Mobile components
  • Kinko Optical chairman Kent Chen
    Optical lens maker Kinko Optical has extended development to automotive applications including lenses for ADAS (advanced driver assistance system), rear parking, 360-degree AVM (around view monitoring), and driver monitoring, according to company chairman Kent Chen.
  • 5G
    The order visibility for Taiwan-based IC design houses for the third quarter of 2019 is unclear with prospects of seeing demand from the handset sector further soften later on, as the US-China trade row continues, and global macroeconomics begins to take the hit, according to industry sources.
  • huawei
    As Huawei's handset shipments are expected to fall significantly on US trade ban, Taiwan PCB makers have moved to carry out risk diversification deployments by enhancing shipments to other handset brand vendors or developing diverse applications for their products, according to industry sources.
  • The Trump administration's move to bar Huawei from sourcing American technology has obvious ramifications for the Chinese technology giant, cutting it off from key suppliers and forcing it to seek sometimes scarce alternatives. However, the ban also carries severe ramifications for US-based firms Micron...
  • Taiwan's government has approved a budget of NT$20.4 billion (US$647.72 million) for facilitating the development of various value-added and verticalized application services under the 5G networks in the next four years, according to officials.
  • 5G chip
    Taiwan-based IC design houses have seen brand handset vendors slow down their pace of orders for 4G models, but start ramping up demand for new-generation 5G devices, according to industry sources.
  • The escalating US-China trade war is sending IT firms moving their manufacturing operations from China to avoid the tariffs imposed on Chinese products. But plant relocation is much easier said than done, as it is a complicated process...
  • 5G
    Qualcomm has begun implementing its commitment to expanding investments in Taiwan, enhancing its collaboration with local companies and academic organizations after reaching a settlement over an anti-trust lawsuit with Taiwan's Fair Trade Commission (FTC), according to deputy science and technology...
  • Huawei sees business to be impacted by US ban
    With Huawei already stocking up on crucial components, the US Commerce Department's ban will not stop Huawei from providing its products and services in the short term. However, the ban has spooked consumers, enterprises and telecom operators, shaking their confidence in Huawei's ability to continue...
  • Largan Precision CEO Lin En-ping
    Smartphone-use lens module maker Largan Precision expects significant revenue increases sequentially in July, as the sector enters the high season, according to company CEO Lin En-ping after the 2019 shareholder meeting on June 12.
  • HTC Taiwan president Darren Chen
    In response to its weak smartphone sales in the previous months due to a lack of new models, HTC has rolled out two new smartphones targeting the mid-range segment - the U19e and Desire 19+.
  • HiSilicon, Huawei's chip design subsidiary, will likely fail to beat MediaTek and become the largest Asia-based fabless chipmaker in 2019 as its shipment growth will be affected negatively by the US trade restrictions on its parent company.
  • Asia Optical chairman Robert Lai
    Optical lens and device maker Asia Optical will expand production capacity at its factory in Myanmar in line with its strategy of boosting G+P (glass plus plastic lens pieces) used in high-end zoom lenses, according to company chairman Robert Lai.
  • Mobile SoC specialist MediaTek saw its May revenues fall below NT$20 billion (US$636.8 million).
  • The 5G industry becomes new target for cooling module makers
    As China's Ministry of Industry and Information Technology is set to issue 5G licenses in the near future, sources from cooling module makers have pointed out that they have received inquiries from telecom equipment clients recently to check on their inventory levels, signaling a potential order pull-in...
  • Optical transceiver module maker TCL Technologies expects its shipments of 32G transceiver modules to grow 5-10% month-by-month starting July despite the uncertainty arising from the US-China trade dispute, according to company chairman Gene Chen.
  • Smartphone-use lens module maker Largan Precision has reported consolidated revenues of NT$5.027 billion (US$160 million) for May, growing 0.36% sequentially and 16.45% on year.
  • Dialog Semiconductor has introduced the FC9000, the company's first Wi-Fi SoC since its acquisition of Silicon Motion's mobile communications product line was recently completed.
  • There will be four smartphone market factors affecting Taiwan's PCB production value for 2019, namely the penetration rate for high-end smartphones in emerging countries, deployments of flexible board supply chain, changes in smartphone designs and impacts of US-China trade war, according to Taiwan...
  • Mobile SoC specialist MediaTek is gearing up to kick off volume production of its new 5G chip solutions starting the second quarter of 2019 through early next year, according to industry sources.
  • Cees Link, GM of wireless connectivity business unit at Qorvo
    Along with Skyworks and Broadcom as the world's top-3 providers of RF (radio frequency) solutions for advanced wireless devices, US-based Qorvo is keen on promoting Wi-Fi 6 (IEEE 802.11ax) with the belief that the next-generation wireless standard and 5G will go hand in hand ushering in a more comprehensive...
  • At the ongoing Computex Taipei 2019, MediaTek has unveiled its new 7nm 5G SoC for flagship smartphones slated for launch in 2020.
  • The new Arm Cortex-A77 CPU core and Mali-G77 graphics part, designed for premium smartphones slated for launch next year, have been debuted at the ongoing Computex 2019 in Taipei.
  • computex
    Computex 2019, as one of the world's most important bridges connecting different parts of the global ICT ecosystem, opens in Taipei on May 28, with the edition this year focusing on the latest tech trends such as AI, IoT, 5G, blockchain, innovations, startups, gaming and XR.
  • Huawei's HiSilicon has been ramping up 7nm chip orders placed with foundry partner TSMC to ensure adequate supply for Huawei's flagship P30 series smartphones through at least the end of this year, according to industry sources.

Already detrimental to Huawei's smartphone business, the US ban will impact the telecom and enterprise equipment market in the long run

Taiwan LCD monitors – 1Q 2019

Global tablet market – 1Q 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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