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Tuesday 9 August 2022
TSMC to see Apple orders generate over NT$500 billion in 2022
TSMC is expected to see chip orders placed by Apple generate more than NT$500 billion (US$16.6 billion) in 2022 when the pure-play foundry will see its revenue top NT$2 trillion,...
Monday 8 August 2022
PC chipmakers Intel, AMD, Nvidia lower shipment goals amid sluggish demand
Major PC core chips suppliers Intel, AMD and Nvidia have all revised downward their 2022 shipment or revenue projections along with brand device vendors successively lowering their...
Friday 5 August 2022
Inventec, Quanta to embrace sales growth in 2H22
ODMs Inventec and Quanta are expected to post sales increases in the second half of 2022 despite market observers' anticipation of a particularly weak second half of the year for...
Wednesday 3 August 2022
Apple to diversify MacBook production in China, says DIGITIMES Research
Apple is expected to diversify its MacBook production in China to avoid placing all the eggs in one basket, according to DIGITIMES Research senior analyst Jim Hsiao for the Notebook...
Monday 1 August 2022
Robust Apple devices sales to bolster TSMC performance in 2H22
Apple devices successfully weathering headwinds hitting the handset and PC markets are significantly adding growth momentum to the vendor's close foundry partner TSMC, according to...
Monday 1 August 2022
MacBook series to outshine other PC brands in 2H22
MacBook series could be the only bright spot for PC sales in the second half of the year amid a persisting market downturn, with assemblers and components suppliers all poised to...
Friday 29 July 2022
BOE Technology continues to dominate the LCD market for iPad in 2022
In 2021, Apple procured 75.5 million LCD panels for iPad production, with 25.3 million units sourced from LG Display (LGD), and 24.5 million units from Sharp. China's BOE Technology,...
Monday 11 July 2022
Notebook ODMs enjoy rising shipments in June
Notebook ODMs saw June revenues rise from a month ago thanks to the lifting of the COVID-19 lockdowns in eastern Chinese cities and the related upstream supply chain will be fully...
Tuesday 5 July 2022
Wintel notebook sales affected by weakening consumer demand in 2H22
Wintel notebook sales may be affected negatively by weak consumer sentiment and the launch of new Apple MacBooks in the second half of 2022, according to industry sources.
Monday 4 July 2022
Apple supply chain sees growing presence of Chinese makers
The growing presence of Chinese manufacturers in the supply chains for Apple devices will not necessarily promise profits from their assembly services, and it remains to be seen whether...
Tuesday 28 June 2022
How Taiwanese battery module suppliers differentiate from Chinese ones
Taiwan-based battery module suppliers still hold a solid market share despite being challenged by Chinese large module makers in IT industry, thanks to their expertise in detection...
Wednesday 22 June 2022
Notebook sales to pick up in 3Q22
Notebook sales are expected to pick up starting in the third quarter of 2022, driven by post-lockdown recovery, according to industry sources.
Thursday 16 June 2022
Chinese makers expand presence in MacBook, iPad supply chain
The COVID lockdowns and power shortage in China is accelerating Apple's plan to diversify its supply chains, according to industry sources.
Wednesday 8 June 2022
Quanta striving to accelerate production in Shanghai for MacBook production
Quanta Computer, reportedly a supplier for the new MacBook Air, is striving to boost production at its Shanghai manufacturing site to pre-lockdown levels, according to industry sou...
Wednesday 8 June 2022
ASE, Unimicron to provide packaging, related substrates for new Apple M2 chip
Taiwan-based ASE Technology and Unimicron Technology have both seized flip chip ball grid array (FC-BGA) packaging and related substrate orders for Apple's just unveiled M2 processors,...