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NEWS TAGGED ANALYSIS
Thursday 5 August 2021
Views from Taiwan (8): MediaTek becomes largest supplier of handset APs to Samsung
According to DIGITIMES Research analyst Stella Weng's study, MediaTek's application processors (AP) were used in only 8% of Samsung's handsets in 2019, but the proportion shot up...
Wednesday 4 August 2021
Views from Taiwan (7): India to cash in on China's setbacks?
As the second largest handset market next to China, India sees its suppliers mainly carrying Chinese brands. Is India facing a fundamental change in market structure? Smartphone brands...
Tuesday 3 August 2021
Views from Taiwan (6): China's smartphone industry is reshuffling
Is there any way out for Huawei, which has been cornered by the US government? It used to be able to ship 200 million handsets a year, and it remains to be seen whether it can make...
Monday 2 August 2021
Views from Taiwan (5): Who is the top dog to hit a big time for 5G handsets?
Following the 5G commercial launch, 5G handsets have experienced a surge in shipments since 2020, and China is the foremost market in terms of volume, keeping other countries at ba...
Friday 30 July 2021
Views from Taiwan (4): Global handset market outlook
The tide of working from home has dramatically boosted the PC industry. The notebook industry has experienced rebounds from their past moderate years. Handset vendors instead seem...
Thursday 29 July 2021
Unisoc growing smartphone AP market share in China
Unisoc will see shipments of its smartphone application processors for use by China-based handset companies climb 152% on year to 68.2 million units in 2021, enabling it to unseat...
Thursday 29 July 2021
Views from Taiwan (3): Acer, Asus ride high on record notebook sales
Given the ballpark yearly volume of about 200 million units for the notebook market, estimated worldwide shipment of 238 million units in 2021 outperforming 2020 by 19% is a rarely...
Wednesday 28 July 2021
Views from Taiwan (2): Let the notebook speak
Some 38% of semiconductor market share is contributed by computing products, and around 32% from communication products. Notebooks, desktops and servers are major categories of computing...
Tuesday 27 July 2021
O-RAN in uncertain future
Although Europe's four major telecom operators - Vodafone, Orange, Deutsche Telekom, and Telefonica - had signed memorandum of understanding on the implementation of O-RAN based networks...
Tuesday 27 July 2021
Views from Taiwan (1): Insights into IT trends and dynamics
After the peak of component crunch in the second quarter along with insufficient inventory in the third quarter, stress of stagnant deliverables on the highway seems to have been...
Monday 26 July 2021
China top-3 OSATs to see combined revenue climb over 20% in 2021, says Digitimes Research
China's top-3 OSAT providers - Jiangsu Changjiang Electronics Technology (JCET), Tongfu Microelectronics and Huatian Technology - are expected to see their combined revenue surge...
Wednesday 21 July 2021
TSMC dossier (10): Prepare for rainy days and never slack off
According to the ancient Chinese thinker Zhuangzi, persistence on building up competence over time is the only way to earn people's trust. Taiwan, with a small population of less...
Tuesday 20 July 2021
TSMC dossier (9): New frontier of customer relation
Many years ago, a friend of mine in the industry told me a joke about customer relationships in the foundry sector. He said that UMC took good care of customers and would actively...
Monday 19 July 2021
India's industrialization needs China
Since Narendra Modi became India's prime minister, India's economy has taken a new direction as the global supply chain goes through major changes. After half a century of globalization,...
Monday 19 July 2021
TSMC dossier (8): Can China establish leadership in semiconductor sector?
China imported more semiconductor chips than oil for the first time in 2013. According to BCG, China imported US$350 billion worth of semiconductor chips in 2020, which represented...