Taipei, Friday, September 4, 2015 20:48 (GMT+8)
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Handset vendors decreasing touch panel orders for 4Q15

Sep 4, 15:56

Major handset vendors are only expected to put in about 20-30% of their originally estimated touch panel orders heading into the fourth quarter of 2015, which is putting a damper on pricing for 5-inch thin-film touch panels particularly, according to supply chain makers.

Commentary: MediaTek-MStar expansion to pose threat to other IC vendors

Sep 3, 13:48

While the planned acquisition of ILI Technology (Ilitek) by MStar Semiconductor is being regarded as a consolidation process needed for Taiwan's IC design industry, the implementation of the merger of the two companies could pose threat to other IC suppliers including Novatek Microelectronics, Himax...

India market: MediaTek, Micromax collaborate on mid- to high-end smartphones

Sep 3, 10:19

MediaTek has announced an enhanced strategic collaboration with Micromax Informatics, India's leading handset player. The partnership aims to accelerate 4G accessibility and fuel faster smartphone adoption in India's rapidly growing market, the chip provider said.

mediatek

Apple receiving G/G touch samples for 2016 iPhone

Sep 2, 11:13

More information coming from supply chains in Asia is showing that Apple will most likely switch to ultra-thin G/G touch technology for its iPhone released in 2016 and remain using in-cell for the unit released in 2015.

TDDI solutions set to see growing adoption among smartphones

Aug 27, 11:00

Touch and display driver integration (TDDI) single-chip solutions are expected to see growing adoption among smartphones starting the fourth quarter of 2015, according to industry sources.

EZconn nets NT$1.87 for 1H15

Aug 20, 15:48

Fiber-optic component and RF (radio frequency) connector maker EZconn recorded net EPS of NT$1.87 for the first half of 2015, according to the company.

Digitimes Research: Sony CIS capacity ramp to affect Taiwan supply chain

Aug 19, 11:11

Sony plans to ramp up its CIS production capacity by 31% in 2016 focusing on mid-range and entry-level models, which may result in unfavorable impact on the CIS supply chain in Taiwan, according to Digitimes Research.

Universal Microwave Technology purchases factory for capacity expansion

Aug 18, 19:51

Universal Microwave Technology (UMT), a maker of high-frequency microwave devices used in broadband wireless communications, on August 18 announced the acquisition of a factory located in northern Taiwan at a total price of NT$113.56 million (US$3.50 million) to expand production capacity.

Digitimes Research: AP suppliers adopting different strategies for 4G CA solutions

Aug 18, 15:46

With the proportion of 4G devices in China's smartphone shipments having already surpassed 90% in first-half 2015, application processor (AP) suppliers have taken different strategies for their carrier aggregation (CA) solutions for the 4G network, according to Digitimes Research.

Qualcomm still supplies modem chips for next iPhone, sources claim

Aug 17, 21:23

Qualcomm will still supply all the modem chips needed for the upcoming iPhone, but Apple is mulling multiple suppliers of modem chips for its 2017 series, industry sources have claimed.

Elite Advanced Laser nets NT$4.99 per share for 1H15

Aug 17, 20:01

Elite Advanced Laser, a Taiwan-based laser diode packaging and testing service provider for optical communication applications, has posted net EPS of NT$4.99 (US$0.158) for the first half of 2015.

Digitimes Research: China tablet AP shipments to ebb nearly 30% on year in 2H15

Aug 17, 14:53

China's shipments of tablet-use application processors are expected to decline 29.4% on year to 47.75 million units in the second half of 2015 due to weak market demand for tablets, according to the latest estimate by Digitimes Research.

Headset maker Merry sees revenues up sequentially in July

Stockwatch - Aug 10, 11:21

Acoustic device maker Merry Electronics has reported revenues of NT$924 million (US$29.17 million) for July, increasing 2.67% on month but declining 12.54% on year.

Foxlink revenues up in July

Stockwatch - Aug 7, 16:14

Foxlink has reported consolidated revenues of NT$9.514 billion (US$300.6 million) for July 2015, representing a 26.72% increase on month and 53.4% increase on year.

MediaTek July revenues slip

Stockwatch - Aug 7, 15:01

MediaTek has announced consolidated revenues of NT$17.91 billion (US$565.8 million) for July 2015, down 7.1% on year.

Smartphone, tablet component suppliers unable to clear inventories until 4Q15

Aug 6, 15:17

The current high levels of inventory held by upstream component and part suppliers for smartphones and tablets are unlikely to ease until the fourth quarter of 2015 due to sluggish demand in the end market, according to sources in Taiwan's supply chain.

Largan Precision reports revenues for July 2015

Stockwatch - Aug 6, 10:10

Largan Precision has reported consolidated revenues of NT$5.255 billion (US$166.43 million) for July 2015, representing a 2.9% increase on month and 49.54% increase on year.

