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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Thursday 10 November 2022
Quanta, Compal post notebook shipment falls in October
ODMs Quanta Computer and Compal Electronics both saw their October shipments for notebooks decreasing sequentially along with revenue drops.
Wednesday 9 November 2022
Novatek sees inventory return to appropriate level in 1Q23
Display driver IC supplier Novatek Microelectronics expects inventories held by handset and TV customers to return to appropriate levels in the first quarter of 2023 but is uncertain...
Wednesday 9 November 2022
Notebook ODMs pin hopes for sales upturn on year-end shopping season
Notebook ODMs remain conservative about their shipment prospects for the fourth quarter of 2022 but are pinning their hopes for a sales upturn on the year-end shopping season, according...
Tuesday 8 November 2022
Two major notebook trends forming in the post-pandemic world
The notebook sector, along with the world in general, is gradually returning to life before the Covid pandemic. In a post-pandemic industry, two trends are identified for the notebook...
Tuesday 8 November 2022
Fitipower sees pull-in of short lead-time orders for TVs
Display driver IC specialist Fitipower Integrated Technology, an affiliate of the Foxconn Group, has enjoyed a pull-in of short lead-time orders for TVs to support its sales performance...
Tuesday 8 November 2022
Taiwan semiconductor equipment output value to exceed US$3.13 billion in 2022
The annual output value of Taiwan's semiconductor equipment industry is expected to be well over NT$100 billion (US$3.13 billion) in 2022, given that the output value for the first...
Tuesday 8 November 2022
Notebook ODMs, suppliers remain cautious about 2023 demand
Notebook ODMs and other suppliers remain skeptical about end-market demand prospects despite tier-1 brand vendors' recent remarks that demand may pick up in the first quarter of next...
Monday 7 November 2022
Wistron 3Q22 gross margin hits record
ODM Wistron recorded gross margin of 7.15% for the third quarter of 2022, reaching a record high with growth of 0.44 percentage point on quarter and 1.25 percentage points on year,...
Monday 7 November 2022
MCU demand remains stable for automotive applications
MCU demand for PC and other consumer electronics applications is expected to see a larger fall in the fourth quarter than in the third, and only 32-bit MCUs for automotive and industrial...
Monday 7 November 2022
PC brands increasingly caught between the US and China
Supply chain sources indicated that Microsoft and Dell had requested to have all their IC sources of supply thoroughly checked - to see if any component stems from the Chinese semiconductor...
Monday 7 November 2022
Experts in UTHF 2022 see chip industry landscape changing and warn non-tech threats
Experts spoke on the first day of the 2022 US-Taiwan High-tech Forum (UTHF) and gave reasons for optimism for the semiconductor industry outlook in the next 10 years. However, they...
Monday 7 November 2022
Phison posts over 30% profit fall in 3Q22
Flash memory controller and module maker Phison Electronics has reported net profits fell about 34% sequentially to a nine-quarter low of NT$1.19 billion (US$37.1 million) in the...
Friday 4 November 2022
OSAT, suppliers cutting prices for DDIs to raise utilization
Taiwan's OSAT services providers and packaging materials suppliers are offering "more flexible" quotes for display driver ICs (DDIs) in a bid to raise their utilization rates, according...
Friday 4 November 2022
Lenovo boosts profit after cutting costs
Lenovo Group's earnings climbed 6% after China's top PC maker relied on cost reductions and new businesses to weather an unprecedented slump in global computing demand.
Friday 4 November 2022
Tell-tale export data from Taiwan show US-China market power rebalancing
Taiwan's electronic companies such as Foxconn, Pegatron, and Wistron used to produce more than 90% of the laptops in China. Many scholars say the outbreaks of trade war and pandemic...