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Monday 18 October 2021
Highlights of the day: Components suppliers see little change to iPhone 13 orders
Makers in Apple's supply chain have seen no major changes to orders for iPhone 13 devices despite speculation about the US vendor looking to cut production for the new smartphones. The memory sector is entering a period of correction, with commodity DRAM prices likely to fall 15-20% in first-quarter 2022. Rising components, production and logistic costs are heaping pressure on notebook vendors.
Monday 18 October 2021
Orders for iPhone 13 series see no major changes until mid-November
Despite reports claiming Apple would cut its orders for the iPhone 13 series, sources from related camera module component suppliers have pointed out that their orders for October and early November have not seen any major changes.
Monday 18 October 2021
India roundup: Ather, Tata gear up for EV
Ather Energy and Tata Motors are making substantial investments in electric vehicle businesses, but India's car production and sales both decreased in September compared to the same month in 2020.
Thursday 14 October 2021
Highlights of the day: TSMC expects 24% sales growth in 2021
TSMC has narrowed its revenue growth outlook this year to 24%, based on its forecast of 4.5% sales rise at the midpoint of the foundry house's latest guidance for fourth-quarter 2021. Despite a media report's claims that Apple is cutting its production goals for iPhone 13 seies for 2021, components suppliers have disclosed hey have not seen any reductions in orders from the client for the new smartphones. In China, manufacturers are making contingency plans to cope with power restrictions, which they expect will become a long-term policy of the country.
Thursday 14 October 2021
Component suppliers see no cutback in orders for iPhone 13
Component suppliers for Apple's new iPhones have seen no cutback in orders thus far this year, in contrast to a media report indicating Apple may slash its projected iPhone 13 production targets for 2021 by as many as 10 million units due to chip shortage, according to industry sources.
Wednesday 13 October 2021
Demand for data centers creates opportunities for connectors, cable supply chain
As cloud and 5G applications continue to grow, the demand for data centers remains high, opening up opportunities for related supply chains such as connectors.
Tuesday 12 October 2021
MediaTek posts record revenues for September, 3Q21
IC design house MediaTek has reported sales results for September and the third quarter of 2021 both hit record highs.
Friday 8 October 2021
Highlights of the day: Notebook ODMs, Largan see weak 2H21
Notebook ODMs may experience a weak fourth quarter of 2021 with their feeble sales in China during the National Day holiday and possible low sales momentum during the year-end holidays in Europe and North America. Largan Precision also saw its gross margin hit the lowest in 25 quarters, but the percentage was still well above 59%. PCB maker Zhen Ding is also prepared to start making BT and ABF substrates in China in 2022.
Friday 8 October 2021
Largan Precision 3Q21 gross margin hits 25-quarter low
Smartphone-use lens module maker Largan Precision released a financial report for the third quarter of 2021 at an October 7 investor conference, with a gross margin of 59.33% being the lowest quarterly level since the third quarter of 2015.
Thursday 7 October 2021
Highlights of the day: Foundry houses to see strong profits in 2022
Tight fab capacity has been sending foundry quotes rising, which is expected to continue boosting profits for foundry houses in 2022. For the backend sector, supply of packaging leadframes is expected to remain tight with order visibility already extending to 2023. Networking device vendors are wary that chip and component shortages could curb their sales growth in the fourth quarter of 2021.
Wednesday 6 October 2021
Largan September revenues hit 8-month high
Smartphone-use lens module maker Largan Precision has reported consolidated revenues of NT$4.172 billion (US$150 million) for September, the highest monthly figure since February 2021.
Monday 4 October 2021
Highlights of the day: TSMC to achieve 2021 sales target
Despite speculation that TSMC has seen Apple and MediaTek cut orders for its 5nmand 7nm processes, the wolrd's top foundry house should still be able to achieve its sales targets in 2021, sources at its suppliers have maintained. And sources from the PCB sector have disclosed that order momentum from Appel for iPhone 13 remains normal. Meanwhile NOR flash supply is expected to remain tight through 2022.
