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Digitimes Research: Smartphone AP shipments in China to grow over 17% sequentially in 2Q15

Apr 27, 13:57

Shipments of smartphone-use application processors in China are expected to reach 122 million units in the second quarter of 2015, up 17.6% sequentially and 18.4% on year, according to Digitimes Research.

Smartphone and tablet AP markets rise in 2014, says Strategy Analytics

Apr 24, 14:39

The global smartphone applications processor (AP) market registered a robust 21% increase in 2014, while the tablet AP sector grew 18%, according to recent reports from Strategy Analytics.

Wireless charging module makers to offer dual- or multi-mode solutions, say Taiwan makers

Apr 24, 14:06

Wireless charging module suppliers have geared up efforts to develop dual- or multi-mode models in order to cope with the rising popularity of wireless charging applications, according to sources at Taiwan's supply chain.

Spreadtrum chipsets adopted for Samsung WCDMA tablets and smartphone

Apr 23, 15:54

Spreadtrum Communications has announced that its quad-core mobile chipset, the SC7730ST, and its dual-core mobile chipset, the SC7727S, have been adopted by Samsung Electronics in a series of tablets and smartphones.

Intel to launch quad-core SoFIA LTE chips in 4Q15, say Taiwan makers

Apr 22, 22:29

Intel will move ahead the launch of its 4G chip, the SoFIA LTE, to the fourth quarter of 2015 and the SoFIA LTE 2 in the second quarter of 2016, according to industry sources in Taiwan.

Apple expected to adjust orders to upstream partners to maintain profits and reduce risks

Apr 20, 15:57

Apple is expected to adjust orders to its upstream partners for iPhone 6 and Apple Watch components in the third quarter to minimize the risk of putting all its eggs in one basket as well as maintain gross margins, according to sources from the upstream supply chain.

Asustek shifting ZenFone touch panel orders back to Taiwan

Apr 17, 12:02

In order to secure stable shipments and maintain profitability, Asustek Computer will shift touch panel orders from O-Film to makers in Taiwan including JTouch, TPK and Young Fast Electronics for its ZenFone 2 smartphone, according to industry sources.

China market: Intel to strengthen presence in mobile CPU market via ODMs and white-box vendors

Apr 16, 13:46

Intel reportedly will step up its cooperation with ODMs and white-box makers in China to strengthen its presence in China's handset market. Some vendors will launch 3G smartphones built using Intel's quad-core solutions in the third quarter of 2015 and release 4G LTE models in the fourth quarter, according...

Rigidtech expanding PSS capacity in China

Apr 16, 10:22

PSS (patterned sapphire substrate) maker Rigidtech Microelectronics is setting up a factory in eastern China with initial monthly capacity of 100,000 PSS and volume production there will begin around the end of 2015, according to the company.

Rockchip showcases devices at Hong Kong Electronics Fair

Apr 15, 15:34

China-based IC design house Fuzhou Rockchip Electronics is exhibiting smartphones and tablets equipped with Intel processors, and Chromebooks developed through cooperation with Google at the 2015 Hong Kong Electronics Fair (Spring Edition) taking place during April 13-16.

Dual-lens modules become mainstream smartphone camera solution, says Altek chairman

Apr 15, 14:37

Taiwan-based vendor HTC in 2014 took the initiative to adopt a dual-lens camera solution for its flagship smartphone M8, prompting other vendors to followed suit. Dual-lens modules are becoming a mainstream solution for smartphone cameras starting 2015, according to Alex Hsia, chairman for Taiwan-based...

China market: Xiaomi to rely more on Leadcore for supply of chipset solutions, says report

Apr 14, 15:12

Xiaomi Technology is likely to rely more on China-based Leadcore Technology for the supply of low-cost chipset solutions for the production of entry-level LTE smartphones as a means to ramp up its shipments in 2015, according to a China-based OFweek.com report.

