Supply chain
Highlights of the day: Supply chain upbeat after Galaxy Note 10 launch

Samsung has just launched its Galaxy Note 10, with its suppy chain partners expecting the new smartphone series to prompt rivals to adopt similar specs for their offerings, including slim vapor chamber. The new Samsung Galaxy Note 10 is also set to drive the adoption of ToF 3D sensing cameras among high-end smartphones, boosting demand for VCSEL components. Now the supply chain expects global 5G handsets to reach about 140 million units in 2020, fueling growth momentum for components suppliers.

Samsung pioneers adoption of 0.35mm vapor chamber in new Galaxy series: Samsung Electronics has taken the lead to adopt 0.35mm vapor chambers (VC) in its newly released Galaxy Note 10 series, which may become mainstream smartphone heat-sinking spec in 2020 as many other vendors including Huawei, Oppo and Vivo are expected to follow suit, according to industry sources.

VPEC enjoys robust demand for VCSEL components: Epitaxial wafer supplier Visual Photonics Epitaxy Company (VPEC) has enjoyed a ramp-up in demand for vertical-cavity surface-emitting laser (VCSEL) components for use in smartphones and other mobile devices, and will see revenues generated from orders for VCSEL chips climb dramatically in 2019, according to industry sources.

5G deployments, availability of 5G phones to drive demand for power semiconductor components: The ongoing deployments of 5G infrastructure and promising demand for 5G-focused phones that will come along with the commercial runs of 5G networks will continue to spur demand for semiconductor components including RF ICs, networking chips and power amplifiers (PAs), according to industry sources.

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