Alternative energy
  • Darfon
    Keyboard, passive component and energy solution provider Darfon Electronics will invest up to NT$410 million (US$13.9 million) for an up to 62.9% stake in TD HiTech Energy, a maker of lithium ion battery packs for electric bicycles.
  • a
    Advanced Lithium Electrochemistry (Aleees), a maker of cathode materials of LFP (lithium iron phosphate) batteries, has reported consolidated revenues of NT$22.7 million (US$770,780) for July, rising 1,276.39% sequentially but falling 56.26% on year.
  • Teco kicks off onshore construction supporting offshore wind farm development
    Teco Electric and Machinery has recently held a groundbreaking ceremony for the construction of onshore electric facilities that will be used to support the two offshore wind farms in central Taiwan.
  • JV carmakers has weak sales in China
    New energy cars launched by joint ventures between Chinese vendors and their European, Japanese, South Korean or US partners for the China market saw weak sales in first-half 2020, according to industry sources.
  • EV sales dropped in China
    China-based makers produced 102,000 new energy vehicles and sold 104,000 units in June 2020, decreasing 25.0% and 33.1% respectively on year, according to China Association of Automobile Manufacturers (CAAM).
  • EV sales grew in China in June
    There were 1.67 GWh of LFP batteries installed in 19,000 new energy cars in China in June, soaring 109% sequentially, according to Gaogong Industry Research Institute (GGII).
  • Orsted and TSMC have signed a renewable energy purchase contract
    Orsted and TSMC have signed a corporate power purchase agreement (CPPA) where the foundry house will offtake the full production from the former's 920MW offshore wind farm in central Taiwan.
  • Demand in China is growing, but competition is also intensifying
    Demand for EV (electric vehicle) power charging stations and piles is growing fast in China, but Taiwan-based suppliers can hardly play significant roles there, according to industry sources.
  • EV vendors need strong financial support to stay alive in China
    Many China-based electric vehicle (EV) vendors have been forced out of the market or struggling for survival because of decreased government subsidization and shrinking demand due to the coronavirus pandemic, according to Chinese media reports.
  • NIO had strong sales in 1H20
    China-based NIO sold 3,740 electric vehicles (EV) in June, hiking 179% on year, according to industry sources.
  • Xiaomi is relying more on MediaTek
    In the competitive smartphone maket, product differentiation is one of the crucial factors to attract customers. Handset vendors are now looking to customized chips to achieve such production differentiation, with Xiaomi reportedly working...
  • Demand from the EV sector is strong
    The supply of SiC wafers may become insufficient to satisfy demand for electric vehicles (EV) in the near future, prompting Taiwan-based silicon wafer makers including GlobalWafers, Wafer Works and Tainergy Tech to step up deployments in the new segment, according to industry sources.
  • Noodoe chairman John Wang
    Noodoe has developed a cloud-based operating platform for managing electric vehicle charging stations, according to company chairman John Wang.
  • A WeMo rental electric scooter
    Electric scooter sharing service operator WeMo Scooter has completed series A fund raising, obtaining investment of over NT$100 million (US$3.36 million), according to the Taiwan-based company.
  • EV sales in China dropped in May
    China-based makers produced 84,000 new energy vehicles and sold 82,000 units in May 2020, decreasing 25.8% and 23.5% respectively on year, according to China Association of Automobile Manufacturers (CAAM).
  • Tesla poses strong challenge to traditional carmakers
    Tesla has seen its stock market value (not including treasury stock) exceed Toyota Motor's, signifying its increasing threat to traditional manufacturers of fuel cars, according to industry sources.
  • EV parking lot
    Fortune Electric has disclosed it has set up its first EV (electric vehicle) parking lot in combination with in-house-developed power charging facilities in Taipei.
  • A WeMo rental electric scooter running in Kaohsiung City
    Electric scooter sharing service operator WeMo Scooter and Taiwan Mobile has cooperated to equip the former's bikes with the latter's high-accuracy PM2.5 sensors to dynamically collect real-time air pollution data in Kaohsiung, southern Taiwan.
  • Foxconn keen on EVs

    May 27, 10:00
    Foxconn aims to build a platform for EV development
    Foxconn's third-stage business transformation - dubbed Foxconn 3.0 - focuses on stepping into the electric vehicles (EVs), digital health care and robotics sectors, plus development of AI, semiconductor and 5G/6G technologies, according to company chairman Liu Young-way.
  • China plans to spend big on infrastructure construction in the next five years
    China's National Development and Reform Commission has disclosed the scope of new infrastructure construction intended to facilitate digital transformation, smart upgrading and integration of innovative services, covering 5G infrastructure, ultra-high-voltage power grids, inter-city railways and high-speed...
  • Demand for diodes from the IT sector has been strong
    Taiwan's diode suppliers have seen demand for IT devices pick up amid the coronavirus pandemic but that for green energy applications continue shrinking, according to industry sources.
  • Central and Eastern Europe sees growing car output
    The proportion of car output from Central and Eastern Europe among the EU is increasing due to lower labor cost, according to Digitimes Research.
  • An electric bus chassis (front) made by Tron-e Technology
    Electric bus maker Tron-e Technology will begin to ship electric bus chassis to Indonesia at the end of May 2020 and then India after the country lifts lockdown restrictions, according to the company.
  • Micro-grid development gaining momentum in Taiwan
    Encouraged by government promotion of PV and wind power generation as well as electric vehicles (EV), development of micro-grids in Taiwan is taking off, according to local makers.
  • China's new energy car sector was weak in April
    China-based makers produced 80,000 new energy vehicles and sold 72,000 units in April 2020, decreasing 22.1% and 26.5% respectively on year, according to China Association of Automobile Manufacturers (CAAM).

Taiwan notebooks – 2Q 2020

Global server market – 2Q 2020

Taiwan LCD monitors – 1Q 2020

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

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