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NEWS TAGGED ANALYSIS
Wednesday 18 August 2021
IT industry outlook (3): Intel heralds angstrom era
Intel CEO Pat Gelsinger has been maneuvering a lot lately. The tech-savvy CEO is determined to redefine technical specifications as a strategic resolution to break the deadlock in...
Monday 16 August 2021
IT industry outlook (1): Competitors of Taiwanese firms working in ASEAN and India
Since Taiwan launched its New Southbound Policy, Taiwanese enterprises seem to be working all on their own when investing in Southeast Asia and India. But who are their competitors?...
Wednesday 11 August 2021
IC shortages to continue impacting 3Q21 server shipments, says Digitimes Research
Global server shipments in the second quarter of 2021 saw a smaller sequential increase than Digitimes Research's estimated 14%, up only 9% from a quarter ago, due mainly to shortages...
Tuesday 10 August 2021
Global tablet shipments slip in 2Q21, but to grow 30% in 3Q21, says Digitimes Research
Global tablet shipments reached 34.69 million units in the second quarter of 2021, down 3.5% sequentially and 12.5% on year, according to Digitimes Research.
Tuesday 10 August 2021
China smartphone shipments fall in 2Q21, says Digitimes Research
About 72.2 million smartphones were shipped to the China market in the second quarter of 2021, down 23.6% sequentially and over 20% on year, according to Digitimes Research.
Monday 9 August 2021
Views from Taiwan (10): The structure of the server sector
With manufacturing advantages inherited from Taiwan's notebook industry, Taiwan's server shipments account for over 90% of the global server market. Server suppliers such as Wistron's...
Friday 6 August 2021
Views from Taiwan (9): Taiwanese firms as IT powerhouses
The industry community is aware that Huawei has been hoarding components so as to secure supply to sustain its production line, especially high-end parts. On top of that, China is...
Thursday 5 August 2021
Views from Taiwan (8): MediaTek becomes largest supplier of handset APs to Samsung
According to DIGITIMES Research analyst Stella Weng's study, MediaTek's application processors (AP) were used in only 8% of Samsung's handsets in 2019, but the proportion shot up...
Wednesday 4 August 2021
Views from Taiwan (7): India to cash in on China's setbacks?
As the second largest handset market next to China, India sees its suppliers mainly carrying Chinese brands. Is India facing a fundamental change in market structure? Smartphone brands...
Tuesday 3 August 2021
Views from Taiwan (6): China's smartphone industry is reshuffling
Is there any way out for Huawei, which has been cornered by the US government? It used to be able to ship 200 million handsets a year, and it remains to be seen whether it can make...
Monday 2 August 2021
Views from Taiwan (5): Who is the top dog to hit a big time for 5G handsets?
Following the 5G commercial launch, 5G handsets have experienced a surge in shipments since 2020, and China is the foremost market in terms of volume, keeping other countries at ba...
Friday 30 July 2021
Views from Taiwan (4): Global handset market outlook
The tide of working from home has dramatically boosted the PC industry. The notebook industry has experienced rebounds from their past moderate years. Handset vendors instead seem...
Thursday 29 July 2021
Unisoc growing smartphone AP market share in China
Unisoc will see shipments of its smartphone application processors for use by China-based handset companies climb 152% on year to 68.2 million units in 2021, enabling it to unseat...
Thursday 29 July 2021
Views from Taiwan (3): Acer, Asus ride high on record notebook sales
Given the ballpark yearly volume of about 200 million units for the notebook market, estimated worldwide shipment of 238 million units in 2021 outperforming 2020 by 19% is a rarely...
Wednesday 28 July 2021
Views from Taiwan (2): Let the notebook speak
Some 38% of semiconductor market share is contributed by computing products, and around 32% from communication products. Notebooks, desktops and servers are major categories of computing...