Digitimes Research: AMOLED to dominate werable displays from 2015-2020

Apr 13, 15:50

Over the next five years the wearables industry will continue to develop applications ranging from smartwatches, smart wristbands and various facial applications, and will primarily rely on AMOLED technology for displays due to its flexible and energy-saving features, according to Digitimes Research...

Digitimes Research: BOE and Tianma struggling to mass produce Full HD TDDI displays

Apr 13, 15:20

China panel makers BOE and Tianma Microelectronics are aiming to mass produce Full HD displays with in-cell LTPS TFT LCDs and TDDI (touch with display driver) technology for handsets but are currently unable to do so beyond displays equipped with HD resolution, according to Digitimes Research.

FPCB maker Ichia posts losses in 1Q15

Apr 13, 10:38

Flexible PCB maker Ichia Technologies has posted a net loss of NT$86 million (US$2.75 million) or NT$0.25 per share on revenues of NT$1.88 billion in the first quarter of 2015.

Ichia president YH Sun

Component supplies for Galaxy S6 devices getting tight, say sources

Apr 10, 15:06

Samsung Electronics is adjusting the production at the supply chain for its Galaxy S6 devices due to strong demand for the new smartphones, according to sources at the handset supply chain in Taiwan.

MediaTek, Spreadtrum to enjoy strong handset-IC orders from emerging markets in 2015

Apr 9, 20:18

MediaTek and Spreadtrum Communications are expected to grab a combined more than 80% of the total chip orders for new handsets set to roll out in emerging markets during 2015, according to industry sources in China.

Smartwatch OLED panel demand on the rise

Apr 7, 15:00

OLED panel makers are increasingly optimistic about opportunities in the wearables segment following developments by smartwatch vendors.

Makers eyeing OLED demand from smartwatches

Spreadtrum looks to expand shipments for smartphones in 2015, says chairman

Apr 7, 11:55

China-based Spreadtrum Communications expects to enjoy significant growth in shipments for 3G and 4G LTE smartphones in 2015, according to company chairman and CEO Leo Li. Sales generated from the company's smartphone solutions are set to account for more than 40% of its overall revenues during the...

IC orders from China phone makers picking up slowly

Apr 7, 11:27

Orders for ICs from China's handset industry is picking up at a slower-than-expected pace, according to industry sources. The local telecom operators are reluctant to resume subsidies for the purchase of handsets, which the sources have identified as the main cause.

Digitimes Research: Samsung expected to see increasing orders on 14nm process

Apr 2, 12:01

Qualcomm's next-generation application processor (AP), the Snapdragon 820, is expected to outsource to Samsung Electronics using a 14nm node, which the Korea-based foundry house has demonstrated as a proven process as showcased by the performance and power consumption of its14nm Exynos 7420 CPU developed...

Samsung expected to delay second round of investment for expanding flexible display

Apr 1, 14:43

Samsung Display is expected to delay a second round of investment for expanding flexible display production at its A3 facilities due to reported restructuring in production and materials, according to Korea-based ET News.

Shipments for 5-inch displays with HD/Full HD resolution in China during February, says firm

Mar 30, 14:47

Despite an overall decline in handset panel shipments to China during February 2015, shipments for 5-inch units and displays with HD and Full HD were all on the rise, showing growing demand for smartphones with increased specifications, according to consulting firm Sigma-intell.

MediaTek intros Helio family SoC for high-end smartphones

Mar 30, 10:52

MediaTek has unveiled a new mobile processor family targeted at high-end smartphones. Dubbed Helio, the new system-on-chips (SoC) combine both high performance and low power consumption.

TSMC to supply chips for rumored iPhone 6S and 6C

Mar 25, 22:32

Taiwan Semiconductor Manufacturing Company (TSMC) will remain the major processor supplier for Apple in the second half of 2015 as the foundry will supply 20nm chips for an upcoming 6C model and 16nm FinFET chips for 6S models, according to industry sources.

