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Aug 3, 11:51
Global notebook shipments to see slight growth in 3Q21
Procurement orders from the education segment reached the peak in the second quarter, while demand for gaming and enterprise notebooks also remained robust, but worldwide notebook shipments still performed weaker-than-expected in the second quarter of 2021, as a result of worsening shortages of panels, graphics cards, ICs, and substrates.
Global notebook shipments wee weaker than expected in second-quarter 2021, thanks to components shortages. Global notebook shipments will see less than 2% sequential growth in the third quarter. Smartphone AP shipments into China grew about 3% sequentially in the second quarter, and will rise by anohter 7% in the third quarter. DIGITIMES recently talked to tech venture specialist Vitaly M Golomb about the EV trends ahead of his participation in the upcoming "Asia Venturing (II): Tech-Driven Mobility" event.
Apple is expected to adopt more integrated passive devices for its new products, boosting businesses at its manufacturing partners TSMC and Amkor. Macronix, reportedly a supplier for Nintendo's upcoming Switch console series, is stepping up shipments of its ROM memory chips. Taiwan's driver IC vendors expect strong results for third-quarter 2021, thanks to robust pricing and tight supply from their foundry partners.
A surge in COVID infections in Southeast Asia is hitting Japanese carmakers' production in the region. And COVID-inflicted disruptions to logistics services have prompted Vietnam to introduce a new rail transport route to Europe.
Yangtze Memory Technologies (YMTC) has kicked off mass production of 128-layer 3D NAND flash memory for a home-grown SSD series, according to industry sources.
India's handset market saw a milder-than-expected sequential drop in sales in second-quarter despite COVID surges, while its car industry is calling on the government not to extend preferential tariffs to Tesla.
Medical artificial intelligence (AI) company Neurobit has announced its completion of angel round today, saying that since the seed round, the Taiwan-based startup has secured over US$1.1 million investment.
With its Vive business and ecosystem continuing to expand, HTC saw its net losses narrow further in the second quarter of 2021 with a higher gross margin.
Despite speculation circulating in the supply chain that notebook shipments may start falling in 2022, brand vendors such as Dell and Asustek Computer remain optimistic about their notebook sales growth next year.
Intel has made aggressive moves trying to retake leadership in the foundry sector. If it is able to meet its schedule of technology advancements, Intel could close the gap against TSMC in five years. Conservative outlook from some of the big-name tech firms is not preventing Taiwanese ODMs from seeing strong server orders from datacenter clients. Monika Mikac, CBO of Barcelona-based QEV Technologies, and former COO of Croatian EV startup Rimac Automobili. Mikac, who will speak at the upcoming Asia Venturing (II): Tech-driven Mobility event, told Digitimes in a recent interview about developing e-bus platforms for emerging markets.
Taiwan-based server ODMs have enjoyed a strong pull-in of orders placed by US datacenter vendors with clear order visibility extended to the end of this year, according to industry sources.
Primax Electronics has expressed optimism about its operations in the third quarter of 2021, citing robust growth of its acoustic components sales.