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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Wednesday 15 February 2023
New 15-inch MacBook Air to hit shelves in 2Q23s
Shipment levels for Apple's MacBooks are expected to be low in the first quarter of 2023, but the release of the new 15-inch MacBook Air should spur new momentum in the second quarter,...
Wednesday 15 February 2023
Ford to build EV battery plant in US with CATL technology
Ford has announced plans to invest US$3.5 billion in the construction of an automotive LFP battery plant in Marshall, Michigan, as well as a collaboration with China's Contemporary...
Tuesday 14 February 2023
Coretronic sees decreased shipments in January
Coretronic shipped 1.92 million LED backlight units (BLUs) as well as 52,000 projectors and visual solution devices, with the former decreasing 20% on month and the latter slipping...
Tuesday 14 February 2023
iPhone 14 Pro Max costs 3.7% more to make than iPhone 13 Pro Max, says Counterpoint Research
The blended bill of materials (BoM) cost for the iPhone 14 Pro Max with 128GB Nand flash is about US$464, a 3.7% increase from that of the iPhone 13 Pro Max, according to Counterpoint...
Tuesday 14 February 2023
Diodes CEO talks about IC industry supply chain development trends
The IC industry supply chain is heading toward regionalization and experiencing a pendulum effect, according to Keh-Shew Lu, CEO of Diodes, a US-based discrete semiconductor components...
Tuesday 14 February 2023
IC inspection labs to see demand for notebook apps pick up in 2H23
Taiwan-based IC inspection and certification labs continue to see demand for notebook applications slow, but expect demand to pick up in the second half of the year.
Tuesday 14 February 2023
IC distributors upbeat about demand for automotive, industrial and server apps
Automobile, industrial control, and server industries have drawn market interest with the decline in demand for PCs and consumer electronics. According to sources at Taiwan-based...
Monday 13 February 2023
Tablet shipments to slip below 30 million units in 1Q23, says DIGITIMES Research
After declining 7.7% from a quarter ago in the fourth quarter of 2022, global tablet shipments are expected to plunge a double-digit percentage sequentially to fall beneath 30 million...
Monday 13 February 2023
Samsung, SK Hynix eyeing CXL memory solutions for auto applications
Major memory suppliers Samsung Electronics and SK Hynix reportedly are gearing up to develop CXL (compute express link)-based memory solutions, and the integration of CXL technology...
Monday 13 February 2023
Himax expects 12-17% sales drop in 1Q23
Display driver IC specialist Himax Technologies expects to post a revenue decline of 12-17% sequentially in the first quarter of 2023, with a gross margin ranging from 28% to 30%...
Monday 13 February 2023
GF, GM strike long-term direct supply agreement
General Motors (GM) and GlobalFoundries (GF) have jointly announced a strategic, long-term agreement establishing a dedicated capacity corridor exclusively for GM's chip supply. Through...
Friday 10 February 2023
Notebook shipments of Taiwan players from 2006-2016

Taiwan makers produced over 90% of the notebooks worldwide in 2008. The top-five notebook makers - Quanta Computer, Compal...

Friday 10 February 2023
TV panel price rises on the horizon
Taiwan's LCD panel makers are brewing price hikes for their TV panels that are gradually returning to healthy inventory levels due to makers starting depletion efforts earlier than...
Friday 10 February 2023
Quanta, Compal suffer notebook shipment drops of over 40% on-year in January
Notebook ODMs Quanta Computer and Compal Electronics saw January notebook shipments tumble over 40% on year due to seasonal demand shifts and high base comparison periods.
Friday 10 February 2023
Large-size DDIs see short lead-time orders in 1Q23
Display driver IC (DDI) vendors have received orders requiring short delivery lead times for large-size display applications from the notebook and IT sectors in the first quarter...