Apple Watch is emerging as a crucial cash cow for its vendor, but it seems a hot potato for its most veteran assembler Quanta Computer, which reportedly is considering stopping assembly operation for the device in 2020 amid thinning profitability, according to industry sources.
Notebook ODMs see rising shipments in September
Taiwan's major notebook ODMs all enjoyed increased shipments in September, but saw mixed results in revenues.
Synnex Technology September revenues down on year
IT and consumer electronics channel distributor Synnex Technology International has reported consolidated revenues of NT$29.715 billion (US$956 million) for September, increasing 3.17% sequentially but decreasing 19.00% on year.
Notebook shipments of Taiwan players from 2006-2019
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.
Google has decided to choose Thailand as the new production base for its Google Home smart speaker with Quanta Computer remaining its manufacturer, and the Internet service giant is now reportedly considering moving the production of its Chromebooks to Thailand and Vietnam to avoid the US tariff, according...
AUO chairman tipped to head TCA
Paul Peng, chairman of AU Optronics (AUO), is being tipped to be the next chairman of Taipei Computer Association (TCA), succeeding incumbent TH Tung, who is obligated to step down after serving two consecutive terms.
Global tablet shipments are expected to slip dramatically on year in 2019 amid weakening demand for brand and education tablets. Sales of white-box models have been significantly undermined by brand-name devices, while demand for small-size white-box tablets will continue to slip in the next five years,...
Preparations for the year-end shopping season and extra inventory build-ups at clients to avoid extra US tariffs are heaping strong pressure on notebook ODMs who are not receiving sufficient support from Intel. They thought the Intel processor shortfall had eased, only to find out that 14nm...
Notebook ODMs scrambling to secure Intel 14nm CPUs
Notebook ODMs are scrambling to secure supply from Intel for its 14nm CPUs that have again been hit by shortages ahead of the year-end holiday season, according to industry sources.
Quanta Computer has achieved significant progress in investments it made in smart medical care over a year ago, understanding more about what role it can play through communication with firms in the sector, according to company chairman Barry Lam.
Inventec acquires new plant for servers in Taiwan
Inventec has invested NT$1.18 billion (US$37.78 million) to acquire a new plant in Taoyuan, Taiwan to expand its capacity locally, according to a company posting on Taiwan Stock Exchange (TWSE).
AMD CPUs see rising adoption in enterprise market
AMD, in addition to growing presence in the PC DIY market, has also seen rising momentum in the enterprise segment with the adoption of its CPUs in Chromebooks, servers and regular notebooks.
Microsoft has announced a new Surface lineup with five new products coming this holiday and two new dual-screen devices, Surface Neo and Surface Duo, coming in holiday 2020.
Global shipments of gaming desktops, notebooks, and monitors reached 10.4 million units in the second quarter of 2019, up 16.5% on year, according to the IDC. A combination of better comparisons against an abysmal 2018, easing CPU shortages, and improved GPU inventory helped the overall market achieve...
Acer sees positive impact of trade war
The ongoing US-China trade disputes have given a good opportunity for notebook brand vendors to rethink and improve their risk management, according to Acer co-COO Tiffany Huang.
Notebook brand vendors who hesitated about moving production out of the China in the wake of the trade war are now determined that they need to do so, as the disputes between the two superpowers are unlikely to end anytime soon. The vendors are now asking their ODMs to accelerate...
The ongoing trade tensions between the US and China is prompting notebook brand vendors to have their ODMs accelerate production relocation out of China, with Compal Electronics to expand capacity in both Taiwan and Vietnam, according to sources from the upstream supply chain.
AMD has announced the global availability of its new Ryzen Pro 3000 series desktop processor lineup, along with new Ryzen Pro processors with Radeon Vega Graphics and Athlon Pro processors with Radeon Vega Graphics.
Worldwide shipments of devices - PCs, tablets and mobile phones - will decline 3.7% in 2019, according to Gartner.
Despite gaming PCs' weakening shipment growth, gaming brand Razer remains optimistic about its sales as the company has been investing resources to establish a gaming ecosystem with its Razer Gold being the globally largest cryptocurrency platform for gaming and digital entertainment, said William...
Acer had below-par results in Asia Pacific in the first half of 2019 due primarily to trade tensions between the US and China, and major political issues in the region, but it is expected to return to a growth track in the second half of the year, according to Acer president of Pan-Asia Pacific region...
The worldwide market for smart home devices is expected to grow 23.5% on year in 2019 to nearly 815 million device shipments, according to the IDC. Worldwide shipments are forecast to be more than 1.39 billion in 2023 with a five-year CAGR of 14.4%.
Asustek launches ROG Phone II in India
Asustek Computer has launched its second-generation gaming phone, ROG Phone II, in the India market in cooperation with local e-commerce operator Flipkart.
Intel sees 14nm chip supply fall short of demand again
Intel has seen its 14nm chip manufacturing capacity fall short of demand again recently, which may force many notebook vendors to postpone their new model launches to next year, according to industry sources.
Top-5 notebook brands slow down extra inventory build-ups in August, says Digitimes Research
With the US suspending the tariff on notebook imports from China until December 15, the pressure on notebook brand vendors pre-stocking extra inventory has been significantly eased, according to Digitimes Research.
Global smartphone shipment forecast, 2020 and beyond
Global smartphone shipments will continue to decline for the second year in 2019. Although emerging markets have demand coming...
Global notebook shipment forecast, 2020 and beyond
Notebook shipments in 2019 are estimated to show a 1.6% increase with vendors ramping up inventory in preparation for the US-China...
Global server shipment forecast, 2020 and beyond
According to Digitimes Research's observation, the server market is experiencing sluggish growth in 2019 with customer inventory...
Taiwan semiconductor foundry sector, 2Q19
According to Digitimes Research's observation, with global market demand on a moderate increase in second-quarter 2019, Taiwan-based...
Global AIO PC shipment forecast and industry analysis, 2019
Global all-in-one (AIO) PC shipments will continue shrinking in 2019, following 2018's around 2% on-year drop. With issues such...
Global AP demand forecast, 2017-2022
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange...