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MediaTek 2Q14 revenues to increase

Apr 17, 22:00

Shipments of smartphone and tablet solutions from MediaTek are expected to grow in the second quarter of 2014, pushing quarterly revenues up over the NT$46.01 billion (US$1.53 billion) posted in the previous quarter, according to an industry estimate.

mediatek

Digitimes Research: Qualcomm rethinks AP development strategy

Apr 17, 14:02

Qualcomm has received recognition from brand vendors for its mobile application processors (APs) based on its in-house developed architecture. However, its competitors have started to pick up their pace in releasing new products, and the CPU cores have become less important in SoC products. Amid such...

Samsung Galaxy S5 carries over US$250 BOM, IHS teardown reveals

Apr 16, 14:48

The Samsung Galaxy S5 with 32GB of NAND flash memory carries a BOM of US$251.52, according to IHS. The cost rises to US$256.52 when the US$5 manufacturing cost is added.

HDI board capacity utilization rates to rise in 2Q14

Apr 15, 22:08

The production capacity utilization rates of high-end HDI boards at Taiwan-based PCB makers are set to rise in the second quarter of 2014 due to strong demand from Samsung Electronics, HTC and China-based smartphone vendors, according to industry sources.

HTC, Samsung to offer alternative chassis choices for flagship smartphones, say Taiwan makers

Apr 15, 15:26

HTC and Samsung Electronics both reportedly plan to expand the product families of their latest flagship smartphones, according to Taiwan-based supply chain makers.

Initial shipments of most new flagship smartphones running high, but Xperia Z2 in shortages

Apr 15, 12:09

Initial shipments of new flagship smartphones launched by Samsung Electronics, HTC and LG Electronics have been stable, but Sony Mobile Communications reportedly has encountered a shortage for the supply of its new flagship model, the Xperia Z2, according to market sources.

Intel aggressively promoting tablet CPUs in China

Apr 14, 15:34

Intel has resorted to an aggressive pricing strategy to promote sales of its tablet-use processors, particularly in China, a move which apparently will take on Qualcomm and MediaTek, while ramping up its market share, according to industry sources.

Altek expects more smartphone vendors to adopt double-lens modules

Apr 11, 14:57

Altek has developed double-lens modules for use in front cameras of smartphones and has won adoption by HTC for its flagship smartphone M8, according to company president Alex Hsia.

Consolidation to continue in the MEMS microphone industry: Q&A with Akustica CEO Horst Muenzel

Apr 10, 11:11

More and more players have made inroads into the MEMS microphone industry to cash in on the rising demand brought up by the popularity of smartphones.

Akustica CEO Horst Muenzel

Qualcomm announces highest-end Snapdragon 810 and 808 processors

Apr 9, 10:47

Qualcomm Technologies has introduced its next-generation mobile processors for the Qualcomm Snapdragon 800 tier, the Snapdragon 810 and 808 processors. The Snapdragon 810 and 808 processors are Qualcomm Technologies' highest performing platform to date, completing Qualcomm Technologies' lineup of 64-bit...

Supply chain gearing up for orders from Samsung for components used in new 2K tablets

Apr 8, 21:55

The supply chain is gearing up for orders from Samsung Electronics for components used in new 2K tablets, according to industry sources.

Taiwan makers look to demand for thin heat-pipes used in smartphones

Apr 8, 19:32

Sony Mobile Communications has adopted thin heat-pipes for its Xperia Z2, and Taiwan-based thermal module makers hope that other smartphone vendors will follow suit, according to Taiwan-based supply chain makers.

Apple reportedly to develop baseband chips for iPhones in house, say sources

Apr 7, 22:28

Apple reportedly plans to form a R&D team to develop baseband processors for use in iPhones to be released in 2015 and will place the baseband chip orders with Samsung Electronics and Globalfoundries, according to industry sources.

Each smartphone sold to contribute US$10 to TSMC revenues, say sources

Apr 3, 15:46

The contribution of each smartphone sold worldwide to the revenues of Taiwan Semiconductor Manufacturing Company (TSMC) is expected to reach US$10 soon due to an increase in chips used in smartphones and the production of high-priced 4G chips, according to industry sources.

