Realtime news
IT components, peripherals
  • HDD
    China- and US-based datacenter players are expected to replenish their HDD inventory beginning from fourth-quarter 2019 to first-quarter 2020, as demand for datacenter establishments continues rising in line with 5G commercialization, according to sources from the upstream supply chain.
  • 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.
  • Taiwan recorded US$1.21 billion in optical lens exports in January-July 2019
    Taiwan recorded US$1.21 billion in optical lens export value in January-July 2019, exceeding Japan's US$1.16 billion for the first time, according to Ministry of Economic Affairs (MOEA).
  • 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...
  • Lite-On has reported consolidated revenues of NT$16.350 billion for August
    EMS provider Lite-On Technology has reported consolidated revenues of NT$16.350 billion (US$521 million) for August, increasing 6.54% sequentially but decreasing 12.07% on year.
  • 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.
  • Delta has reported consolidated revenues of NT$24.315 billion
    Power supply maker and energy management solution provider Delta Electronics has reported consolidated revenues of NT$24.315 billion (US$774 million) for August, decreasing 1.69% sequentially but increasing 13.32% on year.
  • Asustek revenues picked up in August
    Asustek Computer registered consolidated revenues of NT$30.64 billion (US$973.13 million) for August, growing 20.03% on month and 5.1% on year, with combined consolidated revenues for the first eight months in 2019 reaching NT$216.22 billion, down 4.8% on year.
  • GSEO will procure production equipment worth NT$2.3 billion
    Optical lens module maker Genius Electronic Optical (GSEO) will procure production equipment worth NT$2.3 billion (US$73.4 million), according to the company.
  • 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.
  • Gigabyte to see strong 2H19
    Gigabyte Technology has reported consolidated revenues of NT$6.15 billion (US$195.2 million) for August 2019, representing a 4.97% increase on month and 37.14% increase on year.
  • Hiwin has reported consolidated revenues of NT$1.572 billion for August
    Mechanical motion control component and industrial robot maker Hiwin Technologies has reported consolidated revenues of NT$1.572 billion (US$50.1 million) for August, decreasing 25.69% sequentikally and 42.50% on year.
  • Chicony Electronics has reported consolidated revenues of NT$9.043 billion for August
    Keyboard and CCM (compact camera module) maker Chicony Electronics has reported consolidated revenues of NT$9.043 billion (US$288 million) for August, the highest-ever monthly figure with growth of 12.90% sequentially and 4.30% on year. Its power supply subsidiary Chicony Power Technology has reported...
  • Simplo has reported consolidated revenues of NT$6.844 billion
    Battery pack maker Simplo Technology has reported consolidated revenues of NT$6.844 billion (US$218 million) for August, the highest-ever monthly level with growth of 6.03% sequentially and 27.87% on year.
  • Acer chairman and CEO Jason Chen
    Acer will no longer just follow the Wintel direction for PC development, but will also develop new businesses based on fresh microtrends, seek exponential growth momentum through mergers and acquisitions and even venture into diverse industries such as biotech, according to company chairman and CEO...
  • Largan has reported consolidated revenues of NT$6.476 billion for August
    Smartphone-use lens module maker Largan Precision has reported consolidated revenues of NT$6.476 billion (US$207 million) for August, the highest-ever monthly figure with growth of 18.33% sequentially and 17.67% on year.
  • 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.
  • USB-IF has announced the publication of the USB4 specification
    USB Implementers Forum (USB-IF) has announced the publication of the USB4 specification, a major update to deliver the next-generation USB architecture that complements and builds upon the existing USB 3.2 and USB 2.0 architectures.
  • Kinko reportedly will set aside a capex budget of NT$400 million for 2020
    Optical lens maker Kinko Optical reportedly will set aside a capex budget of NT$400 million (US$12.7 million) for 2020, the highest level since 2013.
  • Taiwan-based component makers have found new opportunities from 5G and foldable devices
    Taiwan-based component makers, despite seeing shrinking demand for notebooks, have found new opportunities from emerging businesses such as foldable smartphones, foldable-screen notebooks and 5G applications, according to sources from the upstream supply chain.
  • 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...
  • Apple is set to release new iPhones and new Apple Watch on September 10
    While Apple is set to release new iPhones and new Apple Watch on September 10, makers in Apple's supply chains have begun to worry that end-market demand in the holiday shopping season may be weak, affecting their orders in the coming year, according to industry watchers.
  • Taiwanese PCB makers to see their shipments of rigid-flex boards for AirPods stay robust
    Despite the US tariffs on China-sourced wearable devices taking effect September 1, Taiwanese PCB makers are expected to see their shipments of rigid-flex boards for AirPods remain strong through the end of 2019 on brisk demand for such earphones, according to supply chain sources.
  • 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.

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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