Mobile components
  • PCB suppliers not told to delay production for 5G iPhone
    There has been speculation that Apple is looking to delay the launch of its next-generation iPhones due the impacts from the coronavirus pandemic, but its PCB suppliers say they have not received any notification from the client about delaying production for the 5G...
  • PCB makers say they have not received notification from Apple about delaying production
    Taiwan's PCB makers in the supply chain of 5G iPhones have denied reports claiming they have been asked to postpone volume production by two months in line with a likely launch delay for Apple's new-generation devices amid the coronavirus pandemic, according to industry sources.
  • PCB suppliers for Apple do not see sufficient ecosystem support in South and Southeast Asia
    Apple is reportedly moving more of its production out of China, but Taiwanese PCB makers in the supply chain of iOS devices seem to stay conservative in following in the vendor's footsteps at least in the foreseeable future, given their heavy capacity deployments in the country.
  • Taiwan-based PCB makers are reluctant to move out of China despite the coronavirus' impacts on prod
    Taiwanese PCB makers, despite the coronavirus pandemic's impacts, still expect 5G handset demand to pick up later this year, and remain reluctant to move production out of China in the near future, according to industry sources.
  • China is speeding deployments of 5G base stations
    The Chinese government has pushed its local factories to resume production and rolled out relief measures to help industries hit by the coronavirus disease, with a heavy emphasis on the 5G sector's role to restore its growth engine.
  • China is investing large sums to boost its 5G market
    China's 5G phone market is expected to regain momentum starting the second quarter of 2020, as the Chinese government is exerting all-out efforts to construct its 5G infrastructure and to perfect related 5G communication environments, according to sources from Taiwan's IC supply chain.
  • Glass suppliers are eyeing the foldable devices market
    Display glass providers Corning and AGC Display Glass are developing ultrathin flexible glass products for foldable applications, while Samsung Electronics has launched its Galaxy Z Flip built using ultrathin glass (UTG) glass cover solutions, according to industry sources.
  • 5G chip vendors are mulling cutting prices as a way to secure orders from clients
    Despite the coronavirus pandemic, 5G chip vendors still have high expectations for 2020. But until the pandemic eases and end-maket demand recovers, the vendors are under pressure to cut 5G chip prices in order to secure orders. But not...
  • IC channel distributors expect the robot business to rise in 2020
    Taiwan-based IC distributors are seeing stable demand for chips used in cloud/edge computing, large datacenters, 5G base stations and servers, as consumers turn to services or entertainments digitally in the wake of the coronavirus outbreak.
  • The makers reportedly are eyeing orders from Apple for one of this year's iPhone models
    BOE Technology reportedly has teamed up with touch panel maker General Interface Solution (GIS) to develop an out-cell touch module looking to grab orders from Apple for one of its 5G iPhone devices slated for launch in the second half of 2020, according to sources from the supply chain makers.
  • The majority of Foxconn's production facilities is in China
    The coronavirus outbeak that has disrupted the supply chains in China has again highlighted the need for manufacturers to diversify their production bases. But it is easier said than done when it comes to moving production out of China, particularly for a company as big as Foxconn. Digitimes offers...
  • 5G chip suppliers expect keen competition in the low-price phone market segment
    SoC solution providers have recently shifted their focus to promoting mid- to entry-level 5G chips as 5G-enabled smartphones with a price tag below CNY3,000 (US$429) are likely to become a major market segment, at least in China, in the next three years, according to industry sources.
  • The 5G market looks promising
    Demand for 5G handsets may have been dampened by the quick spread of the coronavirus, but other 5G segments, such as instrastructure deployments, have remained robust enough to help shore up IC backend firms' sales. The outbreak has fueled...
  • The handset market has been hit hard by the outbreak
    IC backend houses are enjoying stronger demand from 5G infrastructure, server and datacenter segments than the handset sector that is being increasingly hit by the fast spread of the coronavirus, according to industry sources.
  • TSMC's 5nm capacity reportedly has been fully booked by clients
    In the wake of the coronavirus outbreak, many firms in the IT world have revised their business outlook for first-quarter 2020. But TSMC still sees significant demand for its foundry services, reportedly seeing its upcoming 5nm capacity...
  • Demand from the 5G market segment is strong
    Optical transceiver module maker PCL Technologies is accelerating the deployment of production lines at its joint venture in Penang, Malaysia, as production at its plant in China has not yet to resume to full capacity, and demand from clients remains robust, according to company sources.
  • Chassis makers suffer from weak revenues in February
    Catcher Technology and Foxconn Precision Components have both reported sequential declines in February consolidated revenues of 74.4% and 72.5%, respectively - impacted by the coronavirus outbreak.
  • MediaTek expects strong sales for its 5G chips
    MediaTek has started ramping up its 5G chip shipments, driving up its revenues for the first two months of 2020 by 25.11% on year to reach NT$30.43 billion (US$1.01 billion), with the sales performance much better than expected despite the coronavirus outbreak, according to industry sources.
  • TSMC's 5nm capacity will support offerings from a host of major chip vendors
    TSMC is set to kick off volume production of chips built using 5nm process technology in April, and has already seen the process capacity fully booked by clients, according to industry sources.
  • EVT for next-generation iPhone devices reportedly has to be delayed
    Apple's ban on its engineers from traveling to Asia in the wake of the coronavirus has reportedly affected the development of its next-generation iPhone devices that are supposed to be launched in fall this year. The travel restrictions has reportedly delayed the engineering...
  • GIS reportedly is fulfilling orders from Samsung
    Taiwan-based touch display specialist General Interface Solutions (GIS) is expected to ramp up shipments through at least the second quarter of 2020 as it starts fulfilling orders for ultrasonic in-display fingerprint sensor modules for Samsung's new handsets, according to industry sources.
  • Largan's clients in China see production affected by the virus outbreak
    Smartphone lens module maker Largan Precision has reported consolidated revenues of NT$3.673 billion (US$122 million) for February, decreasing 10.64% sequentially but increasing 44.72% on year.
  • Infineon REAL3 ToF image sensor
    Infineon Technologies has worked with Qualcomm Technologies to develop a reference design for 3D authentication based on the latter's Snapdragon 865 Mobile Platform.
  • Server demand is being spurred by stay-at-home economy
    The server sector has been almost unscathed by the coronavirus outbreak that has spurred stay-at-home economy. There has been strong demand for servers to support e-commerce, video streaming, e-sports, teleconferencing and collaboration...
  • Apple reportedly will launch a new entry-level iPhone in 2Q20
    Taiwan-based flexible PCB makers in the supply chain of Apple devices will see their shipments for the upcoming entry-level iPhone SE2 deferred from the first quarter to the second, and their second-quarter revenues may buck seasonal trends because of the deferral, according to industry sources.

Taiwan large-size LCD panels – 4Q 2019

China smartphone AP shipments – 4Q 2019

Global tablet market (outbreak updates) – 4Q 2019

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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