Taiwan's shipments of small- to medium-size LCD panels are expected to edge up 3.7% sequentially but decline 15% on year in the second quarter of 2021, after reaching 188 million units in the previous quarter, Digitimes Research estimates.
White-box server ODMs such as Quanta Computer and Wiwynn saw their shipments to datacenter operators account for more than 38% of the global total server shipments in 2020, up 8pp from that in 2017, and the percentage is expected to rise further to 46% in the first half of 2021, according to Digitimes Research's latest figures from the Server Tracker.
Shipments of smartphone application processors for use by China-based handset vendors reached 212 million units in the first quarter of 2021, increasing 0.2% from a quarter earlier, according to data compiled by Digitimes Research.
China government has always attached great importance to advances of the semiconductor sector, but semiconductors' vital role to industrial and national development is clear amid the country's trade war with the US. This Digitimes Research Special Report reviews the results of China's efforts to build its semiconductor ecosystem during the 13th 5-year Plan (2015-2020), and looks at the plans set out in its 14th 5-year Plan (2021-2025) to raise China's IC self-sufficiency.