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From: BeenRetired4/9/2021 6:39:00 AM
   of 23052
 
LEVI CC: "Our total digital ecosystem grew 36%"...

I've followed enough Retail for years to know the winners are those who embrace Tech. Not dabble.
Dots child's play.
It's all about Digital, stupid.
And,...
This is JUST the start.
And,...
Bit ONLY soar from here.

ASML

Our own e-commerce business grew 25% in the first quarter and increased to 10% of total company revenues. An increasing share of consumer demand continues to be fulfilled by omni capabilities we’ve rolled out in the last year. These include ship from store, associate ordering, BOPIS and two-day shipping. We initially launched these in the U.S. and are now expanding them globally. We recently saw our largest week of sales from associate ordering, a capability that helps ensure we don’t miss a sale and caters to how younger consumers are shopping, behaviors we expect will stick beyond the pandemic. We’re just scratching the surface as these omni capabilities scale they’re becoming increasingly more meaningful.

Our NextGen Store rollout continues around the globe. We’ve opened our first NextGen Store in the Middle East, an ultra-premium store in the Dubai Mall, one of the largest malls in the world shopped by 80 million people annually. We’re leveraging AI to continue to accelerate our digital transformation within direct-to-consumer, a new product recommendation engine on levi.com now personalizes the individual experience online based on consumer profiles and browsing and purchase patterns showing increases in revenue and conversion. Loyalty program membership increased by 35% in the last quarter to more than 5 million members globally and revenue contribution from our mobile app is exceeding expectations and continues to grow month-over-month. We are reaching a younger consumer who is engaging with us more times per month and longer per visit.

We’re using the app as a seamless connector for the online to offline experience and are piloting new convenience oriented in-store features like contactless returns and self-checkout. And we continue to diversify the business. On the international front our developing markets of China, India, and Russia all had great first quarters and represent significant growth opportunities. Despite the lockdowns first quarter sales of women’s bottoms in Europe exceeded Q1 2019 in net revenues. In our top 10 wholesale accounts revenues from our women’s business grew double digits as compared to a year ago. And our wholesale channel continues to transform and become healthier with a higher share of business in digital, mass, premium, and with financially healthy retailers.

Our total digital ecosystem grew 36% and comprised 26% of total company first quarter revenues up from 16% a year ago. The opportunity in digital remains huge and we aspire to grow this over time to a third of our business. All these efforts are driving higher AURs resulting from premiumization, product mix and pricing. And we have additional pricing opportunities going forward on the back of the brand strength. Finally before I turn it over to Harmit I’d like to take a moment to share some of the things we’re doing on the ESG front. We continue to make progress on our goals for climate and water and in becoming a more environmentally resilient company. We recently rolled out new greenhouse gas emission targets to all our key suppliers.

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From: BeenRetired4/9/2021 6:48:55 AM
1 Recommendation   of 23052
 
Strong Chromebook shipments to buoy chip suppliers in 2Q21
Cage Chao, Taipei; Joseph Tsai, DIGITIMES
Friday 9 April 2021

Taiwan-based IC design houses including MediaTek, Elan Microelectronics and Integrated Technology Express (ITE) continue to enjoy a strong pull-in of orders for Chromebooks, which will boost their respective revenues to record highs in the second quarter

P.S.
Love it.
The cure for House of WinTel was House of Wintel. Steroidal Stagnation created simply yuge innovation.
Competition now abounds in Hardware and Software.
Disruption way good for bits.

ASML

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From: BeenRetired4/9/2021 7:03:05 AM
   of 23052
 
Acer optimistic about 2Q21 shipments in Asia Pacific
Aaron Lee, Taipei; Joseph Tsai, DIGITIMES
Wednesday 7 April 2021

Acer expects shipments into Asia Pacific to grow sequentially in the second quarter (Banal from home deleted. Really, really bugs the krapp out of me.)

Hou pointed out that the recovery of the Asia Pacific PC market has been 1-2 quarters later compared to that in Europe and North America. Demand for PCs in the Asia Pacific market began picking up in the first quarter of 2021.

Acer has also continued its marketing and promotions of gaming products and activities in Asia Pacific and has hosted an e-sport tournament that will end on April 11, Hou noted.

Because of component shortages and lockdowns amid the pandemic, Acer's gaming product sales in Asia Pacific in 2020 were weaker than in previous years. Acer's gaming notebook sales increased only 34% on year in 2020, but sales of ultra-thin notebooks grew 55% and Chromebooks 389%, Hou said.

