Highlights of the day: Apple provide chain leaving China?
DIGITIMES employees
Chassis maker, as an vital provider for Apple, is mulling plans to maneuver manufacturing to Southeast Asia, with rumors claiming the maker is trying to promote its vegetation in China. This could also be an inidcation that Apple’s provide chain companions are getting critical about relocating their manufacturing strains out of China on the behest of the consumer. But the handset provide chain will stay closely reliant on China. Chinese handset ODM Wingtech and parts maker Luxshare have reported robust outcomes for first-quarter 2020 regardless of sluggish demand in China’s handset market within the wake of the coronavirus outbreak. The pandemic, nevertheless, has triggered large demand for stay-at-home help that in flip pushed up gross sales for DRAM maker Nanya and gamers within the healthcare MCU and server chip provide chains.
Catcher reportedly mulling establishing manufacturing unit website in Southeast Asia: Chassis maker Catcher Technology with manufacturing operations primarily in China reportedly is evaluating the feasibility of establishing a brand new plant in Southeast Asia to deal with Apple’s demand of shifting the upstream provide chain capability to exterior of China, in keeping with business sources.
Chinese handset ODMs get pleasure from ramp-up in profitable orders: Chinese handset ODM Wingtech Technology and parts maker Luxshare Precision Industry have posted important on-year income and revenue will increase for the primary quarter of 2020, regardless of sluggish home demand in China.
Nanya income hits 18-month excessive: DRAM chipmaker Nanya Technology noticed its revenues climb to an 18-month excessive of NT$5.62 billion (US$188.2 million) in April 2020.
OSAT companies see strong demand for healthcare MCUs, server chips: Strong demand for healthcare MCUs and industrial pocket book chips pushed by the coronavirus pandemic has considerably boosted capability utilization at Taiwan’s backend homes, with clear visibility of packaging orders from distributors of each logic ICs extending to July, in keeping with business sources
