End-market demand for IT products such as LCD monitors remained robust during the 618 shopping festival in China as figures from research firm AVC Revo show LCD monitor sales in China totaled 640,000 units during the event, up 14% on year.
Highlights of the day: MediaTek has advantage in 5G
The 5G era may not be getting off to a flying start, thanks to the coronavirus pandemic, but the unexpected development - plus the US-China trade war - is giving MediaTek an advantage over its major competitor Qualcomm in 2020 because...
Backend houses are gearing up for shipments for Microsoft's upcoming Xbox Series game consoles slated to debut at the end of July, and expect shipments for the new consoles to peak in the third quarter.
Acer sees PC component shortages
Acer is seeing shortages of components including passive components, ICs and panels by around 30% due to surging orders from the end market, according to Acer co-COO Tiffany Huang.
Catcher Technology will continue to enjoy strong demand for notebook and tablet chassis in the second half of 2020 while demand from the smartphone segment will depend on sales of clients' new devices, according to company chairman Allen Hung.
PC firms upbeat about gaming notebook sales in 2H20
PC vendors are optimistic about gaming notebook sales in the second half of this year, but believe sales of commercial and consumer models may have already hit their peak levels for 2020 in the second quarter.
Apple is expected to launch its 5G iPhone later this year, but its supply chain partners are now much less optimistic about shipments for the new devices that reportedly will support mmWave in 2020. Apple has been relying mostly on Taiwan-based...
In order to cut costs, diversify production risks and better tap the Chinese market, Apple has allowed Chinese partners to play an increasingly important role in assembling diverse devices including iPads, Apple Watches and AirPods, posing growing threats to the vendor's existing Taiwan-based assemblers,...
Acer's president of Pan Asia Pacific Andrew Hou expects the company's PC shipments in the region to see seasonal demand in the second half of 2020, following a 10% on-year decline in the first quarter due to the coronavirus outbreak and a rebound to flat on-year growth in the second.
China-based AirPods assembler Luxshare Precision Industry has seen increasing presence in the supply chain of Apple devices, and may have a chance of winning Apple Watch assembly orders and moving further to assemble iPhones eventually, according to industry sources.
Highlights of the day: MediaTek sees robust orders
MediaTek has booked more capacities at foundries and backend service providers for the second half of 2020. MediaTek is seeing robust demand not only for its smartphone chips, but also its other offerings. As far as chip supply is concerned,...
Acer launches ruggedized notebook lineup
Acer has introduced its new Enduro series ruggedized notebooks and tablets for healthcare and other niche-market applications.
Taiwan-based Unimicron Technology is being identified as the major ABF substrate supplier for Apple's new-generation Mac computers that will be powered by its in-house developed ARM-based processors, according to market sources.
Creator PC demand propelled by stay-at-home economy
The rise of pandemic-induced stay-at-home activities has been driving the creator PC market growth thus far in 2020 with brand vendors including Acer and Dell having recently released new products designed specifically for the sector.
PC demand in the first half of 2020 has been strong, thanks to stay-at-home needs, but PC vendors and their ecosystem partners are wary of weakening momentum in the second half of the year, with some brand clients reportedly starting...
PC sector cautious about demand in 2H20
PC vendors and their suppliers are having mixed views for their shipment prospects for the second half of 2020, after experiencing higher than expected growth in the first half propelled by the rise of the pandemic-induced stay-at-home activities.
Taiwan ODM Pegatron will gradually boost its non-China production ratio to 10-20% by 2021 to cushion possible impacts of intensifying US-China trade tensions, according to company president SJ Liao.
Tightening trade freedom in China to accelerate supply chain relocation, says think tank
The Chinese government is tightening trade freedom as it turns more private enterprises into state-run businesses, which may prompt supply chains focusing on shipments to the US and Europe to accelerate moving out of China, according to a study by a private think tank commissioned by the Taiwan gove...
Quanta, Compal, Wistron stay positive about 2H20
Quanta Computer, Compal Electronics and Wistron are all optimistic about their sales in the second half of 2020, as many users will need to upgrade their notebooks, and demand from users working and studying from home will continue into the third quarter.
TSMC is expected to the start production of A14 processor on 5nm process later this month for Apple's upcoming iPhone, which sources say will adop Qualcomm's X60 modem, allowing the 5G iPhone to support both mmWave and sub-6GHz bands...
Wistron chairman turning cautious about market recovery
Wistron chairman Simon Lin has disclosed the company's operation in the second quarter has been better than expected, but the coronavirus pandemic, which he originally expected to be contained by the third quarter, is unlikely to ease anytime soon. He does not expect the post-pandemic global economy...
Acer sees increasing GrandPad sales in US
GrandPad, an Acer-invested tablet brand that focuses on developing services for elderly consumers, has seen rising shipments in the US during the coronavirus pandemic, and in addition to B2C business model, the company has formed several partnerships with daycare centers in the country, according to...
The games console market is expected to see vendors launch new devices, intensifying competition against each other later this year. The keen competition means strong demand for NAND flash to support the consoles' large storage. Meanwhile,...
Notebook demand from users working from home weakened in May, but devices supporting online learning remained robust. The top-5 notebook brands together witnessed a mild on-month drop of 2% in May.
NAND flash demand to pick up for game consoles in 3Q20
With Sony and Microsoft set to soon roll out their next-generation game consoles featuring high-speed and large-capacity SSDs, NAND flash demand for game console applications will be picking up starting the third quarter, according to industry sources.
Taiwan LCD monitors – 1Q 2020
Taiwan's PC monitor shipments in the first quarter of 2020 went down 20.5% sequentially.
Global tablet market – 1Q 2020
Global tablet shipments are forecast to climb 45.5% sequentially and 9.9% on year in the second quarter of 2020 thanks to a...
Taiwan LCD TVs – 1Q 2020
Taiwan makers shipped a total of 4.65 million LCD TVs in the first quarter of 2020.
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...
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...