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Tuesday 3 August 2021
Highlights of the day: Notebook shipments to see weak growth in 3Q21
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.
Tuesday 3 August 2021
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.
Monday 2 August 2021
Enterprise notebooks to become key growth driver in 2022
Chromebook demand has begun shrinking since early July, and consumer and gaming notebooks are expected to see sales decelerate dramatically in 2022. But the enterprise segment is expected to serve as the key shipment growth driver for the notebook industry next year, according to sources from the upstream supply chain.
Monday 2 August 2021
Southeast Asia roundup: COVID surge disrupts car production, prompts new rail route for cargo
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.
Friday 30 July 2021
Notebook brand companies remain positive about 2022
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.
Friday 30 July 2021
Highlights of the day: Intel keen to regain foundry leadership
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.
Friday 30 July 2021
Server ODMs enjoy strong pull-in of orders from US datacenter vendors
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.
Thursday 29 July 2021
Highlights of the day: EV market approaching sweet spot
EV development is fast acclerating. Jack Cheng, CEO of the Foxconn-led MIH Alliance, an open platofrm for EV development, believes the EV market may reach its sweet spot in 2025-2026. In the semiconductor sector, MediaTek has raised its outlook for for 2021, expecting its revenues to grow 45% this year. In China, Unisoc is seeing a sharp rise in adoption of its smartphone APs by Chinese phone vendors.
Thursday 29 July 2021
LandMark lands LD sensors orders from US vendor
GaAs- and InP-based epitaxial wafer maker LandMark Optoelectronics (LMOC) has obtained orders of LD (laser diode) sensors from a US-based head-mounted device vendor, with trial production to begin in the third quarter of 2021 and volume production to kick off at the end of the year, according to the company.
Thursday 29 July 2021
Brand vendors experience pressure from increasing costs
The rising costs from logistics as well as components and materials have started bringing pressure to downstream brand vendors such as Apple and Asustek Computer, according to some market observers.
Thursday 29 July 2021
Views from Taiwan (3): Acer, Asus ride high on record notebook sales
Given the ballpark yearly volume of about 200 million units for the notebook market, estimated worldwide shipment of 238 million units in 2021 outperforming 2020 by 19% is a rarely seen booming record for laptop. According to DIGITIMES Research's survey, notebook shipments reached 57.5 million units in first quarter of 2021, and 60 million units in the second quarter, and they will arrive at 62 million units in the third quarter, but will relapse to 58.1 million units in the final quarter.
Thursday 29 July 2021
ASC 100: Fabrinet, optical transceiver manufacturer, makes to the top 10 employers in Thailand
Fabrinet is one of the world's largest manufacturers of optical transceivers. Headquartered in George Town, Cayman island, Fabrinet was founded in 2000 by Seagate co-founder David T. Mitchell with an initial capital of US$1 million.
Wednesday 28 July 2021
Brand vendors holding back Chromebook orders
The supply chain makers of Chromebooks reportedly have experienced a significant cutback of orders from their brand clients due to the dwindling demand for notebook products in the end market, according to industry sources.
Wednesday 28 July 2021
Foxconn installs advanced packaging equipment at China plant
Foxconn Technology (Hon Hai Precision Industry) has started installing equipment including lithography systems for high-end IC packaging at its chip plant in Qingdao, northeast China, according to industry sources.

The plant is set to kick off trial production in October, and will focus on packaging and testing 5G, AI and other HPC chips, with full-scale production slated for 2025 at the latest, the sources said.
Wednesday 28 July 2021
Views from Taiwan (2): Let the notebook speak
Some 38% of semiconductor market share is contributed by computing products, and around 32% from communication products. Notebooks, desktops and servers are major categories of computing products, with notebooks being the biggest of them all. Getting a good grip on notebook industry trends can give a good grasp of the bigger picture about the business climate of the computing sectors.
