Taiwan's cooling solutions providers are relocating more of their available capacities for production of vaper chambers (VCs) away from handset to notebook applications due to increasing demand for notebooks supporting stay-at-home economy, according to industry sources.
Taiwan September export orders hit record
Taiwan-based makers received export orders totaling US$50.03 billion in September 2020, increasing 10.0% sequentially and 9.9% on year to hit the highest-ever monthly level, according to the Ministry of Economic Affairs (MOEA).
Wistron to acquire WD plant in Malaysia
Wistron has announced it will spend US$28.74 million to acquire a plant from Western Digital (WD) in Malaysia via its subsidiary Wistron Technology (Malaysia).
Ju Teng to set up notebook chassis plant in Vietnam
Chassis maker Ju Teng International has decided to build a plastic notebook chassis plant in Vietnam, according to industry sources.
Taiwan ODMs gain entry into EV supply chains
Fast growing development of electric vehicles (EVs) has opened up business opportunities for Taiwan-based IT ODMs, with Quanta Computer and Wistron having entered the supply chains for Tesla and Chinese vendor NIO respectively, according to industry sources.
The iPhone 12series are expected to see significant sales, with Apple likely to increase orders for its ecosystem partners. Apple will reportedly increase SLP orders with its PCB suppliers for the iPhone 12 mini, as the smaller-size...
Startups develop AI manufacturing solutions
NADI System, Memorence AI and Verdigris Technologies have developed AI-based solutions for manufacturing.
A joint venture newly established by Foxconn Electronics and Yulon Motor has unveiled MIH, a software/hardware open platform for developing electric vehicles (EVs), according to Foxconn.
Microsoft Surface makes way into entry-level sector
Microsoft has priced the latest member of its Surface family - the Surface Laptop Go - at only US$549 with the device believed to be targeting primarily Chromebooks as its competition, according to some market observers.
Apple's new 5G smartphone series is expected to see significant sales momentum, with shipments for iPhone 12 devices standing a chance of hitting as many as 80 million units by the end of 2020, although the US vendor is looking to build...
Pegatron and its wholly-owned chassis-making subsidiary Casetek, both in the supply chain of Apple devices, are expected to see strong shipment pull-in momentum from the US vendor for new iPhones, iPads and MacBooks through the first quarter of 2021, according to industry sources.
Wistron is still looking to have 50% of its revenues generated outside of China by 2021, according to company chairman Simon Lin.
Foxconn remains major iPhone assembler
Foxconn Electronics (Hon Hai) has secured the bulk of orders for the new iPhone 12 series and will see its shipments for the new Apple smartphones peak through the first quarter of 2021, according to market sources.
Demand for cobots far short of expectation in 2020
Global demand for collaborative robots in 2020 has been disappointing, faling far short of expectation due to the coronavirus pandemic, according to industry sources.
Components shortages have hampered supply of Chromebooks, which have seen strong demand from users staying at home in pandemic lockdowns. But the shortages are expected to start easing in November as demand for conventional notebooks drop, freeing up components supply for...
Mobo and graphics card brands see robust 2020
Taiwan-based motherboard and graphics card brands are set to post impressive sales and profit results for 2020.
Thanks to the coronavirus pandemic, Apple's overall iPad shipments are likely to experience an over 20% on-year growth in 2020, according to sources citing the supply chain's estimation.
Chromebook shortages may ease starting November
The global supply of Chromebooks has been tight due to component shortages, which nevertheless are expected to ease slightly starting November, according to sources from ODMs.
TSMC, with clients lining up eagerly for a share of its capacity support, has reported record sales for Septmber. The foundry house's 7nm and 5nm manufacturing capacity has been falling short of demand, and TSMC is likely to raise
Datacenter demand turning strong in 4Q20
Demand from datacenter operators has regained momentun after seeing a deceleration in server orders from US clients in third-qauarter 2020, according to sources from the upstream supply chain.
Taiwan exports stay high September
Taiwan registered exports totaling US$30.71 billion in September 2020, the second-highest monthly level ever, down 1.5% from the record hit in August, according to the Ministry of Finance (MOF).
Global tablet shipments are expected to slip every year in the next five years (2021-2025) after registering flat growth in 2020, with demand to mainly come from the education and high-end enterprise segments, according to Digitimes Research's latest five-year forecast for the tablet industry.
Pegatron is seeing strong notebook orders from clients such as Microsoft and Asustek Computer thanks to stay-at-home activities, according to sources from the upstream supply chain.
Foxconn Electronics (Hon Hai) is expected to see its monthly revenues grow through the fourth quarter of 2020 or even early next year, according to market sources.
AkzoNobel has broken ground for a new plant in Taiwan for making advanced powder coatings solutions.
Global notebook shipment forecast, 2021 and beyond
Notebook shipments are expected to grow over 20% on year in 2020 thanks to demand from stay-at-home activities in the wake of...
Taiwan LCD monitors – 2Q 2020
Taiwan's second-quarter 2020 PC monitor shipments grew 24.8% sequentially.
Global tablet market – 2Q 2020
Second-quarter 2020 global tablet shipments amounted to 39.65 million units, surging 60.5% from a quarter ago and 21.4% from...
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...