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.
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.
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.
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.
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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.