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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Thursday 16 February 2023
GF warns of slowdown in 1Q23 after record 2022
Despite achieving record gross margins and net income in 2022, GlobalFoundries has warned of a slowdown in the first quarter of 2023.
Thursday 16 February 2023
Asustek, MSI to see gaming notebook and graphics card shipments pick up in 2023
Asustek Computer and Micro-Star International (MSI) have set internal shipment projections for 2023, indicating their gaming notebook and graphics card shipments will stop declining...
Thursday 16 February 2023
IC design houses positive about consumption recovery in China
IC design houses have seen their China-based clients becoming enthusiastic about the resurgence of consumption brought on by China's Labor Day holiday in May and the country's 618...
Wednesday 15 February 2023
Sumco sees 12-inch silicon wafers sustain strong demand for auto chips
Japan's silicon wafer maker Sumco expects a slight sequential fall in overall shipments of its 12-inch products in the first quarter of 2023, driven by weaker demand for memory and...
Wednesday 15 February 2023
Protective component maker Fuzetec to scale up output for automotive
Fuzetec Technology, a manufacturer of polymeric positive temperature coefficient (PPTC) thermistors and other circuit protection products, has announced plans to expand its factory...
Wednesday 15 February 2023
AOET experiences cutback in orders for notebooks
Ability Opto-Electronics Technology (AOET), a manufacturer that specializes in optical lens modules for notebooks, saw orders from brand vendors decrease in January and expects global...
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...