The top-100 tech firms in Asia are mostly based in Japan, China, Korea and Taiwan, with the car and tech products/equipment sectors making up the two largest groups, according to Asia Supply Chain 100 (ASC 100), the freshly released research results by Digitimes. The ASC 100 study, based on the companies' revenues, profit and market cap, wil be renewed annually. In the notebook industry, makers are using more aluminum-alloy components to replace copper ones, as copper prices stay at high levels.
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.
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.
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.
Backlight unit (BLU) maker Coretronic expects its shipments to regain momentum in June, driven by rising demand from the notebook and TV sectors after its sales experienced a slight sequential decline in the previous month.
Barring the shortages of IC chips, Asustek is likely to ramp up the shipments of its gaming monitors to three million units in 2021 compared to two million shipped a year earlier.
Acer expects its monitor shipments to continue to grow by double-digit in the second quarter of 2021, having seen such shipments expand robustly in the previous quarter.
Most Taiwan-based display driver IC (DDI) suppliers are likely to report handsome earnings for the second quarter of 2021, bolstered by increasing DDI prices amid tight capacity at upstream foundry houses and robust chip demand from downstream panel makers.
E-paper solution provider E Ink Holdings (EIH) is optimistic about its business prospects for 2021 but gross margin is expected to trend down in the quarters ahead after hitting a high of 49.87% in the first quarter of 2021, according to company chairman Johnson Lee.
With TV prices continuing rising, the global TV market and related supply chains will face more pressure in the second half of 2021, according to industry sources.
Retail sales of TVs in the China market around the Labor Day period (April 12-May 2) reached 1.79 million units, decreasing 23.7% from a year earlier, according to data compiled by China-based AVC.
Global all-in-one (AIO) PC shipments went down 5.5% sequentially to come to 3.37 million units in the first quarter of 2021, due to a high comparison base a quarter ago and shortages of panel and chips.
Backlight unit (BLU) maker Coretronic is expanding its production capacity in Vietnam and China to meet increasing market demand, according to Sarah Lin, president of its energy-saving device unit.
Taiwan-based makers shipped only 6.26 million LCD TVs globally in the first quarter of 2021, down 34.2% sequentially, due mainly to shortages of panels, display driver ICs and SoC chips, Digitimes Research has found.
Taiwan-based Darwin Precisions, which offers fine metal masks (FMM) for OLED panel production, expects robust demand for miniLED-backlit applications to drive its sales growth in 2021, according to company chairman Michael Tsai.
Most IT and TV brand vendors have been forced to raise their quotes in the end markets recently due to ever-rising component and material prices - a trend that could dampen the currently robust demand for panels, according to industry sources.
Samsung Electronics has launched in Taiwan its new Neo QLED 8K series TVs that feature the combination of a miniLED backlighting module and a QD display, and support AI and algorithm technologies.
Ennostar is showcasing miniLED backlighting and fine-pitch RGB miniLED displays at Touch Taiwan 2021, where PlayNitride is exhibiting microLED displays of varying sizes.
The three-day physical event of the Touch Taiwan 2021 exhibition kicked off on April 21 in Taipei, highlighting over 100 smart display solutions coupled with an array of new technologies and applications, according to the show organizer.
Components shortages have been troubling the notebook sector, with ODMs and brand vendors set to see shipments fall short of demand by 30-50% in second-quarter 2021. Chromebooks have been among devices that have seen extremely tight supply of eMMC storage they need - a result of short supply of NAND flash controllers. Meanwhile, panel maker AUO has entered the supply chain of Samsung's microLED TVs by providing backplanes.
AU Optronics (AUO) has cut into the supply chain for Samsung's microLED TVs by providing glass backplanes, with shipments to kick off in the second half of 2021, according to industry sources.