Xiaomi reportedly developing ARM solutions, paper says

Aug 5, 15:02

Xiaomi is engaged in the development of mobile processors based on the ARM chip architecture, and is expected to have the first in-house developed chips for handsets in early 2016, a 21st CenturyBusiness Herald report quoted sources from China's handset industry as saying.

Precise Biometrics signs license agreement with Elan

Aug 4, 15:50

Precise Biometrics has entered an agreement with Taiwan-based touchscreen sensor developer Elan Microelectronics for licensing of Precise Biometrics' product for fingerprint recognition in mobile devices, Precise BioMatch Mobile.

Makers optimistic about handset panel shipments to China in 2H15, says firm

Aug 4, 15:31

Panel makers are conservative about shipment growth in the second half of 2015 but expect steady shipments for handset applications to China due to an estimated 3-5% on-year smartphone shipment growth, according to Sigmaintell Consulting.

iPhone 5c successor to feature FinFET chips, say sources

Aug 4, 14:02

Apple is not expected to launch a successor to the iPhone 5c this year, but will instead introduce its next-generation budget smartphones in second-quarter 2016 with the devices coming with 14/16nm FinFET chips, according to sources from the semiconductor industry.

FPCB maker Ichia reports decreased revenues for July

Stockwatch - Aug 4, 11:49

Flexible PCB and chassis maker Ichia Technologies has reported consolidated revenues of NT$634 million (US$20 million) for July 2015, representing a 2.31% drop on month and 38.04% decline on year.

AMOLED panels used in 20% of China smartphones sold during 1H15, says firm

Aug 3, 14:54

Approximately 15 million of the smartphones sold in China during the first half of 2015 used AMOLED panels, up 19.9% on year, according to Sigmaintell Consulting.

Headset supplier Merry sees EPS decline sharply in 2Q15

Newswatch - Aug 3, 11:47

Headset maker Merry Electronics has reported an EPS of NT$0.15 (US$0.005) for the second quarter of 2015, a sharp decline from NT$1.56 a year earlier.

MediaTek cuts 2015 shipment target

Aug 3, 11:41

MediaTek has revised downward its handset-IC shipment target for 2015 to 400 million units, down 10% from the 450 million originally estimated.

Taiwan IC design houses expect orders for handsets to pick up in August

Jul 31, 15:33

IC demand for handsets is expected to pick up in August buoyed by an influx of orders from China, according to sources at Taiwan-based IC design houses.

MediaTek posts lower revenues and profits for 2Q15

Jul 31, 14:49

MediaTek has reported revenue and profit decreases for the second quarter of 2015, citing decelerating handset demand and intensifying price competition among chip providers.

Touch panel suppliers step up shipments for new iPhone

Jul 31, 11:35

Touch panel supply chains of the iPhone 6 have stepped up shipments for the next generation iPhone, with shipments of the new Apple smartphones expected to reach 36-40 million in the third quarter and 50 million in the fourth quarter, according to supply chain sources.

4G phone chip prices to fall 50% in 1 year

Jul 27, 15:07

Prices for 4G smartphone chip solutions, which have fallen about 40% so far in 2015, will continue their downward trend in the second half of the year. Prices will fall an overall 50% for 2015, according to industry sources.

5.5-inch Full HD panel modules drop to US$17 for July, down from US$24 in 1Q15, says firm

Jul 24, 15:30

5.5-inch Full HD panel modules have dropped to US$17 in July, down from US$24 at the beginning of 2015, according to research firm Sigmaintell Consulting.

Allwinner chosen to gain government support

Jul 23, 20:19

China-based tablet SoC specialist Allwinner Technology has reportedly been selected as one of the target companies able to gain financial support from the central government, which has set up a national industry investment fund focusing on investing in the construction of advanced process capacity,...

Japan component makers see healthy performances in April-June due to iPhone orders, says report

Jul 23, 15:18

Six major component makers in Japan saw total revenues from April-June 2015 increase 17% on year for a value of US$10.67 billion, largely due to strong demand from the iPhone, according to a new report from Nikkei Asian Review.

Smartphone AP revenues jump 20% in 1Q15, says Strategy Analytics

Jul 23, 14:52

The global smartphone applications processor (AP) market registered a solid 20% year-over-year growth to reach US$5.3 billion in the first quarter of 2015, according to Strategy Analytics.

Mobile DRAM prices to fall on excess smartphone inventory

Jul 22, 20:39

Prices for mobile DRAM memory are set to fall substantially due to excess smartphone inventory, according to sources at memory makers.

Apple Watch component reserves will be high until September; Apple announces fiscal 3Q15 results

Jul 22, 15:07

Component reserves for the Apple Watch are expected to remain high until September due to lower-than-expected sales, according to sources from the supply chain.

