Components shortages have been troubling the notebook industry for months. ODM Pegatron's previous optimism that its second-quarter 2021 notebook shipments would grow 25-30% has now been reduced to a projection of only 5-10% increase due to worsening compoent shortfall. But brand vendor Asustek remains optimistic about its PC sales in second-quarter and second-half 2021, buoyed by strong order visibility. For smart manufacturing, Canadian startup ForceN has developed small, thin, flexible and customizable force sensors, according to its CEO Robert Brooks, whose ambition is to revolutionize robotics.
The rampant pandemic in India has raised an alarm among ICT makers. Suppliers in the handset and PC sectors have seen orders dlowing down from the South Asian country. Taiwanese IC design houses are also bracing for disappointing sales in second-quarter 2021 because of the impacts from the surging COVID infections in India. But server ODMs still expect stgrong growth in shipments in the second quarter, driven by persistently strong stay-at-home demand.
Server makers including Quanta Computer, Wiwynn, MiTAC Computing Technology (MCT) and Inventec have all estimated their second-quarter 2021 server shipments to see double-digit sequential increases, mainly driven by strong demand for datacenter applications, according to industry sources.
Foxconn Industrial Internet (FII), a server and industrial communication/networking device maker, has stepped into development and production of components used in electric vehicles (EVs) in line with Foxconn Electronics' EV business.
Taiwan-based telecom solution provider Chief Telecom will establish its fourth datacenter in northern Taiwan with the construction to begin in the second half of the year, according to company chairman Yan-hung Wu.
Industrial PC maker Advantech expects its second-quarter 2021 sales to be affected by the ongoing shortages of upstream components, with 5-10% of the orders set to see delays in delivery, according to the company.
Demand for white-box servers from datacenter operators has been growing fast, with Taiwanese ODM's shipments already accounting for more than one third of the world's total server shipments in 2020, according to Digitimes Research's latest Server Tracker quarterly report. Earlier this year, foundry house VIS set its 2021 capex budget at NT$5 billion, a sharp increase from last yea's level. Now it has raised the capex budget further to NT$8 billion to fund its capacity expansion. With persistently strong demand for ICs, silicon wafer supplier GloabalWafers expects sales momentum to remain robust through 2023.
White-box server ODMs such as Quanta Computer and Wiwynn saw their shipments to datacenter operators account for more than 38% of the global total server shipments in 2020, up 8pp from that in 2017, and the percentage is expected to rise further to 46% in the first half of 2021, according to Digitimes Research's latest figures from the Server Tracker.
Global server shipments are expected to slip by only 1.6% sequentially in the first quarter of 2021 despite the quarter being a traditional slow season, according to Digitimes Research's latest figures from its Server Tracker.
Advantech has released financial reports for the first quarter of 2021, with consolidated revenues of NT$13.161 billion (US$463 million), operating profit of NT$2.287 billion and net profit of NT$1.913 billion being the respective highest first-quarter figures ever on record.
Massive demand for rapid, secure, and stable transmission of data and information in the age of Internet of Things (IoT) and Industry 4.0 is attracting solution providers to seek opportunities in the manufacturing space. Solace, a middleware solution provider founded in 2001 in Ottawa, Canada, also has its eyes set on the manufacturing sector in Taiwan, and is expanding its business in the market.
Quanta Computer's newly expanded server capacity in Taiwan will begin volume production in the second quarter and raise the ODM's overall server output from Taiwan by 20%, according to Mike Yang, senior vice president and general manager of the company.
Intel's overall sales for first-quarter 2021 were flat but revenues from its datacenter business dropped 20% on year, seriously undermining the chip giant's profitability. Intel has now released its third-generation 10nm Xeon datacenter processors codenamed Ice Lake to bolster its market leadership. The release of the new processors is expected to trigger a wave of replacement demand, and server ODMs are looking forward to double-digit growths in shipments in second-quarter 2021. Meanwhile, MCU supplier Holtek has disclosed its dlivery lead times have stretched to more than six months due to tight supply at foundry and backend houses.
Taiwan's PCB supply chain players are optimistic that they will receive a boost from the upcoming server replacement demand to be driven by rollouts of new processors by Intel, according to industry sources.
The Industrial Technology Research Institute (ITRI) will start operation of an in-house-developed intelligent machinery cloud computing platform in July 2021 to help companies migrate to smart manufacturing.
With display becoming a crucial communication interface for smart living along with proliferating 5G, IoT and AI applications, AUO has kicked off a three-prong scheme seeking to build a high value-added ecosystem and become more competitive in the LCD panel industry, according to company chairman Paul Peng.
Taipei AMPA (Automobile and Motorcycle Parts and Accessories) and Autotronics Taipei are being held from April 14-17 with a total of 380 exhibitors showcasing their latest automotive components, car electronics, electric vehicles (EV) and IoT innovations.
India-based Bharti Enterprises is to develop IoT and other communication devices with local EMS Dixon Technologies to capitalize on the government policy designed to encourage local production, according to a media report from India.