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.
Taiwan's suppliers of high-speed transmission chips, which have obtained commitments from foundries to provide sufficient capacity support next year, are gearing up for a boom in their output value, 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.
China-based Vanchip Technologies, a subsidiary of MediaTek, is partnering with IC distributor WPG and GaAs foundry Win Semiconductors to promote its Wi-Fi 6 RF front-end modules (RF FEM) including power amplifier (PA), according to industry sources.
Digitimes Research, on August 25, hosted an industrial trend forum covering the latest topics of the communication industry such as 5G smartphones and telecom network infrastructure to assist Taiwanese vendors to get hold of the newest trends of the industry.
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.
Taiwan-based networking device manufacturers including Accton Technology, Arcadyan Technology and Sercomm have enjoyed clear order visibility through the first half of next year, while still encountering IC shortages, according to industry sources.
The global sales of 5G smartphones are expected to surge to 600-700 million units in 2021. However, the current penetration rate of 5G smartphones was still much weaker than expected in 2020 amid the coronavirus pandemic. Most smartphone brands are trying to release more new models or features to stimulate the demand. According to Digitimes Research, Qualcomm has become the market leader in the high-end 5G smartphone APs. MediaTek's Dimensity 2000 series, also entered this high-end market to seize the chance to accomplish its annual revenue goal of US$20 billion within two years. AWSC, which grew 47% on year, is reportedly among the suppliers of Skyworks and has cut into the supply chain of Qualcomm.
Although fab toolmakers may see TSMC bargain down prices for their supplies, they remain optimistic that strong orders from the top foundry house will continue to drive their sales of semiconductor equipment. In the backend sector, ASE and PTI have both geared up their efforts for panel-level packaging. Taiwanese makers stand a good chance of playing a significant role in the space industry, but they have to act fast, according to Infinio Capital managing partner Eric Lin.
Taiwan Star Telecom (T Star) announced on Aug 30 its collaboration with iClick to integrate T Star's core network with iClick's virtual reality (VR) technology. The collaboration aims to create immersive 5G experiences to seize business opportunities in the smart tourism market.
Hon Hai Precision Industry (Foxconn), together with its subsidiary FIH Mobile, and Stellantis have announced that they have entered into an agreement to set up a joint venture that will focus on delivering a smart cockpit solution for vehicles.
There is still quite some distance to commercialization of satellite communications, but Taiwan makers in the supply chain of Starlink, an Internet satellite project by SpaceX, are bracing for related infrastructure business opportunities that are looming as the US aerospace company is expected to start ground facilities deployment after enforcing a second wave of satellite launch starting in August, according to industry sources.
Taiwan-based IC distributors including Answer Technology (ANStek), GMI Technology, WPG and WT Microelectronics have all seen a strong pull-in of orders for Wi-Fi and other networking chips with order visibility extending through the first quarter of 2022, according to industry sources.
3M has introduced a new member of its high-strength hollow glass bubbles product line to provide a low-loss high-speed high frequency (HSHF) resin additive for composite materials that designers use to build 5G devices and assemblies.
With the introduction of 5G, cellular frequency bands have increased considerably, requiring innovative solutions for the packaging of RF front-end modules for smartphones and other 5G-enabled devices. Amkor Technology's double-sided, molded ball grid array (DSMBGA) is a prime example of such a solution.
Compal Electronics and networking IC supplier Realtek Semiconductor have established a joint venture, Starmems Semiconductor that will be dedicated to supplying chips for notebook-used MEMS microphones and true wireless stereo (TWS) earbuds initially, according to industry sources.
Taiwan's IC distributors have scored impressive business results over the past months of the year thanks to persistently strong demand for diverse 5G, HPC, AIoT, and high-speed transmission chips solutions, according to industry sources.
According to Counterpoint Research's Monthly Philippines Channel Share Tracker report, Chinese mobile phone maker Realme has become the top brand with the highest shipments and market share in the Philippines in the second quarter this year.
Networking/communication device maker SerComm has received significant amounts of orders but faces the difficulty of fulfilling them on schedule simply due to serious shortages of components - especially ICs - and shipping containers, according to company CEO and president James Wang.