Swancor Holding, given large demand from Europe, China and Taiwan, is expanding its production capacity for pultrusion carbon fiber plates, which are used to make blades of offshore wind turbines, according to the company.
Wistron expects revenue from car electronics to double this year. After having partnered up with three Chinese car makers including NIO, Wistron is now looking to gain more tier-1 Japanese OEM partners for new energy cars, according to David Shen, president of Wistron Smart Devices.
Delta Electronics (Thailand), the subsidiary of Taiwan-based Delta Electronics, has become the regional business headquarters and manufacturing center in India and Southeast Asia for its parent company.
Tesla's new 4680-format battery cells reportedly are facing delays as competition in the electric vehicle (EV) battery sector heats up. Taiwan-based Foxconn (Hon Hai) is clearly among those who are seeking to play a major role in the EV battery sector, having just disclosed a plan to invest in Singapore-based SES, a maker of Li-metal batteries for EVs.
Swancor Renewable Energy has disclosed it has partnered with Tien Li Offshore Wind Technology, Yeong Guan Energy Technology and J&V Energy Technology to form a Taiwan team for developing Formosa 4 and Formosa 5, two offshore wind farms in central Taiwan.
The supply of battery cells for two-wheel electric vehicles (EV) has fallen far short of demand, with suppliers seeing the visibility of customer orders strengthened to mid 2022, according to industry sources.
Rising popularity of electric vehicles (EV) has grabbed global attention. Poised to replace internal combustion engines, EVs are considered the new trend in the era of sustainability. A storm of competition ignited by Tesla, is brewing in the EV market, with traditional US and European automakers are pushing into in-house battery development and manufacturing with an aim to secure bigger cost advantages in the coming decades.
IC test interfaces that can withstand high current of up to 1,000 A and high voltage of 1,200V will see a significant surge in demand for processing high-current driver ICs and other automotive electronics needed in EV production, according to industry sources.
IKKA Holding, a Taiwan-based plastic component and module-design and manufacturing service company, has cut into the automotive supply chain in Japan, boosting its sales performance, according to company chairman Hu Hsiang-chi.
Qualcomm has just launched its Snapdragon 778G made using TSMC's 6nm process. It is expected to be more popular among midrange smartphones because of its higher price-performance ratio than the 5nm-made 780G series. Taiwan-based backend houses are now gearing up for the latest Qualcomm mobile SoC. In the car industry, business opportunities for smat auto lights are rapidly emerging, and Taiwan has a good chance of playing a major role in the sector, according the CEO of Silicon Application Corp (SAC).
Despite media reports that component shortages have hindered shipments from Tesla's Fremont Factory in the US, several Taiwan-based companies in the EV vendor's supply chian have maintained they have seen no chnages to their shipment schedules to the client, according to industry sources.
Global business opportunities for smart auto lights are emerging rapidly, and Taiwan stands a good chance to benefit significantly as a major supply source if the semiconductor, optics and AI software sectors can be effectively integrated, according to Jimmy Chen, CEO of Silicon Application Corp (SAC) Group.
Taiwan-based Swancor, dedicated to supplying materials for wind turbine blades, expects its revenues to grow significantly on price hikes starting the second quarter of the year and rapid increases in demand for carbon fiber composite materials.
The semiconductor and IT value chains in Taiwan have raised their alerts to the surging COVID cases locally, adopting work-from-home and other precautionary measures, though so far no major infections have been reported among the big companies. Barring COVID impacts, volume production for miniLED-backlit MacBook Pro devices will still have to be deferred because of issues with miniLED supply. Europe-based carmaker Stellantis is set to announce a strategic partnership with Foxconn.
China-based Contemporary Amperex Technology (CATL), a LFP (lithium ferrous phosphate) battery maker reportedly in the supply chain of Tesla, has dismissed speculation about it planning to raise quotes to reflect increased materials costs.
Foxconn Technology (Hon Hai) will see only limited impact of component shortages and its EV business will advance further after entering into cooperation with US-based EV vendor Fisker, according to company chairman Young-Way Liu.
Foxconn has made another step towards developing more affordable electric vehicles. The EMS giant has just struck deals with California-based Fisker for the development of EVs with starting prices under US$30,000. Meanwhile, the global top-5 notebook brand vendors' combined shipment slipped in May due to component shortages, according to Digitimes esearch's latest figures. But ODM Quanta Computer expects its notebook shipments to stay robust in second-half 2021.
Fisker, a developer of electric vehicles (EV) and mobility solutions, has announced it has signed framework agreements with Foxconn (Hon Hai) Technology Group for joint development of EVs that will enter the market with starting prices under US$30,000, with manufacturing to start in the US from fourth-quarter 2023.