After a disappointing year, the momery industry is expected to recover in 2020, thanks to momentum coming from 5G-drivern demand. Memory module makers and their backend partners have already seen demand picking up, with memory chip vendors...
Apple's new 13.3-inch MacBook Pro series slated for launch in the first half of 2020 will also feature a scissor-switch keyboard, a design found in its recently-introduced 16-inch MacBook Pro lineup, according to industry sources. ODM Wistron and Global Lighting Technologies (GLT), a provider of light...
The worldwide top-5 notebook brands saw their combined shipments slip 13% on month in October 2019, better than that of the same month a year ago, thanks to some lingering seasonal demand and some brand vendors' strong enterprise product shipments, according to Digitimes Research.
Asustek expects up to 5% PC sales decrease in 4Q19
Asustek Computer expects to post flat growth or an up to 5% sequential decrease in PC sales in the fourth quarter, while sales of its component products including motherboards and graphics cards will drop 5% on quarter.
Apple introduces 16-inch MacBook Pro and new workstation
Apple has unveiled a new MacBook Pro featuring a 16-inch Retina Display, the latest 8-core processors, up to 64GB of memory, next-generation graphics with up to 8GB of VRAM and a new advanced thermal design.
Highlights of the day: Production line relocation continues despite easing trade tensions
Trade tensions between the US and China seem to be easing a little, but it remains uncertain whether the more "friendly" atmosphere will be subsequently followed by a full truce between the two super economies. For notebook vendors who risk higher tariffs for Chinese imports if the trade war doesn't...
US notebook vendors have slowed down placing orders with Taiwan ODMs amid seemingly easing of US-China trade tensions, but have not asked the manufacturering partners to stop moving production lines out of China, according to industry sources.
Notebook shipments of Taiwan players from 2006-2019
Taiwan makers produced over 90% of the notebooks worldwide in 2008. The top-five notebook makers - Quanta Computer, Compal Electronics, Wistron, Inventec and Asustek Computer - contributed 88% of the shipments from Taiwan.
Acer sees strong profits in 3Q19
Acer has announced consolidated revenues of N$62.87 billion (US$2.05 billion) for the third quarter of 2019, growing 14% sequentially with gross margin of 10.6%. Net profit for the quarter came to NT$1.18 billion, up 187.8% sequentially and 29% on year with EPS reaching NT$0.39.
Semiconductor players including TSMC, UMC as well as GaAs foundries and backend firms are seeing their production utilization rates picking up as demand from clients and emerging applications has been rising. Meanwhile, demand for chips used in TWS earphones is also expected to soar in 2020.
Industrial computing solutions supplier ICP DAS has recently made a big stride forward in its business diversify efforts by inaugurating a plant in northern Taiwan to produce polymeric materials for biomedical applications.
Garmin has cooperated with France-based life reinsurance company SCOR Global Life to help life insurance companies in Taiwan collect biometric data from their clients via smart wearable devices to deliver underwriting insight, according to Garmin.
Highlights of the day: Apple turns to outside for AR
Apple reportedly is partnering with US game developer Valve for its AR product that will be manufactured by Quanta and Pegatron. Meanwhile, Asustek's gaming smartphone's shipments in 2019 are expected to be less than planned originally due to issues with component supply. TSMC, however, is expected...
Global tablet shipments for the fourth quarter of 2019 are expected to increase 4.5% on year to the same level as recorded in the third quarter as both Apple and non-Apple brand vendors are likely to see their shipments pick up in the quarter, according to Digitimes Research.
Highlights of the day: ODMs after China exit
Taiwan-based ODMs have been eager to move production out of China upon suggestion by their clients amid the US-China trade disputes. But most of the notebook clients have not been as keen when it comes to committing their production to the relocated production lines. Now the ODMs are striving to improve...
Taiwan-based notebook ODMs have completed most of their plant relocation and their present focus is to improve production yield rates and reduce costs at the relocated facilities in a bid to retain clients, according to industry sources.
Highlights of the day: Apple reports strong earnings
Apple has reported record earnings for its fiscal 2019 fourth quarter, fueled by accelerating growth from its services, wearables and iPads. Apple is expecting strong growth for its fiscal 2019 fourth quarter, but it remains to be seen...
Worldwide notebook shipments are forecast to drop 1.8% sequentially in the fourth quarter of 2019 after registering a nearly 2% increase in the prior quarter, according to Digitimes Research.
Apple reports strong earnings for fiscal 4Q19
Apple has posted revenues of US$64 billion for its fiscal 2019 fourth-quarter ended September 28, an increase of 2% from the year-ago quarter, with quarterly earnings per diluted share reaching US$3.03, up 4%.
Samsung sees profit improve sequentially in 3Q19
Samsung Electronics has reported KRW 62 trillion (US$53.37 billion) in consolidated revenues, rising 10.45% sequentially but dropping 5.28% on year. Its third-quarter 2019 operating profit came to KRW 7.78 trillion, up 17.8% but down 56.16% on year.
Asustek is top Taiwan brand in 2019, says MOEA
Asustek Computer has been appraised as the most valuable Taiwan-based global brand in 2019 for the seventh consecutive year, according to Ministry of Economic Affairs (MOEA).
Intel introduces Tremont microarchitecture
Intel has revealed the first architectural details related to Tremont. Intel said its newest and most advanced low-power x86 CPU architecture offers a significant performance boost over prior generations.
Intel posts record 3Q19 revenues
Intel has reported third-quarter 2019 financial results with revenues growing 6% on year to reach US$19.2 billion, a new record that exceeded July guidance, driven by record data-centric revenues. PC-centric revenues declined 5% on year, consistent with guidance, Intel said.
With gaming PC demand slowing down, Asustek Computer and Micro-Star International (MSI) are both looking for new sales and profit growths from emerging sectors such as Creator PC and AIoT, to offset their weakening gaming PC businesses, according to industry sources.
TSMC apparently can't wait to extend its technology leadership. It has asked the Southern Taiwan Science Park to ready the land it has alloacted for the foundry's 3nm fab project by the end of 2019, a few months ahead of its original...
Taiwan notebooks – 3Q 2019
Taiwan's notebook shipments rise 1.8% sequentially and 8.6% on year to come to 34.14 million in the third quarter of 2019.
China smartphone AP shipments – 3Q 2019
Third-quarter-2019 smartphone AP shipments to China-based vendors came to 210 million units, down 1.8% on quarter and 9.4% on...
Global server market – 3Q 2019
Global server shipments grew 11.2% sequentially in third-quarter 2019 with inventory depletion that began from the second-half...
Global LCD panel shipment forecast, 2020 and beyond
Global small- to medium-size LCD panel shipments are estimated to drop from 2020 to 2024, while large-size ones will continue...
Global mobile device shipment forecasts, 2020 and beyond: Smartphones, notebooks and tablets
Notebooks, smartphones and tablets are expected to see mixed shipment performances in 2019. Notebook shipments will grow mildly...
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...