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Wednesday 5 May 2021
Taiwan small- to mid-size LCD panel shipments to grow sequentially in 2Q21
Taiwan's shipments of small- to medium-size LCD panels are expected to edge up 3.7% sequentially but decline 15% on year in the second quarter of 2021, after reaching 188 million units in the previous quarter, Digitimes Research estimates.
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Wednesday 5 May 2021
Highlights of the day: White-box server demand growing fast
Demand for white-box servers from datacenter operators has been growing fast, with Taiwanese ODM's shipments already accounting for more than one third of the world's total server shipments in 2020, according to Digitimes Research's latest Server Tracker quarterly report. Earlier this year, foundry house VIS set its 2021 capex budget at NT$5 billion, a sharp increase from last yea's level. Now it has raised the capex budget further to NT$8 billion to fund its capacity expansion. With persistently strong demand for ICs, silicon wafer supplier GloabalWafers expects sales momentum to remain robust through 2023.
Tuesday 4 May 2021
China 1Q21 smartphone shipments increase 9%, says Digitimes Research
Smartphone shipments totaled 94.6 million units in the China market in the first quarter of 2021, up 9% sequentially and 99.6% on year, Digitimes Research has found.
Tuesday 4 May 2021
Highlights of the day: Packaging materials in severe shortage
Backend service providers face as much as a 50% shortage of packaging materials from until June as a result of production issues at Japanese suppliers. MediaTek is prioritizing shipments for 5G chips, telling its Chinese handset clients that it is cutting output for 4G offerings amid tight foundry supply. Despite tight foundry capacity, TSMC has promised more support for the car industry. Demand for automotive chip probing services is expected to stay brisk throughout the year.
Tuesday 4 May 2021
Global tablet shipments drop sequentially in 1Q21
Global tablet shipments totaled 35.95 million units in the first quarter of 2021, down 22.7% sequentially, but 45.5% on year, meeting Digitimes Research's forecast in January.
Tuesday 4 May 2021
Beyond Limits to set up R&D center in Taiwan
US-based AI startup Beyond Limits will set up an R&D center in Taiwan in 2021, according to the company's Taiwan general manager Chang Chung-yi.
Monday 3 May 2021
Highlights of the day: Demand for TSMC 28nm process remains strong
Sony's CIS orders may have failed to materialize, but strong demand from other major clients have quickly filled the gap that would have been occupied by the Japanese vendor at TSMC. Persistently tight supply in the semiconductor sector has sent IC substrate suppliers looking to expand capacity. But some major Taiwanese suppliers are asking AMD to fund new lines that would cater to the client alone. In the notebook market, global shipments are expected to exceed 62 million units in second-quarter 2021, driven by gaming and education devices.
Monday 3 May 2021
Chromebook shipments remain strong in 1Q21
Chromebook shipments worldwide remained at above 10 million units in the first quarter of 2021, despite an around 9% sequential decrease, according to Digitimes Research's figures.
Monday 3 May 2021
Global notebook shipments to surpass 62 million units in 2Q21
Global notebook shipments not including devices with detachable keyboards went down only 8.7% sequentially in the first quarter of 2021 as demand for education and gaming models remained robust and previously unfulfilled orders were delivered, according to Digitimes Research.
Monday 3 May 2021
Global server shipments slip 1.6% in 1Q21, but to grow over 10% in 2Q21
Global server shipments are expected to slip by only 1.6% sequentially in the first quarter of 2021 despite the quarter being a traditional slow season, according to Digitimes Research's latest figures from its Server Tracker.
Friday 30 April 2021
Highlights of the day: Component makers still enjoy strong order visibility
Price of passive component may further increase in the third quarter of 2021 as shortages remain fierce, while visibility of orders from 5G handset, notebook, networking and automotive applications stays strong. Meanwhile, Apacer is planning to keep its chip inventory at high levels since its order visibility is still clear through May. Win Semiconductors also expects strong demand for power amplifier from 5G and Wi-Fi 6E applications with the orders to boost its revenues in the second half of 2021.