Realtime news
Mobile components
  • Qualcomm Technologies has announced a family of 60GHz Wi-Fi chipsets, the QCA64x8 and QCA64x1, delivering 10+ gigabit-per-second (Gbps) network speeds and wire-equivalent latency.
  • MediaTek to roll out Helio P70 soon Photo: Digitimes file photo
    MediaTek is expected to roll out its new Helio P70 mobile SoC built using a 12nm process technology later in October, aiming to maintain the shipment momentum of its mobile chips, according to industry sources.
  • Taiwan-based Audix has ramped up shipments of VCM (voice coil motor) components for use in smartphone cameras since the start of the third quarter of 2018 as it has indirectly tapped into the iPhone supply chain, and the VCM shipments to US and China smartphone vendors are expected to remain strong...
  • iphone
    Despite the iPhone XR slated for launch in the latter half of October, Taiwan-based suppliers engaged in the Apple supply chain remain cautious about orders for the new iPhone series for the rest of 2018, according to industry sources.
  • Largan Precision CEO Lin En-ping
    Smartphone-use lens module maker Largan Precision has reported net EPS of NT$133.38 (US$4.35) for January-September.
  • MediaTek is expected to post an up to 10% revenue decrease sequentially in the fourth quarter of 2018, as shipments of the company's mobile SoC chips will stay flat on quarter at between 100 million and 110 million units, according to market watchers.
  • tsmc
    Taiwan Semiconductor Manufacturing Company (TSMC) is set to win all orders for A13 chips that Apple will reelase in 2019, extending its dominance in the pure-play foundry sector, according to supply chain sources.
  • Smartphone-use lens module maker Genius Electronic Optical has reported consolidated revenues of NT$787.4 million (US$25.7 million) for September, shrinking 4.33% sequentially and 14.63% on year.
  • mediatek
    MediaTek has reported revenues increased 10.8% sequentially to NT$67.03 billion (US$2.15 billion) in the third quarter of 2018, which came within the company's guidance range from NT$62.3 billion to NT$67.1 billion.
  • Zhen Ding Technology and Career Technology, reportedly among the PCB suppliers for Apple's new iPhones, both have reported strong sales for September.
  • Smartphone-use lens module maker Largan Precision has reported consolidated revenues of NT$5.518 billion (US$180 million) for September, the highest monthly level since December 2017 with inceases of 0.19% sequentially and 1.38% on year.
  • Major China-based smartphone vendors including Huawei, Oppo, Vivo and Xiaomi have gained more bargaining chips when negotiating prices with their chip suppliers, according to sources at Taiwan-based IC design houses.
  • Sinbon enjoyed rising revenues in August
    Cable assembly and connector maker Sinbon Electronics has reported September revenues of NT$1.51 billion (US$49.1 million), growing 2.54% on month and 20.57% on year and hitting an all-time high for the seventh consecutive month.
  • Taiwan-based IC design houses have seen chip orders for Android smartphones pick up recently as China brand vendors including Huawei, Oppo, Vivo and Xiaomi are rushing to release new-generation smartphone models to meet demand during the traditional fourth-quarter peak season, according to industry...
  • smartphone display
    Global shipments of small- to medium-size TFT LCD panels are expected to decline at a CAGR of 3.5% from 2018 to reach 2.02 billion units in 2023 due to the increasing popularity of AMOLED panels and the retirement of older-generation LCD lines by Japan- and Korea-based flat panel makers, according...
  • The teardowns and cost benchmarking team at IHS Markit has completed its preliminary physical review of the new iPhone XS Max. The model A1921 version of the smartphone sold in North America comes with 64GB of NAND memory and carries a bill of materials (BOM) of US$390, which is just US$20 higher than...
  • Since both HiSilicon's Kirin 980 and Apple's A12 Bionic application processors come with AI (artificial intelligence) accelerators, the penetration rate of related AI-based accelerating solutions in smartphone production is expected to surpass 30% in the fourth quarter of 2018, according to Digitimes...
  • Rick Tsai, CEO for MediaTek, spent about NT$30 million (US$0.94 million) of his own money to buy MediaTek shares in August alone, according to Chinese-language media reports.
  • A seasonal pick-up in communication IC demand is set to boost revenues at Taiwan-based IC distributors including WPG and WT Microelectronics in the third quarter of 2018, according to industry sources,
  • iphone
    Global smartphone AP shipments may show a 0.8% on-year decline to reach 1.59 billion units in 2018, according to Digitimes Research.
  • 5G phone
    While preparing to launch 5G-enabled smartphones in the first half of 2019, most major handset vendors are reportedly seeking new thermal management solutions in response to heat dissipation requirements under high-speed 5G environments, according to industry sources.
  • The penetration rate of all-screen displays to total smartphone panel shipments reached 55% in the second quarter of 2018 compared to 42% a quarter earlier, making all-screen panels the mainstream of the industry, according to Sigmaintell Consulting.
  • biometric
    IC design houses in Taiwan and China including Egis Technology (Egistec), Goodix Technology, FocalTech Systems and Silead Microelectronics are gearing up to upgrade and expand their offerings to better cash in on rapid increases in global demand for biometric identification chips, with their shipments...
  • Optical lens module maker Genius Electronic Optical has reported August consolidated revenues of NT$823.1 million (US$26.8 million), increasing 7.26% sequentially but decreasing 5.21% on year, while fellow maker Ability Opto-Electronics Technology (AOET) posted a record high of NT$230 million for the...
  • Consolidated revenues at MediaTek climbed to a 21-month high of NT$23.5 billion (US$762.3 million) in August 2018.

Taiwan LCD monitors – 2Q 2018

Taiwan handsets - 2Q 2018

Taiwan LCD TVs – 2Q 2018

iPhone shipment analysis and forecast, 2H18

Global smartphone AP demand forecast till 1Q19

Global AP market, 2017-2021

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