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Mobile components
  • MediaTek's development of SoC chips designed for 5G-enabled smartphones is on schedule
    Taiwan-based IC designer house MediaTek reportedly is on track to roll out its first 5G SoC series, codenamed MT6885, in fourth-quarter 2019, ready for commercial production in first-quarter 2020. The 5G market may see explosive growths...
  • Competition heating up in 5G mobile SoC market
    Unsatisfactory yield rates at Samsung's 7nm EUV process may affect production for the upcoming Qualcomm Snapdragon 7250 mobile SoC, but MediaTek's development of 5G chips, with support from TSMC, is on schedule with volume production to kick off in the first quarter of 2020, expected according to industry...
  • Second-quarter 2019 smartphone AP shipments to China showed 39.1% sequential growth
    Chinese smartphone vendors, particularly Huawei, scrambled to stock up components in the second-quarter of 2019 amid escalating US-China trade tensions. Such precautionary orders sharply boosted second-quarter smartphone AP shipments,...
  • Smartphone AP shipments to China surged 39.1% sequentially in the second quarter
    Smartphone application processor (AP) shipments to China vendors registered a larger-than-expected increase sequentially in the second quarter of 2019, thanks to deliveries made in advance to avoid the burden of potential tariffs from the US, according to Digitimes Research.
  • Orders for the iPhones have thus far been weaker compared to the momentum in previous years
    Apple is expected to launch its new iPhones soon, but it seems few would expect strong sales or major spec upgrades for the new phones. News from the supply chain has claimed that PCB order momentum ahead of the new iPhone launch has...
  • Orders for the iPhones have thus far been weaker compared to the momentum in previous years
    Orders for the iPhones slated for launch in September have thus far been weaker compared to the momentum in previous years, according to sources at PCB makers.
  • Adoption of in-display fingerprint sensors by vendors in Korea and China is growing
    Taiwan-based fingerprint ID chip designer Egis Technology (EgisTec) expects to enjoy higher revenue growth for the fourth quarter of 2019 than the third quarter thanks to growing adoption of in-display fingerprint sensors by vendors in Korea and China.
  • Security issue will become more important and complicated
    The recent unveiling of Samsung Electronics' Galaxy Note 10 lineup and Huawei's Harmony OS seems to have pointed out a direction for IT products' development in the 5G era.
  • Asia Optical chairman Robert Lai
    Asia Optical has been developing F2.2 droplet lens modules for use in front cameras of all-screen smartphones with two potential clients and expects shipments to begin in first- or second-quarter 2020, according to company chairman Robert Lai.
  • Samsung ISOCELL Bright HMX
    Samsung Electronics has introduced 108-megapixel (Mp) ISOCELL Bright HMX, claiming it is the first mobile image sensor in the industry to go beyond 100 million pixels.
  • Memory supply chain is aggressively proceeding with relevant deployments
    Despite lackluster memory demand likely to persist till the end of 2019, the memory industry is expected to see a brighter prospect starting 2020 when 5G services kick off commercial runs driving the popularity of 5G terminal devices that will in turn generate strong growth for memory products, according...
  • PCB firm Compeq Manufacturing has said its order visibility for the fourth quarter of 2019 remains unclear, although the pull-in of orders from clients still maintains a robust pace in the third quarter.
  • tsmc
    The global semiconductor market is set to enter a dynamic new phase of growth, as the era of 5G network looms around the corner. TSMC, the world's largest pure-play foundry, is also eyeing opportunities arising from 5G with its competitive 7nm and more advanced process technologies.
  • Samsung has just launched its Galaxy Note 10, with its suppy chain partners expecting the new smartphone series to prompt rivals to adopt similar specs for their offerings, including slim vapor chamber. The new Samsung Galaxy Note 10...
  • Auras Technology chairman YS Lin
    Demand for vapor chambers (VCs) from smartphone vendors will grow exponentially in the next few years to support high heat-sinking performance required for 5G smartphones, according to YS Lin, chairman of Taiwan-based thermal solutions provider.
  • Samsung Electronics has taken the lead to adopt 0.35mm vapor chambers
    Samsung Electronics has taken the lead to adopt 0.35mm vapor chambers (VC) in its newly released Galaxy Note 10 series, which may become mainstream smartphone heat-sinking spec in 2020 as many other vendors including Huawei, Oppo and Vivo are expected to follow suit, according to industry sources.
  • note 10
    The ongoing deployments of 5G infrastructure and promising demand for 5G-focused phones that will come along with the commercial runs of 5G networks will continue to spur demand for semiconductor components including RF ICs, networking chips and power amplifiers (PAs), according to industry sources.
  • Epitaxial wafer supplier Visual Photonics Epitaxy Company (VPEC) has enjoyed a ramp-up in demand for vertical-cavity surface-emitting laser (VCSEL) components for use in smartphones and other mobile devices, and will see revenues generated from orders for VCSEL chips climb dramatically in 2019, according...
  • note 10
    Touch panel suppliers have started ramping up output since to support Samsung Electronics' commercial production for its just-unveiled Galaxy Note 10 devices, which will come in two sizes, according to industry sources.
  • Huawei's handset shipments seem to have defied the US trade ban, registering strong growth in the second quarter and sending the vendor setting an even more ambitious goal for the entire year. Its impressive shipments have been bolstered...
  • Networking device makers Accton Technology and Sercomm are expected to maintain their sales momentum in the second half of 2019, buoyed by equipment upgrades at telecom operators worldwide.
  • 5g
    One of the top-four handset brands in China reportedly has decided to adopt Samsung Electronics' Exynos platforms for the production of 5G smartphones, according to industry sources.
  • HiSilicon Technologies, a chipset solution arm of Huawei, has been ramping up its chipset orders for 7nm and other advanced node products at Taiwan Semiconductor Manufacturing Company (TSMC), as the firm is gearing up efforts to build up its in-house IC development capability, according to industry...
  • TSMC reportedly utilizes 100% of 7nm process capacity
    Taiwan Semiconductor Manufacturing Company (TSMC) has enjoyed strong demand for 7nm chips and already utilized 100% of the process capacity since the third quarter of 2019, with orders placed by not only its major clients including Apple, Huawei and AMD but also crypto mining chipmaker Bitmain Technologies,...
  • Smartphone-use lens module maker Largan Precision on August 5 reported consolidated revenues of NT$5.473 billion (US$176 million) for July, the highest monthly level since October 2018, increasing 34.28% sequentially on month and 3.03% on year.

Taiwan small- to mid-size LCD panels – 2Q 2019

China smartphone AP shipments – 2Q 2019

China smartphone market and industry – 2Q 2019

Global AIO PC shipment forecast and industry analysis, 2019

Global AP demand forecast, 2017-2022

Global server shipment forecast and industry analysis, 2019

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