The impact of the shortages of Intel's 14nm CPUs seems to be rippling out from the PC to the sever sector. Sever ODMs now see tight supply for Intel 14nm CPUs with their stocks reportedly going under safe levels. Despite the pressure, the server...
FIH to see sales driven by shipments for Google Pixel 4
FIH Mobile, a Hong Kong-listed handset arm of Foxconn Technology Group (Hon Hai Precision Industry), is expected to see its fourth-quarter revenues driven by shipments for the new Google Pixel 4 device, according to market sources.
Server makers see 14nm chip supply become tight
Server ODMs have reportedly seen the supply of Intel's 14nm CPUs become tight but remain sufficient to support their shipments in the fourth quarter, according to sources from the server industry.
Apple Watch is emerging as a crucial cash cow for its vendor, but it seems a hot potato for its most veteran assembler Quanta Computer, which reportedly is considering stopping assembly operation for the device in 2020 amid thinning profitability, according to industry sources.
Notebook ODMs see rising shipments in September
Taiwan's major notebook ODMs all enjoyed increased shipments in September, but saw mixed results in revenues.
Automation demand may not recover until after mid-2020
With manufacturers starting to move some production out of China to avoid the US tariff on products imported from the "world's factory," robot and automation solution providers are expected to see demand remain weak until at least mid-2020, after which relocated makers may begin to make plans for automated...
Highlights of the day: Intel to increase output
Notebook ODMs have again been hit by Intel CPU shortages. But Bob Swan, visiting Taiwan for the first time as Intel's CEO, said his company is expanding production capacity, particularly for 14nm processors. Swan noted that Taiwan has...
Google has decided to choose Thailand as the new production base for its Google Home smart speaker with Quanta Computer remaining its manufacturer, and the Internet service giant is now reportedly considering moving the production of its Chromebooks to Thailand and Vietnam to avoid the US tariff, according...
AUO chairman tipped to head TCA
Paul Peng, chairman of AU Optronics (AUO), is being tipped to be the next chairman of Taipei Computer Association (TCA), succeeding incumbent TH Tung, who is obligated to step down after serving two consecutive terms.
Global tablet shipments are expected to slip dramatically on year in 2019 amid weakening demand for brand and education tablets. Sales of white-box models have been significantly undermined by brand-name devices, while demand for small-size white-box tablets will continue to slip in the next five years,...
Taiwan September exports down
Taiwan recorded exports totaling US$28.1 billion in value in September 2019, dropping 2.4% sequentially and 4.6% on year, while imports reached total value of US$24.97 billion, up 9.4% sequentially but down 0.6% on year, according to statistics released by the Ministry of Finance (MOF).
Preparations for the year-end shopping season and extra inventory build-ups at clients to avoid extra US tariffs are heaping strong pressure on notebook ODMs who are not receiving sufficient support from Intel. They thought the Intel processor shortfall had eased, only to find out that 14nm...
Pegavision expanding capacity in Taiwan
The Pegatron Group's contact lens manufacturing affiliate Pegavision is expanding production capacity in Taiwan, eyeing strong growth in the maket.
Notebook ODMs scrambling to secure Intel 14nm CPUs
Notebook ODMs are scrambling to secure supply from Intel for its 14nm CPUs that have again been hit by shortages ahead of the year-end holiday season, according to industry sources.
Quanta Computer has achieved significant progress in investments it made in smart medical care over a year ago, understanding more about what role it can play through communication with firms in the sector, according to company chairman Barry Lam.
Qisda 3Q19 revenues hit records
EMS provider Qisda has reported record-high consolidated revenues for both September and third-quarter 2019.
Inventec acquires new plant for servers in Taiwan
Inventec has invested NT$1.18 billion (US$37.78 million) to acquire a new plant in Taoyuan, Taiwan to expand its capacity locally, according to a company posting on Taiwan Stock Exchange (TWSE).
Wistron has achieved significant results in AI-enabled digital transformation following four years of efforts, with production lines in Taiwan and China incorporating AI-based inspection systems, according to the firm's vice chairman and president Robert Huang.
Dell reportedly plans to increase its server purchases from Taiwan, and has also scaled up its workforce locally, according to industry sources.
Taiwan manufacturing environment more competitive than China in most aspects, says DBS report
Singapore-based DBS Group Holdings has issued a report comparing the cost-effectiveness between manufacturing in China and Taiwan, and of the 12 categories of comparison, Taiwan leads China in eight.
Taiwan DSC makers diversifying product lines
With Japan-based vendors' digital still camera (DSC) shipments showing no sign of recovery in 2019, Taiwan-based DSC and camera lens makers including Asia Optical, Kinko Optical, Altek and Calin Technology are expected to continue pushing for transformation in a bid to offset the decline from the DSC...
Acer sees positive impact of trade war
The ongoing US-China trade disputes have given a good opportunity for notebook brand vendors to rethink and improve their risk management, according to Acer co-COO Tiffany Huang.
Notebook brand vendors who hesitated about moving production out of the China in the wake of the trade war are now determined that they need to do so, as the disputes between the two superpowers are unlikely to end anytime soon. The vendors are now asking their ODMs to accelerate...
The ongoing trade tensions between the US and China is prompting notebook brand vendors to have their ODMs accelerate production relocation out of China, with Compal Electronics to expand capacity in both Taiwan and Vietnam, according to sources from the upstream supply chain.
Gigabyte, ASRock to see servers drive growth in 2019
Gigabyte Technology and ASRock, both of which used to rely on motherboards and graphics cards for revenues, are expected to see their server businesses expand and drive company growths in 2019, according to industry sources.
Global smartphone shipment forecast, 2020 and beyond
Global smartphone shipments will continue to decline for the second year in 2019. Although emerging markets have demand coming...
Global notebook shipment forecast, 2020 and beyond
Notebook shipments in 2019 are estimated to show a 1.6% increase with vendors ramping up inventory in preparation for the US-China...
Global server shipment forecast, 2020 and beyond
According to Digitimes Research's observation, the server market is experiencing sluggish growth in 2019 with customer inventory...
Taiwan semiconductor foundry sector, 2Q19
According to Digitimes Research's observation, with global market demand on a moderate increase in second-quarter 2019, Taiwan-based...
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...