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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Thursday 17 August 2023
Quanta sees AI as future growth driver
Quanta Computer expects its future operation and profitability to be majorly driven by the AI business and in addition to servers and automotive AI chips, the company has also been...
Wednesday 16 August 2023
How will iPhone assembly orders be distributed with Apple's new production plans revealed?
South Korean industry sources revealed the new production plan for Apple's iPhone. In 2023, Apple plans to produce an additional 3.2 million iPhones. The assembly order distribution...
Wednesday 16 August 2023
TAS gearing up production for US customer's new wearable
Taiwan-Asia Semiconductor (TAS, formerly Opto Tech) has secured sensor component orders for a US customer's wearable slated for launch in 2024, with volume production set to begin...
Wednesday 16 August 2023
PCB maker Dynamic expects flat or slight revenue growth in 2H23
PCB manufacturer Dynamic Electronics expects to post flat or slight revenue growth in the second half of this year compared to the first, with a higher gross margin thanks to improved...
Wednesday 16 August 2023
Huawei posts over 200% growth in profit in 1H23
According to Huawei's latest earnings report for the first half of 2023, the US-sanctioned telecom equipment giant reported sales of CNY310.9 billion, up 3.1% from a year ago, with...
Wednesday 16 August 2023
Yen Sun sees challenges facing Chinese car supply chain
Chinese automakers intend to alter the local market ecology in order to increase the turnover rate of auto sales, which will put a strain on the manufacturing flexibility and inventory...
Wednesday 16 August 2023
Quanta to see automotive deployment bear fruit in 2024
Quanta Computer's automotive business is transitioning from investment cultivation to profit harvesting, according to the Taiwan-based ODM, which expects the business to account for...
Wednesday 16 August 2023
NAND flash prices may stay low longer than expected
NAND flash prices may remain at rock bottom for longer than anticipated, due to a lack of killer applications to clear stockpiles, according to industry sources.
Tuesday 15 August 2023
Suppliers become conservative about China's automotive market development
Many car component suppliers have announced their financial results in the first half of 2023. While some were optimistic about the future of China's automotive sector, others said...
Tuesday 15 August 2023
Niche IC distributor ANStek sees customers place orders with caution
Taiwan-based Answer Technology (ANStek), which distributes mainly ICs for niche-market applications, has seen its customers place orders with caution as a result of a slower-than-anticipated...
Tuesday 15 August 2023
Heterogeneous integration for automotive AI chips reportedly driving IC analysis demand
AI chips reportedly being developed by Tesla using heterogeneous integration are driving up demand for IC verification analysis services, according to industry sources.
Tuesday 15 August 2023
Foxconn's investment in India to expand to CE and EV key component assembly
Foxconn has seen multi-fold growth in revenue, employee numbers, and investment since its expansion into India in 2005, says the company's chairman, Young Liu. While primarily focused...
Tuesday 15 August 2023
Getac sees low order visibility for 2H23
Industrial PC (IPC) maker Getac said its customers are being cautious about their second-half prospects and that it is seeing poor order visibility in the second half of 2023.
Tuesday 15 August 2023
Auto chip prices unlikely to drop in Europe
Automotive-grade IC prices are unlikely to drop in the short term, as production costs are rising and major European suppliers are increasing investments in expanding their manufacturing...
Tuesday 15 August 2023
IC design houses brace for weak 2H23
Given the rising uncertainty in end-market demand, many Taiwanese IC design companies are bracing for a particularly weak second half of 2023, according to industry sources.