Supply chain
Highlights of the day: Huawei conservative about smartphone shipments

Huawei managed to ship 240 million smartphones in 2019, but the US trade ban remains a concern, with the Chinese vendor likely to cut its smartphone shipment goal for 2020. The memory market has started recovering, with NAND flash suppliers cautiously expanding production capacity. But competition is expected to heat up in 2021 when their new NAND flash capacities are ready. For Taiwan's CCL suppliers, the first quarter of 2020 will be a strong one, thanks to robust demand from the 5G sector.

Huawei likely to lower smartphone shipment goal for 2020: Huawei is conservative about the outlook for its smartphone shipments in 2020 and is likely to set its shipment goal for the year 30 million units below the amount it shipped in 2019, according to industry watchers, citing internal information from the top Chinese handset vendor.

Samsung, Kioxia gearing up for capacity expansions: Major NAND flash makers including Samsung and Kioxia (formerly Toshiba Memory) have had their capacity expansion projects proceed at a gradual pace, with new capacities set to come online beginning later in 2020, according to industry sources.

Taiwan CCL makers to see strong 1Q20 on 5G commercialization: Taiwan-based CCL makers are expected to see stronger-than-expected shipment momentum in the fourth-quarter 2019 persist into the first quarter of 2020 thanks to robust demand for their high-frequency, high-speed products, though both quarters are traditionally off seasons, according to industry sources.

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