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Archive

1 Apr 2020

Highlights of the day: TSMC on track to 5nm volume production

Pandemic hurting handset supply and demand

Ennoconn expects revenues to grow

Bright Sheland busy fulfilling orders for liquid filtration solutions

Global semiconductor materials market slips 1% in 2019, says SEMI

Pandemic delays tansfer of Lite-On Tech SSD business unit to Kioxia

PCB maker Dynamic swings to profit in 2019, cautious about 2H20

Light guide plate maker GLT to focus on IT applications in 2020

Server assemblers continue enjoying strong orders though IC designers see slowdown

Zhen Ding stepping up PCB R&D, capacity expansion

TSMC on track to ramp 5nm chip production

Mitac Digital to set up R&D facility in Taiwan

MagnaChip to sell foundry business and 8-inch fab

HTC expands VR theme park biz to Saudi Arabia

Trusval provides functional water supply systems for EUV process manufacturing

31 Mar 2020

Highlights of the day: Notebook ODMs to see robust 2Q20

Unimicron sees clear order visibility for IC substrates through 3Q20

Unimicron raises capex target for 2020

Flash controller maker Phison to enhance R&D for 5G, server applications

Driver IC backend houses land rush orders for notebooks, tablets

GSEO reports profits for 2019

Samsung Display reportedly to close four LCD lines ahead of schedule

Notebook ODMs eyeing robust shipment increases in 2Q20

Foxconn profit declines in 2019

Taiwan ODMs stay keen on expanding non-notebook sales

Memory demand propelled by stay-at-home economy

Taiwan developing smart machinery in 3 stages

University developing AI detection of blood cancer

TSMC reportedly to reschedule 3nm equipment installation

PC brands seeking new routes for delivery

Edison Opto increasing sales proportion for LED automotive lighting modules

TexTip helps consumers customize face mask covers

30 Mar 2020

Highlights of the day: Server demand may slow down

AIDC-led team lands NT$62 billion in orders from aircraft makers

MSI expects small drop in 1Q20 revenues and rising sales starting April

Demand for remote offices backup solutions emerging

GCE to see strong server board shipments in 1H20

Intel to release new 14nm CPUs in April

Unitech cautious about rigid-flex PCB shipments for AirPods 2

EIH sees demand for e-paper solutions picking up despite pandemic

E&R enjoys influx of short lead-time orders from China chipmaking sector

Taiwan IC design houses see orders for servers slow down

Higher ppi displays crucial for AR/VR: Q&A with INT chairman David Chu

China lithium-ion battery makers to delay shipments to US, Europe

100 IC wafer fabs closed or repurposed since 2009, says IC Insights

Huawei launches new smartphones, but outlook remains uncertain

27 Mar 2020

AP Memory enhances customized offerings and IP licensing

Pegatron expects sales growth in 1H20

Highlights of the day: PCB suppliers not told to delay production for 5G iPhone

Taiwan equipment makers cautious about 2H20 amid pandemic

China home-use projector market to grow due to outbreak

Soft-World reports profit for 2019

Demand for portable monitors surging

Apple PCB suppliers dismiss speculation about 5G iPhone delay

Makers in Kunshan, China face rising costs

Lenovo restarts Wuhan plant production

AUO reshuffling corporate structure, top management

Taiwan IC design houses land short lead-time orders for notebooks

PCB maker Tripod cautious about 2020

Synergy to produce button batteries in 3Q20

Taiwan fabless chipmakers see unclear order visibility for 2Q20

Fu Chun Shin works with ITRI to develop smart manufacturing solution for injection molding

China makers step up fine-pitch LED display production

China new energy car sales tumble in February

Foxconn sees no major impact from India lockdown

26 Mar 2020

Highlights of the day: Wistron optimistic about 2020 sales

IC testing labs gaining from China homegrown chips development

NAND flash ASPs may tumble in 2H20

Memory module firms to post profit growth in 1Q20

Wistron set to grow revenues from non-China production

Demand for TV-use LED BLUs to fall in 2Q20

PCB partners unkeen on following Apple relocation

Taiwan handset sales flat in January-February

China lifts restrictive conditions on ASE-SPIL merger

Wistron expects sales growth in 2020

Quanta to customize AI medical cloud system for Taiwan health insurance administration

Optical film maker Wah Hong sees fast capacity resumption in China

Micron sees strength in datacenter demand

Qualcomm unveils next-generation ultra-low power Bluetooth audio SoCs

Taiwan PCB makers to stay put in China despite pandemic

25 Mar 2020

Asia Pacific IT spending growth to drop to 1.2% in 2020 because of coronavirus, says IDC

Highlights of the day: Apple reportedly accelerating production relocation

Apple reportedly still working on AR glasses

Apple accelerating production relocation outside China, say sources

Strong PCB demand for STBs, game consoles to last into 2Q20

Server boards, memory module substrates in robust demand

Suppliers positive about demand for scissor-switch keyboards from Apple

IC inspector Sporton to see double-digit sales growth in 2020

Samsung announces EUV DRAM

Inventec upbeat about 2Q20

China IoT market value in 2020 estimated at CNY690 billion

China counting on 5G to reignite growth engine

TSMC may revise 2020 outlook

Tesla may expand EV production in China, says report

IPC specialist Ennoconn eyes shipment increases for 2020

Lextar involved in Nichia patent infringement lawsuit

Computex postponed to September

Wingtech, Huaqin and Longcheer continue to dominate 2019 smartphone ODM and IDH shipments

24 Mar 2020

Highlights of the day: Server demand remains strong

CIS backend specialists expanding capacity

Notebook demand remains sluggish

CCL firm EMC posts sharp profit rise in 2019

Auto PCB firm Chin-Poon remains conservative

Backend firms see stable demand for TV, STB, gaming, server chips

TV panel prices set to fall in April

NetApp to see sales growth in Taiwan in fiscal 4Q19

Server ODMs expect shipments to pick up in 2Q20

China 5G phone market likely to regain momentum in 2Q20

Prospects of SaaS: Q&A with Kdan CEO Kenny Su

Memory distributors turn cautious

Taiwan government hosts online startup training camp

Flytech, Posiflex report profits for 2019

Glass suppliers developing ultrathin applications for foldable devices

Taiwan February manufacturing production index down on month

Faraday 28Gbps SerDes IP available on UMC 28HPC process

Latest Digitimes news

Higher ppi displays crucial for AR/VR: Q&A with INT chairman David Chu
Taiwan-based Innovative and Transformation (INT) is a knowledge-based company dedicated to developing...

Coronavirus outbreak
The coronavirus outbreak in China is impacting the supply chain.

Quarterly research reports

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.

Special reports

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...

Research analysis

Shipment trends

Mini/micro LED: Challenges and opportunities in the display industry

4/1 markets closed

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Global LCD panel shipment forecast, 2020 and beyond

Sponsored links

Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines in shipments. Digitimes Research has conducted analyses on three mobile device sectors, namely notebooks, smartphones and tablets in the wake of the outbreak.
Global AP demand forecast, 2017-2022
Worldwide shipments of smartphone application processors are expected to fall.
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 of 6.6% in 2020, totaling 16.01 million units.

Digitimes Research Quarterly Data services

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