ICT manufacturing
  • Pegatron president SJ Liao
    Pegatron is looking to push up sales for its three major product lines in 2020, with results for the second quarter to outperform those for the first quarter, according to company president and CEO SJ Liao.
  • PCB suppliers not told to delay production for 5G iPhone
    There has been speculation that Apple is looking to delay the launch of its next-generation iPhones due the impacts from the coronavirus pandemic, but its PCB suppliers say they have not received any notification from the client about delaying production for the 5G...
  • Equipment makers see mixed impacts from the outbreak
    Taiwan's electronic and semiconductor equipment suppliers are cautious about their shipment prospects for the second half of 2020 if the global coronavirus pandemic fails to ease in June, although they seem to gain more than suffer from the black swan, according to industry sources.
  • Supply chain in China to face shrinking profits in 2Q20
    Manufacturers with plants in China's Kunshan have restarted production, but face rising operating costs in the second quarter, according to industry sources.
  • Lenovo has resumed production at its Wuhan plant
    Lenovo will resume about 60% of production at its Wuhan, China plant by the end of March, with the facility set to return to full production by mid April following weeks of suspension in the wake of the coronavirus outbreak, according to the company.
  • Visual display for real-time monitoring of operating conditions of plastic injection molding machin
    Fu Chun Shin Machinery Manufacture (FCS), with help from Taiwan government-sponsored Industrial Technology Research Institute, (ITRI) has developed a smart sensing solution for online monitoring of plastic injection molding processes.
  • India will be locked down until April 14
    India has been locked down since March 24 to fight the coronavirus, stalling operations at factories run by manufacturers such as Foxconn Technology Group (Hon Hai Precision Industry), but contingency plans the Taiwan-based company has made will prevent its production in the country from seeing major...
  • Wistron expects sales to grow in 2020 despite the coronavirus pandemic
    The coronavirus pandemic is threatening the lives and livelihoods of many, but despite the uncertainty lying ahead of the IT industry, Taiwan-based ODM Wistron - a major maker of notebooks and servers - remains optimistic that its sales...
  • Wistron chairman Simon Lin is keen about capacity expansions
    Wistron is looking to grow revenues generated from its factories outside of China, and expects to lower revenues from its China-based sites to about 50% of company revenues in 2021, according to company chairman Simon Lin.
  • Wistron expects on-year growth in 2020 revenues
    Despite the coronavirus pandemic, Wistron chairman Simon Lin still expects the company to enjoy another year of revenue growth in 2020.
  • Apple is moving more of its production out of China
    The US-China trade war last year sent many vendors, including Apple, starting making plans to have more of their products made outside of China. While the relocation has yet to complete, the coronavirus pandemic has further convinced them of the need to diversify...
  • Apple reportedly is having more of its products, including the AirPods, made outside China
    Apple is reportedly accelerating plans to diversify its manufacturing risks by removing more of its production out of China, with sources from the supply chain claiming that the vendor is relocating some capacity for iPhone to India and acoustic devices such as AirPods and HomePod to Vietnam.
  • Apple placing aggressive orders for its Magic Keyboard
    Suppliers engaged in the supply chain for Apple's new products featuring its redesigned scissor-switch Magic Keyboard are ramping up production and have seen no cutbacks in the orders despite concerns over the coronavirus, according to sources from the upstream supply chain.
  • Inventec's production capacity in China has almost all returned to normal
    Inventec expects to post substantial revenue growth sequentially in the second quarter, thanks to a pull-in of orders for notebooks and servers.
  • Tesla has resumed production at its Shanghai plant
    Tesla has suspended electric vehicle (EV) production at its two US facilities in the wake of the coronavirus outbreak, but may expand the capacity at its Gaigafactory 3 in Shanghai, eastern China, according to media reports from China.
  • Computex 2020 has been rescheduled to September
    The Computex Taipei 2020, originally slated for June, has been rescheduled to September 28-30 due to the coronavirus pandemic.
  • Wingtech, Huaqin and Longcheer continue to dominate 2019 smartphone ODM and IDH shipments
    Shipments from ODM and IDH companies grew by 4% annually in 2019 against the declining trend in the overall smartphone market, according to Counterpoint Research. This was a result of various key smartphone brands continuing to outsource the design and manufacturing of their smartphone models to the...
  • The server sector is receiving a boost from pandemic-generated demand
    The server and datacenter sector has been almost immune to the coronavirus, with demand being boosted by remote working and learning, online gaming and shopping in the wake of the pandemic. Server ODMs expect their shipments to pick up...
  • Notebook ODMs have a low visibility for 2H20
    Notebook sales worldwide in the second quarter should outperform the present quarter's levels, as coronavirus-stalled production capacity has almost all resumed in China, but that does not mean end-market demand will see a major recovery, according to industry sources.
  • Server ODMs expects increasing shipments in 2Q20
    ODMs expect shipments for servers to pick up in the second quarter, and continue to grow steadily despite the coronavirus pandemic, according to sources from the upstream supply chain.
  • Taboola's vice president Ning Ning Yu
    Taiwan's Ministry of Science and Technology (MOST) and StanShih Foundation, established by Acer founder Stan Shih, on March 20 jointly hosted a three-day training camp on entrepreneurship via online conferencing, avoiding a physical meetings in response to the coronavirus outbreak.
  • Taiwan's manufacturing index dropped sequentially in February
    Taiwan recorded manufacturing production index (2016 as base year) of 103.97 for February 2020, decreasing 1.89% sequentially but increasing 21.12% on year, according to the Ministry of Economic Affairs (MOEA).
  • Taiwanese firms are keen to improve production efficiency
    Taiwanese rely more on boosting production efficiency to bolster growth momentum, according to accounting and auditing firm PwC Taiwan.
  • Teco was profitable in 2019
    Teco Electric & Machinery has reported net profit of NT$3.222 billion (US$106.14 million) for 2019, up 2.27%, with net EPS reaching NT$1.65.
  • Taiwan sees decreased February export orders
    Taiwan-based makers received export orders totaling US$28.68 billion in value in February 2020, decreasing 18.8% sequentially and 0.8% on year, according to the Ministry of Economic Affairs (MOEA).

Taiwan large-size LCD panels – 4Q 2019

China smartphone AP shipments – 4Q 2019

Global tablet market (outbreak updates) – 4Q 2019

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

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