5G is vital for Taiwan digital transformation
Successful development of technology concerning 5G, which pomises considerable growth potential, will be key to catapulting Taiwan into a digital economy and smart island, according to TH Tong, chairman of the Taipei Computer Association (TCA).
Components suppliers are naturally eyeing the business opportunities arising from 5G developments, with heat-sink solution providers expecting VC-based cooling solutions to become a mainstream for smartphones in 2020. For PCB makers,...
PCL Technologies will team up with Malaysia-based Inari Amertron Bhd to set up a joint venture to manufacture optical transceiver products in Malaysia, according to a PCL filing with the Taiwan Stock Exchange (TWSE).
Most Taiwan-based makers for optical communication components believe that their shipments of 5G devices will grow steadily starting the third quarter of 2019 before booming in the first half of 2020, despite mixed results for individual companies seen in August.
Global demand for 5G CPE (customer premise equipment) is expected to grow rapidly to 120 million units in 2025 from 100,000 units in 2019, prompting chipmakers such as Qualcomm and Huawei HiSilicon to step up rolling out relevant chip solutions, which in turn will provide new business opportunities...
The worldwide telecom equipment market grew 6% on year in the past 12 months, according to Dell'Oro Group. The majority of growth was driven by mobile RAN and optical transport sales. Equipment manufacturer revenues in these two technology areas grew 10% and 8%, respectively.
Demand for high-frequency and high-speed CCL will rise sharply to support production of multi-layer backboards for AAU (active antenna unit) application at 5G base stations, prompting CCL makers to step up upgrading specs of their products to meet the demand, according to industry sources.
Taiwan-based component makers, despite seeing shrinking demand for notebooks, have found new opportunities from emerging businesses such as foldable smartphones, foldable-screen notebooks and 5G applications, according to sources from the upstream supply chain.
Wus Printed Circuit posts sharp profit rise for 1H19
PCB manufacturer Wus Printed Circuit saw its net profits shoot up over 100% on year in the first half of 2019, thanks mainly to sharp increases in PCB demand for networking equipment, according to company sources.
Highlights of the day: Huawei and 5G edge
Development of 5G technologies and products has become a key direction for Huawei's operation with its orders for 5G-related chips to upstream suppliers expected to rise dramatically over the next two years, while Huawei's chipmaking...
Hisilicon likely to be biggest client of TSMC
Huawei's chipmaking arm Hisilicon is expected to become not only the largest Asia-based fabless chipmaker but also TSMC's biggest client in 2020, according to industry sources.
Testing demand for high-end 5G SoCs has emerged and that for memory chips is set to pick up in early 2020, which will drive revenue increases at Advantest, a major Japan-based supplier of semiconductor testing equipment, according to company sources.
Global sales of 5G smartphones will reach 160 million in 2020 if 5G takes off as expected in China, according to Strategy Analytics. Huawei is best positioned to capture the majority of China's 5G smartphone sales and could leverage that success to regain its global smartphone standing.
Highlights of the day: Chipmakers pushing up production
MediaTek has started delivering samples of its first single-chip 5G solution designed for sub-6GHz networks, and expects volume production of the chip to kick off in the first quarter of 2020, according to company president Joe Chen.
Highlights of the day: Semiconductor industry on a rise
Chip and component demand for 5G related applications, including network equipment, and antennas for handsets and IoT devices, is set to grow robustly starting 2020. In the PCB industry supply chain, suppliers of CCLs, IC substrates and flexible PCBs are being pinpointed as among the beneficiaries.
With CCL (copper clad laminate) deemed as the most crucial material for high-end PCBs for 5G applications, major CCL makers in Taiwan and China are actively proceeding with capacity expansions seeking to ready sufficient capacities to meet explosive demand expected to come after 5G commercialization,...
Worldwide 5G network infrastructure revenues to reach US$4.2 billion in 2020, says Gartner
In 2020, worldwide 5G wireless network infrastructure revenues will reach US$4.2 billion, an 89% increase from 2019's US$2.2 billion, according to Gartner.
CHT, Thunder Tiger jointly set up unmanned air systems
Chunghwa Telecom (CHT) has teamed up with RC (remote-controlled) device and drone developer Thunder Tiger to complete the establishment of unmanned air systems (UAS) in Taiwan for emergency relief communication applications.
IT product developments in 5G era
The recent unveiling of Samsung Electronics' Galaxy Note 10 lineup and Huawei's Harmony OS seems to have pointed out a direction for IT products' development in the 5G era.
The deployment of 5G networks in Taiwan will be faster than those in most countries in Europe once the nation's 5G spectrums are auctioned, according to Chafic Nassif, president of Ericsson Taiwan.
Despite lackluster memory demand likely to persist till the end of 2019, the memory industry is expected to see a brighter prospect starting 2020 when 5G services kick off commercial runs driving the popularity of 5G terminal devices that will in turn generate strong growth for memory products, according...
There have been signs that the impact of the US trade ban on Huawei may be waning, as the Chinese vendor has recently set an even more ambitious goal for its handset shipments for 2019. Huawei has also resumed orders for notebooks and 5G...
TSMC gearing up for another semiconductor supercycle
The global semiconductor market is set to enter a dynamic new phase of growth, as the era of 5G network looms around the corner. TSMC, the world's largest pure-play foundry, is also eyeing opportunities arising from 5G with its competitive 7nm and more advanced process technologies.
Taiwan handsets – 2Q 2019
Taiwan's handset shipments arrived at 13.8 million units in the second quarter of 2019, a level similar to that of the previous...
Taiwan LCD monitors – 2Q 2019
Taiwan PC monitor shipments continued their on-year growth momentum in the second quarter of 2019, but the increase slowed to...
Taiwan small- to mid-size LCD panels – 2Q 2019
Although second-quarter 2019 was the traditional peak season for the small- to medium-size panel industry, Taiwan's shipments...
Taiwan semiconductor foundry sector, 2Q19
According to Digitimes Research's observation, with global market demand on a moderate increase in second-quarter 2019, Taiwan-based...
Global AIO PC shipment forecast and industry analysis, 2019
Global all-in-one (AIO) PC shipments will continue shrinking in 2019, following 2018's around 2% on-year drop. With issues such...
Global AP demand forecast, 2017-2022
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange...