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NEWS TAGGED ANALYSIS
Tuesday 19 October 2021
Economists warn spillover effect of China economic slowdown
China's third-quarter economic growth numbers slowed more than expected to 4.9% from the same period last year, falling short of the 5.2% forecasted by a Reuters poll, but the growth...
Monday 18 October 2021
Global tablet market to face decline over next 5 years
Tablet brands will see a more stable market environment in 2022 with their shipments in the year to pick up moderately by 1.3% from 2021. Although tablet brands will start pushing...
Friday 15 October 2021
Automotive IC shortage to persist for next 2-3 years
The global shortage of automotive ICs is likely to last beyond next year until 2023 or even 2024, and automakers worldwide are trying all possible means to counter, according to industry...
Friday 15 October 2021
Will foundry expansions lead to capacity glut?
Many IDMs and pure-play foundries, including second-tier ones, are all poised to expand their fab capacities sparking concerns that the arrival of the additional capacities could...
Friday 15 October 2021
Vietnam-based unicorn VNG in no hurry for IPO
VNG, the first Vietnam-based unicorn that operates mobile communication App, online games, e-commerce, and cloud computing services, in 2017 signed an MoU with Nasdaq but has not...
Friday 15 October 2021
India: Clusters of motor vehicle industry
The development structure of the Indian motor vehicle industry is related to its traditional industrial environment. We can come up with the structure of the Indian industry from...
Friday 15 October 2021
Notebook shipments to see next wave of growth starting 2024
Global notebook shipments are expected to experience minor declines in 2022 and 2023 as governments will start cutting their COVID-19 subsidies and stimulus checks with the easing...
Thursday 14 October 2021
Global unicorns surge in 2021: Interview with Richard Koo, principal at DNX, and Casey Lau, head of Asia at RISE
The number of newborn unicorns has again hit record levels in 2021, following a strong year in 2020. There are more than 800 unicorns around the world as of September of 2021. By...
Wednesday 13 October 2021
Global smartphone shipments to see growth of 4-7% every year from 2022-2026
Judging from the status of the upstream supply chain, regional markets and the COVID-19 pandemic, Digitimes Research expects global smartphone shipments to increase 4.7% on year and...
Tuesday 12 October 2021
Net-zero carbon emission goal constrained by rare earth bottleneck
Geopolitical tension and the net-zero carbon emission policy deadlines of governments worldwide are driving up demands for rare earth metals. However, trying to secure local supplies...
Friday 8 October 2021
India: Low labor cost doesn't necessarily mean low operating cost
India's per capita income is far lower than China's. Raw materials such as steel, coal and cotton are produced in India and shipped to China with processed products sold back to India...
Thursday 7 October 2021
India: An EV aspiration
It may be difficult to understand India. I've been to India almost 20 times, but this is the first time that I've tried to explore India from the perspective of electric vehicles...
Wednesday 6 October 2021
Challenges and opportunities in EV development
Bloomberg New Energy Finance (BNEF) predicts that sales for electric vehicles (EV) and fuel-powered vehicles will intersect by 2035.
Tuesday 5 October 2021
Samsung: Is there room for complacency in memory sector?
According to some statistics, China imported US$350 billion of semiconductors in 2020, double the amount of US$176 billion in oil imports. It is estimated that US$450 billion of semiconductors...
Monday 4 October 2021
Mexico car supply chain transforms to supply for EV
In 2020, less than 2% of the cars sold in Mexico were electric vehicles (EVs), according to data from Mexico's official statistics institute Inegi. But based on estimations made by...