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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Thursday 11 June 2020
MSI expects stable 2020 sales
Micro-Star International (MSI) is optimistic about its second-quarter financial results and expects stable operation to continue for the remaining 2020, according to company chairman...
Thursday 11 June 2020
Highlights of the day: Notebook ODMs mixed about 2H20
Notebook ODMs have seen robust shipments in second-quarter 2020, thanks to stay-at-home needs fuled by the coronaviru pandemic. But the notebook...
Thursday 11 June 2020
Motherboard makers see strong orders for non-motherboard products
Motherboard and graphics card makers have enjoyed a ramp-up in orders for PCs and servers because of the rise of stay-at-home economy, according to sources from the upstream supply...
Thursday 11 June 2020
Notebook ODMs having mixed views on 2H20 shipments
Notebook ODMs are having mixed views for their shipments in the second half of 2020 with some expecting sequential drops in the third quarter and further declines in the fourth, and...
Wednesday 10 June 2020
Panel makers optimistic about 3Q20
Panel makers have become more positive about prospects for the third quarter of 2020 thanks to strong pull-ins for panel orders from the TV and notebook sectors, according to industry...
Wednesday 10 June 2020
Highlights of the day: TSMC seeking US subsidies for Arizona fab project
TSMC has disclosed intentions to build a 5nm wafer fab in Arizona. But the foundry house is seeking US governmen subsidies that it says are needed to run the US...
Wednesday 10 June 2020
LiDAR gaining penetration in autonomous vehicles, but hurdles remain, says Digitimes Research
Many first-tier international automotive components makers have been keen on collaborating with LiDAR developers trying to increase economies of scale for LiDAR devices, but high...
Wednesday 10 June 2020
Quanta sees growth in May revenues, turns optimistic about 3Q20
Quanta Computer has reported consolidated revenues of NT$93.35 billion (US$3.12 billion) for May, up 11.9% on month and 5.3% on year. Quanta's consolidated revenues for the first...
Wednesday 10 June 2020
Unitech to see capacity utilization rise to 90% in 3Q20
Rigid-flex PCB specialist Unitech Printed Circuit Board expects to see its capacity utilization rebound to 70-80% in July and rise further to 90% in the latter part of the third quarter,...
Wednesday 10 June 2020
Demand outlook for 2H20 uncertain, says Asustek chairman
PC sales have been stimulated by the rise of stay-at-home economy amid the coronavirus outbreak since early 2020, but the demand outlook for the second half of the year is uncertain,...
Tuesday 9 June 2020
TV panel prices gaining support amid rising orders
Prices of TV panels have started trending upward again recently as most TV brands have stepped up their pull-ins for panel orders in preparation for a possible pick-up in end-market...
Tuesday 9 June 2020
Wistron, Inventec expect shipments to peak in 2Q20
Notebook ODMs Wistron and Inventec have announced on-year revenue growths for May and expect their shipments to peak for 2020 in the second quarter, with June shipments to stay hig...
Tuesday 9 June 2020
Quanta, ITRI roll out 5G metal massive antenna system
A research alliance led by Quanta Computer and Taiwan government-backed Industrial Technology Research Institute (ITRI) has developed a set of metal chassis-based 5G massive antenna...
Monday 8 June 2020
Highlights of the day: Smartphone memory to increase
Smartphone shipments may be declining this year due to the impacts of the coronavirus pandemic, but memory vendors expect robust demand from the hadnset space as phone vendors increase...
Monday 8 June 2020
Apex 2H20 PCB shipments to rise on TV, notebook, networking applications
Taiwan-based PCB maker Apex International is expected to see strong shipment momentum last into the fourth quarter of the year and its gross margins will also pick up quarter by quarter...