We all live in a connected world with ubiquitous sensors and connected devices. These connected devices are often powered by batteries without direct access to a power supply, which makes power consumption a top concern when choosing the appropriate wireless communication technology for IoT devices.
China-based Goodix Technology, a supplier of fingerprint and touch ICs, saw its revenue and net profit continue to drop in the first quarter, saying its margins were affected by a combination of internal and external factors.
Flexible PCB specialist Flexium Interconnect has turned conservative about its sales prospects for the second quarter and all of 2022, due to concerns about supply-chain disruptions caused by COVID lockdowns and restrictions in the Chinese cities of Kunshan and Shanghai.
Apple will no longer be the exclusive customer of TSMC adopting the foundry's advanced integrated fan-out (InFO) wafer-level packaging, which is expected to attract orders for Android smartphone application processors (AP) by 2024, according to industry sources.
Chinese brand mobile phone vendors have further cut chip orders for the second quarter, casting a shadow over the demand prospects for the second half of the year, according to sources at Taiwan-based IC design houses.
China-based BOE Technology has been actively expanding production capacity for smartphone-use OLED panels, aiming to ship more than 100 million units of them in 2022, according to company chairman Chen Yanshun.
Smartphone-use lens module maker Largan Precision expects to complete a new factory in mid-2023, with production to kick off in the second half of that year if installation of equipment is smooth, according to company CEO Lin En-ping.
Samsung Electronics' recent release of its flagship Galaxy S22 smartphone series and successive launch of home appliances and monitors is giving the world a clearer picture of the company's 2022 hardware product promotion and sales strategy.
MediaTek enjoyed strong shipments for AIoT device applications, as well as shipments of its power management ICs and ASIC solutions, which helped offset weakness in its mobile SoC shipments during the first quarter of 2022, according to market sources.
Samsung Vietnam's general director Choi Joo Ho has expressed the intention to incease investment in the country, where about one third of the vendor's products are manufactured, according to a local media report.
Powertech Technology (PTI) has obtained orders for packaging MediaTek's smartphone application processors slated for launch later in 2022, under the chipmaker's strategy to diversify backend service partners, according to backend supply chain sources.
MediaTek's testing partners including King Yuan Electronics (KYEC) and Sigurd Microelectronics, and IC test interface specialists, such as Chunghwa Precision Test Tech (CHPT), WinWay Technology and Keystone Microtech, are all participating in MediaTek's new mobile SoC and wireless chip development projects scheduled to complete later this year, according to industry sources.
Apple has been said to be cutting orders of its 5G iPhone SE and AirPods in the second quarter, but Taiwan-based Apple supply chain companies have pointed out that they have yet to receive instructions from customers about revising orders, according to industry sources.
Smartphone demand in the second quarter of 2022 continues to be bleak. Inventory pressure and shrinking consumer spending in China's domestic market mean China-based mobile phone brands are bearing the brunt.
China-based Vanchip, which specializes in RF front-end modules incorporating power amplifiers, plans to launch an initial public offering (IPO) on the science and technology innovation board (STAR) of China's Shanghai Stock Exchange (SSE) to raise a total of CNY2.487 billion (US$392.3 million).
The global smartphone application processor (AP) market grew 23% to US$30.8 billion in 2021, according to Strategy Analytics. Qualcomm maintained its smartphone AP leadership with a 38% revenue share, followed by MediaTek and Apple each having 26%.
Taiwan-based IC design houses are cautious about their shipments for handsets in the second quarter of 2022, and are uncertain about their sales prospects for the third quarter, despite recent roll-outs of new models from China-based handset vendors, according to industry sources.
Consequences of network devices overbooking by clients may start to surface in the second half of 2022, when shortages of chips and components as well as logistic problems are expected to ease gradually, according to sources at equipment vendors.
Unfavorable macro factors including geopolitical tensions will be challenging MediaTek in 2022, but the company remains confident about its growth prospects under solid support from all its supply chain partners, according to Rick Tsai, CEO for the IC design house.
Handset TDDI (touch/display driver integration) chip prices will likely fall more significantly in the second quarter of 2022, as handset sales particularly sales by Chinese vendors remain sluggish, according to industry sources.
High-frequency microwave device maker Universal Microwave Technology (UMT) remains upbeat about demand for low Earth orbit (LEO) satellites in 2022, as the company plans to kick off shipments for new-generation satellites that will be rolled out by its clients in the US and UK.