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Thursday 15 October 2020
Pegatron, Casetek to see strong shipments for Apple devices through 1Q21
Pegatron and its wholly-owned chassis-making subsidiary Casetek, both in the supply chain of Apple devices, are expected to see strong shipment pull-in momentum from the US vendor...
Wednesday 14 October 2020
Global notebook shipment forecast, 2021 and beyond

Introduction

Wednesday 14 October 2020
Unitech, Dynamic see rising consumer, automotive PCB shipments
Unitech Printed Circuit Board and Dynamic Electronics have seen their PCB orders for automotive electronics and consumer device applications pick up so far in second-half 2020, with...
Tuesday 13 October 2020
FPCB shipments for new iPhones to peak in late 4Q20
Taiwan's flexible PCB makers Zhen Ding Technology and Flexium Interconnect expect a stronger-than-ever fourth quarter this year as their shipments for new iPhones will peak between...
Friday 11 September 2020
Taiwan firms eyeing lucrative demand for mini LED substrates
Demand for mini LED-backlit display solutions is expected to take off in 2021 with leading system vendors such as Apple and Samsung keenly adopting the solutions in their terminal...
Wednesday 9 September 2020
Taiwan flexible PCB firms post on-year revenue drops in August
Major Taiwan-based flexible PCB makers in Apple's supply chain all saw their August revenues decline from the same month in 2019 as their shipments for new iPhones had yet to ramp...
Wednesday 9 September 2020
Suppliers gearing up for SiP demand boom
TSMC, ASE Technology, IC substrate makers including Unimicron Technology as well as international materials and equipment suppliers are all gearing up for the SiP (system-in-package)...
Tuesday 1 September 2020
III-V IC makers, backend houses bracing for post-Huawei scenarios
Taiwan's III-V semiconductor specialists and backend houses are bracing for the worst-case scenario for Huawei's woes and eyeing more shipments for 5G iPhones to bolster their performance...
Tuesday 25 August 2020
Diode makers see robust demand for MacBook, other notebook products
Taiwan's diode makers will be able to maintain their shipment momentum in the third quarter of 2020 thanks to robust demand for notebooks and tablets supporting work-from-home activities,...
Wednesday 12 August 2020
PCB maker Unitech regaining growth momentum in 3Q20
Taiwan's PCB maker Unitech expects its business performance to return to normal in the third quarter of 2020 as its HDI and rigid-flex board production lines have been running at...
Friday 24 July 2020
Backend firms eye surge in demand for OLED, TDDI driver ICs starting mid-3Q20
Display driver IC backend specialists including ChipMos Technologies and Chipbond Technolofy are expected to enjoy a significant ramp-up in demand for handset applications, including...
Thursday 16 July 2020
Supply chain to kick off component shipments for new MacBook and iPad in 3Q20
Taiwan's supply chain will kick off shipments in third-quarter 2020 of related parts and components such as backlit units (BLUs) for next-generation MacBook and iPad products slated...
Tuesday 14 July 2020
PCB makers to see 3Q20 shipments pick up for new MacBook series
PCB makers in the supply chain of new MacBook Pro seies will see their shipments for the Apple notebooks surge more than 20% sequentially in the third quarter, according to industry...
Monday 13 July 2020
Highlights of the day: Apple to increase MacBook Pro orders
It is uncertain how strong the stay-at-home demand for notebook devices will remain in the second half of 2020, but sources from the supply chain have claimed that Apple is set to...
Monday 13 July 2020
Apple to see over 20% on-quarter growth in 3Q20 notebook shipments
Apple is set to significantly increase its new MacBook Pro orders in late third-quarter 2020 and will see its overall MacBook shipments rise over 20% sequentially in the third quarter,...
CHT
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research