Realtime news
  • Intel has recently cooperated with its PC brand partners including Micro-Star International (MSI), Asustek Computer, Acer, Lenovo, Hewlett-Packard (HP) and Dell to jointly release products under its newly defined Creator PC sector, a segment targeting specifically CAD users.
  • Intel, AMD top-end desktop platforms to clash in October
    Intel and AMD are both set to roll out their new top-end desktop processors in October, triggering competition between them in the DIY market segment, according to sources at motherboard makers.
  • After two quarters of decline, the worldwide PC market grew 1.5% in the second quarter of 2019, according to Gartner. Shipments totaled 63 million units in the second quarter of 2019, up from 62 million units in the second quarter of 2018.
  • Gaming brand vendors have been shifting their focus to promoting products in Southeast Asian markets including Thailand, Indonesia and Malaysia, which have started seeing surging demand for gaming products recently, according to industry sources.
  • Apple may have disbanded its team for the development of AR/VR HMDs (head-mounted displays), but that does not mean that the vendor is negative about the future of AR/VR technology. The 5G connectivity is said to be not mature enough...
  • apple
    Apple has suspended the development of head-mounted display (HMD) AR/VR headsets, and already disbanded its team for the development of AR/VR HMDs, according to sources familiar with the matter.
  • For the IT industries, there are still many uncertainties, such as the outcome of the US-China trade talk, lying ahead for the rest of the year. TSMC's better-than-expected second-quarter sales may prompt optimism, but it remains to be seen whether its biggest client, Apple, can wow the market with...
  • Notebook ODMs remain cautious about 2H19
    Taiwan-based notebook makers all saw their shipments in June rise on month. Nevertheless, their shipment outlook for the second half of the year appears cautious.
  • IT and consumer electronics channel distributor Synnex Technology International has reported consolidated revenues of NT$25.866 billion (US$828 million) for June, decreasing 3.82% sequentially and 18.01% on year.
  • Mobo players diversifying businesses
    Taiwan-based motherboard and graphics card makers continue to diversify their offerings to mitigate the impact of sluggish PC and notebook market growth.
  • The US and China m ay have entered into a truce to their trade war, but for Taiwan's notebook ODMs that means clients are now less eager to build up their inventory, affecting their shipments during the traditional peak season in the...
  • Taiwan makers produced over 90% of the notebooks worldwide in 2008. The top-five notebook makers - Quanta Computer, Compal Electronics, Wistron, Inventec and Asustek Computer - contributed 88% of the shipments from Taiwan.
  • Huawei has suspended its notebook orders and projects since the US hit it with a trade ban, but its ODMs have disclosed that the Chinese client has now turned upbeat following the recent easing of the ban. But it remains to be seen whether...
  • Dell Taiwan president Terence Liao
    Dell opened its first flagship retail store in Taiwan on July 4. Located in Taipei, the store will be promoting its PC and monitor products ranging from consumer, gaming to enterprise devices. Meanwhile, Acer also established a flagship retail store in Kaohsiung, southern Taiwan that will begin operation...
  • Huawei may resume notebook production and development soon
    ODMs and other suppliers engaged in the supply chain for Huawei's notebooks have disclosed that they will be informed in two weeks' time whether deliveries and developments for the Chinese client will resume.
  • Samsung Electronics has announced its earnings guidance for the second quarter of 2019, disclosing that its operating profit for the period reached KRW6.5 trillion (US$US$5.5 billion), down 56% from the year-ago level of KRW14.87 trillion.
  • Nintendo is said to have relocated a small portion of its Switch console manufacturing to Vietnam while still keeping most of its production lines in China, according to industry sources.
  • In the first quarter of 2019, the smart home market in Europe grew 23.9%, reaching 21.3 million units shipped to the region, according to IDC. Western Europe is responsible for 88.3% of the region share, but Central and Eastern Europe had the biggest increase of 31.2% on year.
  • The battle for dominace in the gaphics card maket is heating up as AMD and Nvidia are set to release their latest products in early July. They may stimulate some demand in the second half of 2019, but the lack of AAA games, plus othe...
  • Demand from the gaming market has been weakening
    The gaming market may see weak sales in the second half of 2019 as the hardware replacement cycle has been extended, and competitions among vendors have grown fiercer, according to sources from the upstream supply chain.
  • Shuttle, which is primarily focusing on own-brand mini PC and notebook OEM businesses, has crossed into the development of object identification, AIoT and long-term care solutions, hoping to improve its sales and gross margin. The company expects its operation to turn profitable in 2020.
  • The worldwide augmented reality (AR) and virtual reality (VR) headset market returned to growth after a year of decline as global shipments during the first quarter of 2019 reached 1.3 million units, up 27.2% from the same quarter last year. The overall AR/VR market has begun to grow again thanks to...
  • With the public cloud continuing expanding its presence in the cloud computing market, a few players including HPE and Chaun-Choung Technology (CCI) have been pushing new products or solutions to meet the rising demand, according to sources from the upstream supply chain.
  • Xiaomi launches Mi Band 4 in Taiwan
    Xiaomi has launched its Mi 9T smartphone, Mi Band 4 smart bracelet and other IoT peripherals in the Taiwan market.
  • Despite the recent resurgence in Bitcoin prices, neither graphics card makers or ASIC suppliers in Taiwan have seen a rebound of orders from the cryptocurrency mining sector, according to industry sources.

Taiwan handsets – 1Q 2019

Already detrimental to Huawei's smartphone business, the US ban will impact the telecom and enterprise equipment market in the long run

Taiwan LCD monitors – 1Q 2019

Global AIO PC shipment forecast and industry analysis, 2019

Global AP demand forecast, 2017-2022

Global server shipment forecast and industry analysis, 2019

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