ICT manufacturing
  • The touch panel makers reported mixed results
    Touch module makers TPK and General Interface Solution (GIS) have reported mixed sales for July, affected by seasonality and product changes at clients.
  • Foxconn's July sales rose
    Foxconn Electronics (Hon Hai Precision Industry) has reported consolidated revenues of NT$403.353 billion (US$13.67 billion) for July, increasing 11.88% sequentially and 1.34% on year.
  • A miniaturized mask production line, part of a turnkey solution.
    Taiwan Comfort Champ Manufacturing will export a turnkey solution for producing medical masks, including materials, equipment and quality inspection technology, to Thailand, and is in talks about exporting it to Indonesia and the US, according to company chairman Andy Chen.
  • Apple seems to be building a supply chain specifically for the Chinese market
    Apple seems to be looking to build a supply chain consisting of China-based makers for iPhones specifically for the Chinese market. Chinese maker Luxshare has already taken manufacturing plants in China from Taiwan's Wistron. Luxshare and another Chinese company, Lens Technology, are reportedly also...
  • Tablet demand is being boosted by stay-at-home needs
    Global tablet shipments are expected to move at full throttle to reach a level not seen in recent years in the third quarter of 2020 after seeing such shipments shoot up 60.5% sequentially and 21.3% on year to 39.65 million units a quarter earlier, according to Digitimes Research.
  • Apple seems to be building a supply chain specifically for the Chinese market
    Apple is seemingly continuing to recruit more Chinese suppliers for iPhones, judging from Chinese EMS provider Luxshare Precision Industry and handset cover glass maker Lens Technology's aggressive moves seeking to acquire metal chassis plants operated in China by Taiwan-based makers, reportedly under...
  • AIO PC shipments rose in 2Q20
    Global shipments of AIO (all-in-one) PCs increased 28.7% sequentially to three million units in the second quarter of 2020 thanks to fulfillment of orders deferred from the first quarter by production disruptions amid the coronavirus outbreak. But AIO PC shipments are expected to see a sequential growth...
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    Taiwan's ecosystem is able to supply 90% of the key technologies needed to support development of a space industry, according to Lin Chun-liang, director general for National Space Organization under National Applied Research Laboratories (NARLabs).
  • Taiwan's economy contracted in 2Q20
    Taiwan's economic growth for second-quarter 2020 is preliminarily estimated at -0.73%, 1.23pp lower than the 0.50% increase forecast in May 2020, according to the Directorate General of Budget, Accounting and Statistics (DGBAS).
  • Taiwan semiconductor companies see strong orders from Huawei in 1H20
    Shipment momentum for servers, datacenter servers, notebooks and tablets has shown signs of deceleration as many countries begin lifting coronavirus-induced lockdowns, according to Taiwan Institute of Economic Research (TIER)
  • Apple Watch 6 development is said to be on schedule
    ASE Technology has obtained major backend orders for Apple Watch 6 slated for launch later this year, according to industry sources.
  • A collaborative robotic arm
    Global demand for collaborative robots has turned weak due to the coronavirus pandemic and the stagnancy is expected to remain until year-end 2020 or early 2021, according to Mark E Jagiela, president and CEO of Teradyne.
  • Lite-On Technology CEO Warren Chen
    EMS provider Lite-On Technology has disclosed its second-quarter 2020 gross margin of 19.41%, operating profit margin of 8.72% and profit margin of 8.24% all hit quarterly records.
  • HPE is moving server R&D to Taiwan
    Taiwan is becoming a hub for the server industry, with HPE, currently th esecond largest server brand worldwide, reportedly planning to move its server hardware R&D resources to Taiwan. In the PC sector, demand for Microsoft Surface...
  • The Chinese maker has big ambitions
    With the acquisition of Wistron's plants in China, Luxshare aims to take over Foxconn's position as the largest iPhone manufacturer, according to sources from the upstream supply chain.
  • HPE to shift server R&D to Taiwan
    Hewlett Packard Enterprise (HPE) is reportedly planning to shift its server hardware R&D resources to Taiwan and is scaling down its existing operations in Houston, according to industry sources.
  • Institute of Physics, Taiwan's Academia Sinica, researcher Chii Dong Chen
    Taiwan-based IT companies' progresses in quantum computing remain unclear, which could lead to the country missing out on the opportunity from a tech segment that both the US and China see as a new battlefield, according to a local academic researcher.
  • Science and Technology Minister Wu Tsung-tsong
    Taiwan is in a good position to develop precision healthcare, thanks to its large volumes of medical data, strong semiconductor ecosystem and ICT manufacturing capability, according to science and technology minister Wu Tsung-tsong.
  • Lens reportedly is looking to expand its presence in Apple's supply chain
    Chinese cover glass maker Lens Technology reportedly has approached Taiwan-based Catcher Technology for a possible deal to take up the latter's metal chassis making facilities in China, according to sources familiar with the matter.
  • Economic Affairs Minister Mei-hua Wang (first from left)
    Ministry of Economic Affairs (MOEA) is implementing a 3-year (January 2019 to December 2021) incentive program to encourage Taiwanese enterprises that have invested in China for over two years to return and make investment domestically amid US-China trade tensions. As of July 24, 2020, the ministry...
  • Datacenter server sector gaining steady growth momentum
    Having obtained orders from Amazon Web Services (AWS) and Microsoft, Foxconn Technology Group (Hon Hai Precision Industry) is gearing up to win orders from Facebook and Google seeking to further expand its presence in the cloud server sector, according to industry sources.
  • Taiwan ICT exports see potential negative variables in 2H20
    Taiwan's ICT exports are expected to gain growth momentum in the second half of the year from rollouts of new consumer electronics devices, acceleration of 5G infrastructure construction, and proliferation of HPC and IoT chips applications as well as persistent demand for remote services equipment,...
  • Shipments of PS5 to reach 120 million units in next 5 years
    Sony's new-generation PS5 game console shipments are estimated to reach at least 120 million units in the next five years after launch in fourth-quarter 2020, roughly double those for Microsoft's Xbox series X, according to sources of its backend supply chain in Taiwan.
  • Fitbit launches Fitbit Flow to combat coronavirus
    Fitbit has launched the Fitbit Flow, a low-cost emergency ventilator with Inventec Appliances reportedly being the sole supplier, according to sources from the upstream supply chain.
  • Taiwan production up
    Taiwan recorded manufacturing production index (2016 as base year) of 114.62 for June 2020, increasing 3.63% sequentially and 7.81% on year, according to the Ministry of Economic Affairs (MOEA).

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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