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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Friday 12 April 2024
Taiwanese manufacturers have strong presence at world's largest IPC conference; second behind only Germany
Taiwanese manufacturers control 82.9% of the global server manufacturing capacity, 77.9% of the notebook production capacity, and 54.7% of the PC capacity.
Friday 12 April 2024
Panasonic, Indian Oil to storm Indian EV market with battery joint venture
Panasonic making inroads into the automotive battery market.
Thursday 11 April 2024
What are former top smartphone brands doing now?
As smartphone sales become concentrated on a handful of brands, many former major players in the sector have transitioned and moved on to new opportunities through business model...
Thursday 11 April 2024
Industry sounds alarm over Indonesia's tightening import controls
Companies are rethinking their expansion plans to Indonesia.
Thursday 11 April 2024
Confirmed: Apple is about to OLED and that's not all
Apple's new iPads will feature OLED screens, and there's more.
Thursday 11 April 2024
PC and console gaming market stagnates as playtime reduces and consolidates on a few older titles
PC and console gaming revenue growth continues to stagnate and remain below pre-pandemic levels as players record fewer hours of playtime and have consolidated said playtime into...
Thursday 11 April 2024
Notebook brands feel even tighter squeeze
Stagnation in the PC market in the first quarter of 2024 has reached levels so high that no positive momentum is expected into the second quarter.
Thursday 11 April 2024
Price competition a concern in 2H24, as IPC companies see orders return
Industrial PC (IPC) makers are optimistic about the second half of 2024, as orders begin to return with the end of inventory destocking at the client end. However, pricing may become...
Wednesday 10 April 2024
GIS expects bounce back as new Apple product shipments start to contribute in 2Q24
Apple's supply chain underwent inventory adjustments in 2023, which resulted in sluggish operational shipments. Touch panel manufacturer GIS, which saw its performance hit rock bottom...
Wednesday 10 April 2024
Taiwan ODMs expect sales growth in 2Q24
Taiwan-based ODMs including Quanta Computer, Compal Electronics, Inventec, and Wistron anticipate revenue increases in the second quarter of 2024, with the growth rate accelerating...
Wednesday 10 April 2024
Global PC shipments return to growth and pre-pandemic volumes in 1Q24, says IDC
After two years of decline, the worldwide traditional PC market returned to growth during the first quarter of 2024 with 59.8 million unit shipments, growing 1.5% on year, according...
Wednesday 10 April 2024
'Old for new' policy from China is good news for home appliance MCU market
The Chinese government is pushing large-scale equipment upgrades and a trade-in policy of exchanging old consumer goods for new ones.
Wednesday 10 April 2024
Optics giants GSEO, Largan see March revenues surge
Optics giants have been seeing strong performance despite the traditional off-peak season in 2024.
Wednesday 10 April 2024
GPU lead times shortened, says Dell Taiwan
The supply of Graphics Processing Units (GPU) has been less constricted, resulting in delivery lead times dropping from 40-52 weeks at the end of 2023 to 8-12 weeks, according to...
Tuesday 9 April 2024
Research Insight: Taiwan's IPC industry revenue projected to surge 8.8% in 2024
The total revenue of Taiwan's industrial PC (IPC) industry is projected to increase by 8.8% year-on-year to NT$308.68 billion (US$9.598 billion) in 2024, with most Taiwanese IPC makers...