Monday 4 October 2021
PCB suppliers see normal order momentum for iPhone 13 series
Apple reportedly is cutting component orders for iPhones by up to 25%, but Taiwan's PCB makers in the supply chain for the new iPhone 13 have stressed their order momentum from the US vendor remains quite stable, according to industry sources.
Monday 4 October 2021
TSMC on track to meet revenue goal this year
Speculation has emerged in the chipmaking market that cutbacks in 5nm and 7nm chip orders placed by Apple and MediaTek could result in TSMC missing its revenue target for 2021 of over 20% growth. Nevertheless, sources at TSMC's suppliers remain upbeat about the foundry's sales prospects for the rest of this year.
Friday 1 October 2021
JioPhone Next faces increasing costs of components
India's Reliance Group might have to increase subsidies for its low-cost smartphone JioPhone Next more than it has previously estimated due to shortages of semiconductors and higher costs of components.
Thursday 30 September 2021
GSEO says China factories not impacted by electricity restrictions
Optical lens module maker Genius Electronic Optical (GSEO) has indicated its factories in Xiamen, southeastern China, have not been affected by the local government's restriction on power supply.
Wednesday 29 September 2021
Highlights of the day: China power restrictions hitting notebook supply chain
Notebook component suppliers in China are making contigency plans to cope with the country's power restrictions and they are expecting production costs to rise as a result. China's smartphone vendors are cautious about demand in the second half of the year, and remain slow in placying orders for components. But backend firms are upbeat about demand from smartphone processor vendors starting first-quarter 2022.
Wednesday 29 September 2021
China smartphone adoptions push up local OLED production
China-based smartphone vendors have increasingly adopted locally-produced OLED panels for high-end models, helping Chinese panel makers challenge Samsung Display's dominance in the global supply of smartphone-use OLED, according to industry sources.
Wednesday 29 September 2021
Testing houses expect promising demand for MediaTek Wi-Fi chips
MediaTek has been improving its product mix by putting increased focus on Wi-Fi chip solutions to meet robust demand for networking devices, which will effectively bolster testing business at its backend partners in the fourth quarter of 2021, according to industry sources.
Wednesday 29 September 2021
QLC NAND could be adopted in 2022 iPhones
Apple is working with multiple NAND flash chipmakers to develop cost-effective QLC (quad-level cell) NAND flash solutions, and could adopt the memory in its iPhone series as early as 2022, according to industry sources.
Wednesday 29 September 2021
Backend firms optimistic about demand for smartphone APs in 1Q22
Backend firms have received engineering samples of next-generation smartphone APs from vendors such as Qualcomm and MediaTek, and expect a particularly strong first-quarter 2022 for processing smartphone APs, according to industry sources.
Wednesday 29 September 2021
China smartphone vendors cautious about placing orders, say component suppliers
PCB and other handset component suppliers continue to see their China-based brand customers remain cautious about placing orders thus far in the second half of 2021, with order visibility for the rest of this year still being uncertain, according to industry sources.
Wednesday 29 September 2021
Samsung: The possibility of a 'star alliance'
Samsung sold nearly 300 million handsets in 2019, a number Samsung regards as its last line of defense, hoping to sell no less than 300 million handsets a year to sustain its business development. For every node in its wafer foundry business, Samsung has targeted mainly the mobile communication sector, which also renders Samsung the best opportunity of breakthrough. However, contrary to expectations, Samsung's share of the Chinese handset market has plunged to less than 1%, and in the Indian market Samsung is facing strong challenges from Xiaomi and Vivo. In order to maintain competitiveness in pricing, outsourcing to Chinese makers has become an option. It is estimated that about 60 million Samsung handsets are manufactured by outsourcing partners.
Tuesday 28 September 2021
Taiwan component makers give priority to Apple
Taiwan-based makers of VCMs (voice coil motors), wire winding and other components of smartphone-use lens modules are giving priority to production for Apple, amid strong pre-sales of iPhone 13 series in China and Taiwan, according to industry sources.
Tuesday 28 September 2021
Sony tops smartphone CIS market in 1H21, says Strategy Analytics
The global smartphone image sensor market in the first half of 2021 clocked a total revenue of US$7 billion, with Sony capturing a 42% share, according to Strategy Analytics.