Wireless antenna specialist Wha Yu will ramp up shipments of wireless subsystem module products in 2021, making them a new growth driver in addition to the existing antenna devices for networking, base stations and automotive applications, according to company president Shih-chung Chen.
Demand for ICs to stay robust in 2021, say sources
Taiwan-based IC distributors have enjoyed strong sales so far in 2020 thanks to clients' keen inventory preparations and Huawei's brisk short-term orders ahead of its trade ban by the US government, and the momentum is expected to continue in 2021, according to sources from the semiconductor supply...
Sony has recently estimated its CMOS image sensor (CIS) sales for fiscal 2020 (April 2020-March 2021) to fall 11.8% on year compared to a 6.5% decline estimated earlier, due mainly to slackened demand for handset applications as global handset sales are projected to shrink by 10% in 2020, according...
Pegatron expects its merger with Casetek Holdings to complete on January 15, 2021, earlier than its original target timeframe, thanks to faster-than-expected approval by related authorities.
Supply chain sees orders for cloud servers pick up
Suppliers engaged in the supply chain for cloud computing servers have seen clients start pulling in orders in advance, bracing for a resurge in the COVID-19 pandemic that could repeat the supply chain disruptions seen at the beginning of 2020, according to industry sources.
GSEO expects demand to remain strong till 1Q21
Optical lens module maker Genius Electronic Optical (GSEO) expects demand, especially for high-end smartphone-use applications, to remain strong till first-quarter 2021, according to company chairman Jones Chen.
Taiwan-based copper foil maker Co-Tech Development may see its shipments for high-frequency and high-speed CCL applications rise 20% on year in 2021, mainly driven by the launch of Intel's new Whitley CPU platform in first-quarter 2021, according to industry sources.
Highlights of the day: DRAM market to stabilize in 1H21
The DRAM market will see limited bot growth in 2021, but demand from the 5G and AI segments will be gradually rising. A DRAM supply-demand balance will be achieved in the first half of next year, according the chairman of memory module...
Copper shortage expected in 2025
Due to fast growing development of renewable energy and electric vehicles (EVs) worldwide, global demand for copper will keep increasing and shortages are expected to begin in 2025, according to industry sources.
Mechanical motion control component maker Hiwin Technologies has developed a multi-axis robot used to hold and position endoscopes during minimal invasive surgical operation through cooperation with Chung Shan University Hospital (CSUH).
Apple reportedly is set to launch its first miniLED-backlit iPad Pro in the first quarter of 2021 and mass produce miniLED-backlit MacBook Pro devices in the second quarter, with Taiwan supply chain partners to build a major preemptive presence in the miniLED segment, according to industry sources.
Novatek Microelectronics reportedly has signed a deal with Apple that will allow the Taiwan-based IC maker to begin shipping its LCD driver ICs for iPad devices in the second half of 2021, according to industry sources.
'IT' partnerships: Q&A with Manik Mumar from ELCINA
India is a huge country, in terms of both its size and its potential as a production base rivaling that of China's. The South Asian country, in its bid to build up a strong ecosystem for the IT industries, has been keen to form partnerships with Taiwanese firms that are well-known for their hardware...
Delta Electronics to see 70% growth in 2020 revenues from EV-use power train components
Power supply maker and energy management solution provider Delta Electronics is expected to see revenues from power train components used in electric vehicles (EVs) increase about 70% on year in 2020, according to industry sources.
AcBel expects growth in 2021 revenues
Power supply maker AcBel Polytech expects consolidated revenues for2021 to increase 10-13%, driven by shipments for several new products.
Toshiba has maintained that it has not reached any "definitive decisions" to sell its two wafer fabs. But even if any of the pure-play foundries manage to buy Toshiba's fabs, the supply of 8-inch wafer fab capacity will remain short of...
Production indexes for Taiwan-based makers of various electronic components for fourth-quarter 2020 remain high, according to Taiwan Institute of Economic Research (TIER).
China stepping up homegrown processor development
Taiwan-based IC design service and silicon IP providers continue to see strong demand particularly for high-margin CPUs from China, according to industry sources.
Wonderful Hi-Tech bullish on 5G cable demand
Cable and wire system supplier Wonderful Hi-Tech is poised for robust growth in 2021, driven by a ramp-up of orders for household power supply cords and 5G network cables from new clients, according to company sources.
Highlights of the day: TSMC closer to 3nm production
TSMC has held a ceremony marking the completion of the plant structure for its 3nm fab at the Southern Taiwan Science Park (STSP). The foundry house is expected to kick off commerical production at the 3nm fab in 2022. In the semiconductor...
MILLA selects Leddar Pixell for autonomous shuttle
LeddarTech, a leader in Level 1-5 ADAS and AD sensing technology, has disclosed it has been selected by the MILLA Group as the supplier for their cocoon LiDAR sensor. The MILLA Group has selected the Leddar Pixell as the front-end LiDAR for their MILLA POD autonomous shuttle.
Synergy ScienTech to bring in strategic partners
Lithium-ion battery maker Synergy ScienTech plans to bring in strategic partners by releasing new shares or corporate bonds through a private placement, as it aims to expand its operational scale to capitalize on growing business opportunities coming from the TWS (true wireless stereo) headset secto...
Ofilm obtains certification for 7P lens modules
China-based Ofilm Group has started small-volume trial production of 7P (seven plastic lens pieces) lens modules and passed the corresponding certification, according to the company.
Smart deliveries of components and materials to production lines will facilitate the entire manufacturing process and is therefore the first step to running smart factories, according to Kirin Chen, general manager for logistics equipment maker Axis-Group.
Highlights of the day: Backend services quotes rising
Supply has barely been able to ctach up with demand in the semiconductor manufacturing sector, sending prices up to reflect tight capacity at foundry and backend houses. ASE Technology reportedly has decided to raise backend services...
Taiwan large-size LCD panels – 3Q 2020
Taiwan shipped a total of 71.58 million large-size LCD panels in the third quarter of 2020, up 11.2% sequentially and 20.7%...
Taiwan small- to mid-size LCD panels – 3Q 2020
Ahead of the new US trade sanctions against Huawei taking effect on September 15, Hannstar had geared up its handset panel shipments...
Global tablet market – 3Q 2020
Global tablet shipments amounted to 43.83 million units in third-quarter 2020, up 10.5% on quarter and 0.4% on year.
Global mobile device shipment forecasts, 2021 and beyond: Smartphones, notebooks and tablets
Notebook and tablet shipments are both expected to increase from a year ago in 2020 due to demand from stay-at-home activities,...
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...