Mobile components
  • Google
    Foxconn reportedly has entered Google' datacenter server supply chain, ready to ship to the client from its plant in the US state of Wisconsin. The latest development is expected to heat up competition among server makers next year. Taiwan-based...
  • handset
    VCSEL maker TrueLight expects its shipments of VCSEL chips for proximity-sensor applications to grow significantly in the fourth quarter of 2020, driven by strong order pull-ins from the handset sectors in China and Korea, according to company sources.
  • Qualcomm
    Qualcomm has strengthened its ties with Taiwan's semiconductor sector in the wake of the US-China trade war, resulting in increased orders and strong sales for related supply chain makers in 2020 despite the pandemic-induced impacts, according to industry sources.
  • foundry
    Output value for the global IC foundry industry is forecast to surge more than 20% in 2020, and will register another on-year growth but at a slower pace in 2021, according to Digitimes Research.
  • Apple
    Apple reportedly will continue developing its own mmWave AiP (antenna in package) modules for its next-generation iPhone lineup, with related efforts likely to push the US handset brand moving forward with the development of RF front-end module (RF-FEM) in house, according to industry sources.
  • Xiaomi
    In the wake of the US trade sanctions on Huawei, other major Chinese handset brands have been eager to bite off shares of their top competitor in the domesitc market, with strong momentum in their orders with upstream suppliers likely to last till first-quarter 2020, according to sources from Taiwan's...
  • 5G
    Taiwan-based IC substrate suppliers including Kinsus Interconnect and Unimicron Technology are expected to gain growth momentum from increasing demand for AiP (antenna in packages) modules for 5G mmWave smartphones in 2021, according to industry sources.
  • Synergy ScienTech chairman Hsueh-kun Hsing (center)
    Lithium-ion battery maker Synergy ScienTech plans to bring in strategic partners by releasing new shares or corporate bonds through a private placement, as it aims to expand its operational scale to capitalize on growing business opportunities coming from the TWS (true wireless stereo) headset secto...
  • Ofilm
    China-based Ofilm Group has started small-volume trial production of 7P (seven plastic lens pieces) lens modules and passed the corresponding certification, according to the company.
  • ASE
    Supply has barely been able to ctach up with demand in the semiconductor manufacturing sector, sending prices up to reflect tight capacity at foundry and backend houses. ASE Technology reportedly has decided to raise backend services...
  • Chinese handset vendors
    Some handset brands are mulling using plastic back covers for their 5G-enabled entry-level phones to boost shipments, according to industry sources.
  • Wi-Fi 6
    Taiwan-based IC vendors expect their shipments of Wi-Fi 6 chips to continue growing in 2021 thanks to continued demand from end-market device clients, according to industry sources.
  • IC
    For Chinese fabless IC vendors, tight foundry supply has been compounded by the fact that China-based SMIC has been blacklisted by the US. More Chinese IC vendors are now seeking support from Samsung for 14nm and above manufacturing processes...
  • A fire has disrupted Unimicron's BT substrate production and supply in the overall market
    Handset application processor vendors have expressed concerns about the supply of BT substrates that may fall due to the suspension of production at Unimicron Technology's fire-hit plant in northern Taiwan, and are moving to vie for more capacity support from other suppliers for 2021, according to...
  • MediaTek
    MediaTek is likely to report record sales for 2020, and the mobile SoC vendor is confident that its sales will grow further next year. MediaTek's chairman believes the global economy will recover and stimulate demand for handsets and...
  • Apple
    Apple is expected to ramp up flexible PCB (FPCB) demand for its 2021 devices, and is looking to work more closely with its Taiwan-based suppliers including Zhen Ding Technology, Compeq Manufacturing, Unimicron Technology and Career Technology, according to industry sources.
  • MediaTek CEO Rick Tsai
    MediaTek is confident its complete mobile SoC lineup will buoy its performance in 2021, according to company chairman Rick Tsai.
  • Apogee
    Optical filter maker Apogee Optocom has begun shipping 400G optical module products in the fourth quarter of 2020 and will ramp up related shipments in 2021, driven by cloud upgrades and 5G deployments, according to company sources.
  • NeoGene Tech unveils MagicWick technology
    NeoGene Tech has unveiled a breakthrough technology to fabricate a porous wick structure with thickness at only 10-micron, enabling ultrathin vapor chamber devices in large area with thickness of 0.15mm and even thinner.
  • Visibility of VCM orders for the iPhone 12 will remain clear before the end of 2020
    Component shipment momentum for iPhone 12 series continues to strengthen, with order visibility for VCM (voice coil motor) components for iPhone 12 Pro and Pro Max models clear through at least the end of 2020, according to VCM supply chain sources.
  • Apple's SLP and CCL orders for new iPhones to be strong in 4Q20
    Zhen Ding Technology, Compeq Manufacturing and Unimicron Technology, suppliers of substrate-like PCBs for Apple's iPhone 12, and Elite Material (EMC), which provides related SLP CCL materials, are set to enjoy a strong fourth quarter of 2020 with their sales growth momentum to carry on through first-quarter...
  • Demand for smartphone cooling modules is expected to pick up in 2021
    Taiwan's cooling solution suppliers have regained confidence over potential orders from the smartphone sector in 2021 as recent robust sales of Apple's iPhone 12 lineup may spur replacement demand for 5G phones in the coming year, according to industry sources.
  • a
    China-based optical device and lens module maker Sunny Optical Technology expects orders from Huawei to sharply decrease due to US tade sanctions, and is making efforts to compete for orders from Apple, according to industry sources.
  • GSEO upbeat about 4Q20

    Nov 12, 12:20
    a
    Smartphone-use lens module maker Genius Electronic Optical (GSEO) has said it is optimistic about business operation in fourth-quarter 2020.
  • mediatek
    MediaTek has unveiled its MT8192 and MT8195 chipsets for the next generation of Chromebooks, with the 7nm MT8192 for mainstream devices and the 6nm MT8195 for premium models.

Global tablet market – 3Q 2020

China smartphone AP shipments – 3Q 2020

China smartphone market and industry – 3Q 2020

Global mobile device shipment forecasts, 2021 and beyond: Smartphones, notebooks and tablets

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

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