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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
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Friday 17 March 2023
Global AIO PC shipments go down 40% on year in 4Q22 and 1Q23, says DIGITIMES Research
Global AIO PC shipments continued to plunge in the fourth quarter of 2022, down 15% sequentially and 44% on year to reach only around two million units since most demand had already...
Friday 17 March 2023
Global EV market grows 55% in 2022 with 59% of EVs sold in China
Worldwide sales of electric vehicles (EV) increased 55% to 10.1 million units in 2022, according to Canalys. China was by far the largest EV market last year, accounting for 59% of...
Friday 17 March 2023
SEMCO's next hit product: automotive components
Samsung Electro-Mechanics (Semco) has decided to restructure and expand its R&D division for its automotive and related electronic component products. The company aims to accelerate...
Friday 17 March 2023
Clevo expects 10% shipment growth in 2023
Clevo, a Taiwan-based niche notebook manufacturer, expects at least 10% shipment growth in 2023, believing that demand from China's gaming market will recover, according to notebook...
Friday 17 March 2023
Macroblock cuts into China EV supply chain
Macroblock, an LED driver IC design house, has cut into the supply chain of the Chinese electric vehicle (EV) OEM market with its offering of miniLED backlight driver ICs, according...
Friday 17 March 2023
Global top-5 brands enjoy on-month increase in combined February shipments, says DIGITIMES Research
The global top-5 notebook brands, not including Apple, saw their combined shipments rise over 10% on month in February 2023 thanks to a low comparison base in January and channel...
Thursday 16 March 2023
Production yield matters for GaN applications and penetration
The application benefits are getting clear for third-generation compound semiconductor GaN (gallium nitride) as it is increasingly adopted for charging piles, in-vehicle DC-DC power...
Thursday 16 March 2023
China makers building own IGBT supply chain for EV applications
Ever-rising demand for electrical vehicles (EVs) is driving fast development of IGBT (insulated gate bipolar transistor) module applications, prompting Chinese semiconductor players...
Thursday 16 March 2023
Compal cautious about notebook shipment prospects
Compal Electronics is cautious about notebook shipment prospects this year due to market uncertainty, according to company president Martin Wong.
Thursday 16 March 2023
Asustek to remain unprofitable in 1H23
Asustek Computer has warned that it may remain unprofitable in the first half of 2023, while Gigabyte Technology and Micro-Star International (MSI) both expect sales to pick up quarter...
Thursday 16 March 2023
Foxconn to see automotive component sales boost in 2023
Hon Hai Precision Industry (Foxconn) expects to see its automotive product line generate revenue between NT$50 billion (US$1.63 billion) and NT$100 billion in 2023, up from NT$20...
Thursday 16 March 2023
Quanta lowers revenue proportion for notebooks
ODM Quanta Computer cut notebook sales as a percentage of company revenue to less than 50% in the fourth quarter of 2022, when gross margin grew 0.87pp on quarter to 6.48%.
Thursday 16 March 2023
CIS backend specialist Tong Hsing upbeat about automotive demand
CIS packaging and testing firm Tong Hsing Electronic is expected to see sales generated from the automotive applications register a high single-digit percentage growth in 2023.
Thursday 16 March 2023
DDR5 penetration stalls, delaying demand for related PMIC
Since PCs and servers are adopting DDR5 memory more slowly than anticipated, related conventional power management IC (PMIC) demand is unlikely to increase with improved visibility...
Thursday 16 March 2023
GaN to dominate on-board chargers in the future, says GaN Systems
Gallium nitride (GaN) has been rapidly adopted in mass-market small-voltage chargers and is now making inroads into automotive on-board chargers (OBC), according to Andy Chuang, VP...