Intel CEO outlines new opportunities, investments and collaborations with China technology ecosystem

Apr 3, 12:15

As the computing industry landscape undergoes rapid transformation, Intel CEO Brian Krzanich has outlined the company's plans to build upon its nearly 30-year history in China, and collaborate with the growing technology ecosystem, particularly in Shenzhen, to accelerate new innovation and reshape...

Digitimes Research: Over 50% white-box tablets to come with phone functions in 2H14; MediaTek to benefit most

Apr 3, 12:08

China white-box tablet players' shipments increased sequentially in the fourth quarter of 2013 thanks to strong demand from mature markets worldwide. Demand from emerging markets has also started picking up after mid-December 2013.

FPCB maker Ichia reports strong sales for March

Apr 2, 16:43

Flexible PCB (FPCB) and handset chassis maker Ichia Technologies has reported revenues of NT$1.02 billion (US$33.58 million) for March, up 23% sequentially and 52.6% on year.

Commentary: Taiwan handset vendors, ODMs advised to optimize rising supply chain in China

Apr 2, 16:36

Taiwan-based handset vendors and ODMs are advised to optimize the advantages of the handset supply chain in China to sharpen their competiveness and to avoid of being marginalized in the global handset market.

Digitimes Research: Tablet application processor shipments in China slip 2.7% in 1Q14

Apr 2, 12:11

Shipments of tablet-use application processors (AP) in China edged down 2.7% sequentially in the first quarter of 2014, affected by seasonality, according to preliminary findings by Digitimes Research. However, the first-quarter shipments still represent a 37.6% on-year growth.

Digitimes Research: 3-mode smartphones to dominate China entry-level market

Apr 2, 12:03

When announcing its LTE product lineup in 2013, China Mobile originally set 5-mode support for five major networking standards in China as a basic requirement for its 4G products, but the company lowered it to 3-mode at the end of 2013, as most chipmakers were unable to supply 5-model single-chip products...

Japan Display to ship 5.5-inch 538ppi smartphone panels in April

Mar 28, 15:33

Japan Display has begun mass producing WQHD (2,560 by 1,440) panels and is expected to begin shipments in April 2014, according to industry sources.

China market: Handset vendors launching higher-specification models to win market share

Mar 26, 22:11

China-based handset vendors are rolling out smartphones with higher hardware specifications such as 2560 by 1440 (QHD) displays and 50-megapixel cameras in order to compete with first-tier vendors in the high-end segment, according to industry sources.

Apple placing next-generation iPhone battery orders with Simplo and Desay

Mar 26, 21:45

Apple has reportedly placed its next-generation iPhone battery orders with only two suppliers: Taiwan-based Simplo Technology and China-based Shenzhen Desay Battery Technology. Dynapack, a battery supplier for the iPhone 5 and 5c currently has no orders confirmed, according to sources from the upstream...

Digitimes Research: Melfas eyes top notch in Korea touch panel industry

Mar 26, 15:05

Samsung Electronics' mid-range and entry-level mobile devices (smartphones and tablets) in 2013 mostly adopted touch panels using thin-film technologies such as glass-film-film (GFF) or glass-film (G1F). Because the key component, the indium tin oxide (ITO) transparent conducting film (TCF), had been...

Handset supply chains are seeing increased orders from Motorola for entry-level smartphones

Mar 25, 21:49

Handset supply chains are seeing increased orders from Motorola for entry-level smartphones that will be aimed for sale in emerging markets, according to industry sources.

Smartphone supply chain seeing increased orders from China handset vendors

Mar 24, 20:35

The smartphone supply chain is seeing increased orders from China handset vendors, most notably for 4G units, according to industry sources.

Sapphire ingot prices to continue to hike in 2Q14

Mar 20, 15:27

Prices of 2-inch sapphire ingots are expected to hike 11% sequentially and 43% on year to US$5/mm in the second quarter of 2014 after surging at an annual rate of 61% to US$4.5/mm in the first quarter, according to Digitimes Research.

