Backend house ShunSin Technology, a subsidiary of Foxconn Technology (Hon Hai Precision) specializing in system-in-package (SiP) modules, is poised to reap handsome income by rendering packaging services for 400G optical transceiver models in the second half of 2021, according to industry sources.
Countries in Southeast Asia and South Asia stand a chance of becoming rising stars in the midst of supply chain shifts and the move toward shorter supply chains and localization. Four Indian firms and one Indonesian firm entered Digitimes' Asia Supply Chain 100 (ASC100). By region, Tata Motors at No. 22 in ASC100 is the champion in Southeast Asia and South Asia, followed by Indonesia's Astra International (No. 68) and India's Mahindra & Mahindra (No. 69), Maruti Suzuki (No. 74) and Motherson Sumi (No. 89). ASC 100 is a study based on the companies' revenues, profit and market cap that will be renewed annually.
Companies in the "tech products and equipment" and "automotive manufacturing" sectors account for half of the Digitimes' Asia Supply Chain 100 (ASC 100) list, but semiconductor firms well lead the list in both average profit and average market value. ASC 100 is a newly released reseach on Asia's top 100 tech firms. ASC 100 is a study based on the companies' revenues, profit and market cap that will be renewed annually.
Benefiting from the US-China tech war and sharp chip shortages following the pandemic outbreak, and with automotive clients competing for foundry capacity support, the entire semiconductor industry is poised to enjoy robust order momentum through 2022, allowing semiconductor stocks to gain traction in the market. TSMC and Samsung Electronics, now the world's only two companies able to commercialize sub-7 nm foundry nodes, have been in a two-horse race for grabbing the crown in the Digitimes' Asia Supply Chain 100 (ASC 100) research, ranking first and second, respectively, by market capitalization in 2020. ASC 100 is a study based on the companies' revenues, profit and market cap that will be renewed annually.
Digitimes, an Asia-based premium source of tech supply information, has just released its 2021 Asia Supply Chain 100 (ASC100) research results. In terms of 2020 revenue, Japan's Toyota Motor, South Korea's Samsung Electronics and Taiwan's Hon Hai Precision (Foxconn) are the top three in ASC100, a freshly launched research on Asia's top-100 tech firms. The ASC 100 research is a study based on the companies' revenues, profit and market cap that will be renewed annually.
Digitimes, an Asia-based premium source of tech supply chain information, undertook a six-month study on the financial reports of 4,725 publicly listed corporations across 11 countries in Asia and compiled its first annual report on the top 100 Asian suppliers - Asia Supply Chain 100 (ASC100) in 2021. Released on June 15, the report contains the rankings among Asia's top 100 suppliers along with a look into supply chain trends and an analysis on the competitiveness of Asian countries. Digitimes plans to release updated statistics on an annual basis going forward and keep track of the changes in the rankings among Asia's high-tech suppliers in the long run.
Networking device maker Accton Technology has said that operation of its plant in Chunan, northern Taiwan, has remained normal after 12 employees of the plant were confirmed COVID-19 cases as of June 7.
With parts of government budgets and resources for space development to be given to companies in Taiwan's ICT industry after the passing of Space Development Law, development of low-Earth-orbit (LEO) satellite equipment, where ICT makers having the most experience in, looks promising.
With AMD and Nvidia debuting their new gaming GPUs, the DIY PC market particularly the high-end segment is poised to grow in the second half of the year when the latest flagship graphics cards hit market shelves. In the handset market, Apple is keen on pushing 5G mmWave technology. Over 50% of the shipments for the next-generation iPhones to be launched later this year will come with mmWave support. And TSMC has unveiled its tech development in an online symposium.
Taiwan-based IT companies have continued to diversify their production bases to counter the impact of the ongoing COVID-19 pandemic and US-China trade disputes, but has slowed their paces recently amid the resurging pandemic in Southeast Asia, India and Taiwan, according to industry sources.
The shortages of crucial parts and materials in the networking industry are likely to persist till the end of 2021, affecting the sales performance of related makers for the year, according to sources at Wistron Neweb.
Networking device maker Sercomm has reported significant leaps in net profit for the first quarter of 2021, bolstered by robust shipments of WiFi 6/6E devices, 5G FWA access equipment, 5G small cells, and others supporting IoT applications.
Asia Pacific Telecom (APT) is set to launch its MOCN (multi-operator core network) 5G services in the third quarter of 2021 with target download rate to be maintained at over 300Mbps, according to company chairman Fang Ming Lu.
Digital Nasional Berhad (DNB) under Malaysia's Ministry of Finance has invited Ericsson, Huawei, ZTE, Cisco, NEC, Nokia, Samsung Electronics and FiberHome to participate in the bidding for constructing 5G infrastructure in the country, according to a report from The Edge Markets.
HTC plans to venture into the Open RAN market in cooperation with strategic partners, optimizing its expertise related to 5G private networks, communications protocols and edge computing, according to Raymond Pao, vice president of enterprise solutions.
Industry-wide shortage of foundry capacity has sent fabless IC design houses scrambling for support. They are now diversifying their foundry service suppliers in order to secure support. Foundry houses and fabless IC firms may be eager to increase their spending on capacity expansions or R&D, but backend services firms are more conservative, giving priority to raising capacity utilization and expanding capacity for mature processes. But Taiwanese backend firms are helping Apple develop dual-band 5G AiP modules that may be featured in upcoming iPhones.
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.