MediaTek revenues fall to 9-month low in November
MediaTek has reported November consolidated revenues fell 10.4% sequentially to a nine-month low of NT$18.67 billion (US$604.2 million). Consolidated sales for the first 11 months of 2018 slipped 1.3% from a year earlier to NT$216.67 billion.
Although Taiwan-based optical lens suppliers have been expanding production capacities amid growing competition from China makers, there will not be oversupply as demand is growing sharply, according to Jones Chen, chairman of Genius Electronic Optical (GEO).
MediaTek showcased at the China Mobile Global Partner Conference in Guangzhou on December 6 its first 5G baseband chipset Helio M70, which was launched in mid 2018.
Qualcomm's new 7nm, 5G-ready Snapdragon 855 mobile SoC will power a number of new smartphones slated for launch in the first half of 2019, according to the company.
The commercialization of 5G communications will be realized starting in early 2019 with mobile device launches and network rollouts across North America, Europe, Japan, South Korea, Australia and China, according to Qualcomm president Cristiano Amon.
Lens module maker Newmax Technology has reported increased sales for November, while fellow company Genius Electronic Optical, per request from Taiwan Stock Exchange (TWSE), has announced its profit performance for October.
O-film inventory and debts rising
China-based touch panel maker Shenzhen O-film Tech is facing increasing pressure of rising inventories and dwindling orders due to a weak rebound of the handset market in China, according to industry sources.
Qualcomm intros 7nm, 5G-ready chip
Qualcomm has unveiled its Snapdragon 855 mobile platform to enable commercial 5G networks and mobile devices in early 2019.
Smartphone vendors intend to promote their all-screen models in 2019 to boost their unit sales amid stagnant global demand for smartphones. With all-screen smartphones adopting TDDI (touch and display driver integration) chip solutions, TDDI chip demand is set to grow robustly next year, according...
China-based smartphone vendors Huawei and Xiaomi expect their smartphone sales to continue to grow robustly in 2019, while Oppo and Vivo are more conservative about their prospects due to limited product lines, according to sources from Taiwan's IC-design houses.
MediaTek, Qualcomm upgrading SoCs to drive sales in 2019
MediaTek and Qualcomm both are moving to fabricate their next-generation mobile SoCs with advanced process nodes in 2019 that will support more advanced technologies, as they aim to maintain their sales momentum and ASPs to tide over a period full of uncertainty over replacement demand in the smartphone...
Taiwan-based General Interface Solution (GIS) and China's O-film Tech are likely to share the orders for ultrasonic in-display fingerprint sensors from Samsung Electronics for its flagship Galaxy S10 lineup slated for launch in early 2019, according to industry sources.
Fingerprint sensor supplier Egis Technology (Egistec) has delivered samples of its optical fingerprint identification solutions to China and Korea smartphone vendors for validation, and is gearing up to enter volume shipments of the chips in the first half 2019.
Taiwan-based Weltrend Semiconductor may see its annual shipments of USB power delivery (PD) controller chips for 2018 double from a year earlier to reach 50 million units as the shipments for the first 10 months of the year already hit 42 million units, and such chips are expected to become the largest...
Taiwan Semiconductor Manufacturing Company (TSMC) has been little affected by a cutback in chip orders for Apple's new iPhones as many of its other fabless clients are queuing for its 7nm process capacity, according to industry sources.
As worldwide smartphone vendors are expected to further lower prices for new models to stimulate replacement demand in 2019, global chipmakers including Qualcomm, MediaTek and UNISOC (Spreadtrum & RDA) may see their gross margins and earning capabilities undermined by the device vendors' new marketing...
Shares of Apple supply chain makers tumbling
A number of Apple's supply chain makers in Taiwan have seen their shares decline sharply and also get downgraded recently amid growing concerns of sluggish sales of new iPhones launched in September.
Transceiver maker PCL to see sales rebound in 4Q19
Optical transceiver module maker PCL Technologies expects its sales to rebound strongly in the fourth quarter of 2018 following a slump a quarter earlier when some of its shipments were delayed due to labor shortages at its plant in China.
The chip-on-film (COF) substrate market continues to be dominated by Korea- and Taiwan-based firms, and is considered to be niche with a high barrier of entry for startup companies, according to JMC Electronics chairman Chia-neng Huang.
TPK Holding and General Interface Solution (GIS), two major touch module suppliers for Apple's iPhone devices, may see slower shipment momentum in the first quarter of 2019, as analysts and other sources have warned of weaker than expected sales of iPhone XR, according to industry sources.
Qualcomm is taking the lead to incorporate its Snapdragon 850 series mobile chips into thin and light notebooks adopting Microsoft Windows operating system, and other handset SoC developers including Apple, Samsung, MediaTek, HiSilicon and Unisoc (Spreadtrum and RDA) may follow suit to roll out a spate...
MediaTek October revenues fall nearly 10%
MediaTek saw its October revenues decline nearly 10% sequentially to NT$20.84 billion (US$675.6 million).
Battery maker Simplo Technology has reported improved earnings and gross margin for the third quarter of 2018, buoyed by optimized product mix and expanding business scale.
Increasing investments by Qualcomm in Taiwan coupled with collaborative efforts between the US-based chipmaker and Taiwan's networking device makers in the 5G area will create a production value of up to NT$600 billion (US$19.56 billion) in the local market in the next five years, according to Taiwan's...
Catcher Technology is developing new casing materials and structures to meet higher performance requirements for casing products in the 5G era, as it aims to continue to sharpen its market leadership in the sector, according to company chairman Allen Hung.
Taiwan LCD monitors – 3Q 2018
Taiwan's LCD monitor shipments grew 6.3% sequentially and 7.5% on year to reach 22.35 million units in the third quarter.
Taiwan LCD TVs – 3Q 2018
Taiwan's LCD TV shipments increased 11.4% sequentially, but down 3.1% on year to arrive at 8.52 million units in the third quarter...
Taiwan handsets – 3Q 2018
Taiwan's handset shipments increased 5.5% sequentially, but dropped 6.8% on year to come to 21.8 million units in the third...
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