PC, CE
  • AOC was the top LCD monitor brand during the 618 shopping festival
    End-market demand for IT products such as LCD monitors remained robust during the 618 shopping festival in China as figures from research firm AVC Revo show LCD monitor sales in China totaled 640,000 units during the event, up 14% on year.
  • MediaTek currently focuses on sub-6GHz
    The 5G era may not be getting off to a flying start, thanks to the coronavirus pandemic, but the unexpected development - plus the US-China trade war - is giving MediaTek an advantage over its major competitor Qualcomm in 2020 because...
  • Orders for next-generation game consoles to benefit backend firms
    Backend houses are gearing up for shipments for Microsoft's upcoming Xbox Series game consoles slated to debut at the end of July, and expect shipments for the new consoles to peak in the third quarter.
  • Acer suffers from component shortages
    Acer is seeing shortages of components including passive components, ICs and panels by around 30% due to surging orders from the end market, according to Acer co-COO Tiffany Huang.
  • Catcher chairman Allen Hung
    Catcher Technology will continue to enjoy strong demand for notebook and tablet chassis in the second half of 2020 while demand from the smartphone segment will depend on sales of clients' new devices, according to company chairman Allen Hung.
  • PC vendors are optimistic about gaming PC demand in 2H20
    PC vendors are optimistic about gaming notebook sales in the second half of this year, but believe sales of commercial and consumer models may have already hit their peak levels for 2020 in the second quarter.
  • Apple is expected to launch its 5G iPhones later this year
    Apple is expected to launch its 5G iPhone later this year, but its supply chain partners are now much less optimistic about shipments for the new devices that reportedly will support mmWave in 2020. Apple has been relying mostly on Taiwan-based...
  • Taiwanese manufacturers facing growing competitions from Chinese ones in landing Apple orders
    In order to cut costs, diversify production risks and better tap the Chinese market, Apple has allowed Chinese partners to play an increasingly important role in assembling diverse devices including iPads, Apple Watches and AirPods, posing growing threats to the vendor's existing Taiwan-based assemblers,...
  • Acer president of Pan Asia Pacific Andrew Hou
    Acer's president of Pan Asia Pacific Andrew Hou expects the company's PC shipments in the region to see seasonal demand in the second half of 2020, following a 10% on-year decline in the first quarter due to the coronavirus outbreak and a rebound to flat on-year growth in the second.
  • Apple is diversifying its supply chain
    China-based AirPods assembler Luxshare Precision Industry has seen increasing presence in the supply chain of Apple devices, and may have a chance of winning Apple Watch assembly orders and moving further to assemble iPhones eventually, according to industry sources.
  • MediaTek sees robust demand from many sectors
    MediaTek has booked more capacities at foundries and backend service providers for the second half of 2020. MediaTek is seeing robust demand not only for its smartphone chips, but also its other offerings. As far as chip supply is concerned,...
  • Acer Enduro series ruggedized PCs
    Acer has introduced its new Enduro series ruggedized notebooks and tablets for healthcare and other niche-market applications.
  • Apple is ditching Intel processors for Macs
    Taiwan-based Unimicron Technology is being identified as the major ABF substrate supplier for Apple's new-generation Mac computers that will be powered by its in-house developed ARM-based processors, according to market sources.
  • Acer ConceptD 3 Ezel creator PC
    The rise of pandemic-induced stay-at-home activities has been driving the creator PC market growth thus far in 2020 with brand vendors including Acer and Dell having recently released new products designed specifically for the sector.
  • Notebook orders may drop in 2H20
    PC demand in the first half of 2020 has been strong, thanks to stay-at-home needs, but PC vendors and their ecosystem partners are wary of weakening momentum in the second half of the year, with some brand clients reportedly starting...
  • Sales of PC products may slow down in 2H20
    PC vendors and their suppliers are having mixed views for their shipment prospects for the second half of 2020, after experiencing higher than expected growth in the first half propelled by the rise of the pandemic-induced stay-at-home activities.
  • Pegatron chairman TH Tung
    Taiwan ODM Pegatron will gradually boost its non-China production ratio to 10-20% by 2021 to cushion possible impacts of intensifying US-China trade tensions, according to company president SJ Liao.
  • Many ICT product makers are moving production out of China
    The Chinese government is tightening trade freedom as it turns more private enterprises into state-run businesses, which may prompt supply chains focusing on shipments to the US and Europe to accelerate moving out of China, according to a study by a private think tank commissioned by the Taiwan gove...
  • The top-3 notebook ODMs are optimistic about 2H20
    Quanta Computer, Compal Electronics and Wistron are all optimistic about their sales in the second half of 2020, as many users will need to upgrade their notebooks, and demand from users working and studying from home will continue into the third quarter.
  • Apple's A14 process will be made using TSMC's 5nm process
    TSMC is expected to the start production of A14 processor on 5nm process later this month for Apple's upcoming iPhone, which sources say will adop Qualcomm's X60 modem, allowing the 5G iPhone to support both mmWave and sub-6GHz bands...
  • Wistron chairman Simon Lin
    Wistron chairman Simon Lin has disclosed the company's operation in the second quarter has been better than expected, but the coronavirus pandemic, which he originally expected to be contained by the third quarter, is unlikely to ease anytime soon. He does not expect the post-pandemic global economy...
  • Chairman of Acer Cyber Security Maverick Shih
    GrandPad, an Acer-invested tablet brand that focuses on developing services for elderly consumers, has seen rising shipments in the US during the coronavirus pandemic, and in addition to B2C business model, the company has formed several partnerships with daycare centers in the country, according to...
  • New games consoles to be launched later this year will boost demand for NAND
    The games console market is expected to see vendors launch new devices, intensifying competition against each other later this year. The keen competition means strong demand for NAND flash to support the consoles' large storage. Meanwhile,...
  • Notebook brands see combined shipments slip in May
    Notebook demand from users working from home weakened in May, but devices supporting online learning remained robust. The top-5 notebook brands together witnessed a mild on-month drop of 2% in May.
  • Upcoming game consoles will boost demand for NAND flash
    With Sony and Microsoft set to soon roll out their next-generation game consoles featuring high-speed and large-capacity SSDs, NAND flash demand for game console applications will be picking up starting the third quarter, according to industry sources.

Taiwan LCD monitors – 1Q 2020

Global tablet market – 1Q 2020

Taiwan LCD TVs – 1Q 2020

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

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