Tue, Oct 19, 2021
mostly cloudy
Monday 18 October 2021
Highlights of the day: Components suppliers see little change to iPhone 13 orders
Makers in Apple's supply chain have seen no major changes to orders for iPhone 13 devices despite speculation about the US vendor looking to cut production for the new smartphones. The memory sector is entering a period of correction, with commodity DRAM prices likely to fall 15-20% in first-quarter 2022. Rising components, production and logistic costs are heaping pressure on notebook vendors.
Monday 18 October 2021
Southeast Asia roundup: Samsung, Intel to restore full production in Vietnam in November
Children in the US and Europe are going to miss a pair of NIKE shoes for Christmas this year as manufacturing activities in Vietnam are lagging due to COVID. Consumer electronics are seeing tight supply as well. Demand for gaming devices soars in Thailand.
Monday 18 October 2021
Brand vendors under pressure to raise new notebook prices
Notebook brands are facing the pressure of reflecting the extra costs from components, production and logistics on the prices of their new notebooks, according to sources from the upstream supply chain.
Monday 18 October 2021
Foxconn unveils latest EV development achievements at HHTD21
Three new EV models, developed by Foxconn Technology under its MIH open platform over the past year, as well as related software and hardware solutions take center stage at the Hon Hai Tech Day 2021 (HHTD21) that opens today, highlighting the pivotal position of EVs in the group's future tech development roadmaps.
Monday 18 October 2021
COVID fears send 1.3 million workers fleeing Ho Chi Minh City in 3Q21
The pandemic has caused Vietnamese workers to flee the city of Ho Chi Minh. About 1.3 million people left for their hometown in the third quarter due to the pandemic, according to an official report released by General Statistics Office of Vietnam.
Monday 18 October 2021
Global tablet market to face decline over next 5 years
Tablet brands will see a more stable market environment in 2022 with their shipments in the year to pick up moderately by 1.3% from 2021. Although tablet brands will start pushing into the creator market to seek more business opportunities, overall tablet shipments are still likely to shrink over the next five years until 2026, according to the figures from Digitimes Research's latest five-year (2022-2026) forecast report on the tablet industry.
Friday 15 October 2021
Chip shortage causes uneven inventories, says Acer chairman
Notebook inventories held by Acer's channel distributors are pretty low. The PC vendor still has a large backlog of orders from international distributors as uneven inventories across different chip types continue to affect its shipments, according to the company chairman and CEO Jason Chen.
Friday 15 October 2021
India: Clusters of motor vehicle industry
The development structure of the Indian motor vehicle industry is related to its traditional industrial environment. We can come up with the structure of the Indian industry from the distribution areas of the motor industry. The development of the modern industry has evolved from its traditional path. There are three major clusters in the north, west, and south respectively.
Friday 15 October 2021
Notebook shipments to see next wave of growth starting 2024
Global notebook shipments are expected to experience minor declines in 2022 and 2023 as governments will start cutting their COVID-19 subsidies and stimulus checks with the easing of the pandemic, reducing overall demand for notebooks. However, the market is expected to see the next wave of shipment growth between 2024 and 2026 with upgrades to panels and hardware, according to the figures from Digitimes Research's latest five-year (2022-2026) forecast report on the notebook industry.
Friday 15 October 2021
Global server shipments to see steady growth over next 5 years
Global server shipments are expected to increase around 6% on year in 2022, driven primarily by order pull-ins from datacenter operators. For the short term, the growth will benefit from stabilizing supply of ICs and components and the releases of Intel's and AMD's new CPU platforms, which will stimulate replacement demand. In the long term, rising demand for cloud and 5G white-box telecom servers, as well as new hardware, will enable the global server shipments to achieve a CAGR of close to 7% during the period of 2021-2026, according to DIGITIMES Research's latest five-year (2022-2026) forecast report on the server industry.
Thursday 14 October 2021
Highlights of the day: TSMC expects 24% sales growth in 2021
TSMC has narrowed its revenue growth outlook this year to 24%, based on its forecast of 4.5% sales rise at the midpoint of the foundry house's latest guidance for fourth-quarter 2021. Despite a media report's claims that Apple is cutting its production goals for iPhone 13 seies for 2021, components suppliers have disclosed hey have not seen any reductions in orders from the client for the new smartphones. In China, manufacturers are making contingency plans to cope with power restrictions, which they expect will become a long-term policy of the country.
