, India is expected to increase EV penetration rate from 1% to 10% by 2025.
Global server shipments in the second quarter of 2021 saw a smaller sequential increase than Digitimes Research's estimated 14%, up only 9% from a quarter ago, due mainly to shortages of components such as ICs.
Electric vehicles (EVs) are in rapid development. The EV industry, which has no gas engines and heavily involves technology, is a completely different battlefield compared with the traditional car industry. Threatened by Tesla's smashing success and popularity, the car manufacturing and software developers are all eager to make themselves part of the new mobile industry.
Taiwan's shipments of small- to medium-size LCD panels are expected to edge down 1.1% sequentially in the third quarter of 2021 after growing 11.7% in the second quarter, according to Digitimes Research.