Passive, PCB, other IC components
  • Apple says its manufacturers are ramping production more slowly than expected
    Apple has warned of iPhone supply constraints due to the coronavirus outbreak. And the iPhone is not the only Apple device whose production is being disrupted by the epidemic, as manufacturers are unlikely to start volume production as...
  • Automotive PCB makers are being impacted by the outbreak
    Automotive PCB makers in China have been impacted by the coronavirus outbreak, especially those stationed in Hubei Province, the worst-hit province by the epidemic, according to industry sources.
  • EVG has announced a partnership with Inkron
    EV Group (EVG), a supplier of wafer bonding and lithography equipment for the MEMS, nanotechnology and semiconductor markets, has announced it is partnering with Inkron, a manufacturer of high and low refractive index (RI) coating materials, to provide optimized processes and matching high RI materials...
  • Notebook PCB supply is falling short
    PCB supply for notebooks, especially consumer models, has become tight as production at many small and medium-sized Chinese makers is being hard hit by the coronavirus outbreak, posing risks of shipment disruptions to major ODMs, according to industry sources.
  • Unitech's PCB production in China is being hampered by the outbreak
    Taiwan-based PCB maker Unitech, after seeing 2019 revenues rise 14.73% to hit record high of NT$22.42 billion (US$747.million), is expected to see shipments, mainly rigid-flex boards, for the first quarter of 2020 dented by the coronavirus outbreak, according to industry sources.
  • The outbreak is hitting hard China's ICT industries
    The coronavirus outbreak is hitting hard the ICT industries and markets in China. Digitimes Research provides a preliminary estimation on the impacts on four major sectors: semiconductors, display panels, handsets and notebooks. Many...
  • The outbreak is hitting hard China's ICT industries
    IC design houses in Taiwan and China will see the coronavirus outbreak impact their revenues for the first quarter of 2020, and foundry and backend houses may take clearer hits starting in the second quarter, according to a study by Digitimes Research on impacts of the epidemic on semiconductor, panel,...
  • Quartz crystal resonators are a critical component of SSDs
    China-based SSD manufacturers have stepped up their purchases of quartz components in anticipation of tight supplies of passive components due to the coronavirus outbreak, according to industry sources.
  • Compound semiconductor makers are gearing up for a new iPhone
    Taiwan-based compound semiconductor components makers are gearing up to fulfill shipments of PA (power amplifier), RF (radio frequency) and VCSEl devices for a new iPhone model, tentatively dubbed SE2, with their order visibility for the new device increasingly strengthened despite uncertainties about...
  • Flexium saw robust shipments for high-frequency antenna modules
    Flexible PCB maker Flexium Interconnect has released financial report for the fourth quarter of 2019, with gross margin of 31.0% hitting quarterly record.
  • Taiwan passive component makers growing non-China production
    Taiwan-based passive component makers will be freeing up non-China production capacity if necessary, as their manufacturing operations in China have experienced low labor return rates after the Lunar New Year holiday, according to the companies.
  • PCB makers in China have access to transportation for shipping products
    Taiwan-based PCB makers operating plants in China are seeing a low return rate of workers amid the ongoing coronavirus outbreak but they have secured smooth transportation for products and materials transport, according to industry sources.
  • Many have yet to return to work in China
    Many factories in China resumed work today after an extended Lunar New Year break, but many Taiwanese IT firms expected a low return rate of workers amid the ongoing coronavirus outbreak, which is showing no signs of abating. Some components firms have even decided to delay further their work...
  • Lite-On Semi saw its January sales drop
    Without recognizing sales generated by On-Bright Electronics, Lite-On Semiconductor saw its revenues fall about 14% from a year earlier in January 2020.
  • Unimicron Technology vice CEO CP Lee
    IC substrates are set to enter a golden growth period driven by ever-increasing applications of 5G and AI chips solutions. To secure a preemptive presence in the market, Taiwan's leading maker Unimicron Technology has set a record capex of NT$17.2 billion (US$568.16 million) for 2020 mainly to boost...
  • PCB makers remain confident about the 5G infrastructure market
    Taiwan PCB supply chain is confident that shipments for 5G infrastructure applications in China will remain stable and the coronavirus impact on their operations will be relatively limited as Chinese clients are likely to just postpone rather than cut orders with them, according to industry sources.
  • Work to resume, but normal production unlikely
    For many parts of China, work is supposed to resume starting February 10 after an extended Lunar New Year break in the wake of the coronavirus outbreak, but manufacturers generally do not believe their production can return to normal levels. Materials...
  • CCL makers have been unable to assess the impacts of the outbreak
    Taiwan-based CCL makers have expressed uncertainty about their first-quarter revenues as the coronavirus impacts on customer orders and the supply chain can hardly be assessed at present, and Elite Material (EMC) and Iteq, with higher ratios of production capacity in China, are likely to be more negatively...
  • Shiny Chemical expects robust demand from Taiwan's chipmakers
    Electronic-grade solvent demand from Taiwan's chipmaking industry is expected to be bullish, according to a supplier who is reportedly in TSMC's supply chain.
  • Passive components supply has been tight
    Taiwan-based passive component makers are being requested by clients to scale up production in Taiwan or Southeast Asia to offset possible production contraction in China due to the coronavirus outbreak, according to industry sources.
  • Many smartphones to be  released in 2H20 are expected to feature ToF sensing
    Taiwan-based makers of CMOS image sensor (CIS) and VCSEL components are optimistic that multi-lens camera modules incorporating ToF (time of flight) sensing technology will be mass-adopted by handset makers in the second half of 2020, significantly pushing up their revenues, according to industry so...
  • Electronica China has been postponed
    Electronica China originally scheduled to take place in Shanghai during March 18-20 has been postponed, according to the organizer.
  • Chinese 5G optical transceiver makers seeking Taiwan capacity support
    China-based makers of optical transceiver modules for 5G base stations are gearing up to scramble for capacity support from their components suppliers in Taiwan in order to maintain stable shipments to Huawei amid the coronavirus outbreak, according to supply chain sources.
  • Weak memory prices affected semiconductor spending
    Leading original equipment manufacturers (OEMs) reduced their semiconductor spend in 2019, influenced by declining memory prices, according to Gartner. Apple took the top rank from Samsung, driven by its success in wearable products, namely Apple Watch and AirPods. Huawei retained the third position,...
  • Dynamic Electronics chairman and CEO Ken Huang
    Taiwan-based PCB maker Dynamic Electronics is confident of minimizing impacts of the coronavirus outbreak on its operations as it has readied sufficient raw materials and workforce at its smart manufacturing plant in Huangshi of China's Hubei province, the epicenter of the epidemic, according to company...

Global server market – 4Q 2019

China smartphone market and industry – 4Q 2019

Taiwan handsets – 3Q 2019

Global server shipment forecast and industry analysis, 2020

Mini/micro LED: Challenges and opportunities in the display industry

Global LCD panel shipment forecast, 2020 and beyond

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