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Friday 24 September 2021
Lite-on CEO expects chip shortage to ease in 2H22
The supply chain shortage has not seen any relief in 2021, particularly when it entered the third-quarter traditional electronic peak season. Market demand has increased, but overall production capacity has not.
Friday 24 September 2021
Highlights of the day: AMD, MediaTek reportedly in JV talks
AMD and MediaTek are said to be seeking to form a joint venture that will develop notebook applications integrating Wi-Fi, 5G and high-transmission technologies. Other chip vendors in Taiwan are also hoping MediaTek to play a leading role in the local supply chain to compete with Qualcomm in the mmWave 5G market. In the EV market, Thailand has ambitious goals for its car manufacturing sector.
Friday 24 September 2021
MediaTek urged to lead Taiwan mmWave 5G chips supply chain
Taiwan's makers of RF and PA devices hope MediaTek can lead the local supply chain to meet competition from Qualcomm in tapping the mmWave 5G market, according to industry sources.
Friday 24 September 2021
Qualcomm dominates cellular baseband market in 2Q21, says Strategy Analytics
The global cellular baseband processor market grew 16% on year to US$7.2 billion in the second quarter of 2021, according to Strategy Analytics. Qualcomm capitalized on iPhone 12 design-wins and mid-range Android momentum to capture 52% revenue share during the quarter.
Friday 24 September 2021
AMD, MediaTek reportedly in talks to form JV
Speculation has been circulating in the chipmaking market that AMD and MediaTek are in talks to form a joint venture that will be dedicated to developing SoC solutions combining Wi-Fi, 5G and high transmission technologies for notebook applications.
Wednesday 22 September 2021
IC shortages could defer demand for Chinese-branded handsets
Suppliers said demand from Chinese handset vendors is getting opaque in September, portending possible deferral of peak demand and possible decline in suppliers' revenue for the second half of 2021.
Wednesday 22 September 2021
mmWave finds potential markets in 5G and Satcom: Q&A with MixComm and SiTune CTOs
MixComm, a provider of millimeter-wave (mmWave) and front-end solutions for 5G and Satcom applications, has recently announced a collaboration with SiTune, an innovator of multiple generations of RF and mixed-signal system on a chip, to develop 5G mmWave reference designs. Both companies have been recognized for their high-performance energy-efficient 5G solutions.
Wednesday 22 September 2021
5G drives double-digit growth for 6th straight quarter in smartphone APs, says Strategy Analytics
For the sixth straight quarter, the global smartphone applications processor (AP) market clocked a double-digit on-year revenue increase in the second quarter of 2021, according to Strategy Analytics.
Wednesday 22 September 2021
Southeast Asia roundup: Ho Chi Minh City reopens with potential labor shortages
While Vietnam is slowly reopening from lockdown, foregin companies find themselves in need of new suppliers, and local workers are unwilling to return to work posts in the city just yet.
Friday 17 September 2021
Chipmakers working with partners to step up deployments in 5G RF devices
Fabless chipmakers are looking to step up their deployments in the 5G RF front-end module (RF FEM) and other device markets by working closely with their manufacturing partners, according to industry sources.
Thursday 16 September 2021
Highlights of the day: Monolithic/heterogeneous integration is key to semicnductor development
In a recent interview by DIGITIMES Etron chairman Nicky Lu explains why monolithic/heterogeneous integration is important to the future of the semiconductor industry. Meanwhile Apple has increased the storage capacity of its new iPhone 13 series to up to 1TB, and memory makers believe this will prompt other smartphone brands to follow suit and equip their flagship devices with the same internal storage capacity. Backend service providers believe Apple's new iPad mini 6 will generate strong orders for 5G RF modules.
Thursday 16 September 2021
JioPhone Next launch delays to November
Developed by Google and Reliance Industries, JioPhone Next's launch has been postponed to November. Although there is a variety of factors behind the delay, the reality has proven more dire than Reliance has expected amid component shortages.
