The penetration of mmWave in the 5G market will be slower than expected. MediaTek reportedly has decided to push back its launch of mmWave 5G SoC lineup to 2021, with Chinese handset vendors now mainly focusing on sub-6GHz. It remains to be seen how strong the demand for 5G smartphones will be in second-half 2020, and memory chip prices may fall if smartphone sales disappoint. But the notebook market remains robust thanks to the stay-at-home economy. Notebook battery makers have clear order visibility for the third quarter.
MediaTek to push back launch of mmWave 5G chips: MediaTek has decided to push back the launch of its mmWave 5G SoC lineup to 2021, with mass production unlikely to take place until the second half of next year, according to industry sources.
Memory prices may fall if smartphone sales disappoint in 2H20: DRAM and NAND flash memory prices will turn weak and start falling over the next two to three quarters, if smartphone sales buck seasonal trends and disappoint in the second half of 2020, according to industry sources.
Notebook battery demand remains robust: Taiwan-based notebook battery module makers Simplo Technology, Dynapack International Technology and Celxpert Energy continue to enjoy better-than-expected orders from their notebook clients, according to industry sources.