The notebook market next year may not be as strong as in 2020, but Acer remains optimistic, expecting a wave of replacement demand in the consumer sector in 2021. The 5G era may not have taken off to a flying start in 2020 because of COVID-19 impacts, but it still has bright prospects in the long term. CCL maker Iteq expects shipments for 5G base station applications to soar in 2021. For backend service provider PTI, it stands to lose orders, thanks to Intel's selling its NAND flash business. But PTI is gearing up efforts for the logic IC segment.
Acer expects replacement demand to drive notebook market growth in 2021: Replacement demand from the consumer sector, in addition to Chromebooks, will be driving the overall notebook market growth in 2021, according to Acer chairman and CEO Jason Chen.
Iteq expects CCL shipments for 5G base stations to surge in 2021: Taiwan-based CCL maker Iteq expects shipments for 5G base stations, particularly sub-6GHz ones, to ramp up significantly in 2021, according to company chairman Dennis Chen.
PTI to gear up logic IC backend business expansion: Backend house Powertech Technology (PTI) will step up efforts to expand its logic IC business, aiming to boost the revenue ratio for the segment from nearly 30% to over 40%, according to chairman DK Tsai.
