Mobile components
  • With the prospects of the financially-battered Japan Display (JUI) to secure new sources of funds in the Japanese market becoming dim after the company reported its fifth consecutive yearly net loss for fiscal 2018 recently, Suwa Investment Holdings, a consortium formed by Taiwan- and China-based companies,...
  • Huawei is looking to step up purchases of memory chips from its Japan- and South Korea-based suppliers, including Toshiba Memory and SK Hynix, according to industry sources.
  • huawei
    TSMC continues fulfilling chip orders placed by Huawei and will maintain its supply to the China-based customer, according to the pure-play foundry, which also has reiterated its revenue forecast for 2019 of only slight growth.
  • Huawei's revenue growth will likely slow to less than 20% for the whole 2019 from 39% in the first quarter of the year, due to the US trade ban, company CEO Ren Zhengfei has been quoted as saying in a SinaTech report. But Huawei has no plans to change its management or accept supervision from the US,...
  • china
    In efforts to mitigate impacts of US trade sanctions against Huawei and tariff hikes on Chinese imports, the China government has instructed domestic enterprises to purchase more from local tech firms and source more ICs, materials and equipment from Taiwan supply chains, according to industry sourc...
  • Despite the escalating US-China trade war and US ban on the transfer of technology to Huawei, the Chinese firm's development of application processors and modem chips for sub-6GHz 5G networks may not be affected as much as expected, according to industry sources.
  • With the US and China raising tariffs on each other's goods, coupled with the US ban on Huawei, uncertainty has emerged over the memory market outlook for the rest of 2019.
  • huawei
    Huawei has been piling up inventory since around the end of 2018, according to industry sources in Taiwan. Inventory levels at the China-based vendor should be able to sustain its shipments until the end of 2019, the sources continued.
  • Some Taiwan-based optical communication module makers are expected to land windfall orders after the US government imposed a 25% punitive tariffs covering US$200 billion worth of Chinese imports, according to industry sources.
  • chip
    China chipmaker HiSilicon is reportedly to sign with Taiwan IC supply chain partners capacity guarantee agreements valid through the second quarter of 2020, despite uncertainties arising from its parent company Huawei being banned from purchasing vital components from and selling telecom equipment...
  • Huawei has reportedly promised not to cut its orders with Taiwan's upstream and downstream supply chain partners and also inquired about the possibility of increasing their production capacity, a move in contrast to market speculation that Huawei could cut orders after being blacklisted by the Trump...
  • tsmc
    Taiwan Semiconductor Manufacturing Company (TSMC) has reportedly grabbed orders for all the 5G modem chips that have been introduced by fabless chipmakers, such as Qualcomm's Snapdragon X50 and HiSilicon's Balong series.
  • China's largest telecom equipment maker Huawei and its chipmaking arm HiSilicon are ambitiously proceeding with their vertical and horizontal deployments in diverse chip solutions for smartphones and 5G devices, seeking to strengthen their self-sufficiency and outperform smartphone rivals amid the...
  • Laser diode packaging firm Elite Advanced Laser has reported decreased earnings for the first quarter of 2019, citing sharp price declines of 2.5G (Gigabit per second) GPON devices and weak demand for its 3D sensing and green laser products.
  • huawei
    Huawei's chipmaking arm HiSilicon is aggressively planning the development of its 5G mobile SoC integrating a modem chip, as well as 5G mmWave solutions for smartphones after releasing its Kirin 985 series mobile AP in the second half of 2019, according to industry sources.
  • server
    Taiwan makers of servers, wireless networking communications equipment and desktop motherboards are stepping up relocation of production lines from China to Southeast Asia or back to their home country, prompted by the US raising tariffs on US$200 billion worth of Chinese imports to 25% from 10% starting...
  • Qualcomm has introduced the world's first 5G NR mmWave antenna modules and sub-6 GHz RF modules for smartphones and other mobile devices, but Samsung is fast catching up.
  • With more smartphone vendors looking to adopt substrate-like PCBs in their high-end models, and more other mobile devices including notebooks and tablets set to incorporate SLPs, SLP demand is expected to be bullish, according to industry sources.
  • Unitech Printed Circuit Board has been ramping up rigid-flex PCB shipments for Apple's AirPods 2, the order visibility for which has extended through early 2020 at least, according to industry sources.
  • Smartphone-use lens module maker Largan Precision has reported consolidated revenues of NT$5.009 billion (US$162 million) for April, the highest monthly level since November 2018 with growth of 27.58% sequentially and 44.28% on year.
  • LandMark Optoelectronics, a maker of GaAs- and InP-based epitaxial wafers, expects its shipments of 25G single-line photonic chips and 100G modules for datacenters and 5G base stations to gain momentum at the end of the second quarter or early in the third quarter of 2019, according to company sourc...
  • mediatek
    MediaTek has reported net profit fell 16.2% sequentially to a four-quarter low of NT$3.42 billion (US$110,5 million) in the first quarter of 2019, but gross margin climbed 2.3pp on year and 1.8pp on quarter to 40.7% thanks to a favorable product mix.
  • Despite 5G applications still at a budding stage, Taiwan's Ministry of Science and Technology (MOST) is actively seeking B5G (beyond 5G) and 6G academic research projects aiming to meet tech demand by 2030, according to ministry sources.
  • Huawei
    IC backend house ASE Technology Holding and wafer probe card specialist Chunghwa Precision Test Tech (CHPT) are both engaged in the supply chain for HiSilicon's next-generation flagship solution dubbed Kirin 985 that will be manufactured using TSMC's EUV-based 7nm process technology, with volume production...
  • Tsinghua Unigroup's chipmaking arm Unisoc has recently released a new generation chipset platform, Tiger 310 mobile SoC, for 4G smartphones, seeking to better cash in on pre-5G replacement demand, according to company sources.

China smartphone market and industry – 1Q 2019

Taiwan LCD TVs – 1Q 2019

Taiwan large-size LCD panels – 1Q 2019

Global AP demand forecast, 2017-2022

Global server shipment forecast and industry analysis, 2019

Global mobile device shipment forecasts, 2019 and beyond: Smartphones, notebooks and tablets

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