Digitimes Research: MediaTek to continue eating into Spreadtrum market share

Mar 20, 15:18

Despite the slow-season performance of China's smartphone market, chipmaker MediaTek's smartphone application processor (AP) shipments in the first quarter continue to see strong growth like it did during the previous quarter. The good price/performance ratios of MediaTek's entry-level and mid-range...

CCM makers see aggressive orders from smartphone industry

Mar 19, 21:47

Compact camera module (CCM) makers' orders from smartphone vendors have been growing strongly especially for high-end camera modules with visibility already reaching the end of the second quarter, according to sources from the upstream supply chain.

Smartphone cooling module demand may remain weak until 2015

Mar 17, 22:01

Despite having received orders for tablet heat pipes, Taiwan-based cooling module makers are still not able to land orders from most smartphone vendors and are unlikely to do so until 2015, when demand for 4G LTE smartphones is expected to start picking up, according to sources from the cooling module...

Smartphone supply chain preps for orders from Amazon

Mar 17, 20:58

The smartphone supply chain is starting to prepare smartphone component orders from Amazon for a device set to release in 2014, according to industry sources.

Digitimes Research: Insufficient panel supplies to limit 2K-resolution smartphone penetration in 2014

Mar 17, 15:10

With Full HD (1,920 by 1,080) having become the mainstream specification of high-end smartphones in 2013, industry players are speculating over the possibility of the resolution climbing even higher to above the 2,000-pixel level in 2014. However, Digitimes Research believes such a chance is rather...

Mobile market to be dominated by 64-bit mobile processors with 55% market share in 2018, says ABI Research

Mar 17, 14:38

Just one quarter after the launch of Apple's A7, the first 64-bit mobile processor, the company managed to power more than 36 million iPhones and iPads with the chip. With the introduction of A7, Apple has once again shaken the whole mobile industry, forcing chipset suppliers and device vendors to...

Simplo posts strong profits for 2013

Mar 17, 11:16

Notebook battery pack maker Simplo Technology has posted net profit of NT$3.236 billion (US$108 million) for 2013, 4.96% higher than its paid-in capital of NT$3.083 billion.

Digitimes Research: GTAT may supply only 9.0-16.6% of iPhone sapphire screen covers in 2014

Mar 14, 16:27

US-based GT Advanced Technologies (GTAT) is setting up a factory in Arizona for exclusive supply of sapphire to Apple, with the factory to be able to meet only 9.0-16.6% of demand for sapphire used in screen covers of a new-generation iPhone in 2014, according to Digitimes Research.

Shipment ratio of 8-core smartphone solutions to be lower in 2014

Mar 13, 22:01

The shipment ratio of 8-core processors to total smartphone solution shipments will not be higher in 2014 as brand and white-box handset vendors in China will still prefer to use quad-core models in order to build their share in the entry-level to mid-range segment, according to industry sources.

Commentary: Is it likely for Qualcomm to produce 28nm chips at SMIC?

Mar 13, 15:56

Recent reports from China have cited Qualcomm president Derek Aberle as disclosing that it plans to produce 28nm chips at China-based Semiconductor Manufacturing International Corporation (SMIC). Industry observers in Taiwan have noted that Qualcomm probably is looking to improve its relations with...

ASE may land more packaging orders for Apple A8 CPUs

Mar 11, 21:40

Advanced Semiconductor Engineering (ASE) may land a higher portion of packaging orders for Apple's next-generation A8 processor than the 20% expected previously, according to industry sources.

apple

Digitimes Research: China touch panel makers to see shipments drop 5% in 1Q14

Mar 11, 15:22

China makers shipped 148.8 million touch panels in the fourth quarter of 2013, according to the latest Digitimes Research China Touch Panel Tracker. Digitimes Research predicts that touch panel shipments from China makers will drop about 5% in the first quarter because of seasonality.

FPCB makers Zhen Ding, Flexium to benefit from planned launch of large-size iPhones

Mar 10, 21:49

Flexible PCB suppliers Zhen Ding Technology Holding and Flexium Interconnect are poised for strong shipment growth in 2014 amid market speculations indicating that Apple is likely to launch 4.7- and 5.5-inch iPhones in the year, according to industry sources.

