Highlights of the day: 8-inch foundry quotes go up
The coronavirus pandemic is decimating businesses in various sectors, but the outlook for semiconductor foundry houses remains robust, thanks to strong stay-at-home economy. Pureplay foundries, including TSMC, UMC and VIS, have raised 8-inch...
Niche IC specialist Novatek Microelectronics is reportedly engaged in the development of AI chips for accelerating edge computing at smartphones and other devices, according to industry sources.
O-film profits surge in 1H20
China-based camera module maker O-film Tech has reported net profit of CNY360 million (US$51.9 million) for second-quarter 2020, up 156% sequentially and 30.1% on year, driven by robust sales of its camera module and 3D sensor products.
Robust demand for optical components for 5G applications is expected to continue into fourth-quarter 2020 as related 5G infrastructure construction projects for the year in China will peak in September-October, according to Taiwan-based optical component suppliers.
Largan July revenues up sequentially
Smartphone-use lens module maker Largan Precision has reported consolidated revenues of NT$4.612 billion (US$156 million) for July 2020, increasing 11.51% sequentially but decreasing 15.17% on year.
Sony is expected to introduce its PS5 later this year, with Taiwanese backend service providers already starting delivering shipments for the new games consoles. Construction of 5G infrastructure may still be going on in China, but PCB...
PCB shipments for 5G base station applications in China have slowed down after peaking in the second quarter, and the supply chain is concerned about when shipment momentum could be revived, according to industry sources.
Taiwan's CCL maker Elite Material (EMC) expects to see its third-quarter 2020 revenues sequentially grow at least 10% on strong demand for flagship handset and 5G infrastructure applications, after registering record revenues and profits for the second quarter.
Smartphone application processor (AP) shipments to China are expected to grow 9.3% sequentially in the third quarter of 2020, driven by a pick-up in shipments of 5G-enabled phones in China and a mild improvement in overseas demand for smartphones, according to Digitimes Research.
Apple is seemingly continuing to recruit more Chinese suppliers for iPhones, judging from Chinese EMS provider Luxshare Precision Industry and handset cover glass maker Lens Technology's aggressive moves seeking to acquire metal chassis plants operated in China by Taiwan-based makers, reportedly under...
Bracing for fresh US trade bans, Huawei is making contingency plans, increasing purchases of third-party mobile application processors for its 5G smartphones, according to Digitimes Research, as it looks to maintain its product competitiveness,...
Taiwan's PCB makers in the supply chain for Apple devices will see their shipments for new iPhones not peak until the fourth quarter this year as Apple has confirmed its iPhone 12 lineup will debut later than normally scheduled in September, according to industry sources.
ASE Technology Holding expects to generate sequential revenue growth through the fourth quarter of 2019, judging from a substantial pick-up in orders for communications chips.
Huawei diversifying purchases of 5G APs
Huawei is increasing the proportion of mobile application processors (APs) from third-party suppliers for its smartphones, reducing use of Kirin chips from its subsidiary HiSilicon Technologies, as a contigency against the US trade ban, according to Digitimes Research.
Shipment momentum for servers, datacenter servers, notebooks and tablets has shown signs of deceleration as many countries begin lifting coronavirus-induced lockdowns, according to Taiwan Institute of Economic Research (TIER)
Taiwan's flexible PCB maker Flexium Interconnect has disclosed its plant which is being constructed in Kaohsiung, southern Taiwan at a cost of NT$10 billion (US$333.33 million) will be dedicated to production of mmWave LCP antenna modules after its first-phase capacity comes online in 2021.
Taiwan is in a good position to develop precision healthcare, thanks to its large volumes of medical data, strong semiconductor ecosystem and ICT manufacturing capability, according to science and technology minister Wu Tsung-tsong.
Chinese cover glass maker Lens Technology reportedly has approached Taiwan-based Catcher Technology for a possible deal to take up the latter's metal chassis making facilities in China, according to sources familiar with the matter.
SLP (substrate-like PCBs) makers in the supply chain of Apple devices have ended their first wave of competition, with Taiwan's Zhen Ding Technology and Austria's AT&S each absorbing 30% of orders for iPhone and Apple Watch applications, according to industry sources.
Highlights of the day: Memory inventory piling up
Memory demand for smartphones remains sluggish, and demand from the data center and server segment is slowing down, pushing up inventory levels at memory chip makers. But midrange smartphone chips from MediaTek are still expected to see...
O-Film camera module shipments for iPhones unlikely to be affected by trade ban on subsidiary
China-based O-Film Group's wholly-owned subsidiary Nanchang O-Film Optical Display Technology is among the 11 Chinese firms newly blacklisted by the US for alleged human rights violations, raising concerns over whether the group's shipments of camera modules for iPhones will be affected. But supply...
MediaTek intros new 5G chip for mid-tier smartphones
MediaTek has announced the Dimensity 720, its latest 5G SoC for mid-tier smartphones.
SK Hynix posts profit hike in 2Q20
SK Hynix has reported operating profits of KRW1.95 trillion (US$1.62 billion) on consolidated revenue of KRW8.61 trillion for the second quarter of 2020.
Demand for TWS earbuds may be robust, but prices for chips supporting these devices have been fallign fast, thanks to keen competition between IC design houses. Pricing for some TWS earbud chips has fallen below US$1. Apple is expected...
TWS earbud chip prices fall below US$1
Unit prices for some SoC chips used in true wireless stereo (TWS) earbuds have fallen below US$1, and are still under downward pressure this year due to fierce competition among China- and Taiwan-based suppliers, according to industry sources.
Taiwan notebooks – 2Q 2020
Taiwan's notebook shipments picked up 82.2% sequentially and 27.3% on year to arrive at 42.68 million units in the second quarter...
Global server market – 2Q 2020
Second-quarter 2020 global server shipments enjoyed a strong growth thanks to soaring demand for cloud computing services and...
Taiwan LCD monitors – 1Q 2020
Taiwan's PC monitor shipments in the first quarter of 2020 went down 20.5% sequentially.
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...
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...