automotive industry 結果共7筆

Explore the latest in electric vehicles and in-car entertainment at the Taipei AMPA, Autotronics Taipei, and 2035 E-Mobility Taiwan, featuring industry leader JET Opto.

The 2024 Taipei AMPA and Autotronics shows highlight the automotive industry’s efforts toward achieving net-zero emissions, with global partnerships and market growth opportunities taking center stage.

This story discusses the fluctuation in shares of AUO Corporation and TV panel prices in late December. The article mentions that the price of 55-inch 4K open-cell panels dropped by US$1 (0.8%) on December 22 due to TV manufacturers ceasing production for year-end demand. However, analysts predict that tier-one TV panel makers may increase their price quotes by US$1 to US$3 in January 2024. Despite this, final transaction prices are expected to remain unchanged due to market demand. The report also suggests a potential decline in quotes for larger panel sizes, while prices for all TV panel sizes are anticipated to stabilize and rebound in February. Furthermore, favorable conditions in the panel market are predicted for 2024, driven by stabilizing industry trends and the launch of AI phones and AI PCs. AUO Chairman Paul Peng expects mild growth in the first quarter of 2024 and a market growth rate between 3% to 5% throughout the year, with higher production capacity utilization compared to 2023. Peng also notes steady demand for automotive and industrial products, which will contribute to a stable production utilization rate, and highlights the increasing use of Human Machine Interface (HMI) technologies for LED and LCD panels.

TSMC chairman Mark Liu’s upcoming retirement in 2024 has led investment experts to suggest that the semiconductor giant should slow down the progress of its new manufacturing facility in the United States. Industry analyst Jonah Cheng believes that TSMC’s policy direction will remain unchanged under the leadership of chief executive C.C. Wei, who is expected to succeed Liu as chairman. Cheng also proposes maintaining a dual leadership structure to cultivate successors from various backgrounds. Speculation suggests that Liu’s retirement may be linked to potential investment challenges in the company’s U.S. expansion. In response to these challenges, Cheng recommends a deceleration in the construction of TSMC’s second U.S. plant. He also highlights the need to assess the current downturn in the car market and economic outlook before proceeding with the German plant focused on automotive applications. Cheng suggests that the Japanese facility could be an optimal choice due to labor and power shortages in Taiwan, as well as cultural similarities and strong government support from Japan. TSMC’s primary obstacle, according to Cheng, is maintaining its leadership position in the semiconductor industry, especially after surpassing Intel. Additionally, the cyclical nature of the industry and the potential opportunities presented by the rise of artificial intelligence (AI) applications pose further challenges for the company.

The ＂Automotive Cybersecurity Report 2023＂ by VicOne reveals that over 90% of cyberattacks target companies within the automotive supply chain, resulting in a financial toll surpassing US$11 billion in the first half of the year. Hackers are increasingly focusing on less security-conscious firms, posing a significant risk to the interconnected players in the industry. VicOne CEO Max Cheng calls for the automotive industry to prioritize cybersecurity measures, allocating resources and establishing comprehensive security infrastructures for robust protection against cyber threats.

This news story covers the comprehensive submission of third-quarter financial reports by TWSE-listed companies, with Mutto Optronics Corporation being the only exception. It highlights significant revenue changes in various sectors, including the automotive, financial, and semiconductor industries.

Foxconn Chairman Young Liu extends birthday wishes to founder Terry Gou and wishes him success in the presidential election at Hon Hai’s Tech Day. Prominent industry figures, including NVIDIA’s Jensen Huang, attended the event. Liu highlights the company’s launch of various products in the past three years, emphasizing the CDMS business model’s ability to offer comprehensive and customization solutions for the automotive industry. He also outlines Foxconn’s sustainability goals, pledging zero carbon emissions by 2050 and commitment to cleaner, eco-friendly, and smarter solutions.