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...
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 partners unkeen on following Apple relocation
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 PCB makers to stay put in China despite pandemic
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 counting on 5G to reignite growth engine
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 5G phone market likely to regain momentum in 2Q20
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.
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.
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...
Taiwan IC distributors see growing demand for 5G and datacenter applications despite pandemic
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.
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 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...
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.
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...
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.
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...
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 see February revenues plunge
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 ramping up 5G chip shipments despite outbreak
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 to kick off 5nm chip production in April
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.
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...
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 February revenues down sequentially
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 Technologies has worked with Qualcomm Technologies to develop a reference design for 3D authentication based on the latter's Snapdragon 865 Mobile Platform.
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 PCB suppliers see orders deferred
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
Taiwan's large-size LCD panel shipments went down slightly on quarter, but more than 5% on year to arrive at 59.12 million units...
China smartphone AP shipments – 4Q 2019
Smartphone AP shipments to China-based vendors came to 197 million units, down 5.9% on year and 7.7% on quarter.
Global tablet market (outbreak updates) – 4Q 2019
The tablet sector is witnessing better capacity recovery than the notebook and handset sectors.
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...