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Mobile devices
  • It usually takes time for suppliers and clients to form steady partnerships, and it is also not unusual for the latter to diversify their supplies. Now the latest news from the server sector is that AWS reportedly has added Wiwynn and...
  • Despite the fact that China's smartphone market is shrinking, Taiwan's semiconductor component suppliers still see a silver lining in the horizon as Chinese smartphone vendors are gearing up efforts to develop 5G-enabled models, according to industry sources.
  • oled
    Taiwan's supply chain makers in the flat panel industry are likely to benefit from the simmering trade row between Japan and Korea which could upend Samsung Display's monopoly role for the supply of OLED panels to Apple and make BOE Technology a strong contender for the orders from the iPhone vendor,...
  • The Japan-Korea trade tensions may be hitting Samsung's semiconductor business, but at least its foundry unit should be able to maintain normal operations in the meantime. It has been a bad year for the Korean giant: It has warned that...
  • Asustek Computer will launch its second-generation ROG Phone II in Beijing on July 23. The gaming smartphone is powered by Qualcomm's recently-introduced Snapdragon 855+ processor.
  • apple
    Apple has reportedly asked its supply chain partner to supply VCSEL components for use in rear ToF camera lens in its mobile devices to be released in 2020, according to supply chain sources.
  • Samsung Electronics is developing its second generation foldable smartphones although the vendor has not yet officially shipped its first foldable model, the Galaxy Fold, according to sources from Taiwan's handset supply chain.
  • Apple may have disbanded its team for the development of AR/VR HMDs (head-mounted displays), but that does not mean that the vendor is negative about the future of AR/VR technology. The 5G connectivity is said to be not mature enough...
  • apple
    Apple has suspended the development of head-mounted display (HMD) AR/VR headsets, and already disbanded its team for the development of AR/VR HMDs, according to sources familiar with the matter.
  • For the IT industries, there are still many uncertainties, such as the outcome of the US-China trade talk, lying ahead for the rest of the year. TSMC's better-than-expected second-quarter sales may prompt optimism, but it remains to be seen whether its biggest client, Apple, can wow the market with...
  • tsmc
    TSMC's better-than-expected revenues for second-quarter 2019 in defiance of some operational hiccups may have come as a confidence boost, but a spate of variables may affect the pure-play foundry's performance in the second half of the year, with the most crucial factor being the sales momentum of...
  • Notebook ODMs remain cautious about 2H19
    Taiwan-based notebook makers all saw their shipments in June rise on month. Nevertheless, their shipment outlook for the second half of the year appears cautious.
  • TSMC has reported better-than-expected growth in revenues for the second quarter of 2019, with the prospect of seeing robust demand in the third quarter, partly driven by demand from Apple. The new iPhones to beleased by Apple are also...
  • IT and consumer electronics channel distributor Synnex Technology International has reported consolidated revenues of NT$25.866 billion (US$828 million) for June, decreasing 3.82% sequentially and 18.01% on year.
  • huawei
    Huawei has seen its share in China's handset market continue rising at the expense of other fellow brands, although the vendor's overseas shipments have been hampered by the US trade ban, according to industry sources.
  • HTC has reported revenues of NT$1.461 billion (US$46.89 million) for June, up 94% on month but down 34% on year.
  • Canalys has forecast that 5G-enabled handsets will reach nearly 800 million units in 2023, accounting for 51.4% of all smartphone shipments, passing 4G smartphones five years after 5G's global commercial launch. The CAGR between 2019 and 2023 will be 179.9%, while vendors will ship nearly 1.9 billion...
  • Huawei has suspended its notebook orders and projects since the US hit it with a trade ban, but its ODMs have disclosed that the Chinese client has now turned upbeat following the recent easing of the ban. But it remains to be seen whether...
  • China-based handset brands including Xiaomi, Oppo and Vivo are likely to launch their respective 5G-enabled smartphones in the third quarter of 2019 with a price tag of over CNY5,000 (US$727), according to a China-based report.
  • huawei
    Although the US government has eased its restrictions on Huawei, the Chinese smartphone vendor may see its shipments continue to shrink in the third quarter of 2019 as worries over its handset business among channel operators and consumers remain, according to industry sources.
  • Huawei has set no clear-cut timetable for the launch of its own handset operating system, dubbed Hongmeng OS, which could also be known as ARK OS globally, according to the firm's vice chairman Ken Hu.
  • Efforts by China-based handset brands including Huawei, Xiaomi, Oppo and Vivo to roll out 5G-enabled smartphones to make preemptive presence in the market will benefit Taiwan's handset supply chain, according to industry sources.
  • Samsung Electronics has announced its earnings guidance for the second quarter of 2019, disclosing that its operating profit for the period reached KRW6.5 trillion (US$US$5.5 billion), down 56% from the year-ago level of KRW14.87 trillion.
  • A number of handset brands are likely to launch their 5G-enabled smartphones in the Taiwan market before the end of 2019 as commercial operations of 5G networks in the local market is expected to be available in early 2020, according to industry sources.
  • China Mobile is working with Chinese handset players trying to roll out 5G smartphones priced below CNY2,000 (US$292) before the end of 2020 compared to a range of CNY8,000-10,000 available currently.

Taiwan handsets – 1Q 2019

Already detrimental to Huawei's smartphone business, the US ban will impact the telecom and enterprise equipment market in the long run

Taiwan LCD monitors – 1Q 2019

Global AIO PC shipment forecast and industry analysis, 2019

Global AP demand forecast, 2017-2022

Global server shipment forecast and industry analysis, 2019

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