Samsung tablet business to benefit from US-China trade tensions, says Digitimes Research
Samsung Electronics is expected to benefit from the US placing a 25% tariff on tablets imported from China as almost all of the Korea-based vendor's tablet manufacturing is done at its plants in Vietnam and only around 1% is supplied by its plants in China. Its largest competitor Apple is expected...
IBM is set to commercialize its quantum computers in the next 3-5 years, when they can outperform existing supercomputers in terms of computing capability in some specific domains, according to Norishige Morimoto, director of IBM Research in Tokyo and global vice president at IBM.
Apple introduces 8-core MacBook Pro
Apple has updated MacBook Pro with 8th- and 9th-generation Intel Core processors, bringing eight cores to MacBook Pro for the first time. MacBook Pro now delivers two times faster performance than a quad-core MacBook Pro and 40% more performance than a 6-core MacBook Pro, according to Apple.
Taiwan-based makers saw their combined shipments of monitors increase 5.6% on year in the first quarter of 2019, growing for the fifth consecutive quarter. Their monitor shipments are expected to continue to grow on a yearly basis in second-quarter 2019, albeit at a slow pace in line with global trend,...
Motherboard makers have experienced sluggish demand coming from the PC DIY market, which is likely to shrink further as the US-China trade dispute escalates, according to industry sources.
Latest tariff hikes to have small impacts on US-bound motherboards, graphics cards shipments
The latest tariff hikes by the US on Chinese goods from 10% to 25% will not have significant impacts on Taiwan's US-bound shipments of motherboards and graphics cards, according to industry sources.
The top-5 notebook brands saw their combined shipments slip 14% on month in April, a performance stronger than that of the same month a year ago, as Chromebook demand from North America's education sector had picked up and replacement demand in the enterprise sectors in Europe and Asia remained robu...
Support from supply chain hub needed for moving production out of China, says Quanta chairman
Quanta Computer chairman Barry Lam, commenting on the US government's announcement of extending the 25% tariff to notebooks and smartphones imported from China, has pointed out that makers moving production lines out of China to avoid the tax will still encounter rising costs if they fail to obtain...
PC vendors looking to raise prices in US, says paper
With the US having raised tariffs on China-imported products from 10% to 25%, some PC brand vendors including Asustek Computer are considering increasing product prices in the US to reflect the extra costs, according to a Chinese-language Economic Daily News report.
Most Taiwan-based notebook ODMs are still eyeing sequential shipment growths for the second quarter of 2019 despite decreased notebook shipments in April, according to industry sources.
Asustek showcasing new PCs in Taiwan
Asustek has unveiled several new notebooks and Chromebooks in Taiwan including the ZenBook S13 (UX392) with a 97% screen-to-body ratio, a 13.9-inch NanoEdge narrow-bezel display, latest Intel Core processor and Nvidia's MX150 discrete graphics card. It weighs 1.1kg and priced starting NT$48,900.
Intel Project Athena notebooks to hit market in 2H19
About 10 notebooks built to Intel's Project Athena design specifications will be unveiled at the upcoming Computex 2019 later in May, and are expected to hit market shelves in the second half of 2019, according to company sources.
Clevo selling real properties in China
Clevo is in process of selling some of its commercial buildings used to operate its Buynow IT chain stores in China as their business performance has been impacted by fast growing online shopping there, according to the notebook, tablet and all-in-one PC ODM/OEM.
Brinno April revenues hit record
Time-lapse camera player Brinno on May 7 reported consolidated revenues of NT$76.5 million (US$2.48 million) for April, the highest monthly level on record with growth of 39.67% on month and 120.89% on year.
Intel has informed notebook clients that it will start shipping entry-level processors in June, partially easing the shortages that have long hit device vendors, according to industry sources.
Asustek swings back to profit in 1Q19
Asustek Computer has reported net profit of NT$2.19 billion (US$70.7 million) for the first quarter of 2019, a significant improvement from a net loss of NT$2.82 billion seen in the previous quarter, although the figures were still down 8% from a year earlier.
Metal chassis plants in Kunshan, China are seeing customers seeking supplies elsewhere, as they have been ordered to suspend production pending local government inspections since an explosion hit one of them, according to industry sources.
Quanta making AI push, says chairman
AI will usher in the Fourth Industrial Revolution, and Taiwan must manage to develop a solid presence in the AI era that will persist into the next decades, Quanta Computer chairman Barry Lam told Digitimes in a recent interview. He vowed that his company will strive to become a leader in the AI sec...
Global shipments of tablet PCs are estimated to decline 8.9% sequentially and 8.7% on year in the second quarter of 2019, traditionally still a low season, Digitimes Research estimates.
Asian Edge: From PC to 5G
The PC market used to cater mainly to white-collar workers, with manufacturers relying mostly on HP and Dell. The traditional PC and handset assembly sector remains a stable supply chain with the US still being the largest market. Currently, Taiwan still accounts for 80% of the worldwide notebook manufacturing,...
Samsung posts revenue and profit declines in 1Q19
Samsung Electronics has reported operating profits of KRW6.2 trillion (US$5.3 billion) on consolidated revenues of KRW52.4 trillion for the first quarter of 2019. The profit and revenue results show declines of 60% and 13%, respectively, on year.
Networking/communication device maker Alpha Networks is exhibiting its 24GHz, 77GHz and 79GHz automotive millimeter-wave (mmWave) radars at Taipei International Automobile Electronics Show (AutoTronics Taipei) 2019 during April 24-27.
Acer seeks to become trend leader of PC industry
Acer has been hosting two major product launch conferences every year since CEO Jason Chen became chairman and CEO, with one in April in New York, and one in September in Berlin. The events have gradually become a reference to non-Apple vendors for designing notebooks.
Dell said to release new carbon-fiber notebooks in 2H19
Carbon fiber notebooks will stage a comeback soon, as Dell is reportedly to launch new notebook models adopting carbon-fiber-reinforced plastic chassis in optional colors in the second half of 2019 and HP is also expected to follow suit. And their Taiwan chassis partners are gearing up to roll out...
Acer enforcing dual transformation strategy in 2019
Acer is moving to carry out a dual transformation strategy in 2019, which has its core business focus on promoting ConceptD series PCs and its innovative business powered by multiple growth engines, with nine subsidiaries set to be further upgraded through IPO launches, according to company chairman...
China smartphone market and industry – 1Q 2019
Smartphone shipments to China slid to 71.7 million units, down 31.3% on quarter and 16.7% on year in first-quarter 2019.
Taiwan LCD TVs – 1Q 2019
Taiwan's LCD TV shipments plunged 35.5% sequentially to reach only 6.26 million units in the first quarter of 2019 due mainly...
Taiwan large-size LCD panels – 1Q 2019
Taiwan's large-size panel shipments dropped 12.8% sequentially and 7.5% on year to come to 54.4 million units in the first quarter...
Global AP demand forecast, 2017-2022
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange...
Global server shipment forecast and industry analysis, 2019
According to Digitimes Research statistics and analyses, Taiwan-based server vendors, including suppliers of motherboards, end...
Global mobile device shipment forecasts, 2019 and beyond: Smartphones, notebooks and tablets
This Digitimes Research Special Report offers global shipment forecasts for three major mobile device market segments - smartphones,...