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 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 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 turns to Taiwan for making US-bound notebooks
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 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 Tech sees August revenues decline on year
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.
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 Electronics August revenues up on year
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 surge 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 to procure 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.
Smart speaker shipments grow slowly 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 sees revenues rise in August
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 sees August revenues decline
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.
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 August revenues hit record
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 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 August revenues hit record
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 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.
USB4 specification published
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 sets aside 8-year high capex budget 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, 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.
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...
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.
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.
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's handset shipments arrived at 13.8 million units in the second quarter of 2019, a level similar to that of the previous...
Taiwan LCD monitors – 2Q 2019
Taiwan PC monitor shipments continued their on-year growth momentum in the second quarter of 2019, but the increase slowed to...
Taiwan small- to mid-size LCD panels – 2Q 2019
Although second-quarter 2019 was the traditional peak season for the small- to medium-size panel industry, Taiwan's shipments...
Taiwan semiconductor foundry sector, 2Q19
According to Digitimes Research's observation, with global market demand on a moderate increase in second-quarter 2019, Taiwan-based...
Global AIO PC shipment forecast and industry analysis, 2019
Global all-in-one (AIO) PC shipments will continue shrinking in 2019, following 2018's around 2% on-year drop. With issues such...
Global AP demand forecast, 2017-2022
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange...