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Global supply chain: Key components
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IN THE NEWS
Tuesday 29 December 2020
Zhen Ding to see PCB shipments for miniLED-backlit iPad Pro peak in 2Q21
Zhen Ding Technology has obtained orders for backlight boards for Apple's upcoming miniLED-backlit iPad Pro, with shipments set to peak in the second quarter of 2021, according to...
Tuesday 29 December 2020
PS5 shipments to reach 16.8-18 million units in 2021
Production for Sony's PS5 game consoles is likely to reach 16.8-18 million units in 2021, fueled by additional capacity support from TSMC and backend services firms, according to...
Monday 28 December 2020
Highlights of the day: iPhone supply chain to remain robust through 1H21
Some market observers believe iPhone 12 may see order momentum decline in second-quarter 2021, but Digitimes' study of Apple's ecosystem has come to a more optimistic outlook, with...
Monday 28 December 2020
Chinese makers keep expanding AMOLED panel capacity, says Digitimes Research
China's makers have not slowed down the pace of capacity expansion and technology upgrades for AMOLED panels, although its smartphone industry has been affected by the coronavirus...
Monday 28 December 2020
Rising foundry quotes to push up costs of Taiwan IC design houses
With Taiwan-based foundries set to raise their quotes, Taiwan-based IC design houses have come under growing pressure to raise their chip prices next year, according to industry so...
Monday 28 December 2020
iPhone 12 component order dynamics to last till 1H21
Some market observers are predicting that related order dynamics for the iPhone 12 will peak in first-quarter 2021 before heading for a downward adjustment. But the messages that...
Monday 28 December 2020
GaN-on-SiC application to 5G base stations ramping up in US, Europe
Vendors in the US and Europe are ramping up application of third-generation semiconductor materials including SiC (silicon carbide) and GaN to 5G base stations and EVs, according...
Monday 28 December 2020
ABF substrate yield rate to affect PS5 chip shipments
AMD has been promised more 7nm foundry capacity at TSMC, but actual shipments for its PS5 chips will depend on the production yield rates for ABF substrates needed to make the customized...
Monday 28 December 2020
TCL refutes claim about planting backdoor software on TVs
China-based TV maker TCL has denied that it planted backdoor software in its TVs sold to the US market.
Monday 28 December 2020
Taiwan analog IC firms to enjoy strong 1H21
Taiwan-based analog IC design houses, including MOSFET chip specialists, may have seen their sales growth constrained by tight capacity at 8-inch foundries in the second half of 2020,...
Monday 28 December 2020
Sectors to grow and shortages to watch in 2021
In 2021, there's opportunity for growth in many markets, especially automotive, 5G and IoT, and new component releases hitting the market. However, challenges lie ahead.
Friday 25 December 2020
MediaTek becomes biggest smartphone chipset vendor
MediaTek became the biggest smartphone chipset vendor with 31% market share in the third quarter of 2020, when smartphone sales rebounded during the quarter, according to Counterpoint...
Friday 25 December 2020
Taiwan IC substrate makers doing well in China market
Taiwan's IC substrate makers Unmicron Technology, Nan Ya PCB, and Kinsus Interconnect Technology have seen their production lines in China running at full capacity to serve Chinese...
Friday 25 December 2020
PCB makers may ramp up shipments for new-gen servers in 2Q21
Taiwan's PCB supply chain players are expected to gradually ramp up shipments for servers adopting Intel's next-generation Whitley platform starting second-quarter 2021 at the earliest,...
Friday 25 December 2020
Taiwan panel makers pushing into medical industry, says Digitimes Research
Both Taiwan-based panel makers AU Optronics (AUO) and Innolux are gearing up their efforts to develop display products for medical applications in response to the lingering impacts...