Apple reportedly has decided to scale down the die size by 40-50% for VCSEL chips used in 3D face ID sensors for new iPhone and iPad devices to be rolled out later in 2021, a move that will help the vendor sharply cut production cost but may reduce total wafer output for such chips, according to industry...
Highlights of the day: Device makers turn cautious
Device makers may be heading towards inventory correction next quarter, as they revisit their production plans amid weakenig demand in some major markets. Taiwan-based chipmakers have seen some clients slow down the pace of orders. But...
Taiwan-based IC design houses have seen terminal customers start slowing down their pace of orders, and are aware that downstream device makers will be revisiting their production plans and closely monitoring chip inventories they hold over the next quarter, according to industry sources.
GSEO sees decreased April revenue
Optical lens module maker Genius Electronic Optical (GSEO) has reported consolidated revenues of NT$674.3 million (US$23.9 million) for April, slipping 17.28% sequentially and 28.31% on year.
Smartphone-use antenna makers are gearing up for a likely boom in demand for 5G AiP (antenna in package) modules that they expect will be triggered by Apple's release of new mmWave-enabled iPhones in the second half of 2021, according to industry sources.
Handset PCB makers turn cautious as orders slow down
HDI PCB manufacturers have turned cautious about their sales performance in the second quarter, as orders from Chinese handset clients are slowing down along with their sales declines in China and India markets, according to industry sources.
Taiwan IC design houses may see disappointing 2Q21 sales
Taiwan-based IC design houses may post disappointing revenues for the second quarter of 2021, as a resurgence of COVID-19 infections in India has led to an overall deceleration in sales of handsets, tablets and other consumer technology products locally, according to industry sources.
Highlights of the day: UMC adjusting foundry quotes
Tight capacity and strong demand have been sending foundry service quotes rising. UMC has plans to raise its 28nm process quotes by almost 13% in July, and will adjust them upwards again in first-quarter 2022. MediaTek has received sufficient...
MediaTek looking to use TSMC InFO_PoP for handset APs
MediaTek is developing new flagship handset SoCs with performance specs comparable to Apple's A series APs for iPhones, and may also adopt TSMC's advanced InFO_PoP packaging technology for the new chips, according to industry sources.
Global TWS headset shipments to reach 259 million units in 2021, Digitimes Research forecasts
Global shipments of TWS (true wireless stereo) headsets are likely to grow 40.5% on year to 259 million units in 2021, according to the latest forecast by Digitimes Research.
Largan sees decreased April revenues
Smartphone-use lens module maker Largan Precision has reported consolidated revenues of NT$3.399 billion (US$120 million) for April, decreasing 15.26% sequentially and 27% on year.
Taiwan's shipments of small- to medium-size LCD panels are expected to edge up 3.7% sequentially but decline 15% on year in the second quarter of 2021, after reaching 188 million units in the previous quarter, Digitimes Research estimates.
Backend service providers face as much as a 50% shortage of packaging materials from until June as a result of production issues at Japanese suppliers. MediaTek is prioritizing shipments for 5G chips, telling its Chinese handset clients...
MediaTek to scale down 4G mobile chip shipments
MediaTek has notified its China-based smartphone clients that it will scale down shipments of 4G chips in 2021 due to tight capacities at foundry houses, according to industry sources.
Shipments of smartphone application processors for use by China-based handset vendors reached 212 million units in the first quarter of 2021, increasing 0.2% from a quarter earlier, according to data compiled by Digitimes Research.
Despite weakened orders from Sony, TSMC still has been ramping up its 28nm chip output with plans to build additional production capacity at its Nanjing fab in China, according to industry sources.
MediaTek expects 10-18% revenue growth in 2Q21
MediaTek expects to post another sequential increase of 10-18% in revenues for the second quarter, with revenues to fall between NT$118.8-127.5 billion (US$4.22-4.53 billion) under the exchange rate of US$1 to NT$28.2.
The chance of mmWave chips mounting a major challenge to the title of being the leading 5G mobile solutions will remain until at least the second half of 2022 due to tight capacity at foundry houses, according to industry sources.
China firms gearing up for new-gen 5G chip rollouts
Unisoc is expected to roll out its new-generation 6nm 5G chip solution some time between late second-quarter and early third-quarter 2021, while Xiaomi and Oppo also have plans to introduce their in-house developed 5G solutions by the end of this year, according to industry sources.
Qualcomm has joined forces with Microsoft, Chunghwa Telecom (CHT), Acer, Asustek, ECS, Inventec and Taipei Computer Association (TCA) to set up "Enterprise Digital Transformation Action Front" seeking to offer total solutions for 5G private networks and 5G commercial notebooks to accelerate enterprises'...
Qualcomm and MediaTek are both considering adopting fan-out PoP in the production of their flagship smartphone application processors, following in the footsteps of Apple utilizing TSMC's InFO_PoP technology to package its iPhone chips, according to sources at backend houses.
MediaTek likely to post revenue growth of 10-20% in 2Q21
MediaTek is expected to post sequential revenue growth of over 10% or even 20% in the second quarter of 2021, after seeing its revenues grow 12.06% sequentially to NT$108.033 billion (US$3.88 billion) in the first quarter.
Industry-wide shortage of foundry capacity has sent fabless IC design houses scrambling for support. They are now diversifying their foundry service suppliers in order to secure support. Foundry houses and fabless IC firms may be eager...
AiP substrate shipments for new iPhones to surge in 2H21
Demand for mmWave AiP modules is set to pick up significantly in the second half of 2021 as Apple is expected to boost the adoption of such modules in its new Phones, which in turn will drive up shipments of BT-based AiP substrates from main suppliers, according to industry sources.
Apple is stepping up development its own dual-band 5G AiP (antenna in package) module, which, along with Qualcomm's solutions, may be featured in its next-generation iPhones, according to industry sources.
Taiwan notebooks – 1Q 2021
Global notebook shipments not including devices with detachable keyboards went down only 8.7% sequentially in the first quarter...
Global server market – 1Q 2021
First-quarter 2021 global server shipments amounted to 3.78 million units, down only 1.6% quarter-over-quarter and up 5.2% ye...
Taiwan LCD monitors – 4Q 2020
Taiwan's PC monitor shipments grew 3.7% sequentially and over 10% on year to come to 25.69 million units in the fourth quarter...
Global server shipment forecast and industry analysis, 2021
Taiwan-based makers' server-related revenues are expected to climb 7.6% on year in 2021, buoyed by growing demand from cloud...
China semiconductor industry: From 13th 5-year Plan to 14th 5-year Plan, 2015-2025
China government has always attached great importance to advances of the semiconductor sector, but semiconductors' vital role...
Global LCD panel shipment forecast, 2021 and beyond
Global large-size LCD panel shipments will fall at a CAGR of -0.3% 2020 through 2025, while shipments of small-to-medium-size...