Fourth-quarter 2020 smartphone AP shipments to China-based vendors amounted to 211.6 million units, up 9.9% quarter-over-quarter and 7.7% year-over-year.
Fourth-quarter 2020 smartphone shipments to the China market amounted to 86.7 million units. The volume represented 19.3% growth quarter-over-quarter but 10.4% decline year-over-year.
The top-3 foundries in Taiwan - Taiwan Semiconductor Manufacturing Company (TSMC), United Microelectronics Corporation (UMC) and Vanguard International Semiconductor Corporation (VIS), together generated a total of US$14.58 billion in revenues in fourth-quarter 2020.
Global notebook shipments, excluding detachable models, surged over 10% sequentially to hit a fresh high of 60 million units in fourth-quarter 2020, mainly driven by robust demand for remote work and study amid the worsening pandemic woes, year-end e-commerce promotion campaigns and government subsidies to consumers.
Taiwan-based makers' server-related revenues are expected to climb 7.6% on year in 2021, buoyed by growing demand from cloud service operators, while global server shipments will pick up 5.6% on year.
China government has always attached great importance to advances of the semiconductor sector, but semiconductors' vital role to industrial and national development is clear amid the country's trade war with the US. This Digitimes Research Special Report reviews the results of China's efforts to build its semiconductor ecosystem during the 13th 5-year Plan (2015-2020), and looks at the plans set out in its 14th 5-year Plan (2021-2025) to raise China's IC self-sufficiency.
Smartphone application processor shipments to China-based vendors amounted to 192.6 million units in third-quarter 2020, up 13.4% quarter-over-quarter and down 9.5% year-over-year.
Smartphone shipments to the China market in third-quarter 2020 plunged 25.2% on quarter and 26.2% on year due to the US government placing stricter trade sanctions on Huawei and consumer spending remaining weak.
Taiwan's third-quarter 2020 notebook shipments grew 4.3% sequentially and picked up 31.3% on year to arrive at 44.46 million units, a new high since the second quarter of 2012.