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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Thursday 25 January 2024
Panel makers aim for TV area shipment growth in 2024; brands diversify supplier portfolio
In 2024, panel manufacturers anticipate a surge in TV upgrades spurred by major sporting events. However, production cuts have become increasingly common in the industry. Not all...
Thursday 25 January 2024
IC inspection labs enjoy gradual pickup in orders for consumer electronics
IC testing and certification labs such as Sporton International, BTL, and Audix have seen a gradual pickup in orders for consumer electronics and automotive products, as well as sustained...
Thursday 25 January 2024
Amtran expands factory site in Vietnam
According to LCD TV and monitor ODM Amtran Technology, operating in Vietnam since 2018, the firm plans to launch the third phase of mass production at its Vietnamese plant in the...
Thursday 25 January 2024
Smart homes to fuel growth for Chinese MCU businesses
Chinese microcontroller unit (MCU) manufacturers are optimistic about the potential opportunities provided by smart homes as the generative AI trend extends across the market, according...
Wednesday 24 January 2024
Texas Instruments posts disappointing guidance, signaling weakness in chip industry
Amid sluggish demands across the board, Texas Instruments reported declining performance over the past quarter and provided weak financial guidance for the next period, signaling...
Wednesday 24 January 2024
SDC and LGD to start producing 11-inch OLED for upcoming OLED iPad
With Apple set to launch an OLED iPad, Samsung Display (SDC) and LG Display (LGD) will soon commence the production of 11-inch OLEDs for the iPad. Future production and supply dynamics...
Wednesday 24 January 2024
Porotech and PSMC team up to produce 200mm GaN-on-Si microLEDs
Poro Technologies (Porotech) and Powerchip Semiconductor Manufacturing (PSMC) have formed a partnership to develop and manufacture 200mm GaN-on-Silicon MicroLEDs for display applic...
Wednesday 24 January 2024
CCL firm Ventec grows presence in car industry supply chain
Taiwan-based Ventec Electronics, which specializes in niche-market copper-clad laminates (CCL) and thermal materials, has effectively penetrated the automotive industry supply chai...
Wednesday 24 January 2024
BOE: LGD Guangzhou plant's new speculated buyer, possibly affecting Samsung Electronics
The potential sale of LG Display's (LGD's) LCD factory in Guangzhou has been complex, with reports suggesting various potential buyers, including the Skyworth Group and TCL CSOT (TCL...
Wednesday 24 January 2024
TV makers stockpiling panels, other components ahead of panel production cuts
Panel manufacturers on both sides of the Taiwan Strait plan to reduce production significantly during the Lunar New Year, encouraging a price rebound. This scheme has prompted white-box...
Wednesday 24 January 2024
Asus forecasts 5% growth in 2024 PC shipments, as AI PCs see delayed takeoff
Although the forecast for AI PCs and AI smartphone applications looks promising, sources in the PC supply chain have noted that order volumes for 2024 remain conservative, with Asus,...
Tuesday 23 January 2024
4Q23 PC shipments slip, shipment momentum to return in 1H24
The global PC market ended the fourth quarter of 2023 with a 0.2% year-on-year shipment decrease, according to the latest Counterpoint Research data. This was the eighth consecutive...
Tuesday 23 January 2024
Taiwan export orders fell 16% in 2023
Taiwan's total export orders for the year 2023 witnessed a substantial contraction.
Tuesday 23 January 2024
Infineon and GF extend long-term agreement with focus on automotive microcontrollers
Infineon Technologies AG and GlobalFoundries (GF) announced a new multi-year agreement on the supply of Infineon's AURIX™ TC3x 40 nanometer automotive microcontrollers as well...
Tuesday 23 January 2024
Ennostar slows down microLED capacity expansions, expecting mass production momentum for TV applications after 2027
Ennostar Group, a Taiwanese LED maker, has re-evaluated its microLED production strategy, foreseeing that the widespread adoption of microLED applications, especially in TVs, may...