Thursday 14 October 2021
China power restrictions to challenge supply chains in the long term
Supply chains are moving to cope with China's power reductions in one way or another, with the prospect the restrictions may become a long-term policy and will inevitably drive up production costs, according to industry sources.
Thursday 14 October 2021
ASC 100: Thailand's Fine Metal sees 2Q21 revenue soar 127%
Established in Bangkok in 1988, Fine Metal Technologies was formerly known as Furukawa Metal (Thailand) and went public in Thailand in 1996. Fine Metal Technologies produces and sells copper tubes used in refrigerators, freezers, and air conditioners.
Thursday 14 October 2021
Component suppliers see no cutback in orders for iPhone 13
Component suppliers for Apple's new iPhones have seen no cutback in orders thus far this year, in contrast to a media report indicating Apple may slash its projected iPhone 13 production targets for 2021 by as many as 10 million units due to chip shortage, according to industry sources.
Thursday 14 October 2021
FUTEX 2021 returns with physical exhibition and focus on space technology
To explore the vast unknown of outer space has always been a dream for humans everywhere. And we have never been as close to fulfilling that dream as when the Inspiration 4 rocket was launched on September 15, 2021, as a part of SpaceX's space tourism project. The mission marks the first time in history that an all-civilian crew has managed to reach orbit and serves as a hallmark for humanity's space exploration efforts. Another space exploration milestone was set just a few months back on April 20, 2021, when NASA's unmanned mars helicopter completed its virgin flight and subsequent landing on Mars.
Wednesday 13 October 2021
Catcher in talks for cooperation in healthcare sector
Taiwan-based metal chassis maker Catcher Technology is reportedly in talks with Malaysia-based medical equipment suppliers for cooperation, and may choose Malaysia as its regional factory site for healthcare applications.
Tuesday 12 October 2021
Highlights of the day: Notebook ODMs to not see strong shipment growth in 2H21
Notebook ODMs may not see strong shipment growth in traditional peak season in second-half 2021, but it does not mean that the notebook market is heading for a downturn. Samsung expects to move its 3nm GAA process to volume production in first-half 2022, but it remains to be seen whether the early start will enable it to beat TSMC in the segment. Meanwhile, Taiwan's power management IC vendors have reported strong sales for the third quarter.
Tuesday 12 October 2021
Panasonic to start production at new plant amid labor shortage in Ho Chih Min City
After locking down for nearly three months, Ho Chih Min City is finally seeing some of the restrictions slack up this month. But what comes with the reopening is a severe labor shortage in the city.
Tuesday 12 October 2021
Notebook ODMs see growth momentum soften for 2H21 shipments
Taiwan's major notebook ODMs, including Quanta Computer, Wistron, Compal Electronics and Inventec, are not expected to sustain regular peak-season shipment momentum in the second half of the year, with most of their revenues for the year to be roughly split 47:53 between the first half and second, compared to 45:55 or even 40:60 registered in past years, according to industry sources.
Friday 8 October 2021
Highlights of the day: Notebook ODMs, Largan see weak 2H21
Notebook ODMs may experience a weak fourth quarter of 2021 with their feeble sales in China during the National Day holiday and possible low sales momentum during the year-end holidays in Europe and North America. Largan Precision also saw its gross margin hit the lowest in 25 quarters, but the percentage was still well above 59%. PCB maker Zhen Ding is also prepared to start making BT and ABF substrates in China in 2022.
Friday 8 October 2021
Notebook ODMs see shipments disappoint
Notebook ODMs saw their shipments disappoint for China's just-ended National Day holiday, which may indicate a particularly weak fourth-quarter this year with the year-end Christmas shopping season likely to see lower sales momentum than the past years, according to industry sources.
Friday 8 October 2021
Taiwanese companies triple investment in ASEAN
Taiwanese companies are investing in ASEAN more than in China this year. From January to August this year, investment in ASEAN countries has nearly tripled, compared to the same period in 2020.
Friday 8 October 2021
Lite-On Tech September revenues up sequentially
EMS provider Lite-On Technology has reported consolidated revenues of NT$14.613 billion (US$524 million) for September, increasing 7.90% on month and but inching down 1.02% on year.
Thursday 7 October 2021
Winter to be test for BEV sales
Power outages and power restrictions might hinder the development and popularization of battery electric vehicle (BEV) in 2022.
Thursday 7 October 2021
Whirlpool India increases stake in Elica PB India
Whirlpool India has disclosed it has increased its stake in home appliance manufacturer Elica PB India to 87% following its latest US$57 million acquisition of more shares.