Supply chain
Highlights of the day: Huawei and 5G edge
Joseph Tsai, DIGITIMES, Taipei

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 subsidiary Hisilicon may even become the largest clients of TSMC in 2020 due partly to 5G demand. On the other hand, GIS is planning to boost the monthly capacity of in-display fingerprint sensors to five million units by November.

Huawei ramping up chip demand for 5G base stations: Huawei has been ramping up orders for chips used in its 5G base station equipment, according to sources at backend houses, which expect the China-based player's chip demand to remain robust over the next two years.

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.

GIS ramping up in-display fingerprint sensor production: General Interface Solution (GIS) is expanding its production capacity for in-display fingerprint sensors at its plant in Chengdu, China, with plans to ramp up its monthly output to five million units in November from 2-3 million currently, according to company chairman Hsien-ying Chou.

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