However, Hou expects Acer's consumer and enterprise notebook shipments to all grow from a year ago in 2021. Acer's revenues from Asia Pacific increased around 50% on year in the first quarter of 2021 with sales in the Philippines, Japan and Vietnam all doubling on year and those in Malaysia, Hong Kong and Singapore rising more than 50%.

In the first quarter of 2021, Acer's ultra-thin notebook sales in the Philippines, Vietnam, Malaysia, India and Indonesia doubled on year, while Chromebook sales in Indonesia, Japan, Thailand, Hong Kong and the Philippines were up more than 200% and gaming notebook sales in the Philippines and Vietnam also picked up over 200% on year, Hou said.

Hou expects PC demand to remain robust in the second half of 2021 due to seasonality, while orders from the education, government and enterprise procurement segments will also expand. Acer landed a total of US$49 million worth of procurement orders in the first quarter of 2021.

The company in the second quarter of 2021 will also have a chance to obtain procurement orders from Indonesia, Japan, India and the Philippines, with projects from them totaling US$128 million.

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From: BeenRetired4/9/2021 7:06:49 AM
   of 23052
 
Wistron sees over 50% surge in notebook shipments in 1Q21
Aaron Lee, Taipei; Joseph Tsai, DIGITIMES
Friday 9 April 2021

Wistron shipped a total of 5.4 million notebooks in the first quarter of 2021, up 52.1% from a year earlier, while revenues grew by a slight 2% on year to NT$177.14 billion (US$6.23 billion).

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From: BeenRetired4/9/2021 7:28:53 AM
   of 23052
 
Largan expects one quarter delay in shipments due to [chip] component shortages
Rebecca Kuo, Taipei; Adam Hwang, DIGITIMES
Friday 9 April 2021

Smartphone-use lens module maker Largan Precision expects delays of at least one month for its shipments due to short supply of CMOS image sensors and application processors, according to company CEO Lin En-ping.

Lin said the sensor supply chain has even been forced to suspend production for some high-resolution models.

But the delays in Largan's shipments will not result in changes to its product pricing that has already been set in the contracts with clients, Lin indicated.

Due to the components shortages, Largan expects April consolidated revenues to decline sequentially and the impact will remain in May, Lin said.

While 7P lens modules have been increasingly adopted for smartphone models, 8P models require stricter technological specifications for the time being, Lin noted, adding 9P ones are in design-in process but may not be adopted in 2021, Lin indicated.

Largan has begun shipping automotive lens modules in small volumes and will increase shipments if gross margins rise to reasonable levels, Lin said.

Of lens modules shipped in the first quarter, 20-megapixel and above models accounted for 20-30%; 10- to below 20-megapixel, 50-60%; 8- to below 10-megapixel, 0-10%; and below 8-megapixel, 10-20%.

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From: BeenRetired4/9/2021 7:37:03 AM
   of 23052
 
Backend houses see order visibility for CIS, sensor chips through 4Q21
Julian Ho, Taipei; Willis Ke, DIGITIMES
Friday 9 April 2021

Backend houses continue to enjoy strong demand for processing IP camera chips and CMOS image sensor (CIS) chips, with their order visibility clear through the fourth quarter of 2021, according to industry sources.

Also:

Strong sensor demand to buoy suppliers in 2021
Julian Ho, Taipei; Joseph Tsai, DIGITIMES
Wednesday 7 April 2021

Demand for CMOS image sensor (CIS) and other sensors is set to be robust this year, driven by a surge in demand for video conferencing, security surveillance and automotive electronics applications, and benefiting related suppliers, according to indsutry...

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From: BeenRetired4/9/2021 7:45:27 AM
   of 23052
 
IC and material distributors to embrace strong profit growth in 2021
Julian Ho, Taipei; Jessie Shen, DIGITIMES
Friday 9 April 2021

Taiwan-based IC and material distributors are expected to see their profit growths this year outperform revenue increases, as shortages of IC parts and materials are sending prices up, according to industry sources.

Companies including Answer Technology (ANStek), Edom Technology, GMI Technology, Supreme Electronics, Sunnic Technology & Merchandise, WPG and WT Microelectronics are among the beneficiaries of the ongoing chip and materials shortfalls, the sources said.

Robust RF chip demand for 5G and Wi-Fi 6 related device applications is set to buoy revenues at WPG, WT Micro and Edom, as well as ANStek with its newly-added Qorvo RF product line, in 2021, the sources noted.

