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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Tuesday 9 May 2023
Wistron, Inventec post notebook shipment drops in April
ODMs Wistron and Inventec experienced revenue drops in April 2023, both seeing notebook shipments fall more than 10% sequentially.
Monday 8 May 2023
BenQ Materials expects robust demand for consumer medical products in China in 2Q23
BenQ Materials has continued to shift its business focus toward medical-related products, away from polarizers, which have gradually seen a reduced revenue contribution and expects...
Monday 8 May 2023
IPC suppliers focus on cultivating deep verticals
Just as the supply chain of consumer electronics has been impacted by blurred end demand, the IPC industry has been affected regionally due to turbulance in the Chinese market. However,...
Monday 8 May 2023
Qualcomm to acquire Autotalks
Qualcomm has entered into a definitive agreement to acquire Autotalks, a fabless semiconductor company dedicated to vehicle-to-everything (V2X) communications. The transaction is...
Monday 8 May 2023
Macronix April revenue hits 6-month high
Macronix International, a maker of mask ROM and flash memory, saw its revenue climb to a six-month high of NT$3.01 billion (US$98 million) in April 2023.
Monday 8 May 2023
Foxconn to see 2Q23 revenue fall
Hon Hai Precision Industry (Foxconn) reiterated its previous estimate of sequential and year-over-year revenue declines for the second quarter.
Monday 8 May 2023
MSI becomes first Taiwanese supplier to bounce back with upward revisions of motherboard and notebook shipments
Taiwan-based MSI becomes one of the first Taiwanese suppliers to bounce back from the post-pandemic downturn, having revised its annual shipment estimations for notebooks and motherboards...
Monday 8 May 2023
DDI firm Fitipower cautious about 2H23 market prospects
Fitipower Integrated Technology, a Foxconn Group affiliate specializing in display driver ICs (DDI), has expressed caution about its market prospects for the second half of 2023.
Friday 5 May 2023
Acer announces 1Q23 net income at NT$515.17 million, EPS NT$0.17; appoints new president
Acer has announced its financial results for the first quarter of 2023. Consolidated revenues reached NT$52.46 billion (US$1.7 billion), gross profits reached NT$5.36 billion and...
Friday 5 May 2023
China to account for most automotive LiDAR shipment in 2023, according to DIGITIMES Research
LiDAR is rising to be the emerging component differentiating car models in China. According to Evan Chen, an analyst with DIGITIMES Research, global automotive LiDAR shipment is expected...
Friday 5 May 2023
Apple set record for iPhone and services despite forex fluctuations
Despite the macroeconomic and industrial headwinds, including foreign exchange fluctuations, Apple's financial performance for the past quarter was still in line with expectations.
Friday 5 May 2023
ChatGPT creates automotive OS dilemma for automakers
The generative AI revolution brought about by ChatGPT also includes future cars. Current focus points include the new business opportunities created by in-vehicle AI through smart...
Friday 5 May 2023
Touch IC maker Elan says 2H23 visibility still unclear despite replenishment demand
Elan Microelectronics is seeing replenishment demand for Chromebooks and other notebook devices, which will buoy its sales performance in the second quarter, according to the touchscreen...
Friday 5 May 2023
China suppliers land 6-inch SiC orders from automotive IDMs, tier-1 suppliers
Chinese silicon carbide (SiC) companies including SICC and TankeBlue Semiconductor have secured contracts to supply 6-inch SiC materials to international automotive IDMs and tier-one...
Friday 5 May 2023
AUO chair sees recovery in China consumer market
Paul Peng, chairman of both LCD panel producer AU Optronics (AUO) and the Taipei Computer Association (TCA), believes the Chinese consumer market is on the mend.