Global mobile PC market underperforms in 4Q13 despite 9% quarterly growth, says IHS Press release; Jessie Shen, DIGITIMES [Friday 14 February 2014] Despite the strongest sequential growth in four years, the global market for mobile PCs came in below expectations in the fourth quarter of 2013, according to IHS. Shipments of mobile PCs worldwide amounted to … More

Notebook panel supply may run short of demand by as many as 20 million panels in 2014 Rebecca Kuo, Tainan; Alex Wolfgram, DIGITIMES [Monday 17 February 2014] Notebook panels may run short of demand by as many as 20 million units in 2014, according to industry sources. The shortage is expected to come as panel makers … More

China smartphone market hiccups as growth streak ends with first sequential decline in 4Q13, says IDC Press release; Jessie Shen, DIGITIMES [Monday 17 February 2014] After nine consecutive quarters of explosive growth, which propelled China into the top smartphone market in the world, the China smartphone market experienced its first slowdown in the fourth quarter of … More

Notebook production in Chongqing suffers labor shortage Aaron Lee, Taipei; Adam Hwang, DIGITIMES [Monday 17 February 2014] Notebook production in Chongqing City, western China, has been impacted by labor shortages, with shipments below order volumes by as much as 40%, according to Taiwan-based ODMs. Hewlett-Packard, Toshiba, Acer and Asustek Computer have established operating bases in Chongqing … More

Hon Hai to accelerate company transformation in 2014 CNA February 16, 2014, 12:00 am TWN TAIPEI–Hon Hai Precision Industry Co., the world’s largest contract electronics maker, will accelerate its efforts in transforming its business in the first half of this year as it strives to diversify from being simply a hardware manufacturer, market analysts said Saturday. They said the year … More

Acer to have over 30% tablets manufactured by China makers in 2014 Aaron Lee, Taipei; Joseph Tsai, DIGITIMES [Wednesday 12 February 2014] Acer is expected to outsource over 30% of its tablet manufacturing to China-based makers in 2014 since China makers already have mature technologies, but are more competitive in terms of price compared to Taiwan-based … More

HSI down 8%+ YTD

What a way to start the year with the Hang Seng Index down more than 8% year to date. But from a very imprecise perspective it looks like it is just another correction and we are still on an upward trend. Well we can’t tell much about the future just from looking at the chart, … More HSI down 8%+ YTD