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IN THE NEWS
Wednesday 4 March 2020
BOE making headway in flexible AMOLED
BOE Technology is expected to continue to enhance its presence in the flexible AMOLED panel sector as handset brands including Samsung Electronics and Huawei remain committed to rolling...
Wednesday 4 March 2020
Global smartphone sales fall slightly in 4Q19, says Gartner
Global sales of smartphones to end users contracted 0.4% on year in the fourth quarter of 2019, according to Gartner. Full-year 2019 smartphone sales declined by 1.0%.
Tuesday 3 March 2020
Conductive paste maker ATE to gain significantly from 5G applications
Taiwan-based conductive paste supplier Ample Electronic Technology (ATE), after seeing its 2019 revenues fall 17.3% on year to NT$589 million (US$19.61 million), is expected to see...
Tuesday 3 March 2020
Huawei may expand 5G phone shipment lead over Samsung in 2020
Samsung Electronics, which is currently behind Huawei in 5G phone shipments, could see its shipment gap against Huawei widen in 2020 should the Korea-based brand fail to boost significantly...
Monday 2 March 2020
III-V semiconductor makers to gain from China 5G handset subsidy
China is reportedly to launch a 5G handset subsidy policy to stimulate consumer purchases amid the coronavirus outbreak, a move expected to significantly benefit Taiwan-based compound...
Monday 2 March 2020
Taiwan top-3 foundries to see combined revenues slip 1% in 1Q20, says Digitimes Research
Combined revenues of Taiwan Semiconductor Manufacturing Company (TSMC), United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) are expected to drop 1.2% sequentially...
Thursday 27 February 2020
Global tablet market (outbreak updates), 4Q 2019
The tablet sector is witnessing better capacity recovery than the notebook and handset sectors.
Wednesday 26 February 2020
Huawei places more chip orders with China fabs
Huawei has placed more chip orders with fabs in China, including TSMC's 12-inch wafer plant in Nanjing and SMIC's facilities, over the past half year, according to industry sources...
Wednesday 26 February 2020
China smartphone market and industry (outbreak updates), 4Q 2019
The coronavirus outbreak has resulted in labor shortage and shipment disruption in China's supply chain.
Tuesday 25 February 2020
Taiwan small- to mid-size LCD panels – 4Q 2019
The fourth quarter of 2019 was a traditional slow season for the small- to medium-size panel industry, but Taiwan's shipments still grew 16.6% sequentially in the quarter thanks to...
Monday 24 February 2020
Taiwan IC sector bracing for looming tougher trade ban on Huawei
Taiwan's semiconductor supply chain players are bracing for stricter trade restrictions being mulled by the US against Huawei, which could create even worse impacts than those brought...
Friday 21 February 2020
Tablet demand in China gaining momentum from epidemic
Tablets demand in the China market is picking up inadvertently in the wake of the coronavirus outbreak that is fueling needs for remote work and learning, but their ODMs' production...
Friday 21 February 2020
Global tablet market, 4Q 2019
Global tablet shipments amounted to 43.23 million units in fourth-quarter 2019 as white-box vendors had excess inventory, causing their shipments for the quarter to weaken, while...
Friday 21 February 2020
China handset inventory hits 60 million units
Stockpiles of handset inventory in China's distribution channels are now estimated at nearly 60 million units, which may take at least two months to clear out and force handset brands...
Wednesday 19 February 2020
Highlights of the day: TSMC reportedly moves to reduce reliance on Huawei
The US has been mounting pressure on its allies over its trade ban on Huawei, which has in turn been shaking the IT supply chain. The world's top pure-play foundry TSMC,...