Acer and Asustek are set to see strong notebook shipments in first-half 2021, with order visibililty becoming clear for the second half of the year, despite recent concerns that the PC market may weaken later in the year. Asustek and fellow graphics card vendors are also expected to post strong profits in 2021, fueled by stay-at-home needs and cryptomining applications. In the semiconductgor sector, as CIS vendors move to devote more to developing automotive applications, backend partners are also eyeing growing opportunities from the segment.
Acer, Asustek to see strong shipments in 1H21: Acer and Asustek Computer are both set to report strong notebook shipments, particularly shipments of Chromebooks, in the first half of 2021, according to industry sources.
Taiwan graphics card makers to see profits surge in 2021: Taiwan-based graphics card makers including Asustek Computer, Gigabyte Technology and Micro-Star International (MSI) are expected to generate handsome profits in 2021, thanks to pandemic-driven demand and the cryptomining fever, according to market sources.
Taiwan IC packaging-testing firms eyeing automotive CIS: As international design houses of smartphone-use CMOS image sensors (CIS) including Sony, Samsung Electronics, OmniVision and On Semiconductor have shifted 2021 business focus to automotive CIS, Taiwan-based IC packaging/testing service providers have obtained or stand a good chance of obtaining corresponding orders from them, according to industry sources.
