High-frequency microwave and mmWave device maker Universal Microwave Technology (UMT) has reported net profit of NT$321 million (US$10.71 million) for 2019, increasing 45% from a year earlier.
Taiwan-based hinge makers are expected to ramp up substantially their output for foldable smartphones starting the second half of 2020, according to industry sources.
Highlights of the day: IT firms gearing up for 2020
IT firms worldwide are taking aggressive actions for their businesses in 2020 with some adopting strategies to defend its market status such as Intel, which is looking to cut its PC processor prices in the second half of 2020 to attract...
Highlights of the day: Strong demand for TWS earbuds
Strong demand for TWS earbuds is resulting in tight supply for button cells that they use. Now cell suppliers are increasig their production capacities to embrace the rising demand. The PC market may be slow, but Intel still sees a lot...
5G chip vendors unlikely to lower prices
Market speculation is emerging that Qualcomm might lower quotes for midrange 5G chip solutions thanks to improved yield rates at foundry partner Samsung Electronics, but industry sources have said it could just be a rumor made up by handset vendors seeking to force major 5G chip suppliers to cut pr...
Cell battery makers keen on capacity ramps to meet rising demand from TWS earbud sector
A number of lithium-ion battery makers in Germany, China and Taiwan are mulling expanding their production capacities for button cells to cash in on increasing demand from the TWS (true wireless stereo) headset sector, according to industry sources.
Huawei deepens deployment in RFFE sector
Huawei has deepened its deployment in the semiconductor component sector by committing equity investment in China-based SAW (surface acoustic wave) filter maker Shoulder Electronics, according to industry sources.
Taiwan-based IC substrates suppliers are poised to benefit from Apple's move to adopt both TSMC's InFO_AiP (antenna in package) technology and ASE's FC_AiP process to package its mmWave antennas for 5G iPhones and 5G iPads set for launch in the second half of 2020, according to industry sources.
Prospects dim for handset component makers in 1Q20
Prospects for handset component suppliers are dim in the first quarter of 2020 as China-based handset brands, notably Huawei, are cautious about placing component orders due to relatively high inventory levels in the handset supply chain, according to industry sources.
TSMC 7nm process lead time remains at about six months, with tight supply expected to last through 2020, or even worsened in the second half of the year if speculation about Intel possibly seeking to place orders for the Taiwanese foundry's advanced processes materializes, according to industry sour...
Taiwan's backend service provider ASE reportedly will be packaging mmWave 5G antenna modules for Apple's products to be launched this year. The iPad is said to be in Apple's 5G product roadmap this year, apart from the iPhone. Apple may...
Flexible PCB specialist Flexium Interconnect has set aside a capex of NT$6.7 billion (US$260 million) for 2020, more than double the figure of NT$3 billion for 2019, aiming to strengthen its capacity for 5G flexible antenna boards for a better presence in the lucrative market, according to industry...
Taiwan's backend leader Advanced Semiconductor Engineering (ASE) has reportedly broken into the supply chain for Apple's mmWave 5G iPhones and 5G iPads with its substrate-based FC_AiP (flip chip antenna-in-package) technology.
Hinge makers budget higher capex for 2020
Taiwan-based hinge makers including Shin Zu Shing (SZS) and Jarllytec both will spend more to expand their production capacities this year, according to the companies.
Although World Trade Organization (WTO) and International Monetary Fund (IMF) both expect the US, Japan and Europe to suffer from weakening economy in 2020, several Taiwanese industrial sectors are expected to remain unaffected thanks to strong demand from the 5G and AI markets, according to Taiwan's...
PCB maker Unitech saw its 2019 revenues surge 14.73% on year to a record high of NT$22.42 billion (US$749.89 million) on strong shipments of rigid-flex boards for AirPods 2, and stronger shipment momentum is expected to send its revenues hitting a new peak in 2020, according to industry sources.
MediaTek reports strong sales for 2019
MediaTek has reported NT$246.22 billion (US$8.24 billion) in 2019 revenues, rising 3.43% on year to reach the company's second highest-ever level, with market observers saying the results met their previous expectations.
Largan to begin construction of two plants in 2020
Smartphone-use lens module maker Largan Precision will start construction of a factory in first-half 2020 and another in the second half, according to company CEO Lin En-ping.
Largan begins shipping 8P lens modules
Largan Precision started shipments for 8P (consisting of eight plastic lens pieces) smartphone lens modules in fourth-quarter 2019 and is designing 9P models, according to company CEO Lin En-ping at a January 9 investor conference.
Recovery in the memory market has been expected to send prices rising, but the extent of increase in the NAND flash segment may be bigger than expected in the short term after a brief fire that broke out at a Kioxia fab earlier this week...
MediaTek to see gross margin rise
MediaTek is expected to see its gross margin improve further in the first quarter of 2020, thanks to the rollouts of its new chip solutions coupled with tight foundry capacities, according to industry sources.
Global 5G mobile chip supply remains constrained
The global supply of 5G mobile chips remains constrained, due to tight 7nm manufacturing process capacities at foundries, according to industry sources.
PCB supplier Compeq optimistic about 1H20
PCB maker Compeq Manufacturing saw its revenues for 2019 rise 10.52% on year to a record high of NT$56.17 billion (US$1.87 billion) thanks to strong demand from the segments of handsets and TWS (true wireless stereo) headsets, and the two growth drivers are expected to persist into the first half of...
PCB maker Zhen Ding posts record revenues for 2019
Taiwan's leading PCB maker Zhen Ding Technology saw its revenues climb 1.47% on year to a record high of NT$120.22 billion (US$4 billion) in 2019, with industry sources saying the growth was mainly bolstered by better-than-expected sales of new iPhone devices released in late September.
OmniVision Technologies has announced at CES 2020 the OV48C, a 48 megapixel (MP) image sensor with a large 1.2 micron pixel size to enable high resolution and low light performance for flagship smartphone cameras.
Taiwan handsets – 3Q 2019
Taiwan makers shipped 14.21 million handsets in third-quarter 2019, up 3% sequentially but down 34.8% on year.
Taiwan LCD TVs – 3Q 2019
Taiwan's TV maker shipped a total of 7.39 million LCD TVs in the third quarter, up 3.2% sequentially.
Taiwan LCD monitors – 3Q 2019
Taiwan PC monitor shipments continued to grow on-year in the third quarter of 2019 at 5.8% to arrive at 23.73 million units.
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...
Mini/micro LED: Challenges and opportunities in the display industry
Mini LEDs and micro LEDs are expected to become improved backlighting solutions that can significantly enhance displays' quality...
Global LCD panel shipment forecast, 2020 and beyond
Global small- to medium-size LCD panel shipments are estimated to drop from 2020 to 2024, while large-size ones will continue...