Highlights of the day: Global server shipments to grow in 2021 with keener competition among makers
Foxconn reportedly has entered Google' datacenter server supply chain, ready to ship to the client from its plant in the US state of Wisconsin. The latest development is expected to heat up competition among server makers next year. Taiwan-based...
With Foxconn Technology (Hon Hai Precision Industry) reportedly breaking into the supply chain for Google's datacenter servers, competition among server ODMs will be fierce in 2021, industry observers believe.
Production indexes for Taiwan-based makers of various electronic components for fourth-quarter 2020 remain high, according to Taiwan Institute of Economic Research (TIER).
Wonderful Hi-Tech bullish on 5G cable demand
Cable and wire system supplier Wonderful Hi-Tech is poised for robust growth in 2021, driven by a ramp-up of orders for household power supply cords and 5G network cables from new clients, according to company sources.
Taiwan recorded manufacturing production index (2016 as base year) of 123.44 for October 2020, decreasing 1.19% sequentially but increasing 7.63% on year, according to the Ministry of Economic Affairs (MOEA).
Highlights of the day: Backend services quotes rising
Supply has barely been able to ctach up with demand in the semiconductor manufacturing sector, sending prices up to reflect tight capacity at foundry and backend houses. ASE Technology reportedly has decided to raise backend services...
Taiwan October export orders hit record
Taiwan-based makers received export orders totaling US$51.59 billion in October 2020, hitting a record for the second consecutive month, increasing 3.1% sequentially and 2.7% on year, according to the Ministry of Economic Affairs (MOEA).
Demand for industrial automation in Vietnam taking off
Demand for industrial automation and smart manufacturing in Vietnam has been growing fast due to surging foreign investment in the country's manufacturing sector, according to industry sources.
AST expects 2021 operation to stay robust
Acer Synergy Tech (AST), an affiliate of the Acer Group that focuses on providing system integration services, is set to be listed on Taiwan's over-the-counter market by year-end 2020, and is optimistic about its operation in 2021, according to company chairman Maverick Shih.
US, Taiwan to hold high-level trade talks
Trade officials from the US and Taiwan are scheduled to hold talks on November 20 this Friday to discuss issues that will help promote and cement trade ties and other relationships between the two sides, although Taiwan is not being a part of the Regional Comprehensive Economic Partnership (RCEP) –...
Pegatron mulls setting up manufacturing facilities in US
Pegatron is considering establishing a new plant in the US to better serve its clients there including Apple and Tesla, according to industry sources.
Top-5 notebook brands see October shipments hit year's new high, says Digitimes Research
The world's top-5 notebook brands saw their combined October shipments (excluding detachable models) hit another new monthly high for 2020 reaching over 17 million units, due mainly to consumer markets in the US and Europe entering a peak season and resurging pandemic further fueling demand for remote...
Notebook ODMs are expected to post only single-digit sequential decreases in shipments for the first quarter of 2021, compared with the 20-30% declines usually seen during the same period in previous years, according to industry sources.
iPhone 12 supply chain makers see clear order visibility
Apple's supply chain makers of the iPhone 12 lineup reportedly are taking measure to ramp up their output to help address the tight supply of the new iPhones in a number of markets, according to industry sources.
Quanta expands investments in Thailand subsidiary
Quanta Computer has announced an investment of THB2 billion (US$70.08 million) in QMB, a subsidiary in Thailand, to fund its purchases of production equipment.
IC shortages to last till demand eases for notebooks, gaming gears, says Foxconn chair
Shortages of components, especially those ICs fabricated at 8-inch fabs, will not ease until terminal market demand slows down for notebooks, gaming machines and other devices supporting stay-at-home economy, according to Foxconn Technology chairman Young Liu.
Almost 100 companies have inquired about joining Foxconn Electronics' newly unveiled MIH software/hardware open platform for developing electric vehicles (EVs), according to company CTO William Wei.
Foxconn, Pegatron expanding production outside China
Taiwan-based makers Foxconn Electronics and Pegatron have been building more overseas production bases outside of China in line with globalization of operations.
Pegatron will double its efforts to accelerate production automation while improving its recruitment process to avoid a repeat of a mistake of misemploying student workers at its production lines in China, according to company president SJ Liao.
TSMC has been fast expanding advanced node manufacturing capacity, requiring strong support from ASML for EUV litho equipment. The world's top pure-play foundry house has already placed orders for at least 13 EUV sets with AMSL for 2021...
Taiwan server manufacturers including Foxconn, Wiwynn, Quanta Cloud Technology and Inventec are all optimistic that their shipments for 2021 will see double-digit annual increases, largely bolstered by strong demand for datacenter applications supporting the booming stay-at-home economy.
Wistron to ramp up server production
Wistron has disclosed it will rent a factory in Taiwan from solar cell and module maker United Renewable Energy (URE) for housing additional server production capacity, and will also inject US$28 million in investment into its plant in Mexico for building new server production lines.
Foxconn bids for stake in Silterra, says chairman
Foxconn Electronics (Hon Hai Precision Industry) has confirmed that it has placed a bid to take over a stake in Malaysia-based 8-inch foundry house Silterra, expecting the result to come out by the end of 2020.
Global tablet market – 3Q 2020
Global tablet shipments amounted to 43.83 million units in third-quarter 2020, up 10.5% on quarter and 0.4% on year.
China smartphone AP shipments – 3Q 2020
Smartphone application processor shipments to China-based vendors amounted to 192.6 million units in third-quarter 2020, up...
China smartphone market and industry – 3Q 2020
Smartphone shipments to the China market in third-quarter 2020 plunged 25.2% on quarter and 26.2% on year due to the US government...
Global mobile device shipment forecasts, 2021 and beyond: Smartphones, notebooks and tablets
Notebook and tablet shipments are both expected to increase from a year ago in 2020 due to demand from stay-at-home activities,...
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...