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PC, CE
  • IC designers have seen a slow-down in orders for server applications
    Demand from the server sector has been fueld by work- and study-from home activities in the wake of the coronavirus pandemic. But IC designers have recently seen a slow-down in orders for server applications, sending them worrying about...
  • MSI chairman Joseph Hsu (center) and president Charles Chiang (right)
    Micro-Star International (MSI) expects revenues to drop less than 10% on year in the first quarter of 2020 and will see its sales gradually pick up starting April with the releases of new products from Intel, AMD and Nvidia, according to company chairman Joseph Hsu.
  • Intel is ready to unveil next-generation processors in April
    Intel is set to unveil its new 14nm processors and chipsets in April, but the coronavirus pandemic may seriously hinder end-market demand for related PCs and motherboards, according to sources from the upstream supply chain.
  • Projector demand is being stimulated by stay-at-home activities
    The home-use projector market in China in 2020 is expected to grow significantly along with increasing stay- and work-at-home demand due to coronavirus outbreak, according to industry sources.
  • Asustek vice president YH Chiou presenting its portable monitors
    Global demand for portable monitors is surging and more IT brands including Acer, AOC, Lenovo and Micro-Star International (MSI) are gearing up efforts to compete with current market leaders Asustek Computer and HP in the segment, according to industry sources.
  • Lenovo has resumed production at its Wuhan plant
    Lenovo will resume about 60% of production at its Wuhan, China plant by the end of March, with the facility set to return to full production by mid April following weeks of suspension in the wake of the coronavirus outbreak, according to the company.
  • Taiwan IC design houses land short lead-time orders for notebooks
    Taiwan-based IC design houses have recently landed short lead-time orders for applications for commercial and educational notebooks and tablets, according to industry sources.
  • Wistron expects sales to grow in 2020 despite the coronavirus pandemic
    The coronavirus pandemic is threatening the lives and livelihoods of many, but despite the uncertainty lying ahead of the IT industry, Taiwan-based ODM Wistron - a major maker of notebooks and servers - remains optimistic that its sales...
  • Wistron chairman Simon Lin is keen about capacity expansions
    Wistron is looking to grow revenues generated from its factories outside of China, and expects to lower revenues from its China-based sites to about 50% of company revenues in 2021, according to company chairman Simon Lin.
  • The postponement of the Tokyo Olympics is chilling TV replacement demand
    Demand for TV-use LED backlight units (BLUs) has been strong in first-quarter 2020, but will slip below the historical average in the following quarter, thanks to the postponement of the Tokyo Olympics, according to industry sources.
  • Wistron expects on-year growth in 2020 revenues
    Despite the coronavirus pandemic, Wistron chairman Simon Lin still expects the company to enjoy another year of revenue growth in 2020.
  • Asia Pacific IT spending growth in 2020 to shrink
    The coronavirus pandemic continues to hamper economic activities around the globe impacting businesses and industries at nearly every level, and IT markets will not be spared.
  • Apple is moving more of its production out of China
    The US-China trade war last year sent many vendors, including Apple, starting making plans to have more of their products made outside of China. While the relocation has yet to complete, the coronavirus pandemic has further convinced them of the need to diversify...
  • AR glasses are on the roadmaps of many vendors
    Apple is still working on augmented reality (AR) glasses, with more to be known about their development in the next one or two years, according to sources from the supply chain makers.
  • Apple reportedly is having more of its products, including the AirPods, made outside China
    Apple is reportedly accelerating plans to diversify its manufacturing risks by removing more of its production out of China, with sources from the supply chain claiming that the vendor is relocating some capacity for iPhone to India and acoustic devices such as AirPods and HomePod to Vietnam.
  • Apple placing aggressive orders for its Magic Keyboard
    Suppliers engaged in the supply chain for Apple's new products featuring its redesigned scissor-switch Magic Keyboard are ramping up production and have seen no cutbacks in the orders despite concerns over the coronavirus, according to sources from the upstream supply chain.
  • Inventec's production capacity in China has almost all returned to normal
    Inventec expects to post substantial revenue growth sequentially in the second quarter, thanks to a pull-in of orders for notebooks and servers.
  • Computex 2020 has been rescheduled to September
    The Computex Taipei 2020, originally slated for June, has been rescheduled to September 28-30 due to the coronavirus pandemic.
  • Notebook ODMs have a low visibility for 2H20
    Notebook sales worldwide in the second quarter should outperform the present quarter's levels, as coronavirus-stalled production capacity has almost all resumed in China, but that does not mean end-market demand will see a major recovery, according to industry sources.
  • Brinno-developed time-lapse camera
    Time-lapse camera maker Brinno has reported net profit of NT$23.7 million (US$780,000) and net EPS of NT$1.07 for 2019.
  • Computex 2020 schedule may be influenced by coronavirus outbreak
    Many Taiwan-based high-tech companies reportedly has asked the organizers of Computex Taipei to postpone the annual tradeshow this year currently scheduled for June 2 to 5, citing the coronavirus pandemic.
  • Apple is expected to launch an iPad Pro with mini LED backlighting
    LED firms are generally optimistic about mini LEDs, expanding wafer, chip and packaging capacity for the segment. Apple reportedly prefers mini LED to OLED for its medium-size devices and will launch an iPad Pro with mini LED backlighting...
  • Apple's suppliers are ramping up iPad Pro shipments
    Makers in the supply chain for Apple's just-unveiled iPad Pro are ramping up their shipments, and the volume for the new tablet series from the suppliers will climb about 40% sequentially in the second quarter, according to industry sources.
  • Apple iPad Pros
    Apple has announced its new iPad Pros with the latest A12Z Bionic chip, an ultra-wide camera, studio-quality mics and a LiDAR scanner that delivers depth-sensing capabilities. It has also rolled out an updated MacBook Air that features new hardware specifications, Magic Keyboard and a new low price.
  • TSMC serves as a barometer for the semiconductor market
    Within the semiconductor ecosystem, TSMC is a barometer occupying a pivotal place giving it a comprehensive picture of the direction and outlook of the chip maket, and expectations of its clients - including powerhouses Apple, Nvidia, ADM, Qualcomm and Huawei. The foundry house has not yet revised...

Taiwan large-size LCD panels – 4Q 2019

China smartphone AP shipments – 4Q 2019

Global tablet market (outbreak updates) – 4Q 2019

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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