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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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).
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.
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.
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.
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.
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.
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.
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.