China home-use projector market to grow due to outbreak
The home-use projector market in China in 2020 is expected to grow significantly along with increasing stay- and work-at-home demand due to coronavirus outbreak, according to industry sources.
Demand for portable monitors surging
Global demand for portable monitors is surging and more IT brands including Acer, AOC, Lenovo and Micro-Star International (MSI) are gearing up efforts to compete with current market leaders Asustek Computer and HP in the segment, according to industry sources.
Lenovo restarts Wuhan plant production
Lenovo will resume about 60% of production at its Wuhan, China plant by the end of March, with the facility set to return to full production by mid April following weeks of suspension in the wake of the coronavirus outbreak, according to the company.
Taiwan-based IC design houses have recently landed short lead-time orders for applications for commercial and educational notebooks and tablets, according to industry sources.
The coronavirus pandemic is threatening the lives and livelihoods of many, but despite the uncertainty lying ahead of the IT industry, Taiwan-based ODM Wistron - a major maker of notebooks and servers - remains optimistic that its sales...
Wistron set to grow revenues from non-China production
Wistron is looking to grow revenues generated from its factories outside of China, and expects to lower revenues from its China-based sites to about 50% of company revenues in 2021, according to company chairman Simon Lin.
Demand for TV-use LED BLUs to fall in 2Q20
Demand for TV-use LED backlight units (BLUs) has been strong in first-quarter 2020, but will slip below the historical average in the following quarter, thanks to the postponement of the Tokyo Olympics, according to industry sources.
Wistron expects sales growth in 2020
Despite the coronavirus pandemic, Wistron chairman Simon Lin still expects the company to enjoy another year of revenue growth in 2020.
Asia Pacific IT spending growth to drop to 1.2% in 2020 because of coronavirus, says IDC
The coronavirus pandemic continues to hamper economic activities around the globe impacting businesses and industries at nearly every level, and IT markets will not be spared.
The US-China trade war last year sent many vendors, including Apple, starting making plans to have more of their products made outside of China. While the relocation has yet to complete, the coronavirus pandemic has further convinced them of the need to diversify...
Apple reportedly still working on AR glasses
Apple is still working on augmented reality (AR) glasses, with more to be known about their development in the next one or two years, according to sources from the supply chain makers.
Apple is reportedly accelerating plans to diversify its manufacturing risks by removing more of its production out of China, with sources from the supply chain claiming that the vendor is relocating some capacity for iPhone to India and acoustic devices such as AirPods and HomePod to Vietnam.
Suppliers engaged in the supply chain for Apple's new products featuring its redesigned scissor-switch Magic Keyboard are ramping up production and have seen no cutbacks in the orders despite concerns over the coronavirus, according to sources from the upstream supply chain.
Inventec upbeat about 2Q20
Inventec expects to post substantial revenue growth sequentially in the second quarter, thanks to a pull-in of orders for notebooks and servers.
Computex postponed to September
The Computex Taipei 2020, originally slated for June, has been rescheduled to September 28-30 due to the coronavirus pandemic.
Notebook demand remains sluggish
Notebook sales worldwide in the second quarter should outperform the present quarter's levels, as coronavirus-stalled production capacity has almost all resumed in China, but that does not mean end-market demand will see a major recovery, according to industry sources.
Brinno reports profit for 2019
Time-lapse camera maker Brinno has reported net profit of NT$23.7 million (US$780,000) and net EPS of NT$1.07 for 2019.
Taiwan firms reportedly ask for Computex postponement
Many Taiwan-based high-tech companies reportedly has asked the organizers of Computex Taipei to postpone the annual tradeshow this year currently scheduled for June 2 to 5, citing the coronavirus pandemic.
Highlights of the day: Apple reportedly prefers mini LED to OLED for medium-size devices
LED firms are generally optimistic about mini LEDs, expanding wafer, chip and packaging capacity for the segment. Apple reportedly prefers mini LED to OLED for its medium-size devices and will launch an iPad Pro with mini LED backlighting...
Supply chain ramping up shipments for iPad Pro
Makers in the supply chain for Apple's just-unveiled iPad Pro are ramping up their shipments, and the volume for the new tablet series from the suppliers will climb about 40% sequentially in the second quarter, according to industry sources.
Apple has announced its new iPad Pros with the latest A12Z Bionic chip, an ultra-wide camera, studio-quality mics and a LiDAR scanner that delivers depth-sensing capabilities. It has also rolled out an updated MacBook Air that features new hardware specifications, Magic Keyboard and a new low price.
Highlights of the day: All eyes on TSMC
Within the semiconductor ecosystem, TSMC is a barometer occupying a pivotal place giving it a comprehensive picture of the direction and outlook of the chip maket, and expectations of its clients - including powerhouses Apple, Nvidia, ADM, Qualcomm and Huawei. The foundry house has not yet revised...
Asustek expects 30% revenue decline in 1Q20
Asustek Computer expects to post a revenue decline of about 30% on year in the first quarter of 2020, with shipments of its PCs to see a 40% decrease sequentially.
Global PC sales to plunge 30% in 1H20
Global PC sales are set to fall over 30% on year in the first half of 2020, due to poor sales in China, Europe and the US in the wake of the coronavirus outbreak, according to industry sources.
Taiwan-based cloud computing services provider eCloudvalley is enjoying rising demand for its online cloud computing cooperation platform as enterprises worldwide have begun asking their workers to work from home to prevent the spread of the coronavirus.
Taiwan large-size LCD panels – 4Q 2019
Taiwan's large-size LCD panel shipments went down slightly on quarter, but more than 5% on year to arrive at 59.12 million units...
China smartphone AP shipments – 4Q 2019
Smartphone AP shipments to China-based vendors came to 197 million units, down 5.9% on year and 7.7% on quarter.
Global tablet market (outbreak updates) – 4Q 2019
The tablet sector is witnessing better capacity recovery than the notebook and handset sectors.
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...