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Friday 16 April 2021
Asia Pacific 2021 ICT spending to grow by 4.9%, says IDC
The pandemic has been a driving factor in accelerating the rate of digital adoption and stirring up the consumer offerings, both of which has helped ICT spending to show a positive outlook in 2021.
Thursday 15 April 2021
Highlights of the day: TSMC expects flat growth in 2Q21 sales
TSMC expects flat sequential growth in its second-quarter 2021 sales, but has upward revised its outlook for full-year 2021 revenue to around 20% growth. The foundry house has also raised its capex budget for 2021 to US$30 billion. In the display sector, AUO is expanding its 6G LCD line in Kunshan, China to cater to strong demand for LTPS panels for notebooks. Notebook PCB makers in Taiwan also expect strong sales in first-quarter 2021.
Tuesday 13 April 2021
PC shipments strong in 1Q21 despite component shortages and logistics issues, says IDC
Global shipments of traditional PCs, including desktops, notebooks, and workstations, grew 55.2% on year during the first quarter of 2021, according to IDC.
Tuesday 13 April 2021
Notebook ODMs remain upbeat about 2Q21 shipments
Notebook ODMs remain optimistic about shipments in the second quarter of 2021, but are aware that the ongoing chip and component shortages may constrain their shipment growth during the quarter.
Monday 12 April 2021
Highlights of the day: TSMC may spend even more this year
TSMC is scheduled to hold its investors' conference later this week. Market observers speculate that the foundry house may disclose plans to revise upward its capex budget for 2021, judging from the fact TSMC has recently vowed to spend US$100 billion on capacity expansions in the next three years. ODMs Quanta Computer and Compal Electronics are optimistic about their notebook shipment growths in second-quarter 2021, but remain wary of components shortages undermining their shipments for full-year 2021. Shortages of audio+LAN chips from Realtek have been described as one of the major factors stalling production for many end-market devices, including Chromebooks.
Monday 12 April 2021
Quanta, Compal expect shipment growth in 2Q21, but cautious about 2H21
Quanta Computer and Compal Electronics expect their notebook shipments to see double-digit sequential growths in the second quarter of 2021, but remain cautious about the second half of the year.
Friday 9 April 2021
Highlights of the day: Chromebook shipments set for sharp growth
The notebook market has been robust in recent months thanks to stay-at-home needs. Chromebook shipments are expected to rise sharply in 2021. Apart from Intel, some other chip vendors, such as MediaTek and Elan, are poised to see robust growths in reenues from the Chromebook segment. ODM Wistron saw its notebook shipments spiked 52% on year in first-quarter 2021. The smatphone market is also recovering, and Apple is expected to adopt teh more power-efficient LTPO backplane technology for OLED displays in the premium models of its next-generation iPhone lineup.
Friday 9 April 2021
Wistron sees over 50% surge in notebook shipments in 1Q21
Wistron shipped a total of 5.4 million notebooks in the first quarter of 2021, up 52.1% from a year earlier, while revenues grew by a slight 2% on year to NT$177.14 billion (US$6.23 billion).
Friday 9 April 2021
Strong Chromebook shipments to buoy chip suppliers in 2Q21
Taiwan-based IC design houses including MediaTek, Elan Microelectronics and Integrated Technology Express (ITE) continue to enjoy a strong pull-in of orders for Chromebooks, which will boost their respective revenues to record highs in the second quarter, according to industry sources.
Thursday 8 April 2021
Business opportunities in Vietnam: Q&A with Keven Cheng, Taiwan Trade Center director in Ho Chi Minh City
Vietnam has joined the CPTPP (Comprehensive and Progressive Agreement for Trans-Pacific Partnership) and RCEP (Regional Comprehensive Economic Partnership), and has signed FTAs (free-trade agreements) with the EU and the UK. These deals have positioned Vietnam as a preferred location for manufacturers seeking to disperse their capacity deployments amid the US-China trade disputes.
