Highlights of the day: DRAM advancement
Despite the prospect of the US-China trade tensions further driving down DRAM pricing in the second half of the year, vendors continue to advance their technology for the memory. On another front in the semiconductor sector,...
Highlights of the day: Smartphone market woes
The US-China trade war has put Huawei, and in general the smartphone market, in limbo. Huawei has sharply cut orders for flagship smartphones, according to supply chain information available to Digitimes Research. The woeful smartphone...
TSEC lands significant orders for PV modules
Solar cell and PV module maker TSEC has disclosed it has obtained an order for PV modules from PV EPC (engineering, procurement, construction) contractor Star Energy, with shipments to be finished by year-end 2019.
Moving out of China seems to be an irreversible trend for many IT products manufacturers at the moment. But where are they relocating? For Wistron, India is a key destination; for HHD vendors, their contract manufacturers are converging...
The escalating US-China trade war is sending IT firms moving their manufacturing operations from China to avoid the tariffs imposed on Chinese products. But plant relocation is much easier said than done, as it is a complicated process...
China PV installations in 1Q19 down 46.1% on year
New PV installations around China in first-quarter 2019 totaled 5.2GWp in capacity, decreasing 46.1% on year, according to National Energy Administration (NEA).
URE sees May revenues increase
Solar cell and PV module maker United Renewable Energy (URE) has reported consolidated revenues of NT$2.286 billion (US$72.6 million) for May, increasing 12.89% sequentially and 136.6% on year.
PV conductive paste maker Giga Solar Materials is setting up production lines for pure silicon and silicon dioxide (silica) used as anode materials of batteries in Taiwan and those for cathode materials of LFP (lithium iron phosphate) batteries at its factory in eastern China, according to company...
China makers offer M3 solar mono-Si wafers
China-based solar mono-Si wafer makers have offered M3 models which are larger than current mainstream size M2, according to industry sources.
URE shutting solar cell factory
Solar cell and PV module maker United Renewable Energy (URE) is moving equipment from a solar cell factory in northern Taiwan, ready to end production there, according to company chairman Sam Hong.
GCL New Energy to sell 70% stake in 19 PV power stations
China-based GCL New Energy will sell 70% of its ownership of 19 PV power stations totalling 977MWp in installation capacity in China at CNY2.062 billion (US$299 million) to improve its financial structure, according to media reports.
Two Japan power firms stop using Huawei PV inverters
Two PV power firms have stopped using inverters made by Huawei Technologies, according to Nikkei.
GCL-Poly, LONGi, URE developing energy storage systems
China-based GCL-Poly Energy, LONGi Green Energy Technology, and Taiwan's United Renewable Energy (URE) are developing LFP (lithium iron phosphate) batteries and/or energy storage systems, according to industry sources.
China-based makers showcasing PV modules made of P-type and N-type high-efficiency solar cells at Intersolar Europe 2019 in Germany last week saw Europe-based potential buyers ask them to lower quotes for third-quarter 2019 by over 5% for the former type and over 10% for the latter, according to industry...
Dongfang Electric to reportedly sell stake in DZS Solar
Dongfang Electric, a China-based state-run maker of power generators, will reportedly dispose of its 40% stake in China-based shingled array PV module maker DZS Solar.
TSEC, Giga Solar turn profitable in 1Q19
Solar cell and PV module maker TSEC and PV conductive paste maker Giga Solar Materials have reported profits for first-quarter 2019, after seeing net losses for 10 and two quarters straight, respectively.
SAS to launch high-efficiency N-type mono-Si solar cells
Sino-American Silicon Products (SAS) will launch N-type mono-Si solar cells with an energy conversion rate of at least 23% in June 2019, according to company president Doris Hsu.
SAS 1Q19 net profit hits record
Solar-grade crystalline silicon wafer maker Sino-American Silicon Products (SAS) has reported net profit of NT$1.839 billion (US$59.6 million) for first-quarter 2019, hitting a quarterly record and hiking 157.7% on year.
Motech losses continue in 1Q19
Solar cell and PV module maker Motech Industries has reported net loss of NT$378.6 million (US$12.3 million) for first-quarter 2019 - marking a run of losses for 11 quarters straight.
TSEC turns profitable in 1Q19
Solar cell and PV module maker TSEC turned profitable in first-quarter 2019 after recording losses for 10 consecutive quarters.
China-based vertically-integrated PV makers are expanding shingled array PV module production capacity, with the total capacity expected to reach 10GWp by year-end 2019, according to sources from equipment suppliers.
Global PV module production capacity will expand 30% annually to an estimated 234GWp by year-end 2019, 80% in excess of the global demand of 130GWp in the year, according to China industry sources.
E-Ton Solar to stop solar cell production
Crystalline silicon solar cell maker E-Ton Solar Tech on April 22 announced that it will end its solar cell production business due to continued operating loss.
Photovotaic Efficiency Verification Laboratory (PVEVL) has introduced calibration and verification equipment, and calibrating procedures under standard testing conditions for solar cells, to promote R&D of new-generation light-driven photovoltaics such as dye-sensitized, perovskite and quantum-dot...
Taiwan looking to liberalize green energy trading
Taiwan lawmakers are reviewing a draft amendment to a law looking to liberalize trading of renewable energy and renewable energy certificates in line with RE 100, an initiative established in 2014 by the Climate Group and CDP (Carbon Disclosure Project) to promote 100% reliance on renewable energy...
Already detrimental to Huawei's smartphone business, the US ban will impact the telecom and enterprise equipment market in the long run
With Huawei already stocking up on crucial components, the US Commerce Department's ban will not stop Huawei from providing...
Taiwan LCD monitors – 1Q 2019
Taiwan's PC monitor shipments continued enjoying on-year growth in the first quarter of 2019, rising 5.6%.
Global tablet market – 1Q 2019
According to Digitimes Research statistics, global tablet shipments in first-quarter 2019 were down 12.9% on quarter, but up...
Global AIO PC shipment forecast and industry analysis, 2019
Global all-in-one (AIO) PC shipments will continue shrinking in 2019, following 2018's around 2% on-year drop. With issues such...
Global AP demand forecast, 2017-2022
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange...
Global server shipment forecast and industry analysis, 2019
According to Digitimes Research statistics and analyses, Taiwan-based server vendors, including suppliers of motherboards, end...