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Mobile components
  • Huawei has set ambitious goals for its smartphone operations in 2019, aiming to unseat Samsung as the world's largest smartphone vendor, according to industry sources.
  • tsmc
    Pure-play foundry Taiwan Semiconductor Manufacturing Company (TSMC) will soon kick off commercial production for Qualcomm's Snapdragon 855 processor designed for high-end smartphones, according to industry sources.
  • huawei
    Shipments of Android-based smartphones featuring 3D sensing technology are set to boom in 2019, propelled by the increasing adoption of back-end time-of-flight (ToF) sensor solutions, according to Digitimes Research.
  • Metal-alloy chassis specialist Catcher Technology expects to post an on-year decline in first-quarter revenues, citing continued weak demand for handsets and notebook processor shortages.
  • The ban on the use of 5G equipment from Huawei by US-led allies and telecom operators on concern of information security is casting shadows on the near-term prospects of Taiwan-based optical component suppliers as orders from Huawei currently account for 10-15% of their annual sales, according to industry...
  • Epitaxial wafer supplier Visual Photonics Epitaxy Company (VPEC) has entered the supply chain for Samsung's new mobile devices featuring biometric technology slated for launch in the second half of 2019, according to industry sources.
  • Largan Precision, a major supplier of lens modules used in Apple's smartphones, saw fourth-quarter 2018 revenues and operating profits both slip by over 20% mainly due to decreased iPhone sales worldwide, but it remains optimistic about adoption of 3-lens or more modules for flagship smartphone models...
  • Smartphone-use lens module maker Largan Precision has reported consolidated revenues of NT$3.347 billion (US$109 million) for January, increasing 3.72% sequentially but decreasing 4.82% on year.
  • TMYTek founder and president SW Chang  Photo: Company, February 2019
    TMY Technology (TMYTek), founded in 2014 to develop active and passive mmWave components, has just launched 5G beamforming technology solutions that can help address problems encountered by developers of 5G devices and systems, according to company founder and president SW Chang.
  • Samsung's Galaxy A8s
    More flat panel makers are enhancing their deployments in the hole-punch handset panel sector as more handset brands will follow the steps of Samsung Electronics and Huawei to launch new models with hole-punch display design, according to industry sources.
  • iphone xr
    Shipments of touch and memory modules by Apple's iPhone supply chain makers are expected to suffer significant setbacks in the first quarter of 2019 due largely to disappointing sales of iPhone XS and XR series products.
  • Among supply chain partners for iPhones, Taiwan's PCB makers have suffered significantly from the devices' latest wave of lackluster sales, with flexible board suppliers Zhen Ding Tech, Flexium Interconnect and Career Technology bracing for more negative impacts in 2019 as their revenues have already...
  • iphone
    Taiwan Semiconductor Manufacturing Company (TSMC) has given its cautious business and overall chip industry outlook this year, when the pure-play foundry is likely to remain the only supplier of Apple's A-series chips.
  • qualcomm
    Worldwide shipments of smartphone application processors are expected to fall for the second consecutive year in 2019, as the outlook for the segment has weakened by uncertainty over the lingering US-China trade dispute, concerns of possible shifts of production capacity and volatile foreign exchange...
  • LandMark plans to build a new plant in 2019
    LandMark Optoelectronics, a maker of GaAs- and InP-based epitaxial wafers, expects its sales to remain on a growth track in 2019 despite an estimated 5-10% sequential setback in the first quarter of the year, according to company CFO Jerry Yang.
  • mediatek
    MediaTek expects to post a revenue decline of 12-20% sequentially in the first quarter of 2019, and flat or slight revenue growth in all of the year.
  • Huawei reportedly will follow in the footsteps of Apple and Samsung in adopting substrate-like PCBs (SLP) in its flagship smartphone series.
  • Xiaomi reportedly has been using flexible AMOLED panels from China's flat panel maker Visionox to develop its foldable smartphones, according to industry sources.
  • Despite lackluster sales performance of iPhones, Apple's Airpods have ushered in a new market for wireless Bluetooth headsets, prompting China smartphone vendors such as Huawei and Xiaomi to roll out their own wireless headphones. This has greatly benefited Taiwan MCU maker Holtek Semiconductor, which...
  • huawei
    Despite the raging US-led campaign to boycott 5G network equipment supplied by China's leading telecom equipment maker Huawei, Taiwan PCB makers are less worried about its possible impact on their revenue performances for 2019 than the global economic slumps that may arise from lingering trade tensions...
  • BOE Technology, which has adopted an aggressive strategy by foraying into the flexible AMOLED panel sector and stopping further investment in LTPS TFT LCD technology, is likely to maintain its leadership in China's smartphone panel sector in 2019 despite increasing competition from fellow companies,...
  • oled
    With more LCD panel suppliers capable of producing in commercial volume OLED displays for smartphones, Taiwan-based driver IC firms and related backend houses are gearing up to grow their presence in the OLED panel segment in 2019, according to industry sources.
  • huawei
    As China's leading smartphone and telecom equipment maker, Huawei is moving at full throttles to strengthen its capabilities for the upcoming 5G commercialization era by placing orders with supply chain partners earlier than other international competitors, according to industry sources.
  • foldable
    The global smartphone market has experienced a significant boost in brand concentration rate amid lackluster sales sentiment, and brand vendors are aggressively moving to stimulate sales by introducing more differentiated and innovative designs such as hole-punch and foldable screens, providing a new...
  • Casetek turned profitable in fourth quarter of 2018
    Metal alloy chassis maker Casetek Holdings swung to net profits of NT$482 million (US$15.6 million) in the fourth quarter of 2018, when consolidated revenues climbed 32.4% on quarter to NT$10.18 billion.

Taiwan large-size LCD panels – 4Q 2018

Taiwan small- to mid-size LCD panels – 4Q 2018

China smartphone market and industry - 4Q 2018

Global server shipment forecast and industry analysis, 2019

Global mobile device shipment forecasts, 2019 and beyond: Smartphones, notebooks and tablets

iPhone shipment analysis and forecast, 2H18

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