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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
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Wednesday 13 July 2022
Falling DDI prices to erode suppliers' profitability in 2H22
Display driver IC prices have come under further downward pressure, making it more difficult for chip suppliers to maintain profit growth in the second half of this year, according...
Tuesday 12 July 2022
Taiwan IPC makers post brisk June results
Taiwan-based industrial PC makers have reported brisk sales results for June 2022, mainly thanks to the easing of related component shortages enabling them to fulfill more deferred...
Tuesday 12 July 2022
China IC Design Series (1): China aims to develop automotive AI chips
In 2016, the AlphaGo computer program beat South Korean Go player Lee Sedol 4:1, shocking the world with the power of artificial intelligence (AI). Today, AI has penetrated everyday...
Tuesday 12 July 2022
IC materials suppliers striving for steady growth in 2H22
Taiwan-based IC materials suppliers are optimistic about their business outlook for the second half of 2022, and they are improving their product mixes to cash in on robust demand...
Tuesday 12 July 2022
Taiwan IC design houses brace for Samsung inventory correction
Samsung Electronics has started slowing down its pace of chip and component orders particularly TV-related display driver ICs (DDI) and SoCs, impacting its supply chains in which...
Monday 11 July 2022
'Just in case' outweighs 'just in time' in supply chain management
As the boom of remote learning and work-from-home wanes and inflation has stopped consumers from spending, the rising inventory has become an issue for the Asia electronics industr...
Monday 11 July 2022
Notebook ODMs enjoy rising shipments in June
Notebook ODMs saw June revenues rise from a month ago thanks to the lifting of the COVID-19 lockdowns in eastern Chinese cities and the related upstream supply chain will be fully...
Monday 11 July 2022
Foxconn makes strategic investment in SiC substrate production
Foxconn Technology Group has advanced further in building its semiconductor and EV ecosystems by making strategic investment in a Taiwan-based maker of SiC (silicon carbide) substrates...
Monday 11 July 2022
ASE, PTI poised to embrace strong 2H22
Taiwan's leading OSATs ASE Technology and Powertech Technology (PTI) managed to score impressive revenue gains in the first half of 2022 and are expected to perform even better in...
Friday 8 July 2022
IC designers see deployments in automotive applications paying off
Taiwan's IC designers have seen their deployments in automotive applications gradually paying off, but revenues generated from the segment can still hardly offset the ongoing declines...
Friday 8 July 2022
Samsung gives flat sales and profit outlook for 2Q22
Samsung Electronics' just unveiled sales and profit guidance for the second quarter represent almost flat sequential increases but double-digit surges compared to the same period...
Friday 8 July 2022
Global ODM/OEM TV shipments flat in 1H22
Global ODM/OEM TV shipments reached 45.4 million in first-half 2022, increasing 0.5% on year but decreasing 8% from first-half 2019 before COVID hit, according to China-based DISCI...
Friday 8 July 2022
OmniVision eyeing entry into Tata Motors supply chain
OmniVision Technologies is eyeing entry into the supply chain of India-based Tata Motors with its automotive CMOS image sensors (CIS), according to industry sources.
Friday 8 July 2022
Novatek misses 2Q22 sales guidance
Display driver IC specialist Novatek Microelectronics has reported June revenue fell 25.7% sequentially, with total revenue for the second quarter coming below its guidance given...
Friday 8 July 2022
Leadframe supply for automotive IC packaging remains tight
Leadframe suppliers including Chang Wah Technology (CWTC), Jih Lin Technology and Shuen Der Industry (SDI) continue to see their supply for automotive IC packaging fall short of demand,...