Thursday 16 September 2021
Chip suppliers uncertain about new iPhone sales outlook
Unfavorable macro conditions have had a negative impact on sales of Android smartphones and have also led to uncertainty among chip suppliers about new iPhone sales for the rest of this year, according to industry sources.
Thursday 16 September 2021
Memory firms positive about demand for smartphones with higher internal storage
With Apple's new iPhones featuring one terabyte of storage, other brands are expected to follow suit by launching more flagship smartphones featuring at least 1TB of internal storage, according to sources at memory makers.
Thursday 16 September 2021
Taiwan PCB output value to top NT$800 billion in 2021
Taiwan-based PCB manufacturers are expected to see their combined output value reach between NT$756.8 billion (US$27.3 billion) and NT$827.2 billion in 2021, according to the Taiwan Printed Circuit Association (TPCA).
Thursday 16 September 2021
GF, Qualcomm team up for advanced 5G RF front-end devices
GlobalFoundries (GF) has announced the foundry is continuing its partnership with Qualcomm, expanding their RF collaboration on 5G multi-Gigabit speed RF front-end products.
Tuesday 14 September 2021
OSATs to see backend 5G AP shipments for Android handsets fall in 4Q21
Taiwan-based OSATs expect backend shipments of 5G APs for Android handsets to decline in fourth-quarter 2021, as they moved to reduce purchases of related test sockets in early September in anticipation of waning chip demand from Chinese handset vendors, according to industry sources.
Monday 13 September 2021
MediaTek posts increased August revenue
MediaTek has reported revenue of NT$42.81 billion (US$1.55 billion) for August 2021, up 6.1% sequentially and 30.9% on year.
Wednesday 8 September 2021
Highlights of the day: Networking device vendors have strong outlook
Taiwan's networking device makers see clear order visibility through the first half of 2022, thanks to demand from the stay-at-home activities and companies whose employees are retruning to offices. Cooling module suppliers believe that vapor chambers, now found mostly in notebooks, will become a key component for smartphones. But handset demand remains weak, reportedly prompting CIS vendor OmniVision to cut back orders for IC manufacturing in Taiwan.
Wednesday 8 September 2021
More smartphone vendors to adopt vapor chambers for new models
More China- and South Korea-based smartphone vendors are expected to adopt vapor chambers (VCs) for their new models slated for launch in the fourth quarter of 2021, according to industry sources.
Wednesday 8 September 2021
GSEO reports record August revenues
Optical lens module maker Genius Electronic Optical (GSEO) has reported consolidated revenues of NT$2.041 billion (US$73.1 million) for August, the highest-ever monthly level with growth of 23.82% sequentially and 14.81% on year.
Monday 6 September 2021
TXC reports growths in August revenues
Taiwan-based quartz component supplier TXC has reported consolidated revenues of NT$1.35 billion (US$48.44 million) for August, up 2.8% on month and 34.16% on year, with the amount for the first eight months in 2021 growing 55.37% on year to NT$10.31 billion.
Monday 6 September 2021
Largan August revenues hit 7-month high
Smartphone-use lens maker Laragn Precision has reported consolidated revenues of NT$4.012 billion (US$144 million) for August, the highest monthly level since February 2021 with 5.49% on-month increase and 16.28% on-year decrease.
Monday 6 September 2021
Southeast Asia roundup: Electronics manufacturing in Vietnam thrives; IC manufacturing in Malaysia disrupted
Vietnam saw a large increase in its exports of mobile devices and related components in July and higher foreign investment from South Korea-based electronics vendors, while Oppo made its way to the top in Thailand in second-quarter 2021. Malaysia's semiconductor manufacturing industry is operating at lower capacity due to COVID.
Friday 3 September 2021
Vietnam sees increased July exports of mobile devices and components
Vietnam recorded a total export value of US$4.72 billion for mobile devices and related components in July 2021, increasing 43.4% on month and 10.3% on year, according to General Department of Vietnam Customs.