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Monday 17 October 2022
SEA roundup: MacBooks may start to be assembled in Thailand
Apple continues to diversify its supply chain to countries outside of China. Thailand may be included in this future production plan. USI, a China-based IDM, affected by Apple's supply...
Tuesday 11 October 2022
TSMC capacity utilization for 7nm, mature nodes to fall in next 6 months
TSMC is expected to see its fab capacity utilization trending downward in the next six months, except for 5nm and 28nm process nodes, as order cuts by fabless clients are beginning...
Thursday 29 September 2022
Notebook demand not likely to rebound till 2H23
The entire notebook supply chain will remain under pressure to digest inventories through the end of the year amid stronger-than-expected slump in end-market demand resulting from...
Friday 23 September 2022
New MacBook Pro to buoy Apple notebook market share
Apple MacBook sales have been relatively stable compared to Wintel notebooks, according to industry sources. With the new MacBook Pro series slated to hit market shelves in the fourth...
Tuesday 13 September 2022
Suppliers gearing up shipments for new MacBook Pro
Suppliers are gearing up for shipments of Apple's upcoming MacBook Pro series, while shipments of the existing MacBook Pro models are slowing down, according to industry sources....
Tuesday 23 August 2022
Backend firms gearing up for Apple M-series chips
Backend firms are gearing up for production for Apple's M-series processors, according to industry sources.
Tuesday 16 August 2022
Quanta expects strong notebook shipment growth in 3Q22, reportedly buoyed by MacBook
Taiwan-based ODM Quanta Computer expects its notebook shipments to increase 20% sequentially in third-quarter 2022, outperforming its peers. The momentum is coming from shipments...
Tuesday 9 August 2022
TSMC to see Apple orders generate over NT$500 billion in 2022
TSMC is expected to see chip orders placed by Apple generate more than NT$500 billion (US$16.6 billion) in 2022 when the pure-play foundry will see its revenue top NT$2 trillion,...
Monday 8 August 2022
PC chipmakers Intel, AMD, Nvidia lower shipment goals amid sluggish demand
Major PC core chips suppliers Intel, AMD and Nvidia have all revised downward their 2022 shipment or revenue projections along with brand device vendors successively lowering their...
Friday 5 August 2022
Inventec, Quanta to embrace sales growth in 2H22
ODMs Inventec and Quanta are expected to post sales increases in the second half of 2022 despite market observers' anticipation of a particularly weak second half of the year for...
Wednesday 3 August 2022
Apple to diversify MacBook production in China, says DIGITIMES Research
Apple is expected to diversify its MacBook production in China to avoid placing all the eggs in one basket, according to DIGITIMES Research senior analyst Jim Hsiao for the Notebook...
Monday 1 August 2022
Robust Apple devices sales to bolster TSMC performance in 2H22
Apple devices successfully weathering headwinds hitting the handset and PC markets are significantly adding growth momentum to the vendor's close foundry partner TSMC, according to...
Monday 1 August 2022
MacBook series to outshine other PC brands in 2H22
MacBook series could be the only bright spot for PC sales in the second half of the year amid a persisting market downturn, with assemblers and components suppliers all poised to...
Friday 29 July 2022
BOE Technology continues to dominate the LCD market for iPad in 2022
In 2021, Apple procured 75.5 million LCD panels for iPad production, with 25.3 million units sourced from LG Display (LGD), and 24.5 million units from Sharp. China's BOE Technology,...
Monday 11 July 2022
Notebook ODMs enjoy rising shipments in June
Notebook ODMs saw June revenues rise from a month ago thanks to the lifting of the COVID-19 lockdowns in eastern Chinese cities and the related upstream supply chain will be fully...