ICT manufacturing
  • Alpha Networks has elected Peter Chen to serve as its vice chairman
    The board of networking device maker Alpha Networks has elected Peter Chen, chairman of EMS provider Qisda, to serve as its vice chairman, as the two firms seek to jointly explore the growing business opportunity in 5G and AIoT.
  • China is keenly developing its industrial IoT ecosystems
    As China is keenly developing its industrial IoT (IIoT) ecosystems to upgrade and transform traditional industries, Foxconn Industrial Internet, the IIoT arm of the world's largest EMS provider, has readied key service architectures, such as Fii Cloud and Micro Cloud, seeking to tap the immense IIoT...
  • Quanta eyes Thailand for new production site
    Quanta Computer is evaluating the feasibility of setting up a new plant in Southeast Asia, with Thailand being the favorite choice. Sources familiar with the matter identified Chonburi as the most likely place for the notebook ODM to build the manufacturing operations.
  • Clevo expects 3Q19 notebook shipments to pick up 30%
    Clevo, which specializes in gaming and niche notebook manufacturing, expects to post sequential shipment growth of 30% in the third quarter as demand for gaming notebooks from China, according to vice president of the company's Notebook Business Group I-Lung Chien.
  • Security issue will become more important and complicated
    The recent unveiling of Samsung Electronics' Galaxy Note 10 lineup and Huawei's Harmony OS seems to have pointed out a direction for IT products' development in the 5G era.
  • Intel CPU shortages will not fully ease until first-quarter 2020
    The US is delaying imposing 10% tariffs on some consumer electronics products from China, including notebooks and handsets, but the cloud of uncertainty created by the US-China trade war is still hovering over the IT industry. Taiwan-based notebook ODMs remain conservative about their shipments in...
  • Southeast Asia is currently a key market for Asustek
    Asustek Computer has reported revenues from brand business decreased 15% sequentially and 11% on year to NT$71.27 billion (US$2.26 billion) in the second quarter with net profit slipping 23% on quarter but increasing 26% on year to NT$1.68 billion.
  • Suppliers to evaluate possibility of moving their production capacity for wearable devices
    While the US is delaying imposing additional tariffs on some imports from China until December 15, supply chain makers are still evaluating the possibility of moving their production capacity for wearable devices such as Apple's AirPods outside China in response to rising relocation calls from clients,...
  • Notebook ODMs are conservative about 2H19
    Compal Eletronics has warned that Intel CPU shortages remain a factor, along with the US-China trade war, affecting notebook shipments, with the ODM expecting a decline in the third quarter before a rebound in the fourth.
  • 10% tariff delay on notebook imports has not changed the minds of notebook ODMs
    The US government's latest decision to delay the impelmentation of a 10% tariff on notebook imports has not changed the minds of notebook ODMs who have already made plans to move some of their production out of China, according to industry sources.
  • Asustek co-CEO Samson Hu
    Asustek Computer willl not be much impacted by a likely rally in prices for memory chips, LCD panels and other components in the second half of 2019 as the hikes will only have short-term effects, according to company co-CEO Samson Hu.
  • Compal, Quanta, Inventec and Wistron saw their July notebook shipments fall
    Taiwan's major notebook ODMs had weak results in July as clients were reluctant to further build up inventory despite the upcoming 10% tariffs the US will impose on their notebooks imported from from China. Some clients have also failed to make it clear whether they want the manufacturing partners...
  • Revenues for July 2019 increased 5.9% from a year earlier
    Asustek Computer has reported consolidated revenues for July 2019 increased 5.9% from a year earlier to NT$25.53 billion (US$812 million), ending a 22-month streak of on-year decreases.
  • Notebook ODMs saw July notebook shipments drop on month
    Major notebook ODMs saw sharp declines in shipments in July, as clients showed little intention of accelerating inventory buildups despite the US decision to slap 10% tariffs on imports from China, including notebooks, starting September.
  • Qisda chairman and CEO Peter Chen
    EMS provider Qisda will invest NT$1.5 billion (US$47.8 million) to add smart production lines for LCD displays, communication modules and optical devices at its existing factory in northern Taiwan to cope with the US-China trade war, according to company chairman and CEO Peter Chen.
  • Huawei has resumed pulling in new orders for notebooks
    Huawei has resumed pulling in new orders for notebooks and also restarted the development of 5G-enabled notebook models, according to sources from the vendor's Taiwan-based supply chain.
  • Qisda said it will invest in the two firms
    EMS provider Qisda has disclosed it will invest NT$1.815 billion (US$57.8 million) to take about 35% stake in value-added ICT distributor Sysage Technology and another NT$172.5 million for about 20% stake in IP camera ODM Topview Optronics.
  • EMS provider Lite-On Technology reportedly plans to sell its storage business consisting of SSD products, with Toshiba Memory being identified as a potential buyer, according to industry sources.
  • Pegatron chairman TH Tung
    Volatile international trade conditions are expected to persist into at least the next US presidential race, and firms must focus more on long-term development of the supply chains rather than on US-China tariff war, according to TH Tung, chairman of Taiwan-based EMS specialist Pegatron.
  • The latest escalation in the US-China trade war may have cast a shadow over the IT supply chain, but the world's top foundry house TSMC is seeing strong demand for its 7nm production capacity. One of its major clients for the 7nm node...
  • notebook
    Notebook ODMs are expected to enjoy higher-than-expected shipments in August, as the 10% tariff on China-sourced notebooks staring September 1 has promoted brand vendors to stockpile inventories by asking production partners to deliver as many shipments as possible by the end of the month, according...
  • Notebook vendors have not asked their ODMs to enforce a new round of production relocation in response to a new 10% tariff to be levied by the US on the remaining US$300 billion in Chinese imports including notebooks starting September 1, partly because they are awaiting the outcome of the US-China...
  • Data storage solution provider NetApp is to double its R&D team in Taiwan to over 100 people by the end of 2019 as it is scaling up its operations to meet the growing demand for cloud storage solutions in the local market, according to Sean Lin, general manager of NetApp Taiwan.
  • apple
    The Trump administration's latest move to slap a 10% tariff on the remaining US$300 billion worth of Chinese imports, including handsets, notebooks and TVs, starting September 1 may significantly dent the sales upturn momentum for terminal markets, which in turn will cloud the prospects for relevant...
  • Taiwan's economic growth for second-quarter 2019 is preliminarily estimated at 2.41%, 0.63 percentage point higher than 1.78% forecast in May 2019, according to the Directorate General of Budget, Accounting and Statistics (DGBAS).

China smartphone market and industry – 2Q 2019

Taiwan LCD TVs – 2Q 2019

Global tablet market – 2Q 2019

Global AIO PC shipment forecast and industry analysis, 2019

Global AP demand forecast, 2017-2022

Global server shipment forecast and industry analysis, 2019

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