Decoding Excellence: ASML's Evolution Towards Leadership and Beyond - GeoWatch
🎥 Join TechInsights' Vice Chair, G. Dan Hutcheson, and author Marc Hijink, who spent 3 years immersed in ASML, as they discuss the rise of ASML, the world's leading chip equipment supplier. Explore its EUV technology, partnerships, and global impact. Can it maintain its position?
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Insights from an Insider at ASML - GeoWatch Special Interview
🎥Join us for an exclusive interview with Dutch journalist Marc Hijink, who immersed himself in ASML for 3 years to write his book -"Focus - The ASML Way". Discover his firsthand insights into ASML's journey to excellence and strategy to navigate geopolitical risks.📚
Curious to unravel the secrets behind ASML's success? 🤔
Save the date - May 15th, 6:30 PM (US West Coast Time) / May 16th, 9:30 AM (Taiwan Time) - for the second episode of our brand new English video series, GeoWatch!
Join Marc Hijink and TechInsights’ Vice Chair, G. Dan Hutcheson, as they take you on an exclusive journey through ASML's triumphs and future endeavors. 🌟
#ASML #Semiconductor #EUV #Geopolitics
Asia Supply Chain 100 Forum|EP3 - The rise of India
📣Let’s welcome EP3 of ASC100 Forum, invited AVNET, Bharat FIH, DIGITIMES, and LitePoint, to talk about the rise of India.
Let’s welcome the episode 1 of Asia Supply Chain100 Forum 🎉 🎉 🎉
Join us to exchange ideas, jointly think through key issues, and together identify future threats as well as opportunities of global supply chain.
📢Premiere “Asia Supply Chain 100” Survey Results is now on air:
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🎯See the full list of what's coming below; all will be available to stream on DIGITIMES Youtube, FB and Linkedin.
📍June 16 at 9pm CST. Episode 2: The transformation of global supply chain
📍June 23 at 9pm CST. Episode 3: The rise of India
📍June 30 at 9pm CST. Episode 4: The Asian Supply Chain’s current/future development
Insight : Taiwan wafer foundry industry
Going into 1Q22, the four leading Taiwan-based foundries generated an aggregated total revenue of US$19.4 billion, up 6.2% from the prior quarter.
DIGITIMES Research expects the four leading Taiwan-based foundries' combined 1Q22 revenue to further grow 6.6% Q/Q.
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#Taiwan #foundry #TSMC #UMC #VIS #PSMC
Insight : China smartphone market 📱
Looking into Q122, China smartphone market shipments to drop 12.7% Q/Q.
The outcome of the competition among Honor, Oppo, Vivo and Xiaomi will be determined, and Apple's 📱shipments will have peaked.
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Insight : Global tablet market
Going into first-quarter 2022 global tablet shipments are estimated to decline 10.6% from the prior quarter.
The top-4 vendors will stay unchanged from fourth-quarter 2021 but Microsoft will overtake Huawei to sit at No. 5. ⬆⬆⬆
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Insight : China smartphone industry📱📱📱
Chinese brands’ smartphone shipments increase to 195 million units in 4Q21, but global market share drops to 51.8%.
Top-3 Chinese smartphone brands’ share of total shipments rises to 63.3% in 1Q22.
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#AP #china #Taiwan #smartphone
Insight : Global notebook shipments 💻💻💻
Notebook shipments to drop 10.7% Q/Q in 1Q22 ,only Microsoft to see Q/Q shipment increase.
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Insight : China smartphone AP shipments 📱
Looking into Q1 2022, smartphone AP shipments to China-based vendors are estimated to climb 6.6% sequentially to come to 182.5 million units.
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Insight: EV Watch, 2021-2025
The top three markets with YoY growth over 100% in global EV sales in 2021 were China, Europe, and the U.S., which together account for more than 90% of global sales.
DIGITIMES Research estimates that the global EV market will reach 28.5 million units by 2025.
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Insight : Global server shipments
Demand from the cloud industry is still expected to be strong in 1Q22, but the supply side affected by the Chinese New Year holidays, epidemic and IC shortage, and total server shipments will still decrease by 3.8% quarterly.
Q122, server shipments to the U.S. cloud industry, Meta, Amazon, Supermicro and Google to increase in 1Q22。
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Insight: Changes and forecasts of Taiwan LCD TVs ‘shipments
Q421 was the traditional peak season for the TV market for the year-end holidays, boosted Taiwan's TV shipments by 9.7% to over 8.076 million units.
Due to the traditional low season in Q122 and the port congestion problem, it is estimated to see 17% Y/Y decrease due to high comparison base.
1Q22 shipments to North America slowing down to 43.6% due to a slight reduction in Vizio & Best Buy’s orders to Taiwan.
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#DIGITIMES #DigiTimesAsia #DigiTimesResearch #supplychain #Tech #LCD #TVmarket #NorthAmerica #Taiwan
May the joy of Christmas be with you throughout the year. 🌟 🎄 🎅 🎁
Asia Venturing
Asia Venturing is a series of monthly roundtables with roadmaps to the future focusing on the hype v.s. the reality of Asia's supply chain-boosted innovation ecosystem, jointly powered by #DIGITIMESAsia and #AnchorTaiwan. We bring together leading industry luminaries, corporate strategists, experienced investors and entrepreneurs to expand your network and redefine the possibilities of cross-border opportunities.
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