About 795.7 million smartphone application processors will be shipped to China-based handset vendors in 2021, up 12.2% on year, forecasts Digitimes Research.
Qualcomm chip supply reportedly tight
Qualcomm reportedly has extended the delivery lead times for its mobile chips as the global semiconductor supply chain remains under pressure amid tight capacity, according to industry sources.
VCM makers to expand production capacity
Japan-based VCM (voice coil motor) suppliers, mainly Alps Alpine and Mizumi, have asked their Taiwan-based contract makers including Audix to expand production capacity by about 40% by the end of June or early July 2021, according to industry sources.
Highlights of the day: TSMC expanding 5nm capacity
TSMC is fast expanding capacity for 5nm process to meet strong demand from a host of heavyweight clients, including Apple, AMD and MediaTek. The foundry house's capacity for 5nm process is expected hike by one third in second-half 2021...
MediaTek has obtained sufficient 6nm and 7nm process capacity at TSMC, which will allow the mobile SoC specialist to boost its 5G chip shipments in 2021, according to industry sources.
Unusually low rainfalls in Taiwan over the past year have resulted in water shortages, particularly in the southern parts of the country. Some companies at the Southern Taiwan Science Park, including TSMC, have started buying truckloads...
Qualcomm may switch to TSMC 4nm node in 2022
Qualcomm will continue to fabricate its next-generation 5G mobile chip, tentatively dubbed Snapdragon 895, at Samsung Electronics built using an upgraded 5nm process, but may switch to TSMC in 2022 using its 4nm process, according to industry sources.
MWC Shanghai 2021 kicks off
MWC Shanghai 2021 has kicked off today with the exhibition being presented partly online and partly in physical venues in the wake of the pandemic. The organizers expect some 20,000 patrons to visit the showground in the 3-day event.
MediaTek keen to maintain momentum in 5G SoC market
Having seen its revenues hit a record high of over US$10 billion in 2020, MediaTek is lookking to cash in on the momentum to push the sale of its next-generation 5G SoC solutions, according to industry sources.
Major chip vendors have been striving for support from production partners, and Qualcomm reportedly will even appoint a VP dedicated fully to working to secure capacity in Taiwan. Qualcomm and MediaTek are also said to be both stepping...
As supply of high-end BT substrates has turned tight in the first quarter of 2021, major chipmakers including Qualcomm and MediaTek are moving aggressively to secure more capacity support from Taiwan IC substrate makers to meet increasing demand for 5G handset APs and mmWave AiP modules in the months...
Qualcomm has been gearing up to seek multiple supply sources for both silicon-based and III-V semiconductors amid increasingly tight capacity at the global IC value chain, and reportedly will install one vice president working exclusively to cement support from production partners in Taiwan, according...
Vietnam's exports of handsets and handset components decreased for the first time in 11 years by 0.4% to US$51.18 billion in 2020, according to local media reports, citing data from the General Statistics Office of Vietnam.
Flexium sees LCP antennas as growth driver in 2021
Flexible PCB maker Flexium Interconnect has projected a double-digit growth for its 2021 revenues, driven by shipments of LCP antenna boards for smatphones.
Highlights of the day: Handset sales recovering in China
The handset market in China is recovering, with shipments staging a strong rebound in January ahead of the Lunar New Year holidays. January handset shipments in China almost doubled compared to the same month last year. Mobile SoC vendor...
Competition in 5G mmWave SoC market to heat up in 2H21
MediaTek's recently announced mmWave-enabled M80 5G modem chip is likely to fuel competition in the mmWave SoC solution market in the second half of 2021.
MediaTek sees January revenue soar nearly 80%
Mobile SoC specialist MediaTek saw its January revenue surge nearly 80% from the same period in 2020.
5G optical transceiver demand rebounding
Demand for optical transceiver modules for 5G base station applications has rebounded along with the continued buildups of 5G infrastructure in China, according to sources at the Taiwan-based optical component supply chain.
Largan January revenues hit 7-month low
Smartphone-use lens module maker Largan Precision has reported consolidated revenues of NT$4.607 billion (US$162 million) for January, the lowest monthly level since July 2020, decreasing 6.18% on month, but increasing 12.34% on year.
Smartphone-use lens module maker Genius Electronic Optical (GSEO) has approved a plan to set aside a budget of NT$2.098 billion (US$74.98 million) to purchase new equipment that will help it ramp up output to satisfy future market demand.
Smartphone shipments to the China market are expected to fall over 10% sequentially in the first quarter of 2021, after growing 19.2% in the fourth quarter of 2020, according to Digitimes Research's latest data from its smartphone tracker.
Apple takes smartphone AP revenue leadership in 3Q20
The global smartphone applications processor (AP) market grew 32% in revenue terms to a record high of US$7.4 billion in the third quarter of 2020, according to Strategy Analytics. Apple overtook Qualcomm to capture the top smartphone AP revenue share spot during the quarter.
Asustek seeks turnaround of handset biz in 2021
Asustek Computer is looking to turn around its handset business in 2021 with multiple approaches, including plans to launch its next-generation gaming smartphone, the ROG Phone5, in March-April, according to industry sources.
Taiwan LCD TVs – 4Q 2020
Taiwan's TV shipments went up 9.8% sequentially and 12.3% on year to come to 9.52 million units in the fourth quarter of 2020...
Taiwan small- to mid-size LCD panels – 4Q 2020
Taiwan's small- to medium-size LCD panel shipments plunged 25.3% sequentially in the fourth quarter of 2020 due to a significant...
Taiwan large-size LCD panels – 4Q 2020
Taiwan's large-size LCD panel shipments grew 4.4% sequentially and 26.5% on year to come to 74.76 million units in the fourth...
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...