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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Tuesday 16 November 2021
Compal dismisses reports about closing TV assembly lines in Taiwan
ODM Compal Electronics has dismissed reports that claimed it was shutting down TV assembly lines in Taiwan.
Tuesday 16 November 2021
Commercial notebooks, servers to outgrow consumer models in 2022
Most electronics device ODMs in Taiwan are expected to post flat performance or slight sequential increases for their fourth-quarter 2021 shipments, and may see stronger growth momentum...
Tuesday 16 November 2021
Apple assemblers set to enjoy sales growth in 4Q21
Foxconn Technology Group (Hon Hai Precision), Pegatron and Quanta Computer are all poised to generate sequential sales increases in the fourth quarter of 2021 as they start fulfilling...
Tuesday 16 November 2021
Ta Win grabs EV pie by securing Posco deal
In November alone, Ta Win Holdings, a Malaysia-based copper product manufacturer, had announced deals that secured its share in the global electrical vehicle (EV) supply chain.
Monday 15 November 2021
Highlights of the day: Enterprise notebook demand remains robust
Despite IC shortages, demand for enterprise notebooks is recovering. ODM Invetenc has disclosed that its order visibility for enterprise...
Monday 15 November 2021
IDMs focus on cybersecurity for automotive semiconductors
Cybersecurity is becoming increasingly important in autonomous vehicles (AV), as level 2 (L2) AVs become more widespread. Regional regulations and technological limitations are also...
Monday 15 November 2021
OSATs for handset 3D sensors, CIS see revenues fall in October
Taiwan-based backend houses Xintec and VisEra, both in the supply chain of 3D sensors for iPhone 13 series, saw their October revenues fall sequentially on a slowdown in shipments...
Monday 15 November 2021
Strong PWM IC demand boosts Silergy revenue, profits in 3Q21
Robust demand for power management ICs buoyed fabless chipmaker Silergy's sales and profit performance in the third quarter of 2021.
Monday 15 November 2021
Car MCU crunch on track to ease, ADAS chip shortage emerging
Shortage of automotive MCUs will remain on track to ease in 2022, but a new wave of uneven component supply will be emerging and may last till 2023 with core chips for ADAS to lead...
Monday 15 November 2021
Inventec enterprise notebook order visibility reaches year-end 2022
Inventec's order visibility for enterprise notebooks has extended to the end of 2022 as its clients have turned to place long-term orders to counter the IC shortages amid the demand...
Friday 12 November 2021
Pegatron to invest US$164 million in 1st phase of EV factory in North America
Pegatron has announced plans to invest US$164 million in the first phase of a new plant for electric vehicles (EV) and other automotive electronics in North America to serve customers...
Friday 12 November 2021
Compal reports revenue growth in 3Q21
Compal Electronics has reported its third-quarter 2021 consolidated revenues rose 29% sequentially to arrive at NT$336.86 billion (US$11.99 billion) with operating net profits growing...
Friday 12 November 2021
Taiwan makers bullish about graphics card sales in 1H22
Unit sales and prices of graphics cards are expected to continue growing in the first half of 2022, buoyed by sustained demand for gaming and cryptomining applications, according...
Thursday 11 November 2021
Analog IC firm GMT striving for more foundry capacity
Taiwan-based Global Mixed-mode Technology (GMT), a supplier of analog and power management (PWM) ICs, will continue striving for more available capacities at foundries to support...
Thursday 11 November 2021
Highlight of the day: TI reportedly slow in expanding production
Pure-play foundry houses have been keen on expanding fab capacity, but the notebook industry continues to see serious chip shortage. Some industry sources are blaming Texas...