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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Monday 31 July 2023
MediaTek predicts bounceback for smartphones; AI and automotive progress receives attention
MediaTek CEO Rick Tsai clearly set the tone at the earnings call, stating that automotive electronics and AI will be the two areas that will receive total resource investments and...
Monday 31 July 2023
China's Greater Bay Area forming automotive semiconductor hub
The Guangdong–Hong Kong–Macao Greater Bay Area in China has attracted more semiconductor suppliers to expand in the country's South. A local automotive power semiconductor...
Monday 31 July 2023
Asia Optical optimistic about automotive lens growth
Optical components maker Asia Optical has seen good demand for automotive and compact digital camera lenses, noting that its automotive lenses have entered the supply chains of Tesla,...
Friday 28 July 2023
Primax sees sharp on-year decline in 2Q23 sales, but gross margin hits new record
Primax Electronics, despite enjoying a sequential increase of 9.45%, still saw its second-quarter 2023 consolidated revenues plunge 20.79% on year to NT$16.07 billion (US$507.51 million)...
Friday 28 July 2023
Flexium turns conservative with 2H23 operation
Flexible PCB specialist Flexium Interconnect, during its investor meeting on July 27, pointed out that the company will focus on maintaining its profitability in the second half and...
Friday 28 July 2023
Renesas keeps seeing uncertainties in automotive sector, saying SiC production will scale gradually
Renesas Electronics said on July 27 that uncertainties remain in the automotive sector, especially with changes in the Chinese market. The company also said it will go slow on its...
Friday 28 July 2023
Intel foresees PC recovery in 2H23 as it achieves surprising profitability
Intel surprisingly turned a profit in the past quarter, and the company expected a healthy second half of the year as inventories are gradually back to normal levels and the PC market...
Friday 28 July 2023
Suppliers of automotive LED applications expect weak momentum in 2H23
Despite gradual recovery in the car market, suppliers of automotive LED applications are bracing for weak sales growth in the second half of 2023, according to industry sources.
Thursday 27 July 2023
Taiwan DDI makers may benefit from rising automotive OLED applications in long run
With Korean panel makers continuing to devote efforts to developing automotive OLED technologies with significant achievements, Taiwan-based display driver IC (DDI) makers will likely...
Thursday 27 July 2023
AUO expects TV, IT product demand to rise in 2H23
AUO is optimistic that seasonal demand for TV and IT products will return to normal in the second half of this year, with a clear trend toward larger TVs, according to the company.
Thursday 27 July 2023
Auto chips driving sales for first-tier IDMs; not necessarily so for Taiwanese IC design houses
First-tier IDMs in Europe and North America are optimistic about the auto electronics market, but Taiwan-based IC design houses who have entered the automotive supply chain may not...
Wednesday 26 July 2023
What is Chinese automotive chipmakers' winning strategy?
The growing importance of the automotive sector to the semiconductor industry, together with last year's chip shortage crisis and China's self-sufficiency drive, has prompted more...
Wednesday 26 July 2023
Yageo expects AI server boom to bring long-term biz opportunities
Taiwan's top passive components maker Yageo has delivered a cautious sales outlook for the third quarter of the year, with terminal market demand recovery still in low gear, but the...
Wednesday 26 July 2023
MacBook Air 15 has poor start, shipment reportedly put on hold by supply chain
According to Apple's supply chain, the 15-inch MacBook Air, announced during June's WWDC, reportedly didn't meet customer demand expectations. There are even calls for the supply...
Wednesday 26 July 2023
Google, Apple rumored to be considering foldable tablets, say sources
Apple and Google are both reportedly considering entering the foldable tablet market, according to related upstream supply chain sources.