中文網
Taipei
Wed, Jun 23, 2021
11:02
mostly cloudy
27°C
CONNECT WITH US
Jun 22, 10:31
Taiwan makers ready for bigger presence in automotive supply chain?
Automotive electrical/electronic architecture (EEA) has accelerated the realization of the future vehicle, and now the mainstream traditional car makers and technology car makers are taking different approaches. Taiwan's supply chain has made some achievements in the tech car sector, having entered the supply chain of Tesla, and they are seeking bigger roles to play in the suply chains ecosystems of the traditional car makers, which have more than 80% of the global car sales market share, are also keen on developing future cars.
Taiwan tech firms have made considerable achievements in the EV sector, having entered the supply chain of Tesla. But as the car market is still dominated by traditional marques who are now also keen to continue the market of future cars, Taiwan tech firms face quite some hurdles to entering the supply chains of these major car vendors. With the easing of the pandemic possibly slowing demand for devices supporting stay-at-home needs, chip vendors are now said to be expecting Chromebook shipments to grow at a slower pace in 2021. Corning has announced a moderate price hike to its display glass substrates in third-quarter 2021 to reflect rising production costs.
Foxconn Technology Group (Hon Hai Precision Industry) has announced plans to invest NT$1 billion (US$36.1 million) for new shares to be issued by PV conductive paste maker Giga Solar Materials through private placement.
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 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.
The automotive share of the total IC market has never been greater than 9.0% while the communications share of the IC market peaked at 37.2% in 2013, according to IC Insights. In 2020, the communications IC market was 4.7x the size of the automotive IC market.
LED automotive lighting module maker Excellence Optoelectronics (EOI) has reported revenues of NT$288.31 million (US$10.38 million) for May, up 0.15% sequentially and 133.88% on year.
Components suppliers and downstream assemblers are set to conduct their mid-year inventory checking later in June and do necessary inventory adjustments, but they are most concerned about whether strong terminal market demand will reverse following their inventory corrections, according to industry sources.