Analysis
  • China-based pure-play foundries will see their combined production capacity grow at a 9.6% CAGR from 14.536 million 8-inch equivalent wafers in 2018 to 19.119 million units in 2021, according to Digitimes Research.
  • The top-5 notebook brands saw their combined shipments slip 14% on month in April, a performance stronger than that of the same month a year ago, as Chromebook demand from North America's education sector had picked up and replacement demand in the enterprise sectors in Europe and Asia remained robu...
  • The top-5 notebook brands saw their combined shipments slip only 14% on month in April, a performance stronger than that of the same month a year ago, as Chromebook demand from North America's education sector had picked up, while replacement trend in the enterprise sectors in Europe and Asia remained...
  • lcd
    Shipments of large-size (9-inch and above) LCD panels by Taiwan's makers (excluding Sharp) are set to expand 4.9% sequentially in the second quarter of 2019 despite intensive competition from China-based rivals, Digitimes Research estimates.
  • Shipments of small- to medium-size LCD panels by Taiwan makers fell 23.6% sequentially to 184 million units in the first quarter of 2019, reflecting factors including seasonality and significant reduction in shipments by financially-battered Chunghwa Picture Tubes (CPT), according to Digitimes Resea...
  • China smartphone AP shipments grew in 1Q19
    Smartphone application processor (AP) shipments in China are forecast to increase 34.6% sequentially in the second quarter, following a 25.7% decline in the first quarter, according to Digitimes Research.
  • Samsung Electronics uses mainly 18nm process technology to manufacture server DRAM chips, and is gearing up for transition to a newer 16nm process node in 2020, according to Digitimes Research.
  • At FPD China 2019, more flat panel production equipment and related component suppliers were present, while the number of flat panel makers decreased. But the main focus of its technology forums was still on emerging display technologies, in particular foldable AMOLED.
  • Global shipments of smartphone-use TDDI (touch and display driver integration) chips are expected to increase 20% in 2019 from about 414 million units in 2018, according to Digitimes Research.
  • The global top-5 notebook brands together saw their shipments in February slip 16% on month due to seasonality, Intel's CPU shortages and fewer working days during the Lunar New Year period. Compared to the same month a year ago, the volumes went down 11%, but for the first two months of 2019 combined,...
  • As Korea will adopt 4G LTE-based non-standalone (NSA) architecture for its initial commercial 5G operations, SK Telecom (SKT) will have a competitive advantage over fellow companies KT and LG U+, leveraging its established, faster 4G LTE networks, according to Digitimes Research.
  • car
    Smart cars will integrate four core elements, collectively dubbed CASE (connected, autonomous, shared and services, and electric), which has become a common goal being sought after by major automakers including Daimler, initiator of the CASE concept. The elements are sending the global auto industry...
  • Combined revenues of Taiwan's top-3 foundries - Taiwan Semiconductor Manufacturing Company (TSMC), United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) - are expected to fall 23.4% sequentially and 17% on year to US$8.27 billion in the first quarter of 2019, according to Digitimes...
  • Taiwan-based makers saw their combined shipments of monitors increase on year for the fourth consecutive quarter in the fourth quarter of 2018, according to Digitimes Research.
  • The top-5 notebook brands saw better-than-expected results with combined shipments falling 21% on month in January 2019, as the market has entered the slow season in the first quarter, helping ease Intel CPU shortages. The top-5's shipments also represent an increase from those recorded in the same...
  • Smartphone application processor (AP) shipments to China vendors in fourth-quarter 2018 declined 10% on quarter with system manufacturers adjusting shipment targets downward. As system manufacturers adjusted shipment targets downward by an average of more than 10%, some even by 20%, Digitimes Research...
  • Worldwide notebook shipments are forecast to decrease only 12.9% sequentially in the first quarter of 2019 as vendors are still seeing some unfulfilled demand created by the CPU shortages. The CPU shortage gap is also expected to shrink to below one million units in the low season.
  • Because of Intel CPU shortages and the US-China trade tensions, worldwide all-in-one (AIO) PC shipments in 2018 slipped slightly from a year ago, according to Digitimes Research.
  • qualcomm
    Worldwide shipments of smartphone application processors are expected to fall for the second consecutive year in 2019, as the outlook for the segment has weakened by uncertainty over the lingering US-China trade dispute, concerns of possible shifts of production capacity and volatile foreign exchange...
  • Taiwan Tech Arena (TTA) at Eureka Park
    Featuring exhibits of innovations by startup companies from all over the world, Eureka Park was the most eye-catching exhibit area of CES 2019. Many of those companies were gathered inside national pavilions and their exhibits were flavored with a cultural touch, making the presentations dazzling and...
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