Mobile components
  • Eight-inch wafer capacity at pureplay foundries is tight
    The coronavirus pandemic is decimating businesses in various sectors, but the outlook for semiconductor foundry houses remains robust, thanks to strong stay-at-home economy. Pureplay foundries, including TSMC, UMC and VIS, have raised 8-inch...
  • Novatek reportedly is developing AI chips
    Niche IC specialist Novatek Microelectronics is reportedly engaged in the development of AI chips for accelerating edge computing at smartphones and other devices, according to industry sources.
  • O-film sees strong demand from phone vendors
    China-based camera module maker O-film Tech has reported net profit of CNY360 million (US$51.9 million) for second-quarter 2020, up 156% sequentially and 30.1% on year, driven by robust sales of its camera module and 3D sensor products.
  • Demand for optical components for 5G applications will remain robust
    Robust demand for optical components for 5G applications is expected to continue into fourth-quarter 2020 as related 5G infrastructure construction projects for the year in China will peak in September-October, according to Taiwan-based optical component suppliers.
  • Largan's revenues went up sequentially in July
    Smartphone-use lens module maker Largan Precision has reported consolidated revenues of NT$4.612 billion (US$156 million) for July 2020, increasing 11.51% sequentially but decreasing 15.17% on year.
  • PS5 is coming soon
    Sony is expected to introduce its PS5 later this year, with Taiwanese backend service providers already starting delivering shipments for the new games consoles. Construction of 5G infrastructure may still be going on in China, but PCB...
  • China's telecom sector sees high inventory levels of PCBs for 5G base stations
    PCB shipments for 5G base station applications in China have slowed down after peaking in the second quarter, and the supply chain is concerned about when shipment momentum could be revived, according to industry sources.
  • EMC sees strong demand from the 5G handset segment
    Taiwan's CCL maker Elite Material (EMC) expects to see its third-quarter 2020 revenues sequentially grow at least 10% on strong demand for flagship handset and 5G infrastructure applications, after registering record revenues and profits for the second quarter.
  • China smartphone AP market share, 2Q20
    Smartphone application processor (AP) shipments to China are expected to grow 9.3% sequentially in the third quarter of 2020, driven by a pick-up in shipments of 5G-enabled phones in China and a mild improvement in overseas demand for smartphones, according to Digitimes Research.
  • Apple seems to be building a supply chain specifically for the Chinese market
    Apple is seemingly continuing to recruit more Chinese suppliers for iPhones, judging from Chinese EMS provider Luxshare Precision Industry and handset cover glass maker Lens Technology's aggressive moves seeking to acquire metal chassis plants operated in China by Taiwan-based makers, reportedly under...
  • Huawei faces fresh US trade bans
    Bracing for fresh US trade bans, Huawei is making contingency plans, increasing purchases of third-party mobile application processors for its 5G smartphones, according to Digitimes Research, as it looks to maintain its product competitiveness,...
  • New iPhone devices for 2020 to debut weeks later than usual
    Taiwan's PCB makers in the supply chain for Apple devices will see their shipments for new iPhones not peak until the fourth quarter this year as Apple has confirmed its iPhone 12 lineup will debut later than normally scheduled in September, according to industry sources.
  • ASE Technology expects sales generated by its EMS business drive its overall revenue growth in 3Q20
    ASE Technology Holding expects to generate sequential revenue growth through the fourth quarter of 2019, judging from a substantial pick-up in orders for communications chips.
  • Huawei is making contingency plans against fresh US trade bans
    Huawei is increasing the proportion of mobile application processors (APs) from third-party suppliers for its smartphones, reducing use of Kirin chips from its subsidiary HiSilicon Technologies, as a contigency against the US trade ban, according to Digitimes Research.
  • Taiwan semiconductor companies see strong orders from Huawei in 1H20
    Shipment momentum for servers, datacenter servers, notebooks and tablets has shown signs of deceleration as many countries begin lifting coronavirus-induced lockdowns, according to Taiwan Institute of Economic Research (TIER)
  • Flexium breaks ground for new plant
    Taiwan's flexible PCB maker Flexium Interconnect has disclosed its plant which is being constructed in Kaohsiung, southern Taiwan at a cost of NT$10 billion (US$333.33 million) will be dedicated to production of mmWave LCP antenna modules after its first-phase capacity comes online in 2021.
  • Science and Technology Minister Wu Tsung-tsong
    Taiwan is in a good position to develop precision healthcare, thanks to its large volumes of medical data, strong semiconductor ecosystem and ICT manufacturing capability, according to science and technology minister Wu Tsung-tsong.
  • Lens reportedly is looking to expand its presence in Apple's supply chain
    Chinese cover glass maker Lens Technology reportedly has approached Taiwan-based Catcher Technology for a possible deal to take up the latter's metal chassis making facilities in China, according to sources familiar with the matter.
  • iPhones feature SLP mainboards  Photo: Shihmin Fu, Digitimes, July 2020
    SLP (substrate-like PCBs) makers in the supply chain of Apple devices have ended their first wave of competition, with Taiwan's Zhen Ding Technology and Austria's AT&S each absorbing 30% of orders for iPhone and Apple Watch applications, according to industry sources.
  • Memory chip demand from smartphones remains weak
    Memory demand for smartphones remains sluggish, and demand from the data center and server segment is slowing down, pushing up inventory levels at memory chip makers. But midrange smartphone chips from MediaTek are still expected to see...
  • The Chinese firm is a camera module supplier for iPhone
    China-based O-Film Group's wholly-owned subsidiary Nanchang O-Film Optical Display Technology is among the 11 Chinese firms newly blacklisted by the US for alleged human rights violations, raising concerns over whether the group's shipments of camera modules for iPhones will be affected. But supply...
  • MediaTek has added a new 5G SoC to its Dimensity lineup
    MediaTek has announced the Dimensity 720, its latest 5G SoC for mid-tier smartphones.
  • The Korean memory vendor saw impressive results in 2Q20
    SK Hynix has reported operating profits of KRW1.95 trillion (US$1.62 billion) on consolidated revenue of KRW8.61 trillion for the second quarter of 2020.
  • TWS earbud chip prices falling
    Demand for TWS earbuds may be robust, but prices for chips supporting these devices have been fallign fast, thanks to keen competition between IC design houses. Pricing for some TWS earbud chips has fallen below US$1. Apple is expected...
  • Competitions to grow fiercer for the TWS earbud chip industry
    Unit prices for some SoC chips used in true wireless stereo (TWS) earbuds have fallen below US$1, and are still under downward pressure this year due to fierce competition among China- and Taiwan-based suppliers, according to industry sources.

Taiwan notebooks – 2Q 2020

Global server market – 2Q 2020

Taiwan LCD monitors – 1Q 2020

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

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