What kind of world will it be in 2030? The era of 5G with low latency, high speed and ultra-connectivity is maturing, and people are waiting for 6G that will leverage low orbit satellites to achieve decentralized bandwidth, opening yet another a new chapter of human life. By that time, at least 30% of the cars on the market will be electric vehicles (EV), and Level 5 self-driving cars combined with smart poles will bring about obvious changes in transportation, and smart cities will take shape. Under the ESG framework, efforts to improve information security using quantum technology will be rewarded; more efficient energy mechanisms will be connected to the super grid; the greenhouse effect will see improvements; people will be dreaming of a more stylish smart city; and we'll have new audio-visual experiences. These we can foresee and observe from the market side.
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.
Of the companies in Digitimes' Asia Supply Chain 100 (ASC 100), Samsung Electronics had the highest net income US$22.1 billion in 2020. But TSMC - in third place in overall net income - had the highest net profit margin of 38.7%, way higher than Samsung's 11%. ASC 100 is a new released research on Asia's top 100 tech firms - 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.
The Apple supply chain's shift of operation to India, in line with the incentives provided by the Indian government, has reportedly created around 20,000 job opportunities so far in the South Asian country.
Taiwan's tech firms have intensified coronavirus-prevention measures after COVID-19 hit some local semiconductors plants, with KYEC bearing the brunt of the impacts, raising concerns about the stability of IC supply that has already been troubled by capacity shortage for months. In the IT market, despite speculation that demand for notebooks may weaken in second-half 2021 as a result of easing of the pandemic, ODMs are still confident about notebook orders throughout the year. In India, Lava International reportedly is preparing for IPO, as it seeks to reclaim lost ground in the local handset market.
Lava International, an India-based smartphone manufacturer, is preparing for initial public offering (IPO), in line with a trend that sees ndian companies showing keeness to seize the opportunities available to expand their market share and capitalization, according to local media reports.
Taiwanese PCB makers saw their combined first-quarter 2021 output value at their plants in Taiwan and China surge 26.7% on year to NT$173.4 billion (US$6.11 billion), a record high for the same quarter, according to statistics released by Taiwan Printed Circuit Association (TPCA).
China-based handset brands, including Xiaomi, Oppo, Realme and Honor, reportedly have slashed their shipment goals further for 2021, having already lowered their targets earlier in May, according to industry sources.
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.
ODMs and other suppliers engaged in the notebook and handset industry supply chains have seen orders from India start slowing down recently, as a resurgence of COVID-19 infections in the country has led to both supply- and demand-side issues, according to industry sources.
HDI PCB manufacturers have turned cautious about their sales performance in the second quarter, as orders from Chinese handset clients are slowing down along with their sales declines in China and India markets, according to industry sources.