Tuesday 27 July 2021
Highlights of the day: TI reportedly still sees strong orders
Texas Instrutments has given a less optimistic outlook for the third quarter of 2021, but industry sources have claimed that TI still sees prolonged lead times. TSMC has disclosed it is in early talks with clients about the feasibility of constructing a fab in Germany, and industry observers say such a fab could be a boost to Europe's car supply chain. DIGITIMES Asia president Colley Hwang has just published the first of his latest series of analysis of the global IT supply chain.
Tuesday 27 July 2021
Compal, Arcadyan to brace for coronavirus impact in Vietnam
Compal Electronics and its networking device-making subsidiary Arcadyan Technology are both expanding their factory sites in Vietnam where COVID-19 infections are resurging, and they have claimed no impact thus far from the local pandemic.
Tuesday 27 July 2021
Views from Taiwan (1): Insights into IT trends and dynamics
After the peak of component crunch in the second quarter along with insufficient inventory in the third quarter, stress of stagnant deliverables on the highway seems to have been relieved. A consensus of the supply chain is to let the manufacturers breathe. The fourth quarter is in line with the traditional off-season, and the days should be easier. From foundries to IC design houses, Taiwanese manufacturers are in the limelight now. DIGITIMES Asia has noted in its reports that the foundry sector is now a seller's market with strong demand to last in end of 2022. Such messages are based on dynamic changes in demand-supply status of IT industry from the most upstream of the supply chain. Component shortages and component cannibalization require long-term rolling tracking. DIGITIMES Asia has been making dynamic adjustments to its views in line with rolling forecasts.
Monday 26 July 2021
Highlights of the day: TSMC mulls more overseas fabs
TSMC is evaluating the feasibility of building more fabs overseas fabs, including Germany, according to the foundry house's chairman. Strong demand and tight capacity are sending foundry quotes rising. UMC is mulling raising service fees further by 10-15% in first-quarter 2022 for 40nm process. MIH CEO Jack Cheng believes the Foxconn-led open platofrm for EV development is revolutionzing the car industry.
Monday 26 July 2021
Taiwan ODM executives share similar view with Intel CEO about notebook prosperity
Intel CEO Pat Gelsinger, at an online investors conference, has pointed out that he expects PC total available market (TAM) to grow all the way to 2022, despite the pandemic being gradually contained, corresponding to the views of several executives at Taiwanese ODMs, according to some market observers.
Monday 26 July 2021
More industrial parks to be built in Vietnam province where Apple manufacturers are located
Vietnam's Bac Giang province, where many Apple manufacturers are located, plans to build 23 new industrial parks, expand the existing six parks, according to a local media report
Monday 26 July 2021
Manufacturing production index in Taiwan expected to increase 20.20% in June
The industrial production index in Taiwan increased 18.37% in June 2021, compared with the same month in 2020. The annual production index by some major industrial divisions is as follows: manufacturing increased 20.20%, mining & quarrying decreased 5.11%, electricity & gas supply decreased 0.29%; water supply decreased 4.39%, according to the Ministry of Economic Affairs (MOEA).
Monday 26 July 2021
VinFast to start selling EVs in Europe and North America
Vietnam-based VinFast's branch offices in the US, Canada, France, Germany, and Netherland have begun operation and will start selling electric vehicles (EVs) in these countries, according to a report by Vietnam Investment Review.
Friday 23 July 2021
Highlights of the day: Foundry houses gear up for car chips
Demand from the car sector has been strong, and foundry houses are stepping up efforts to rolling out more automotive chips. Apple's manufacturing partners are seeing COVID-induced disruptions to their production in Vietnam, and will have to move poduction of new-gen AirPods to China. And in China, construction of 5G base stations is slowing down this year.
Friday 23 July 2021
New-gen AirPods assembly to move to China
Luxshare Precision Industry and Goertek, reportedly assemblers for the new-generation AirPods, have seen their factory sites in Vietnam affected by a resurgence of the COVID-19 outbreak locally and will have to fulfill orders for Apple's upcoming TWS earbuds at their plants in China, according to industry sources.