ZTE to deepen cooperation with Taiwan-based PCB suppliers

Mar 10, 21:17

ZTE will further strengthen its cooperation with Taiwan-based PCB suppliers as it is deepening its deployment in the high-end smartphone segment, according to Lu Qianhao, ZTE's head of handset marketing strategy.

SPIL to perform better than expected in 1Q14

Mar 10, 14:50

IC testing and packaging company Siliconware Precision Industries (SPIL) is expected to perform better than its guidance set for the first quarter of 2014 as clients are building up inventories for the upcoming peak season, according to industry sources.

MediaTek revenues hit all time high in February

Newswatch - Mar 7, 13:48

MediaTek saw its revenues soar 22.5% on month and 158.2% on year to a record high of NT$15.73 billion (US$519.62 million) in February. For the first two months of 2014, revenues amounted to NT$28.58 billion, increasing 96.5% from a year earlier.

Asustek expected increase orders for smartphone components in March

Mar 6, 21:53

Asustek Computer is expected to increase orders for smartphone components in March and April, according to industry sources.

MediaTek expected to speed up development of feature chips

Mar 5, 12:39

MediaTek is expected to ramp up investments to develop peripheral chips to enrich smartphones such as wireless charging, NFC, and fingerprint recognition which in return will jack up the price/performance ratio for smartphones, according to industry sources.

Digitimes Research: Qualcomm to meet strong challenge from MediaTek in 2H14

Mar 3, 14:23

MediaTek and Qualcomm both unveiled their product roadmaps for the second half of 2014 at the recently concluded Mobile World Congress (MWC) 2014. In addition to the previously released ARM Cortex-A17-based octo-core MT6595, MediaTek added Cortex-A53-based,quad-core MT6732 to its portfolio. Qualcomm...

MWC 2014: Qualcomm optimistic about 4G smartphone market

Feb 27, 11:41

The release of 4G TD-LTE licenses by the China government at the end of 2013 triggered the competition in the 4G smartphone segment, and 4G models with a price tag of CNY1,000 (US$163) are likely to hit the market soon, according to Alex Katouzian, senior vice president of product management at Qual...

Qualcomm senior vp Katouzian

China market: TD-LTE chip market to expand robustly starting 2Q14

Feb 26, 21:54

The TD-LTE chip market in China is expected to grow robustly starting the second quarter of 2014 as chipset vendors including Qualcomm, MediaTek, Marvell Technology, Broadcom, Intel, Nvidia and Tsinghua Unigroup are expected to launch an array of new TD-LTE chips, according to industry sources.

Qualcomm continues cellular baseband processor market lead, says Strategy Analytics

Feb 26, 16:07

The global cellular baseband processor market grew 8.3% on year to US$18.9 billion in 2013, according to Strategy Analytics.

Casetek to expand chassis capacity in China

Feb 26, 11:35

Taiwan-based metal-alloy chassis maker Casetek Holdings has revealed it will invest NT$2-3 billion (US$65.9-98.8 million) to expand production capacity at its factory in eastern China in 2014.

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18-Apr-2014 markets closed

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DIGITIMES Translation Services
  • HTC updates

    HTC has launched its flagship smartphone M8

  • TD-LTE

    TD-LTE is the mainstream global choice for 4G asymmetric frequency spectrum networks

  • Smartphone trends

    Smartphone vendors are improving their hardware

  • WiMAX

    A portal for information about Taiwan's WiMAX industry.

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    For the global LED lighting market, the market size will reach US$25.82 billion in 2014 or a market penetration rate of 23.4%. This is attributable to exponential shipment growth for light bulbs, tubes, and directional lamps.

  • Greater China touch panel shipment forecast through 2015

    This Special Report provides forecasts through 2015 for Greater China touch panel shipments with breakdowns based on technology (glass, film, resistive), application (smartphone, NB and tablet) and by firm.

  • 2014 global tablet demand forecast

    This report analyzes the main players, their strategies and shipments forecasts for 2014, as well as other factors contributing to either growth or decline in various segments within the tablet market, with a particular focus on Apple, Google, Samsung, and Microsoft, along with whitebox vendors.