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PC, CE
  • tsmc
    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...
  • notebook
    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 saw commercial notebook sales in the US more than doubled on year in 2020
    Acer saw its commercial notebook sales hike 119% on year in the US in 2020, according to some market observers citing research figures.
  • 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,...
  • PC demand will remain robust 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...
  • pegatron
    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 iPhone 12 mini orders shrinking
    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 to be listed on science and technology innovation board of SSE
    Lenovo has disclosed plans to trade its shares on the science and technology innovation board (STAR) of China's Shanghai Stock Exchange (SSE).
  • tws
    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...
  • Demand in the PC DIY market remains strong
    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.
  • Asustek ZenBook Duo dual-screen notebook
    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 emerging technology development 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's CPUs in 2021 will be made by 10nm process
    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.
  • msi
    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.
  • amd
    Brand vendors, such as Acer, have more of their new-generation notebooks powered by AMD processors, according to industry sources.
  • synnex
    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.
  • notebook
    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 reported strong on-year growth in 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.
  • Shuttle turns to the medical care product business
    VIA Technologies and Shuttle are both expected to see rising profits in the next few years thanks to contribution by their non-PC businesses.
  • Demand for notebooks to stay brisk in 2021
    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.
  • 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.
  • semi
    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...
  • Demand for ruggedized PCs to resume regular growths in 2021
    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.
  • Creator PCs to feature Mini LED 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.
  • Elan saw revenues increase in December
    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.

Global LCD panel shipment forecast, 2021 and beyond

Taiwan LCD monitors – 3Q 2020

Taiwan LCD TVs – 3Q 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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