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May 17, 09:59
Brand notebook vendors cut orders for 2022
Brand notebook vendors have cut back orders with suppliers in 2022, particularly orders for Chromebooks, and have also revised downward annual shipment targets, according to sources at IC design houses.
With the lingering pandemic spurring hybrid work, growth in tablet shipments into India remains high. New competitors such as Xiaomi may further encourage more consumer choices and demand in the market where Lenovo, Apple, and Samsung Electronics lead.
Hiwin 1Q22 net profit hits 14-quarter high
May 16
Mechanical motion control component maker Hiwin Technologies has reported net profit of NT$1.367 billion (US$46.3 million) for first-quarter 2022, the highest quarterly level since fourth-quarter 2018.
Wireless telecommunications has escaped the worst effects of the semiconductor shortage, and that semiconductors for cellular infrastructure equipment will continue to dodge significant shortages going forward. In addition, availability of chips for Wi-Fi access points and cellular phones will continue to improve through 2023, Strategy Analytics said in its recent report.
Taiwan's notebook ODMs Quanta Computer and Inventec both have released positive outlook for their shipment performance in the second half of the year, though some market observers and brand vendors believe the notebook market may be going downhill amid dwindling COVID-driven demand.
Taiwan-based server makers Quanta Computer and Inventec are expecting shipments to grow in the second half of the year thanks to strong demand from US-based cloud service providers.
FII promotes hardware, software integration
May 16
Foxconn Industrial Internet (FII) has launched an AI service platform called AION for industrial users, aiming to promote the platform to sectors such as precision medicine, smart manufacturing, and new applications deriving from metaverse.
Largan sees decreased April revenues
May 16
Smartphone-use lens module maker Largan Precision has reported consolidated revenues of NT$3.128 billion (US$105 million) for April, decreasing 16.73% sequentially and 7.69% on year.
Why does metaverse matter? The short answer is that metaverse presents a generational opportunity for businesses, investors, and individuals. The article aims to answer the fundamental question of why metaverse matters.
Sysage to acquire BenQ Guru
May 13
ICT solution provider Sysage Technology will fully acquire BenQ Guru, a provider of HCM (human capital management), SRM (supplier relationship management) and BPM (business process management) solutions, for NT$31.0 million (US$1.04 million), according to Sysage chairman and president Michael Lee.
Hon Hai Precision Technology (Foxconn) has reiterated a flat revenue growth outlook for both the second quarter of 2022 and the full year, while order visibility has also strengthened compared to March.
Pegatron expects its notebook shipments to decline 5-10% sequentially in the second quarter, while shipments of its desktop PCs and motherboards will fall 30-35% on quarter. Non-PC product shipments will also fall sequentially during the quarter.
CHINA LOCKDOWN
TAIWAN NOTEBOOK ODMS
BujiBui makes 3D digital twins accessible anywhere
Utilizing 3D digital twins to operate facilities has become common for enterprises. BujiBui, a Canada-based startup, levels up its digital twins by offering mobile access. The company is eyeing countries undergoing infrastructure projects, especially those in Asia, hoping to secure a foothold in the market.
EV penetration to rise to 30% in 2025, says DIGITIMES Research
Non-foundry IC segments gaining weight in HPC era, says DIGITIMES Research
DIGITIMES Research worldwide notebook shipment update – February 2022