Highlights of the day: Carmakers may have to wait for months for additional foundry support
Global car sales may be recovering, but carmakers are deeply concerned about shortages of automotive components. IC foundries are trying to devote more capacity to making automotive chips, but carmakers may have to wait for months before...
IT panel prices keep rising
Prices for IT panels have been climbing due to worsening supply-demand imbalnce triggered by the tight supply of upstream materials and components, including LCD driver ICs and glass substrates, according to industry sources.
Acer notebook sales surge in US
Acer saw its commercial notebook sales hike 119% on year in the US in 2020, according to some market observers citing research figures.
Highlights of the day: Notebook ODMs have strong outlook
Demand for notebooks remains robust, thanks to the stay-at-home economy. Notebook ODMs expect orders to be stable in first-half 2021, and their order visibility for the second half of the year is getting clearer. In the handset sector,...
ODMs see notebook order visibility extending in 2H21
Thanks to the stay-at-home economy driven by the coronavirus pandemic, notebook shipments are expected to stay robust in 2021, with ODMs see stable orders for the first half of the year and visibility for the second half is also becoming clearer, according to sources from the notebook upstream supply...
Weaker-than-expected sales for the iPhone 12 mini in the US and Europe reportedly has prompted Apple to have its manufacturing partner, Pegatron, reduce production for the smartphone model. Competition in the handset remains as intense...
Pegatron sees slowdown in orders for iPhone 12 mini
Pegatron has seen a slowdown in orders for the iPhone 12 mini as sales of the model in the US and Europe are affected negatively by the COVID-19 pandemic, according to industry sources.
Lenovo plans to debut on China STAR market
Lenovo has disclosed plans to trade its shares on the science and technology innovation board (STAR) of China's Shanghai Stock Exchange (SSE).
TWS (true wireless stereo) hearables and smartwatches continued to shore up the wearables market in 2020, with annual TWS shipments expected to grow 83% to 238 million units, while smartwatches will weather subdued category spending to increase 2% to tip the 100-million mark, according to Counterpoint...
Strong demand for notebooks driven by the stay-at-home economy in the wake of the coronavirus outbreak has undermined shipments of conventional desktops, but sales in the PC DIY market has remained robust, according to sources from the upstream supply chain.
Notebook brands unveil innovations at CES 2021
At CES 2021's online exhibition, many notebook brand vendors showcased gaming products featuring higher resolution panels, new type of Chromebooks and dual-screen models eyeing the stay-at-home economy in 2021.
Dell is optimistic about the development of quantum technologies, heterogeneous architecture of semiconductors, 5G and edge computing in 2021, according to company CTO John Roese.
Intel expected to fully advance to 10nm in 2021
Intel is expected to see strong growths in sales and profits in 2021 thanks to the releases of new-generation 10nm CPUs, according to sources from the upstream supply chain.
Asustek Computer and Micro-Star International (MSI) both saw shipments of their high-margin gaming notebooks hit record highs in 2020, with the strong shipment momentum set to carry on in the first half of this year, according to industry sources.
Brand vendors, such as Acer, have more of their new-generation notebooks powered by AMD processors, according to industry sources.
Synnex posts strong December revenues
IT and consumer electronics channel distributor Synnex Technology International has reported consolidated revenues of NT$37.463 billion (US$1.31 billion) for December, the second highest-ever monthly level with growths of 9.68% sequentially and 13.43% on year.
Highlights of the day: Notebook demand remains strong
With the persisting pandemic driving the stay-at-home economy, notebook makers saw strong shipments in December 2020, with the likelihood that order momentum will last through second-half 2021. Strong demand and rising production costs...
Asustek and MSI see strong December revenues
Thanks to the stay-at-home economy in the wake of the pandemic, both Asustek Computer and Micro-Star International (MSI) have reported strong on-year growths for December revenues.
VIA Technologies and Shuttle are both expected to see rising profits in the next few years thanks to contribution by their non-PC businesses.
Notebook demand still encouraging
Taiwan-based notebook ODMs are expected to enjoy a particularly strong first quarter of 2021 as they continue to see strong demand from clients, with order momentum set to last through the second half of the year, according to industry sources.
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.
Suppliers in almost all sectors in the semiconductor ecosystem are raising prices to reflect tight capacity amid strong demand. But there have been concerns that the upward pricing trend may send end-device prices up, deterring consumers...
Sales of ruggedized PCs were seriously hit by the coronavirus pandemic in 2020, but are expected to begin to recover in 2021 as enterprises will resume procurement with COVID-19 vaccines to be gradually available, according to market observers.
More devices to come with miniLED displays
Apple is reportedly looking to adopt miniLED displays for its new iPads and MacBook Pros in 2021, while Samsung Electronics is expected to release a miniLED tablet and Micro-Star International (MSI) a miniLED notebook, according to sources from the upstream supply chain.
Strong shipments for Chromebooks boosted revenues at Elan Microelectronics, which specializes in touchscreen controller chips and fingerprint sensors, in December. The fabless chipmaker saw its revenues for all of 2020 surge over 50% on year.
Many startups are confused about how to find angel investors, while investors are discouraged by the...
CE, IPC, automotive trends
Global LCD panel shipment forecast, 2021 and beyond
Global large-size LCD panel shipments will fall at a CAGR of -0.3% 2020 through 2025, while shipments of small-to-medium-size...
Taiwan LCD monitors – 3Q 2020
Taiwan's PC monitor shipments in the third quarter of 2020 grew 6.9% sequentially and 4.1% on year.
Taiwan LCD TVs – 3Q 2020
Taiwan's TV shipments arrived at 8.46 million units in the third quarter of 2020, up 34.7% sequentially and up 11.9% on year.
Global server shipment forecast and industry analysis, 2021
Taiwan-based makers' server-related revenues are expected to climb 7.6% on year in 2021, buoyed by growing demand from cloud...
China semiconductor industry: From 13th 5-year Plan to 14th 5-year Plan, 2015-2025
China government has always attached great importance to advances of the semiconductor sector, but semiconductors' vital role...
Global LCD panel shipment forecast, 2021 and beyond
Global large-size LCD panel shipments will fall at a CAGR of -0.3% 2020 through 2025, while shipments of small-to-medium-size...