Largan pessimistic about 2Q23 prospects
Smartphone lens module specialist Largan Precision has expressed caution about its sales prospects for the second quarter, citing the continued weakness of global smartphone sales......»»
Global tablet shipments expected to slip slightly in 2Q23, says DIGITIMES Research
Despite issues such as the global economy showing no sign of recovery and the slow season having limited tablet brands' shipment in the earlier half of the first quarter of 2023, tablet brands are starting to place short-term orders at the end of the.....»»
MOSFET suppliers cautious about 2Q23
MOSFET suppliers continue to experience excess inventory throughout the PC and handset industry supply chains, and their near-term business prospects remain uncertain, according to industry sources......»»
Asustek eyeing a breakeven in 2Q23 after two consecutive quarters of losses
Asustek Computer, as expected by the market, remained in the red in the first quarter of 2023, but its operating losses narrowed to NT$1.682 billion (US$54.57 million) from NT$3.823 billion of a year earlier, with the prospect it may have a chance to.....»»
DRAM and NAND flash prices to fall further in 2Q23
According to TrendForce, DRAM and NAND Flash prices are expected to fall further in the second quarter of 2023 due to weak server shipments and high inventory levels......»»
SMIC at full capacity in 28/40nm nodes, buoyed by urgent Chinese orders
Zhao Haijun, the co-CEO of SMIC, expects the company to see 5–7% quarter-over-quarter growth in 2Q23 sales as urgent orders from Chinese clients drove capacity utilization of its 28nm and 40nm nodes to 100% in the second quarter, as declared in.....»»
Himax sees challenging 2Q23
Dispaly driver IC company Himax Technologies has warned of a challenging second quarter in terms of both sales and gross margin, but believes this will be a short-term phenomenon with a rebound around the corner starting in the second half of this ye.....»»
China smartphone brand shipments to grow in 2Q23 thanks partly to 618 shopping festival, says DIGITIMES Research
China-based smartphone brands' shipments are expected to make a recovery in the second quarter, stimulated by robust demand from the 618 shopping festival, with an on-year decline to also shrink to less than 10%, according to DIGITIMES Research's lat.....»»
Memory prices in a tug-of-war between suppliers and customers in 2Q23
Memory products will remain a buyer's market in the short term as inventory levels at suppliers are still at historical highs, and prices are caught in a tug-of-war between both suppliers and customers in the second quarter of the year......»»
PMIC supplier GMT expects meaningful revenue growth in 2Q23
Power management IC (PMIC) specialist Global Mixed-Mode Technology (GMT) expects its revenue and gross margin to improve meaningfully in the second quarter, buoyed by rebounding demand......»»
Foxconn: assembly allocation spotlighted, three questions on EV business waiting to be answered
As smartphone clients enter a transition period between new and old products and there are still no clear signs of demend recovery, the market expects Hon Hai Precision Industry (Foxconn) to post sales declines in both QoQ and YoY comparisons in 2Q23.....»»
Global notebook shipments to resume sequential growth in 2Q23, says DIGITIMES Research
Global notebook shipments (not including detachable models) performed better than originally expected, shrinking only 9.5% sequentially and less than 35% on year in the first quarter of 2023, and the volumes will grow back 9% sequentially in the seco.....»»
Global server shipments to see slight sequential growth in 2Q23 amid cloud service boom
Upstream and downstream players in the electronics industry remained at the inventory adjustment stage in the first quarter of 2023, with their revenue performance mostly stalling and even declining compared to the same period of 2022......»»
Novatek expects modest sales growth in 2Q23
Display driver IC specialist Novatek Microelectronics expects its revenue to grow slightly in the second quarter of 2023 compared to the previous quarter, thanks to customer replenishment demand......»»
DDI suppliers positive about 2Q23 performance
Display driver IC (DDI) suppliers are generally optimistic about their second-quarter prospects, citing an increase in replenishment demand and an improvement in customer inventory levels, according to industry sources......»»
Specialty foundry VIS may see sales recover starting 2Q23
Specialty IC foundry Vanguard International Semiconductor (VIS) recorded a 42.8% sequential revenue surge in April with first-quarter sales likely to be the lowest of the year, according to industry sources......»»
Chicony expects revenue and profit growth in 2Q23
PC peripheral specialist Chicony Electronics reiterated the company's efforts to expand its non-PC offerings while anticipating sequential revenue and profit increases in the second quarter......»»
Zhen Ding cautious about 1H23 business prospects
PCB and IC substrate manufacturer Zhen Ding Technology has expressed caution about its business prospects for the first half of this year, citing ongoing inventory adjustments throughout the consumer electronics industry supply chain......»»
New Largan plant on track for equipment move-in
Smartphone-lens module specialist Largan Precision is on track to complete the construction of its new plant in Taiwan despite slow sales in the first four months......»»
VIA Labs uncertain about 2H23 demand prospects
VIA Labs, a subsidiary of VIA Technologies specializing in high-speed transmission chips, has expressed uncertainty regarding the demand outlook for the second half of this year......»»
BenQ Materials expects robust demand for consumer medical products in China in 2Q23
BenQ Materials has continued to shift its business focus toward medical-related products, away from polarizers, which have gradually seen a reduced revenue contribution and expects consumer medical product sales to grow dramatically in the second qua.....»»