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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Friday 14 May 2021
Merry sees MEMS microphone shipments grow 180% in 1Q21
Taiwan's electroacoustic solutions provider Merry Electronics saw its shipments of MEMS microphones shoot up 180% on year in the first quarter of 2021, driven by strong demand for...
Friday 14 May 2021
Strong Chromebook sales boost Quanta gross margin in 1Q21
Robust Chromebook demand boosted Quanta Computer's gross margin to 6.33% in the first quarter of 2021, up 0.14pp sequentially, despite an over 10% revenue decline on quarter, according...
Friday 14 May 2021
Taiwan makers to see mobo shipments fall 10-15% in 2Q21
Taiwan-based makers are expected to continue to enjoy strong shipments of graphics cards in the second quarter of 2021, but will see their motherboard sales decline 10-15% sequentially,...
Friday 14 May 2021
Notebook demand to remain strong in 2H21, says Quanta
Quanta Computer continues to see notebook customers step up their pace of orders with the orders pull-in momentum to carry on in the second half of 2021, according to the Taiwan-based...
Friday 14 May 2021
Top-5 notebook vendors see combined shipments drop 4% in April
Despite seeing strong demand from the education and enterprise sectors, the global top-5 notebook brands (not including Apple) still saw their combined shipments slip 4% on month...
Thursday 13 May 2021
Highlights of the day: Pegatron braces for slower notebook shipment growth
Components shortages have been troubling the notebook industry for months. ODM Pegatron's previous optimism that its...
Thursday 13 May 2021
Asustek sees notebook supply remain constrained
A worsening shortage of semiconductors, such as audio codec chips, display driver ICs and power management chips, continues to constrain the supply of notebooks, according to Asustek...
Thursday 13 May 2021
Brand notebook vendors poised to raise prices
Brand vendors are poised to hike terminal market prices for their notebooks to reflect rising manufacturing costs, according to sources at notebook ODMs.
Thursday 13 May 2021
Clevo has order visibility till 3Q21
Notebook, tablet and PC ODM Clevo has disclosed it has obtained orders with shipments scheduled until third-quarter 2021.
Thursday 13 May 2021
Pegatron cuts notebook shipment growth forecast for 2Q21
Worsening shortages of notebook-use chips and components has prompted Taiwan's ODM Pegatron to revise downward its sequential shipment growth forecast for the second quarter to 5-10%...
Thursday 13 May 2021
Asustek upbeat about PC sales in 2Q, 2H21
Asustek Computer is upbeat about its PC sales in the second quarter and the second half of 2021, judging from clear order visibility through the end of the year, according to Asustek...
Thursday 13 May 2021
Synnex April revenues down on month
IT and consumer electronics channel distributor Synnex Technology International has reported consolidated revenues of NT$31.828 billion (US$1.13 billion) for April, decreasing 3.86%...
Wednesday 12 May 2021
Highlights of the day: Device makers turn cautious
Device makers may be heading towards inventory correction next quarter, as they revisit their production plans amid weakenig demand in some major markets. Taiwan-based chipmakers...
Wednesday 12 May 2021
PCB maker Apex to see new plant come online starting July
Taiwan-based PCB maker Apex International, with main manufacturing operations in Thailand, expects to see its new plant come online starting July, with capacity at all its three plants...
Wednesday 12 May 2021
Taiwan OSATs see order preparation times extended
Major Taiwan-based OSATs including ASE Technology, Powertech Technology (PTI), Chipbond Technology and ChipMOS Technologies have seen their order preparation times extended to three...