Digitimes Research: Qualcomm to cooperate with Microsoft, Allwinner for entry-level mobile device market

Jul 22, 10:55

Qualcomm aims to ramp up its penetration in the entry-level mobile device market by cooperating with Microsoft to launch low-cost Windows Mobile 10 products, while also cooperating with Allwinner Technology to launch 3G/4G solutions for connected tablets, according to Digitimes Research.

MediaTek likely to cut shipment target for 2015

Jul 20, 15:56

MediaTek is likely to revise downward its handset-IC shipment target for 2015 to about 400 million units from 450 million, a 10% cut, according to market sources.

Synaptics announces panel driver IC solutions for mobile devices

Jul 20, 15:07

Synaptics has announced sampling of ClearPad 4300, its second-generation touch and display driver integration (TDDI) product, and a lineup of four new display driver IC solutions which provide support for panel resolutions ranging from HD, FHD, WQHD to UHD.

Digitimes Research: Greater China makers to see smartwatch panel shipments achieve 73% CAGR from 2014-2017

Jul 20, 13:42

Panel makers in Greater China expect to see smartwatch panel shipments achieve a CAGR of 73.2% from 2014-2017 and a CAGR of 46.1% for smart wristbands as they further invest into developing the two applications, according to Digitimes Research.

EZconn listed on TSE

Jul 15, 11:42

RF (radio frequency) connector and fiber-optic component maker EZconn on July 14 began listing on the Taiwan Stock Exchange (TSE) at an initial price of NT$45.60 (US$1.47) per share, with stock price closing at NT$66.50 per share.

Wearable device orders may not be strong enough to support supply chain growth

Jul 14, 15:14

Although many brand vendors have launched wearable products, orders for wearable devices may not be sufficient to drive growth for related component suppliers. The vendors have many different devices and each of them needs only a small amount of components support, according to sources from the upstream...

Ichia swings back to profitability in 2Q15

Newswatch - Jul 13, 10:26

Flexible PCB and handset keypad maker Ichia Technologies has reported pre-tax profits of NT$88 million (US$2.84 million) for the second quarter of 2015, reversing from a pre-tax loss of NT$86 million posted in the previous quarter.

More China touch panel makers to fade from market in 2H15

Jul 10, 10:56

Market observers expect that several China touch panel makers will exit the market in the second half of 2015 due to several reasons, including weak demand for Windows 10, weakening demand in China's smartphone market and intensifying price wars.

Compeq to enjoy profit growth in 3Q15

Jul 9, 10:11

High-density interconnect (HDI) PCB specialist Compeq Manufacturing will see its gross margin and profits rise substantially in the third quarter of 2015, thanks to shipments for Apple's upcoming iPhone, according to market watchers.

Headset maker Merry Electronics June revenues up on month

Stockwatch - Jul 9, 10:02

Headset maker Merry Electronics has reported consolidated revenues of NT$900 million (US$29.09 million) for June, up 5.88% on month but down 3.26% on year.

Digitimes Research: Shipments of Intel CPU-based Android tablets to decline in 2015

Jul 8, 14:12

Global shipments of Android-based tablets powered by Intel CPUs are expected to drop to 10.8 million units in 2015, down from14.23 million shipped a year earlier. Meanwhile, sales of Android smartphones powered by Intel's processors are likely to surpass 10 million units in the year, according to Digitimes...

Samsung slashes handset panel pricing to bump up orders

Jul 7, 15:05

As shipments of Samsung Electronics smartphones have been lower-than-expected in the market, Samsung Display has suffered in handset panel shipments and therefore has reduced pricing to various customers including Microsoft to help orders rebound.

MediaTek 2Q15 revenues meet guidance

Stockwatch - Jul 7, 14:50

Consolidated revenues at MediaTek came to about NT$47.04 billion (US$1.52 billion) in the second quarter of 2015, down 1% on quarter but meeting the company's guidance of NT$45.2-49 billion.

Silitech sees revenues down slightly in 2Q15

Jul 7, 10:48

Silitech Technology, a major supplier of keypads, chassis, modules and auto parts, has reported revenues of NT$844 million (US$27.3 million) for the second quarter of 2015, down 2.8% from the previous quarter.

Taiwan IC design houses looking for more orders from China handset vendors

Jul 2, 20:52

Taiwan-based IC design houses including LCD driver IC suppliers and analog chip providers have stepped up efforts to solicit orders from first-tier China-based handset vendors, according to industry sources.

More Mobile components coverage
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Taiwan server shipment forecast and industry analysis, 2015

4-Sep-2015 markets closed

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2015 global notebook demand forecast
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    A portal for information about Taiwan's WiMAX industry.

  • Mobile World Congress (MWC) 2015

    Mobile World Congress (MWC) 2015, hosted from March 2-5 in Barcelona, Spain gathered mobile device vendors worldwide to showcase their latest mobile...

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    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

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    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.

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