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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Wednesday 8 February 2023
Inventory correction for notebooks nears end
Inventory adjustments for notebooks have reached the last stage, meaning industry revival could happen sooner than expected, according to sources at IC design hous...
Tuesday 7 February 2023
When will DDI market turn around?
Novatek Microelectronics is about to hold its earnings call, and what market outlook the top Taiwanese supplier of display driver ICs (DDI) will give for the chip segment is highly...
Tuesday 7 February 2023
Reduced MacBook volume put Taiwanese supply chain under pressure
The Taiwanese supply chain has relied on the stable demand from Apple. However, it has recently received news that delivery of the Mac series will be significantly reduced. In addition,...
Tuesday 7 February 2023
Foxconn Electronics January revenues hit January record
Foxconn Electronics has reported consolidated revenues of NT$660.363 billion (US$22.01 billion) for January, the historically highest monthly level for January with growth of 4.93%...
Tuesday 7 February 2023
TINVA optimistic about Taiwanese startups developments in ESG, semiconductors, medical devices, smart manufacturing
Taiwanese startups can no longer involve in "me-too" or "me-better" businesses, but must plan ahead and develop "me-only" technologies. The reasons are because the scales of Taiwanese...
Monday 6 February 2023
Building Taiwan's international startup team to connect with international talents, markets, and capital
Mr. Wufu Chen, Chairman of Acorn Campus Taiwan pointed out that, facing a new wave of lifestyle paradigm shift, he and his company will assist Taiwan in forming an international team...
Friday 3 February 2023
Taiwan-based listed electronics firms record US$953 billion in total 2022 sales
All firms with considerable business scales in Taiwan's electronics industry are publicly traded. When they release their tentative annual financial indicators, we can already grasp...
Friday 3 February 2023
Apple saw worst holiday performance in 4 years, but sees hope in India
As seen on Apple's latest financial results, the world's largest company by market cap suffered from a weak economy and supply constraints that led to the worst holiday performance...
Friday 3 February 2023
Qualcomm posts revenue drop in fiscal 1Q23; automotive chip sales jump 58%
Qualcomm has reported revenue declined 12% on year to US$9.5 billion in its fiscal first quarter, with its QCT (Qualcomm CDMA Technologies) business generating nearly US$7.9 billio...
Friday 3 February 2023
Bosch signs with Beijing Automotive to deliver high-end automotive products
Bosch China signed a strategic partnership with China's state-owned Beijing Automotive Group (BAIC) on Feb 1, strengthening ties with the leading supplier in the space of smart cockpit,...
Friday 3 February 2023
Slow PC chip inventory depletion rates dash hopes of IC design houses
Taiwan's IC design houses are expected to breath a slight sigh of relief in late first quarter or the second quarter thanks to frequent influx of rush orders, but end-market sources...
Friday 3 February 2023
China automotive market will see strong rebound in 2H2023, VW CEO says
Volkswagen Group CEO Oliver Blume is visiting China. He said the country's automotive market will make a robust comeback in the second half of this year. In addition, Blume also stated...
Friday 3 February 2023
South Korea vendors to scale up OLED panel output in 2023
Samsung Display (SDC) and LG Display (LGD) will ramp up their OLED panel output in 2023 to fend off competition from Chinese rivals, according to sources at the TV supply chain mak...
Thursday 2 February 2023
IDMs in price war for auto mmWave radar chip solutions
International IDMs are entering a new wave of price competition for their auto-use mmWave radar chips solutions, which see increasing penetration as vehicles undergo electrification,...
Thursday 2 February 2023
Understanding new 2023 AEC standards: iST helps Taiwanese electronics manufacturers conquer automotive market
The implementation of smart technologies is one of the most important trends in the automotive industry. As a technology hub, Taiwan is among the world leaders in both technology...