ICT manufacturing
  • Lite-On Tech saw April revenues up on month
    EMS provider Lite-On Technology has reported consolidated revenues of NT$13.643 billion (US$480 million) for April, increasing 3.05% on month but decreasing 0.76% on year.
  • Chips shortages to slow down specs upgrades for new offerings in 2H21
    As shortages of ICs and other components are expected to worsen further in the peak season, downstream system makers are expected to slow down specs upgrades for their new offerings set for launch in the second half of the year, according to industry sources.
  • Foxconn see revenues boost by iPhone 12 series
    Foxconn Electronics (Hon Hai Precision Industry) has reported consolidated revenues of NT$500.491 billion (US$17.62 billion) for April, the historically highest April level with growth of 13.44% on month and 31.39% on year.
  • foxconn
    EMS giant Foxconn, taking a step further in its transformation, has formed a joint venture with passive component maker Yageo for the development and sales of what they call "small ICs" - semiconductor chips with ASP lower than US$2.00...
  • Yageo chairman Pierre Chen (left) and Foxconn chairman Young-Way Liu
    Foxconn (Hon Hai) Technology Group and Yageo have announced plans to form a joint venture for the development and sale of semiconductors.
  • vis
    Demand for white-box servers from datacenter operators has been growing fast, with Taiwanese ODM's shipments already accounting for more than one third of the world's total server shipments in 2020, according to Digitimes Research's latest...
  • Apple may become the largest AIO PC brand in 2021
    With chip and component suppliers prioritizing their shipments supporting high-end products, such as the iMac, Apple is likely to overtake HP as the top all-in-one (AIO) PC brand vendor, according to industry sources.
  • wistron
    Rampant Covid-19 infections across India have not only disrupted production at plants run by Taiwan's electronics suppliers there, but also made it more difficult for them to dispatch Taiwanese management staff to the South Asian country, according to industry sources.
  • White-box ODMs see increasing penetration in global server shipments
    White-box server ODMs such as Quanta Computer and Wiwynn saw their shipments to datacenter operators account for more than 38% of the global total server shipments in 2020, up 8pp from that in 2017, and the percentage is expected to rise further to 46% in the first half of 2021, according to Digitimes...
  • samsung
    The four major subsidiaries of Samsung Electronics in Vietnam garnered revenues of US$63.25 billion in 2020, decreasing 4% from a year earlier, with their combined earnings sliding to US$3.8 billion from US$4.3 billion during the same period, according to local media reports.
  • Global tablet shipments returned to seasonal pattern in 1Q21
    Global tablet shipments totaled 35.95 million units in the first quarter of 2021, down 22.7% sequentially, but 45.5% on year, meeting Digitimes Research's forecast in January.
  • tsmc
    Sony's CIS orders may have failed to materialize, but strong demand from other major clients have quickly filled the gap that would have been occupied by the Japanese vendor at TSMC. Persistently tight supply in the semiconductor sector...
  • Chromebook shipments remained robust in 1Q21
    Chromebook shipments worldwide remained at above 10 million units in the first quarter of 2021, despite an around 9% sequential decrease, according to Digitimes Research's figures.
  • Global notebook shipments expected to surpass 62 million units in 2Q21
    Global notebook shipments not including devices with detachable keyboards went down only 8.7% sequentially in the first quarter of 2021 as demand for education and gaming models remained robust and previously unfulfilled orders were delivered, according to Digitimes Research.
  • delta
    Rampant Covid-19 infections across India are generating new variables for electronics supply chain players to relocate production to or enhance investment in the South Asian country.
  • wafer
    Taiwan's economic growth for first-quarter 2021 is preliminarily estimated at 8.16%, the highest quarterly level since fourth-quarter 2010 and 1.96pp higher than the forecast 6.20% made in February 2021, according to the Directorate General of Budget, Accounting and Statistics (DGBAS).
  • Lite-On Technology president Anson Chiu
    Lite-On Technology released financial report for the first quarter of 2021, with net profit reaching NT$4.263 billion (US$150 million), the historically highest quarterly level.
  • Demand for Mac products with the M1 chip is robust
    Apple saw first-quarter 2021 sales of its MacBook series adopting M1 chips grow 4.9% sequentially and 70.09% on year to a record quarterly high of US$9.102 billion, mainly driven by growing popularity of in-house developed M1 processors and strong demand for stay-at-home applications, according to...
  • Mike Yang, senior vice president and general manager of Quanta
    Quanta Computer's newly expanded server capacity in Taiwan will begin volume production in the second quarter and raise the ODM's overall server output from Taiwan by 20%, according to Mike Yang, senior vice president and general manager of the company.
  • server
    Intel's overall sales for first-quarter 2021 were flat but revenues from its datacenter business dropped 20% on year, seriously undermining the chip giant's profitability. Intel has now released its third-generation 10nm Xeon datacenter...
  • Server ODMs to see double-digit shipment growth in 2Q21
    ODMs including Quanta Computer and Wiwynn will see their shipments for servers register double-digit sequential increases in the second quarter of 2021, according to industry sources.
  • a
    The Industrial Technology Research Institute (ITRI) will start operation of an in-house-developed intelligent machinery cloud computing platform in July 2021 to help companies migrate to smart manufacturing.
  • vietnam
    Around 50% of enterprises in Vietnam are looking to hire more employees in 2021, according to surveys conducted by Michael Page Vietnam's Global Talent 2021 Report.
  • More companies in China are pushing automated production lines
    Labor shortage in China's manufacturing industry is worsening, as the country's job market is experiencing some fundamental changes, according to industry sources.
  • AUO chairman Paul Peng
    With display becoming a crucial communication interface for smart living along with proliferating 5G, IoT and AI applications, AUO has kicked off a three-prong scheme seeking to build a high value-added ecosystem and become more competitive in the LCD panel industry, according to company chairman Paul...

Taiwan notebooks – 1Q 2021

Global server market – 1Q 2021

Taiwan LCD monitors – 4Q 2020

Global server shipment forecast and industry analysis, 2021

China semiconductor industry: From 13th 5-year Plan to 14th 5-year Plan, 2015-2025

Global LCD panel shipment forecast, 2021 and beyond

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