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 server shipments to rebound slightly in 2Q23 after a double-digit decline in 1Q23, says DIGITIMES Research
Global server shipments performed weaker than DIGITIMES Research had anticipated originally, slipping almost 14% sequentially to fall below four million units. Having a lower comparison base in the same quarter a year ago and the fact that brand vend.....»»
Foxconn to see 2Q23 revenue fall
Hon Hai Precision Industry (Foxconn) reiterated its previous estimate of sequential and year-over-year revenue declines for the second quarter......»»
DDI firm Fitipower cautious about 2H23 market prospects
Fitipower Integrated Technology, a Foxconn Group affiliate specializing in display driver ICs (DDI), has expressed caution about its market prospects for the second half of 2023......»»
Smartphone AP shipments to China expected to pick up 10% on quarter in 2Q23, says DIGITIMES Research
Looking into second-quarter 2023, smartphone AP shipments to China-based vendors are estimated to come to 132 million units, increasing 10% sequentially as smartphone brands ramp up their inventory more aggressively than they did in the prior quarter.....»»
TPK warns of weak 2Q23
Touch module maker TPK Holding has warned that the second quarter will likely be a low point for this year because of continuous inventory correction in the supply chain and weak end-market demand for notebooks and tablets......»»
ChipMOS expects DDI backend biz to post substantial growth in 2Q23
Backend house ChipMOS Technologies expects sales generated from display driver IC (DDI) orders to rise substantially in the second quarter of 2023......»»
VIS expects 17% revenue growth in 2Q23
Specialty IC foundry Vanguard International Semiconductor (VIS) expects to post a revenue increase of approximately 17% sequentially in the second quarter of 2023, with gross margin and operating margin remaining roughly unchanged on quarter......»»
Passive component companies expect utilization to pick up in 2Q23
Most Taiwan-based passive component makers expect their utilization rates to improve significantly starting the second quarter of 2023, having seen related supply chain makers adjust their inventories over the past few quarters......»»
Samsung upbeat about smartphone sales prospects for 2023
Global handset shipments slipped around 11% on year to 65–67 million units in the first quarter of 2023, marking the lowest record for the same quarter in 10 years, but Samsung has bucked the trend with its shipments of Galaxy 23 series far hig.....»»
Win Semi sees low utilization rates in 1Q23, but expects sales growth in 2Q23
Win Semiconductors has reported that its utilization rates dropped to about 20% in the first quarter of 2023 as a result of inventory correction in the handset supply chain and seasonal impacts, but expects sales growth in the second quarter......»»
Flexium conservative about 1H23 prospects
Flexible PCB maker Flexium Interconnect is conservative about its business prospects for this year's first half, citing weak demand and high inflation in the post-pandemic era......»»
AUO to ramp up capacity utilization in 2Q23
AU Optronics (AUO) expects its performance to improve significantly in the second quarter in line with a ramp-up in capacity utilization rate, having experienced heavy losses in the first quarter......»»
EV Watch 2Q23: Status of quick-charging techs
Thanks to the four major advantages 800V high-voltage high-power quick-charging has and its feature of a charging efficiency close to fueling a gasoline car, EV makers are growingly devoted to high-voltage quick-charging R&D......»»
IC substrate suppliers see sales hit bottom in 2Q23
Taiwan-based BT and ABF substrate suppliers expect their sales to hit bottom for 2023 in the second quarter before heading for a gradual recovery in demand from the second half......»»
UMC expects flat 2Q23
Pure-play foundry United Microelectronics (UMC) expects its wafer shipments and ASPs to both register about flat sequential increases in the first quarter of 2023, with its capacity utilization rate edging up to 71-73% from 70% in the prior quarter......»»
Macronix eyeing return to profit in 2Q23
Macronix International will strive to return to profitability in the second quarter of 2023, according to company chairman Min Wu......»»
To prevent Tesla price war pain in 2Q23, Chinese automakers said to make moves in chips
Recently, rumors came out of the supply chain markets in China and Taiwan that in response to the price wars initiated by battery EV (BEV) leader Tesla in the first quarter of 2023, and to prevent a repeat in the second quarter, some tier-1 Chinese c.....»»
Automotive chip vendors to cut orders for semiconductor parts in 2Q23
Some Taiwan-based IC design houses and other chip vendors in Japan and the US may cut their orders for semiconductor parts by 10-20% in the second quarter on top of weak demand in the Chinese automobile market and sagging consumer power in the US and.....»»
OSATs striving to cut wafer bank inventories
OSATs are striving to offload "wafer bank" inventories stored for customers, and are generally pessimistic about their sales prospects for the second and third quarters, according to industry sources......»»
LED chipmaker Ennostar sees demand to pick up in 2Q23
LED chipmaker Ennostar has said it believes the LED industry will see a slight demand increase in the second quarter after hitting bottom in the previous quarter......»»