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ICT manufacturing
  • An alliance formed by Taiwanese companies aiming at promoting 5G vertical applications
    Successful development of technology concerning 5G, which pomises considerable growth potential, will be key to catapulting Taiwan into a digital economy and smart island, according to TH Tong, chairman of the Taipei Computer Association (TCA).
  • Compal sells stocks in Innolux
    Compal Electronics has announced it sold 46.89 million Innolux shares between August 20 and September 16 at an average price of NT$7.01 (US$0.22) for a total of NT$328.61 million.
  • The development of 5G networks will significantly scale up global demand for heat-sink solutions
    The development of 5G networks including infrastructures, edging computers and end-market devices will significantly scale up global demand for heat-sink solutions in 2020 and beyond, according to industry sources.
  • Compal is moving production of their US-bound notebooks from Vietnam to Taiwan
    The US-China trade war is sending many manufacturers fleeing the "world's factory," with many Taiwanese makers relocating production lines to Southeast Asia or returning home. For some notebook brand vendors, Taiwan is a preferred location for producing devices heading for the US market - a preference...
  • Government-run science parks generated revenues totaling NT$1,218.942 billion in January-June 2019
    Government-run Hsinchu Science Park (HSP), Southern Taiwan Science Park (STSP) and Central Taiwan Science Park (CTSP) generated revenues totaling NT$1,218.942 billion (US$38.88 billion) in January-June 2019, slipping 2.47% on year, according to statistics released by the Ministry of Science and Technology...
  • The new iPhones' lack of wow factors may fail to ignite strong replacement demand
    The new iPhones' lack of wow factors may fail to ignite strong replacement demand in the global smartphone space where shipments have been locked in a downturn, according to sources from Taiwan's handset supply chain.
  • Compal to move production of US-bound notebooks to Taiwan
    Compal Electronics, in response to its major brand clients' requests, is moving production of their US-bound notebooks from Vietnam to Taiwan, which is expected to turn Taiwan into the second largest notebook production base worldwide, behind only China, according to sources from the upstream supply...
  • Apple next-generation AirPods is likely to be available soon
    Apple has just released its new iPhones and smartwatch, and its next-generation AirPods is likely to be available soon. Supply chain sources have disclosed that ODMs will begin mass assembly of the new AirPods as early as October to meet...
  • Notebook ODMs saw mixed August revenue performances
    Quanta Computer and Wistron have both announced on-month growths, but on-year declines for their August consolidated revenues, while Pegatron saw its sales slip on month but increase on year. However, all three ODMs expect sales to pick up in the fourth quarter.
  • Assembling for new-gen AirPods to kick off as early as October
    Apple's supply chain makers reportedly have kicked off volume production of related components for next-generation AirPods that will enable ODM production partners to begin mass assembly of the gadgets as early as October to meet year-end shopping season demand, according to supply chain sources.
  • Wistron chairman Simon Lin
    Wistron chairman Simon Lin believes the US-China trade dispute is unlikely to end any time soon and therefore the company will continue running production lines in different parts of the world.
  • China's move to improve self-sufficiency for semiconductors is gaining momentum
    China's move to improve self-sufficiency for semiconductors is gaining momentum - in line with the country's national policy and in the wake of the trade war with the US - with DRAM startup ChangXin Memory Technologies moving in equipment at its 12-inch fab. CXMT...
  • Global shipments of smart speakers have continued growing in 2019
    Global shipments of smart speakers have continued growing in 2019, albeit at a slower-than-expected pace, but US vendors are already turning their focus to other applications for voice recognition technology, according to industry sources.
  • Compal and Inventec to see flat 3Q19 revenues
    Compal Electronics and Inventec are on track to achieve flat sequential performances for their third-quarter revenues as expected, since clients advanced their orders originally for the quarter to the second in anticipation of the US expanding tariffs on notebooks imported from China.
  • Taiwan recorded exports totaling US$29.00 billion in August 2019
    Taiwan recorded exports totaling US$29.00 billion in value in August 2019, the highest-ever for the month with growths of 2.8% sequentially and 2.6% on year. Imports in August totaled US$23.02 billion in value, slipping 6.5% sequentially and 2.7% on year, according to statistics released on September...
  • Intel is aggressively promoting Project Athena
    Intel will be joined by more than 800 members of its PC ecosystem partners in Taipei and Shanghai in early September for its Ecosystem Symposium series to share insights into the Intel Project Athena program and discuss future innovation efforts.
  • Qisda to invest US$40 million to set up a wholly-owned subsidiary in Vietnam
    EMS provider Qisda has disclosed it will invest US$40 million to set up a wholly-owned subsidiary in Vietnam, Qisda Vietnam, to cope with impacts from the US-China trade war.
  • Intel and Microsoft have recently started establishing standards for dual-screen notebooks
    The saturated notebook market has long been in lack of wow factors to stimulate demand. Now Intel and Microsoft are reportedly teaming up again to develop standards for dual-screen notebooks in a bid to rejuvenate the notebook market...
  • Taiwanese firms sharply reducing their investments in China
    The escalating tit-for-tat tariff war between the world's two largest economies has prompted Taiwanese firms with operations in China to return home for investments while also sharply reducing their investments in China.
  • Lenovo's foldable notebook
    Intel and Microsoft have recently started establishing standards for dual-screen notebooks and are looking to extend the concept to cover foldable-screen notebooks, according to sources from the notebook upstream supply chain.
  • Effect from US-China trade tensions goes on
    With the trade tensions between the US and China escalating, IT companies in the US and China have started taking measures to minimize the impact with Apple and Google both accelerating their paces on moving their products' manufacturing...
  • Automation equipment makers pushing more services outside of China
    In line with the ongoing wave of production relocation from China, Taiwan makers of automation equipment and systems are also proceeding with global production deployments to offer localized services to manufacturers setting up new production bases in places beyond China, according to industry sourc...
  • Apple is asking partners to shift some AirPods production out of China
    Apple is moving to have its AirPods contract makers shift production from China to Vietnam and Google is also mulling asking its smart speaker manufacturing partners to move production to Thailand, to blunt impacts of additional tariffs soon to be enforced by the US on China-sourced consumer electronics...
  • Qisda at TAIROS 2019
    EMS provider Qisda and its business partners, mainly DFI, Aewin Technologies, Aplex Technology and Alpha Networks, are showcasing smart factory solutions at Taiwan Automation Intelligence and Robot Show (TAIROS) 2019 taking place in Taipei during August 21-24.
  • Teco showcasing at TAIROS 2019
    Own-brand electric machinery and electric home appliance maker Teco Electric & Machinery, through collaboration with affiliated Information Technology Total Services, Tecom and Onward Security, is showcasing smart manufacturing solutions at Taiwan Automation Intelligence and Robot Show (TAIROS)...

Taiwan handsets – 2Q 2019

Taiwan LCD monitors – 2Q 2019

Taiwan small- to mid-size LCD panels – 2Q 2019

Taiwan semiconductor foundry sector, 2Q19

Global AIO PC shipment forecast and industry analysis, 2019

Global AP demand forecast, 2017-2022

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