Highlights of the day: Global server shipments to grow in 2021 with keener competition among makers
Foxconn reportedly has entered Google' datacenter server supply chain, ready to ship to the client from its plant in the US state of Wisconsin. The latest development is expected to heat up competition among server makers next year. Taiwan-based...
TrueLight ramping up proximity-sensor VCSEL chips
VCSEL maker TrueLight expects its shipments of VCSEL chips for proximity-sensor applications to grow significantly in the fourth quarter of 2020, driven by strong order pull-ins from the handset sectors in China and Korea, according to company sources.
Qualcomm has strengthened its ties with Taiwan's semiconductor sector in the wake of the US-China trade war, resulting in increased orders and strong sales for related supply chain makers in 2020 despite the pandemic-induced impacts, according to industry sources.
Global IC foundry output value to rise over 20% in 2020
Output value for the global IC foundry industry is forecast to surge more than 20% in 2020, and will register another on-year growth but at a slower pace in 2021, according to Digitimes Research.
Apple moving forward with own AiP modules, probably developing RF FEM modules in-house
Apple reportedly will continue developing its own mmWave AiP (antenna in package) modules for its next-generation iPhone lineup, with related efforts likely to push the US handset brand moving forward with the development of RF front-end module (RF-FEM) in house, according to industry sources.
Chinese handset vendors keenly building up inventory
In the wake of the US trade sanctions on Huawei, other major Chinese handset brands have been eager to bite off shares of their top competitor in the domesitc market, with strong momentum in their orders with upstream suppliers likely to last till first-quarter 2020, according to sources from Taiwan's...
Taiwan-based IC substrate suppliers including Kinsus Interconnect and Unimicron Technology are expected to gain growth momentum from increasing demand for AiP (antenna in packages) modules for 5G mmWave smartphones in 2021, according to industry sources.
Synergy ScienTech to bring in strategic partners
Lithium-ion battery maker Synergy ScienTech plans to bring in strategic partners by releasing new shares or corporate bonds through a private placement, as it aims to expand its operational scale to capitalize on growing business opportunities coming from the TWS (true wireless stereo) headset secto...
Ofilm obtains certification for 7P lens modules
China-based Ofilm Group has started small-volume trial production of 7P (seven plastic lens pieces) lens modules and passed the corresponding certification, according to the company.
Highlights of the day: Backend services quotes rising
Supply has barely been able to ctach up with demand in the semiconductor manufacturing sector, sending prices up to reflect tight capacity at foundry and backend houses. ASE Technology reportedly has decided to raise backend services...
Some handset brands are mulling using plastic back covers for their 5G-enabled entry-level phones to boost shipments, according to industry sources.
Wi-Fi 6 chip shipments to be robust in 2021
Taiwan-based IC vendors expect their shipments of Wi-Fi 6 chips to continue growing in 2021 thanks to continued demand from end-market device clients, according to industry sources.
For Chinese fabless IC vendors, tight foundry supply has been compounded by the fact that China-based SMIC has been blacklisted by the US. More Chinese IC vendors are now seeking support from Samsung for 14nm and above manufacturing processes...
Handset application processor vendors have expressed concerns about the supply of BT substrates that may fall due to the suspension of production at Unimicron Technology's fire-hit plant in northern Taiwan, and are moving to vie for more capacity support from other suppliers for 2021, according to...
Highlights of the day: Bright outlook for MediaTek
MediaTek is likely to report record sales for 2020, and the mobile SoC vendor is confident that its sales will grow further next year. MediaTek's chairman believes the global economy will recover and stimulate demand for handsets and...
Apple may rely more on Taiwan PCB suppliers in 2021
Apple is expected to ramp up flexible PCB (FPCB) demand for its 2021 devices, and is looking to work more closely with its Taiwan-based suppliers including Zhen Ding Technology, Compeq Manufacturing, Unimicron Technology and Career Technology, according to industry sources.
MediaTek optimistic about 2021
MediaTek is confident its complete mobile SoC lineup will buoy its performance in 2021, according to company chairman Rick Tsai.
Apogee shipping 400G optical module products
Optical filter maker Apogee Optocom has begun shipping 400G optical module products in the fourth quarter of 2020 and will ramp up related shipments in 2021, driven by cloud upgrades and 5G deployments, according to company sources.
NeoGene Tech unveils ultrathin MagicWick technology at 10um to push vapor chamber application in OLED display
NeoGene Tech has unveiled a breakthrough technology to fabricate a porous wick structure with thickness at only 10-micron, enabling ultrathin vapor chamber devices in large area with thickness of 0.15mm and even thinner.
Component shipment momentum for iPhone 12 series continues to strengthen, with order visibility for VCM (voice coil motor) components for iPhone 12 Pro and Pro Max models clear through at least the end of 2020, according to VCM supply chain sources.
Zhen Ding Technology, Compeq Manufacturing and Unimicron Technology, suppliers of substrate-like PCBs for Apple's iPhone 12, and Elite Material (EMC), which provides related SLP CCL materials, are set to enjoy a strong fourth quarter of 2020 with their sales growth momentum to carry on through first-quarter...
Taiwan's cooling solution suppliers have regained confidence over potential orders from the smartphone sector in 2021 as recent robust sales of Apple's iPhone 12 lineup may spur replacement demand for 5G phones in the coming year, according to industry sources.
Sunny Optical expects Huawei orders to drop
China-based optical device and lens module maker Sunny Optical Technology expects orders from Huawei to sharply decrease due to US tade sanctions, and is making efforts to compete for orders from Apple, according to industry sources.
GSEO upbeat about 4Q20
Smartphone-use lens module maker Genius Electronic Optical (GSEO) has said it is optimistic about business operation in fourth-quarter 2020.
MediaTek announces new Chromebook chips
MediaTek has unveiled its MT8192 and MT8195 chipsets for the next generation of Chromebooks, with the 7nm MT8192 for mainstream devices and the 6nm MT8195 for premium models.
Global tablet market – 3Q 2020
Global tablet shipments amounted to 43.83 million units in third-quarter 2020, up 10.5% on quarter and 0.4% on year.
China smartphone AP shipments – 3Q 2020
Smartphone application processor shipments to China-based vendors amounted to 192.6 million units in third-quarter 2020, up...
China smartphone market and industry – 3Q 2020
Smartphone shipments to the China market in third-quarter 2020 plunged 25.2% on quarter and 26.2% on year due to the US government...
Global mobile device shipment forecasts, 2021 and beyond: Smartphones, notebooks and tablets
Notebook and tablet shipments are both expected to increase from a year ago in 2020 due to demand from stay-at-home activities,...
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...