GMI, which distributes the majority of Realtek Semiconductor's chip offerings including Wi-Fi core chips, is also poised to enjoy a strong 2021, the sources continued.

With the supply of memory chips becoming tight, Supreme is set to benefit from a rally in memory chip prices this year, the sources said. Supreme sells memory chips mainly for South Korea-based vendors.

Sunnic, which distributes CMOS image sensors for Sony, is also expected to generate handsome profits this year driven by strong CIS demand for not only smartphones but also automotive electronics and security control applications, the sources indicated.

In addition, semiconductor material distributors including Topco Scientific, Topco Technologies and Wahlee Industrial, and IC packaging materials distributor Niching Industrial are all poised to post impressive profit increases in 2021, when their suppliers such as Shin-Etsu and Sumitomo Bakelite propose price hikes.

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From: BeenRetired4/9/2021 7:52:11 AM
   of 23052
 
AUO sales rise [~50% on year] in March
Rodney Chan, DIGITIMES, Taipei
Friday 9 April 2021

AU Optronics (AUO) has reported consolidated revenue of NT$30.72 billion (US$1.08 billion) for March 2021, up by 20.0% on month and 49.8% on year.

Consolidated revenues in the first quarter of 2021 came to NT$82.94 billion, up by 3.0% sequentially and 54.5% on year,said the Taiwan-based panel maker.

Panel area shipments totaled around 2.21 million square meters in March 2021, up by 10.1% month-over-month, disclsed AUO.

First-quarter 2021 panel area shipments reached around 6.35 million square meters, down by 6.3% quarter-over-quarter but up by 15.2% year-over-year, said AUO.

Also:

AUO to create 1,500 new jobs in 2021
Rebecca Kuo, Tainan; Steve Shen, DIGITIMES
Wednesday 17 March 2021

LCD panel maker AU Optronics (AUO) will recruit an additional 1,500 employees in 2021 as part of its efforts to enhance its development and deployment in advanced technology, AI, AIoT, big data and other across-domain applications.

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From: BeenRetired4/9/2021 7:57:12 AM
   of 23052
 
AiP substrates in growing demand for new mmWave iPhones in 2021
Jay Liu, Taipei; Willis Ke, DIGITIMES
Friday 9 April 2021

IC substrate makers in Apple's iPhone supply chain are aggressively bracing for production of BT-based AiP (antenna in package) substrates expecting a surge in demand for new iPhones in 2021, according to industry sources.

P.S.
mmWave where all the bits are. Where The 5G Experience is.
5nm cannot handle all the mmWave bits.
3nm SuperFin GAA JUST begins to address the intensity.
JUST.
Then 6G.
sub-1nm roadmap.

ASML

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From: BeenRetired4/9/2021 8:08:08 AM
   of 23052
 
FCCL makers see sharp 1Q21 revenue growths on non-handset demand
Jay Liu, Taipei; Willis Ke, DIGITIMES
Friday 9 April 2021

Taiwan-based FCCL manufacturers including Taiflex Scientific and Asia Electronic Material (AEM) have posted strong on-year revenue increases for the first quarter of 2021 thanks to robust demand for non-handset applications, with the momentum to remain in the second quarter, according to industry sources.

Taiflex's first-quarter revenues reached NT$2.202 billion (US$78.64 million), up 36.43% from a year earlier, and AEM's spiked 37.68% to NT$448 million, the highest for the same quarter.

Taiflex will continue to see strong shipments for notebook and tablet applications throughout first-half 2021 amid lingering stay-at-home activities, despite seasonality-induced slowdown in sales for handset applications, the sources said.

As FCCL demand for new handsets and other consumer devices will rise significantly in the second half of the year, Taiflex is expected to see its 2021 revenues further improve from 2020. In particular, it has landed new FCCL orders for LCP antenna and power supply modules for Apple devices, which will serve as a major growth driver for the company, the sources said.

AEM's sales to Chinese handset vendors slowed down in the first quarter, but strong shipments for notebook and tablet applications have been bolstering its overall revenues. The company expects the China market to see a 5G handset replacement boom later in the year, with shipments for non-handset applications to stay in high gear in the months ahead.

AEM's new coating lines at its Dongtai plant in China's Jiangsu province will enter trial runs later in the second quarter and kick off mass production in the third quarter to better fulfill orders in the peak season.

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