Notebook ODMs may not see strong shipment growth in traditional peak season in second-half 2021, but it does not mean that the notebook market is heading for a downturn. Samsung expects to move its 3nm GAA process to volume production in first-half 2022, but it remains to be seen whether the early start will enable it to beat TSMC in the segment. Meanwhile, Taiwan's power management IC vendors have reported strong sales for the third quarter.

Notebook ODMs see growth momentum soften for 2H21 shipments: Taiwan's major notebook ODMs, including Quanta Computer, Wistron, Compal Electronics and Inventec, are not expected to sustain regular peak-season shipment momentum in the second half of the year, with most of their revenues for the year to be roughly split 47:53 between the first half and second, compared to 45:55 or even 40:60 registered in past years, according to industry sources.

Will Samsung beat TSMC in GAA process segment?: Samsung Electronics has outlined plans to move its 3nm GAA process to volume production in the first half of 2022, which could allow the South Korea-based foundry to beat TSMC in the GAA process race, according to industry sources.

Taiwan-based power management IC makers have strong 3Q21: The power management integrated circuits (PMIC) market continued to thrive in third-quarter 2021.

By DIGITIMES