Wednesday 7 April 2021
Acer optimistic about 2Q21 shipments in Asia Pacific
Acer expects shipments into Asia Pacific to grow sequentially in the second quarter thanks to the stay-at-home economy driven by the coronavirus pandemic, according to the company's president of Pan Asia Pacific region Andrew Hou.
Thursday 1 April 2021
Highlights of the day: TSMC spending big on capacity expansions
TSMC has aggressive plans for expanding its fab capacity. In a recent letter sent to clients about canceling discounts for foundry service quotes, TSMC discloses it plans to spend US$100 billion on capacity expansions for the next three years - an annually average that is more than its 2021 capex budget. Chip shortages have been sending vendors in many sectors scrambling for supply - from manufacturing services, components to devices. Notebook ODMs describe the volumes of orders they have been receiving as "ridiculously" big, clearly as a result of overbooking by clients who just keep placing orders, despite possibilities that end-market demand could chill overnight. And chip shortages may not ease until at least first-half 2022, according to Arm Taiwan's president.
Thursday 1 April 2021
Intel launches 11th Gen Core S series processors in Taiwan
Intel has announced the availability of its 11th Gen Core S series processors, codenamed Rocket Lake-S, adopting a 14nm process and upgraded Cypress Cove microarchitecture, in Taiwan.
Thursday 1 April 2021
Notebook ODMs express concerns about overbooking
Notebook ODMs have expressed concerns about overbooking by clients who continue to step up their pace of orders, according to industry sources.
Wednesday 31 March 2021
Brand vendors to raise new notebook prices
Notebook brand vendors are planning to raise prices for their upcoming new products to reflect increasing costs from raw materials, ICs and transportation, according to sources from the upstream supply chain.
Wednesday 31 March 2021
Quanta expects double-digit notebook shipment growth in 2021
Quanta Computer expects to post a double-digit increase in notebook shipments this year, while fellow ODM firms including Compal Electronics, Wistron and Inventec are also positive about their notebook shipments in 2021.
Wednesday 31 March 2021
Graphics card supply to remain constrained
Graphics card makers expect their supply to remain constrained through the end of this year, due to shortages of chips and components, and are encouraged to raise their prices.
Tuesday 30 March 2021
Notebook component shortage to worsen in 2Q21, says Clevo
Clevo, which specializes in gaming and niche notebook manufacturing, expects shortages of display driver ICs and other notebook-use components and materials to worsen in the second quarter of 2021.
Monday 29 March 2021
Compal to enjoy double-digit growths for notebook and non-notebook products in 2021
Judging from orders on hand and end-market demand, Compal Electronics expects its notebook and non-notebook shipments to experience double-digit growth in 2021, according to company president Martin Wong.
Friday 26 March 2021
Wistron ready to reap profits from EV business, says chairman
ODM Wistron has been developing electronic components and modules for electric vehicles (EVs) for years, and expects to start making profits from them later in 2021, according to company chairman and CEO Simon Lin.
Wednesday 24 March 2021
Acer Group eyes smart city business
The Acer Group via its four affiliates - AOpen, Acer Being Communication, Acer ITS and Altos Computing - is eyeing the business opportunities from smart city development particularly applications for buildings, traffic and water resource management, according to AOpen president Dale Tsai.
Wednesday 24 March 2021
Getac to be transformed into holding firm
Getac Technology has announced plans to turn itself into a holding company by spinning off its ruggedized computing, mechatronic and energy businesses.
Wednesday 24 March 2021
MSI to raise graphics card prices
Micro-Star International (MSI) will raise its graphics card prices to reflect tight supply that may persist through the end of 2021, according to company chairman Joseph Hsu.
Tuesday 23 March 2021
Flytech launches cloud computing-based UEM solution
POS (point of sale/service) device maker Flytech Technology has launched the in-house-developed cloud computing-based UEM (unified end-point management) solution to tap the IoT market under its Inefi brand.
Friday 19 March 2021
MediaTek Wi-Fi 6 chipset powers new Asustek gaming notebooks
MediaTek has announced its MT7921 Wi-Fi 6 chipset is powering Asustek Computer's new ROG and TUF gaming notebook series, which will hit market shelves starting March 2021.