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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
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...
Thursday 9 February 2023
EV Impact: from transition to transformation
Electric vehicles (EV) are viewed as computers on wheels, the new driving force for the revival of the ICT industry, and even the convergence between electronics and automotive industry...
Thursday 9 February 2023
MA-tek enjoys nearly 20% revenue surge in January
IC verification lab Materials Analysis Technology (MA-tek) saw its revenue increase nearly 20% from a year earlier to US$362 million (US$12.03 million) in January 2023, thanks to...
Thursday 9 February 2023
Global notebook shipments to decline in 4Q22 and 1Q23, says DIGITIMES Research
Year-end holiday demand in the fourth quarter of 2022 was seriously undermined by the economic downturn brought by rising global inflation and mature markets' interest rate hikes...
Thursday 9 February 2023
Taiwan notebook ODMs freeze hiring
Taiwan-based notebook ODMs have no plans for layoffs but have already instituted hiring freezes, according to industry sources.
Wednesday 8 February 2023
Auto chips supply chain to undergo restructuring in next 1-2 years
The shortages of automotive chips and components have eased from the past few years, but the entire supply chain is expected to undergo restructuring in the next 1-2 years as the...
Wednesday 8 February 2023
Huawei automotive business reportedly sees management shakeup
Huawei's Intelligent Automotive Solution Business Unit (ISABU) reportedly has seen a management shakeup, with its president Wang Jun being suspended.
Wednesday 8 February 2023
Taiwan MCU vendors post revenue drops in January
Taiwan-based MCU vendors generally saw their January sales decline sequentially or annually, and are wary of the near-term demand outlook as they will remain in the stage of inventory...
Wednesday 8 February 2023
Mucker has confidence in Taiwanese B2B SaaS startups
In terms of Taiwan's entrepreneurial environment, Mr. Jerry Chen, an investor in Mucker Capital for the Asia Pacific region, is of the opinion that Taiwan has very little visibility...
Wednesday 8 February 2023
PC component suppliers see promising replacement demand
Despite overall PC demand weakness, replacement demand from CPU and GPU upgrades remains promising, according to sources at related component suppliers.