Taiwan's cooling solutions providers are relocating more of their available capacities for production of vaper chambers (VCs) away from handset to notebook applications due to increasing demand for notebooks supporting stay-at-home economy, according to industry sources.
Ju Teng to set up notebook chassis plant in Vietnam
Chassis maker Ju Teng International has decided to build a plastic notebook chassis plant in Vietnam, according to industry sources.
PC memory supply falls short of demand
The supply of PC memory chips and devices has already fallen short of demand, with the tight supply unlikely to ease until the first quarter of 2021, according to sources in Taiwan's memory industry.
Taiwan ODMs gain entry into EV supply chains
Fast growing development of electric vehicles (EVs) has opened up business opportunities for Taiwan-based IT ODMs, with Quanta Computer and Wistron having entered the supply chains for Tesla and Chinese vendor NIO respectively, according to industry sources.
Microsoft Surface makes way into entry-level sector
Microsoft has priced the latest member of its Surface family - the Surface Laptop Go - at only US$549 with the device believed to be targeting primarily Chromebooks as its competition, according to some market observers.
Wistron to set up 3rd R&D office in southern Taiwan
Wistron on October 15 announced the establishment of an R&D office in Kaohsiung, southern Taiwan, its third R&D office in the city.
The market for system-in-package (SiP) substrates is already tight and will become tighter as Apple is looking to adopt SiP technology in more of its AirPods series, according to sources at Taiwan-based IC substrate suppliers.
Apple reportedly will have its next-generation AirPods series all adopt system-in-package (SiP) technology, which will significantly boost overall quartz component demand for the popular TWS earbuds in 2021, according to industry sources.
Apple's decision of not providing wired earphones for its iPhone 12 series is expected to create a wave of Bluetooth earphone demand, according to sources from the upstream supply chain.
Synnex sees increased September revenues
IT and consumer electronics channel distributor Synnex Technology International has reported consolidated revenues of NT$32.486 billion (US$1.11 billion) for September, increasing 14.37% sequentially and 10.44% on year.
Apple introduces HomePod mini
Apple has unveiled the HomePod mini smart speaker. The latest addition to the HomePod family is 3.3 inches tall, coming with technologies and software that together enable computational audio, said Apple.
Components shortages have hampered supply of Chromebooks, which have seen strong demand from users staying at home in pandemic lockdowns. But the shortages are expected to start easing in November as demand for conventional notebooks drop, freeing up components supply for...
Yen Sun optimistic about 2H20
Taiwan-based cooling solution developer Yen Sun Technology has enjoyed strong orders for high-end IT and networking devices, and is optimistic about its sales in the second half of 2020.
Mobo and graphics card brands see robust 2020
Taiwan-based motherboard and graphics card brands are set to post impressive sales and profit results for 2020.
Thanks to the coronavirus pandemic, Apple's overall iPad shipments are likely to experience an over 20% on-year growth in 2020, according to sources citing the supply chain's estimation.
Chromebook shortages may ease starting November
The global supply of Chromebooks has been tight due to component shortages, which nevertheless are expected to ease slightly starting November, according to sources from ODMs.
Getac expanding plastic injection capacity in Vietnam
Taiwan-based Getac is expanding its plastic injection capacity at plants in Vietnam as demand from clients has been surging in the wake of the US-China trade tensions, according to company chairman James Hwang.
IT component makers expect to see strong 4Q20 orders
IT component shipments are expected to grow in the fourth quarter of 2020 thanks to stable demand from stay-at-home activities and seasonality, according to sources from the upstream supply chain.
Notebook shipments of Taiwan players from 2006-2020
Taiwan makers produced over 90% of the notebooks worldwide in 2008. The top-five notebook makers - Quanta Computer, Compal Electronics, Wistron, Inventec and Asustek Computer - contributed 88% of the shipments from Taiwan.
Highlights of the day: DRAM ASP not to fall
Following Kingston Technology's recnet move to raise prices for standard DRAM products, fellow module makers now believe DRAM ASP is unlikely to fall in fourth-quarter 2020 and have now started resuming puchases. The handset market is...
Global tablet shipments are expected to slip every year in the next five years (2021-2025) after registering flat growth in 2020, with demand to mainly come from the education and high-end enterprise segments, according to Digitimes Research's latest five-year forecast for the tablet industry.
Qualcomm reportedly will team up with Asustek Computer to develop and launch its own-brand gaming smartphones at the end of 2020 at the earliest, according to industry sources.
Pegatron is seeing strong notebook orders from clients such as Microsoft and Asustek Computer thanks to stay-at-home activities, according to sources from the upstream supply chain.
Global notebook shipments are forecast to rise at a CAGR of 0.9% from 2020 to 2025, according to Digitimes Research's latest five-year forecast for the notebook industry.
Foxconn Electronics (Hon Hai) is expected to see its monthly revenues grow through the fourth quarter of 2020 or even early next year, according to market sources.
Global notebook shipment forecast, 2021 and beyond
Notebook shipments are expected to grow over 20% on year in 2020 thanks to demand from stay-at-home activities in the wake of...
Taiwan LCD monitors – 2Q 2020
Taiwan's second-quarter 2020 PC monitor shipments grew 24.8% sequentially.
Global tablet market – 2Q 2020
Second-quarter 2020 global tablet shipments amounted to 39.65 million units, surging 60.5% from a quarter ago and 21.4% from...
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...