The nation's shipments of notebook computers will grow by 10 percent this year as buyers switch from desktops to laptops, an industry watcher said yesterday.
"As large brands such as HP [Hewlett-Packard] and Dell are upbeat about strong demand as laptops replace desktops worldwide, shipments of notebook computers in Taiwan are expected to reach over 29 million units this year, a 10 percent increase from last year," said Joseph Lee (李強), a researcher at the Taipei-based Topology Research Institute (拓墣產業研究所).
The estimate includes more than 5 million brand-name products by companies such as Acer and Asus. The rest would be shipped as original equipment manufacturer (OEM) products, Lee said.
Quanta Computer Inc (
Compal Electronics Inc (
Wistron Corp (
Asustek Computer Inc (華碩電腦), which is selling more products bearing its own name and supplies high-end notebooks for Sony Corp, was tied for fourth position with Inventec Corp (英業達), which has received orders from Toshiba Corp. Asustek and Inventec were expected to ship about 3.5 million units each this year.
As mobile computing becomes more popular, up to 90 percent of this year's notebooks will be shipped with Intel Corp's Centrino chipset, which enables wireless computing, Lee said.
As a result, small portable computers with 12-inch screens could become mainstream this year, he added.
The institute also announced its estimate of global notebook shipments for the year, saying the number is expected to rise to between 43 million and 46 million units from around 38 million last year.
TARIFF TRADE-OFF: Machinery exports to China dropped after Beijing ended its tariff reductions in June, while potential new tariffs fueled ‘front-loaded’ orders to the US The nation’s machinery exports to the US amounted to US$7.19 billion last year, surpassing the US$6.86 billion to China to become the largest export destination for the local machinery industry, the Taiwan Association of Machinery Industry (TAMI, 台灣機械公會) said in a report on Jan. 10. It came as some manufacturers brought forward or “front-loaded” US-bound shipments as required by customers ahead of potential tariffs imposed by the new US administration, the association said. During his campaign, US president-elect Donald Trump threatened tariffs of as high as 60 percent on Chinese goods and 10 percent to 20 percent on imports from other countries.
Taiwanese manufacturers have a chance to play a key role in the humanoid robot supply chain, Tongtai Machine and Tool Co (東台精機) chairman Yen Jui-hsiung (嚴瑞雄) said yesterday. That is because Taiwanese companies are capable of making key parts needed for humanoid robots to move, such as harmonic drives and planetary gearboxes, Yen said. This ability to produce these key elements could help Taiwanese manufacturers “become part of the US supply chain,” he added. Yen made the remarks a day after Nvidia Corp cofounder and chief executive officer Jensen Huang (黃仁勳) said his company and Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) are jointly
United Microelectronics Corp (UMC, 聯電) expects its addressable market to grow by a low single-digit percentage this year, lower than the overall foundry industry’s 15 percent expansion and the global semiconductor industry’s 10 percent growth, the contract chipmaker said yesterday after reporting the worst profit in four-and-a-half years in the fourth quarter of last year. Growth would be fueled by demand for artificial intelligence (AI) servers, a moderate recovery in consumer electronics and an increase in semiconductor content, UMC said. “UMC’s goal is to outgrow our addressable market while maintaining our structural profitability,” UMC copresident Jason Wang (王石) told an online earnings
MARKET SHIFTS: Exports to the US soared more than 120 percent to almost one quarter, while ASEAN has steadily increased to 18.5 percent on rising tech sales The proportion of Taiwan’s exports directed to China, including Hong Kong, declined by more than 12 percentage points last year compared with its peak in 2020, the Ministry of Finance said on Thursday last week. The decrease reflects the ongoing restructuring of global supply chains, driven by escalating trade tensions between Beijing and Washington. Data compiled by the ministry showed China and Hong Kong accounted for 31.7 percent of Taiwan’s total outbound sales last year, a drop of 12.2 percentage points from a high of 43.9 percent in 2020. In addition to increasing trade conflicts between China and the US, the ministry said