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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
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Friday 14 February 2020
Xintec turns profitable in 2019, set to gain more from 3D DOE devices
TSMC-reinvested backend house Xintec will see little seasonality impact on its revenues for the first half of 2020 as robust packaging demand for DOE (diffractive optical element)...
Friday 14 February 2020
Global AIO PC shipments to experience double-digit drops in 1Q20
Global all-in-one (AIO) PC shipments totaled 3.42 million units in the fourth quarter of 2019, rounding out the volumes for the whole-year 2019 at 13.25 million units, down 3.4% on...
Thursday 13 February 2020
Acer, Asustek revenues under pressure
China's coronavirus outbreak is expected to negatively affect revenues for Acer and Asustek Computer in the first half of 2020 as both firms have major portions of their sales from...
Thursday 13 February 2020
Coronavirus outbreak impact: Apple iPhone plan reportedly unaffected
Apple's manufacturing partners may not be able resume normal production in China anytime soon in the wake of the coronavirus outbreak, but it does not seem to be derailing the vendor's...
Thursday 13 February 2020
Post-coronavirus rebound to take place in 2H20, SEMI believes
The ongoing coronavirus outbreak has had a negative impact on the world's economy and supply chain, but a rebound should take place in the latter half of 2020 thanks to a general...
Thursday 13 February 2020
Taiwan LCD TV shipments to tumble in 1Q20, says Digitimes Research
Shipments of LCD TVs by Taiwan-based makers are expected to fall below five million units in the first quarter of 2020, down nearly 44% on quarter and over 20% on year, affected by...
Thursday 13 February 2020
Apple reportedly in high demand for 5nm A14 to support 5G devices
Apple's demand for 5nm A14 mobile application processors (AP) to support its 5G devices is likely to be 50-60% higher than that for its 7nm A13, highlighting the vendor's determination...
Thursday 13 February 2020
Epidemic may rekindle production diversification request from brand clients
Taiwan's notebook ODMs have not yet been asked to increase production outside China as the coronavirus outbreak is still deemed a short situation, but the epidemic may spark another...
Thursday 13 February 2020
Taiwan ODMs see Kunshan plants in serious labor shortages
Taiwan-based ODMs' plants in Kunshan, China are facing serious labor shortages at the moment with a majority of their workers still unable to return to work, according to sources...
Wednesday 12 February 2020
Coronavirus outbreak impact: Apple reportedly raising production in Taiwan
Production disruption in China is everyone's nightmare in the IT supply chain in the wake of the coronavirus. Many makers are raising their production outside of China, and Apple...
Wednesday 12 February 2020
Global handset sales still face steep fall even if outbreak can be contained by June
China's coronavirus outbreak is set to have far-reaching impacts on the global IT industry and could undermine global demand to a great extent if related supply chains are cut off,...
Wednesday 12 February 2020
Foxconn sees 1Q20 revenues come under pressure
Foxconn Electronics is likely to have its first-quarter revenues hit by the fallout from coronavirus, according to industry sources.
Monday 10 February 2020
MediaTek slightly lowers global 5G handset sales projection for 2020
MediaTek has adjusted downward its 2020 projection for the world's 5G handset shipments to 170-200 million units from over 200 million due to the coronavirus outbreak, with the Chinese...
Monday 10 February 2020
Silicon Motion expects sales drop in 1Q20
NAND flash device controller specialist Silicon Motion Technology expects to post a revenue decrease of 10-15% sequentially in the first quarter of 2020, with gross margin ranging...
Monday 10 February 2020
Less than 20% of employees expected to return to work in China
Less than 20% of Chinese factory employees would return to work after an extended Lunar New Year break due to the coronavirus outbreak, and many components plants in China have decided...