| From: BeenRetired | 4/9/2021 6:48:55 AM | | | | | | 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: BeenRetired | 4/9/2021 7:03:05 AM | | | | | | 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: BeenRetired | 4/9/2021 7:06:49 AM | | | | | | 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: BeenRetired | 4/9/2021 7:28:53 AM | | | | | | 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: BeenRetired | 4/9/2021 7:37:03 AM | | | | | | 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: BeenRetired | 4/9/2021 7:45:27 AM | | | | | | 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: BeenRetired | 4/9/2021 7:52:11 AM | | | | | | 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: BeenRetired | 4/9/2021 7:57:12 AM | | | | | | 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: BeenRetired | 4/9/2021 8:08:08 AM | | | | | | 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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| From: BeenRetired | 4/9/2021 8:18:50 AM | | | | | | MacBook and iPad production delayed as supply crunch hits Apple
US tech giant's headaches suggest even worse chip shortages lie ahead
TAIPEI -- Production of some MacBooks and iPads has been postponed due to the global component shortage, Nikkei Asia has learned, in a sign that even Apple, with its massive procurement power, is not immune from the unprecedented supply crunch.
Chip shortages have caused delays in a key step in MacBook production -- the mounting of components on printed circuit boards before final assembly -- sources briefed on the matter told Nikkei Asia. Some iPad assembly, meanwhile, was postponed because of a shortage of displays and display components, sources said.
As a result of the delay, Apple has pushed back a portion of component orders for the two devices from the first half of this year to the second half, the people said. Industry sources and experts say the delays are a sign that the chip shortage is growing more serious and could impact smaller tech players even more heavily.
Apple is known for its expertise in managing one of the world's most complicated supply chains, and for the speed with which it can mobilize suppliers. This has helped the company withstand a global component shortage that is already squeezing automakers and electronics makers alike.
Production plans for Apple's iconic iPhones have so far not been affected by the supply shortage, although the supply of some components for the devices is "quite tight," according to two sources. Overall, the component shortage remains a supply chain issue for Apple and has not yet had an impact on product availability for consumers, Nikkei has learned.
Apple declined to comment for this story.
Apple rival Samsung Electronics, the world's biggest smartphone maker, recently confirmed that the chip shortage could be problematic for the company in the April to June period, adding that it has teams of employees working around the clock to resolve the issue.
Large players like Apple, Samsung Electronics and HP have a lot of leverage with suppliers to demand that their orders receive priority when capacity is limited, said Peter Hanbury, a partner with consultancy Bain & Co. "They also have developed sophisticated purchasing and supply chain capabilities, including collaborative planning with semiconductor manufacturing partners and strong visibility into where their products are manufactured so they can see ahead of shortages like this," he said.
Now, however, "demand for some of these large product categories has outstripped the total capacity available," Hanbury added. "They now face the same long-term challenges [as their chip suppliers and production partners] of adding manufacturing capacity, which takes years and billions of dollars."
Apple sells around 200 million iPhones, more than 20 million MacBooks, 19 million iPads, and more than 70 million pairs of AirPods a year -- all rank within the top five globally in their respective consumer electronics segments -- making the company one of the world's most powerful procurement forces.
Apple is the world's fourth-largest laptop maker with 7.6% market share, trailing Lenovo Group Holding, HP and Dell in 2020. Apple's iPads, meanwhile, are the clear leader in the tablet market, with a 32.5% share last year, followed by Samsung, Huawei, Lenovo and Amazon, IDC data showed.
The fact that the supply crunch has spread to MacBooks and iPads -- two key Apple items -- shows that the component shortage remains a serious issue and could deal a more serious blow to tech players that have less bargaining power and supply chain management expertise than the U.S. company, industry executives told Nikkei Asia.
"We really don't see an end to this shortage, and things could be even worse, looking ahead to the end of the June quarter, as some smaller tech players could run out of some critical inventories to build their products and need to scale back production," said Wallace Gou, president and CEO of Silicon Motion, a NAND flash memory controller chip developer that supplies Samsung, Western Digital, Micron, Kingston and many others.
PC demand remains strong in this year as the stay-at-home economy brought about by the coronavirus pandemic continues to flourish. The global PC market is forecast to grow by more than 18% this year, after expanding at a rapid clip of nearly 13% last year, according to research agency IDC.
However, the U.S., Japan and Germany have asked Taiwan and South Korea, the two key chip manufacturing economies, to help prioritize chips for the automotive industry, which is crucial to the world economy. This has further squeezed production of semiconductors for consumer electronics and computer products.
P.S.
Tech totally blew The 21st. Virus only sped things up.
Oh.
One more thing.
EUV oh soooo enabling.
EUV: Ever better chips ever cheaper. |
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