TSMC to post flat to 5% revenue growth in 2Q15

Mar 24, 22:20

Taiwan Semiconductor Manufacturing Company (TSMC) is expected to post revenue growth of 0-5% sequentially in the second quarter of 2015, buoyed mainly by rising output for 20nm chips, according to industry sources.

China market: Falling handset IC prices put supplier gross margins under pressure

Mar 23, 11:09

Handset IC suppliers including Qualcomm, MediaTek and Spreadtrum tend to lower prices to win orders from their major clients, which may negatively affect their gross margin performance in 2015, according to industry sources.

China handset solution market to become more volatile in 2015

Mar 19, 15:32

The competition in China's smartphone chipset solution market is likely to become a fierce race among three or four major players in 2015 as compared to a tug-of-war between Qualcomm and MediaTek staged in 2014, according to industry sources.

Digitimes Research: Samsung to adopt MediaTek APs for smartphones

Mar 18, 22:12

Samsung Electronics had talks with MediaTek over cooperation in the second half of 2014 and MediaTek is expected to become an application processor (AP) supplier of Samsung's smartphones in the second half of 2015 at the soonest to help fill up the gap in the Korea-based vendor's product lineup.

Largan Precision expected to see continued growth in 2015

Mar 18, 12:06

Handset-use lens module maker Largan Precision is expected to see continued growth in 2015 despite a 35.1% sequential drop in February revenues to NT$2.616 billion (US$82.6 million), according to industry sources.

China vendors to ship over 50 million Android smartphones with fingerprint sensors in 2015

Mar 17, 15:27

Shipments of Android-based smartphones with fingerprint sensors by China-based handset makers are expected to reach over 50 million units in 2015, according to sources at Taiwan-based IC backend service companies.

Handset vendors shifting strategies due to competition from Apple and Samsung

Mar 16, 14:16

Handset vendors are adjusting their strategies for 2015 to focus more on mid-range models and lower-priced, high-specification units as Apple and Samsung Electronics are expected to dominate the high-end segment, according to supply chains in Taiwan.

Digitimes Research: Smartphone AP suppliers looking to offload inventory to tablet market

Mar 13, 14:28

China's smartphone application processor (AP) shipments enjoyed strong growth in the second half of 2014 as the country's 4G ecosystem gradually matured. However, the 4G growth came at the expense of 3G AP sales. Currently, the China market's 3G AP inventory has already piled up to tens of millions...

Taiwan tablet supply chain facing increased competition from China

Mar 11, 15:04

China-based tablet component makers and ODMs, including Shenzhen Zowee Technology, Shenzhen DPT-Touch, 3Nod Electronics and Camerking, have offered lower quotes to compete with Taiwan-based makers for orders from Taiwan- and China-based vendors, according to industry sources.

JDI will mass produce displays for other customers at new plant despite Apple investment, says report

Mar 10, 20:32

Despite an agreement Apple has undertook with Japan Display (JDI) that will require Apple to put forth most of the US$1.4 billion investment for a new LCD plant in Japan, JDI will still have rights to mass produce displays for other vendors provided the time frame does not conflict with key Apple mass...

Altek expects operations to bottom out in 1Q15

Mar 10, 20:27

Digital camera ODM Altek, viewing that its in-house-developed dual-lens solutions have been adopted by two smartphone vendors for launch in the second quarter of 2015, expects its operations to bottom out in the first quarter, the company said at a March 10 investors conference.

Over 30 million mm of 2-inch equivalent sapphire ingots will be used for Apple Watch covers in 2015, says firm

Mar 10, 14:46

A total of 30.8 million millimeters of two-inch equivalent sapphire ingots will be used for Apple Watch covers in 2015. This accounts for 18% of sapphire ingots produced worldwide for the entire year. Facing this new surging demand, the sapphire industry can look forward to a dramatic improvement in...

Microsoft seeking low-priced touch panel solutions for handsets

Mar 9, 15:46

Microsoft Mobile is aiming to obtain lower-cost solutions from supply chains in 2015, which include on-cell touch panels from Taiwan- and China-based makers.

