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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
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Monday 12 August 2019
Huawei resumes notebook orders, development of 5G models, say sources
Huawei has resumed pulling in new orders for notebooks and also restarted the development of 5G-enabled notebook models, according to sources from the vendor's Taiwan-based supply...
Monday 12 August 2019
Taiwan LCD TVs – 2Q 2019
Taiwan's LCD TV shipments grew 14.4% sequentially, but dropped 6.4% on year to arrive at 7.16 million units in the second quarter of 2019.
Friday 9 August 2019
Advantech unveils new 5-year development plans to spur growth
Taiwan-based IPC maker Advantech has launched a new 5-year development project, aiming to strengthen its growth momentum by deepening service localization and personnel training in...
Thursday 8 August 2019
HannStar Display reports profit for 2Q19
LCD panel maker HannStar Display has reported net profit of NT$305 million (US$9.73 million) for the second quarter of 2019, up 66.67% on quarter but down 62.9% on year. EPS for the...
Thursday 8 August 2019
Global tablet market – 2Q 2019
Global tablet shipments amounted to 32.66 million units in second-quarter 2019, down 8.7% on quarter and 11.9% on year due to slow season, Apple's new products making little contribution...
Wednesday 7 August 2019
Taiwan large-size LCD panels – 2Q 2019
Taiwan's large-size LCD panel shipments picked up 6.8% sequentially to arrive at 58.09 million units in the second quarter of 2019.
Tuesday 6 August 2019
Firms need not overly worry about tariff war, says Pegatron chair
Volatile international trade conditions are expected to persist into at least the next US presidential race, and firms must focus more on long-term development of the supply chains...
Tuesday 6 August 2019
Highlights of the day: 7nm node driving TSMC sales
The latest escalation in the US-China trade war may have cast a shadow over the IT supply chain, but the world's top foundry house TSMC is seeing strong demand for its 7nm...
Tuesday 6 August 2019
Notebook ODMs to post higher-than-expected shipments in August
Notebook ODMs are expected to enjoy higher-than-expected shipments in August, as the 10% tariff on China-sourced notebooks staring September 1 has promoted brand vendors to stockpile...
Tuesday 6 August 2019
Notebook ODMs not asked to relocate further despite new tariff threat
Notebook vendors have not asked their ODMs to enforce a new round of production relocation in response to a new 10% tariff to be levied by the US on the remaining US$300 billion in...
Monday 5 August 2019
US new tariffs on Chinese imports may dim TSMC, Intel prospects
The Trump administration's latest move to slap a 10% tariff on the remaining US$300 billion worth of Chinese imports, including handsets, notebooks and TVs, starting September 1 may...
Friday 2 August 2019
Highlights of the day: iPhone outlook
Apple saw disappointing iPhone sales during its fiscal third quarter 2019, and its component suppliers see weak order visibility for the vendor's upcoming...
Friday 2 August 2019
Notebook vendors gearing up to launch 5G models
The world's top-3 notebook vendors Lenovo, HP and Dell are set to introduce their first 5G models in the second half of 2019, and Apple is also expected to roll out its 5G MacBook...
Friday 2 August 2019
Intel launches 10nm mobile Core processors
Intel has launched 11 highly-integrated 10th Gen Intel Core processors, manufactured via its 10nm process and designed for 2-in-1s and notebooks. The processors bring artificial intelligence...
Friday 2 August 2019
DRAM expected to remain largest IC market despite 38% sales decline, says IC Insights
Despite a 38% sales decline expected this year, the DRAM market is forecast to remain the largest of all IC product categories again in 2019 with sales reaching US$62 billion, down...