IC substrate, FPCB suppliers to benefit from Apple Watch release

Mar 9, 13:55

Taiwan-based IC substrate supplier Kinsus Interconnect Technology and flexible PCB makers Zhen Ding Technology Holding, Career Technology and Flexium Interconnect reportedly have jointed the Apple Watch's supply chain, according to industry sources.

Digitimes Research: WiGig chips to support smartphones in 2H15

Mar 9, 11:09

WiGig (Wireless Gigabit Alliance) chips are expected to appear in high-end smartphones in the second half of 2015 with Qualcomm, Broadcom, Panasonic, Intel and Nitero as initial suppliers, according to Digitimes Research.

Digitimes Research: Intel simplifies Atom product lines for mobile devices

Mar 6, 16:16

Intel has announced its latest lineup for its Atom series products at Mobile World Congress (MWC) 2015 and in addition to simplifying the naming system for the processors to avoid confusion, the CPU giant also designed and optimized them specifically for different segments of the market.

MediaTek sees steep decline in February sales

Mar 6, 15:42

MediaTek has reported that consolidated net sales for February 2015 totaled NT$9.671 billion (US$307.12 million), down 38.52% on year and 44.62% sequentially.

Casetek sees weaker profits in 4Q14; rumored to supply chassis for iPhones

Mar 5, 15:40

Chassis maker Casetek holding, a subsidiary of Pegatron Technology, has announced its financial results for the fourth quarter of 2014. The company achieved an EPS of just NT$4.42 (US$0.14) during the period. Despite achieving better gross margins than in the third quarter, the percentage compared...

Commentary: Galaxy S6 to bring significant impact on supply chains

Mar 4, 12:07

The launch of the Galaxy S6 may help Samsung Electronics revive its flagging smartphone business thanks to improvements in terms of product design and functionality. And yet, the new Galaxy smartphone may bring significant impact on the upstream supply chains.

MWC 2015: Intel launches new mobile SoCs, LTE solution

Mar 3, 22:14

Intel CEO Brian Krzanich has announced a series of mobile platforms including the company's new low-cost system-on-chip (SoC) for phones, phablets and tablets, a global LTE solution, new personal computing experiences, and a range of customers for mobile device and network infrastructure offerings.

Intel Atom x3 processor

Samsung intros 128GB UFS storage for smartphones

Mar 2, 10:37

Samsung Electronics has announced that it is now mass producing 128GB ultra-fast embedded memory based on the Universal Flash Storage (UFS) 2.0 standard for smartphones. The new embedded memory's UFS 2.0 interface is the most advanced JEDEC-compliant, next-generation flash memory storage specification...

Samsung UFS embedded memory

Digitimes Research: Qualcomm antitrust probe reshapes patent licensing in China

Feb 17, 15:46

China's anti-trust investigation of Qualcomm has come to an end with the US chip vendor making concessions in order control damage to its operations in the country. The fine for the company and its agreement to adjust licensing fees are expected to only have a limited impact on Qualcomm's revenues...

Samsung to adopt 20nm process for over 50% of its DRAM output in 2015, say sources

Feb 17, 11:01

Samsung Electronics began mass production of DRAM memory using 20nm process technology in 2014. The node technology will be adopted by the vendor for more than 50% of its overall DRAM output in 2015, according to industry sources.

Samsung announces mass production of 14nm FinFET mobile chips

Feb 16, 18:52

Samsung Electronics has begun mass production of mobile application processors built using 14nm FinFET process technology.

Supply chains adjusting strategies as tablet market expected to decline 30% in 1Q15

Feb 16, 15:58

Tablet supply chains are evaluating their strategies for 2015 as overall shipments are expected to wither throughout the year, declining most heavily by an estimated 30% on quarter in the first quarter of the year.

More Mobile components coverage
High-brightness LED market trends and forecast, 2015
Wireless broadband developments in Southeast Asia markets

27-Apr-2015 markets closed

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