Mobile components
  • Universal Microwave saw 5% of 2019 revenues coming from 5G products
    High-frequency microwave and mmWave device maker Universal Microwave Technology (UMT) has reported net profit of NT$321 million (US$10.71 million) for 2019, increasing 45% from a year earlier.
  • Hinge makers to benefit from foldable-screen smartphones
    Taiwan-based hinge makers are expected to ramp up substantially their output for foldable smartphones starting the second half of 2020, according to industry sources.
  • Intel to cut PC processor prices in 2H20
    IT firms worldwide are taking aggressive actions for their businesses in 2020 with some adopting strategies to defend its market status such as Intel, which is looking to cut its PC processor prices in the second half of 2020 to attract...
  • Strong demand for TWS earbuds
    Strong demand for TWS earbuds is resulting in tight supply for button cells that they use. Now cell suppliers are increasig their production capacities to embrace the rising demand. The PC market may be slow, but Intel still sees a lot...
  • Handset vendors are eager to roll out affordable 5G phones
    Market speculation is emerging that Qualcomm might lower quotes for midrange 5G chip solutions thanks to improved yield rates at foundry partner Samsung Electronics, but industry sources have said it could just be a rumor made up by handset vendors seeking to force major 5G chip suppliers to cut pr...
  • TWS headset shipments are expected to soar
    A number of lithium-ion battery makers in Germany, China and Taiwan are mulling expanding their production capacities for button cells to cash in on increasing demand from the TWS (true wireless stereo) headset sector, according to industry sources.
  • Huawei deepens deployment in RFFE sector
    Huawei has deepened its deployment in the semiconductor component sector by committing equity investment in China-based SAW (surface acoustic wave) filter maker Shoulder Electronics, according to industry sources.
  • IC substrate makers eyeing opportunities from 5G iPhone
    Taiwan-based IC substrates suppliers are poised to benefit from Apple's move to adopt both TSMC's InFO_AiP (antenna in package) technology and ASE's FC_AiP process to package its mmWave antennas for 5G iPhones and 5G iPads set for launch in the second half of 2020, according to industry sources.
  • Huawei handset inventory is high
    Prospects for handset component suppliers are dim in the first quarter of 2020 as China-based handset brands, notably Huawei, are cautious about placing component orders due to relatively high inventory levels in the handset supply chain, according to industry sources.
  • TSMC's 7nm foundry supply remains tight
    TSMC 7nm process lead time remains at about six months, with tight supply expected to last through 2020, or even worsened in the second half of the year if speculation about Intel possibly seeking to place orders for the Taiwanese foundry's advanced processes materializes, according to industry sour...
  • Apple reportedly is looking to launch 5G iPads
    Taiwan's backend service provider ASE reportedly will be packaging mmWave 5G antenna modules for Apple's products to be launched this year. The iPad is said to be in Apple's 5G product roadmap this year, apart from the iPhone. Apple may...
  • Flexium is stepping up deployment for 5G
    Flexible PCB specialist Flexium Interconnect has set aside a capex of NT$6.7 billion (US$260 million) for 2020, more than double the figure of NT$3 billion for 2019, aiming to strengthen its capacity for 5G flexible antenna boards for a better presence in the lucrative market, according to industry...
  • iPads reportedly are in Apple's 5G product roadmap
    Taiwan's backend leader Advanced Semiconductor Engineering (ASE) has reportedly broken into the supply chain for Apple's mmWave 5G iPhones and 5G iPads with its substrate-based FC_AiP (flip chip antenna-in-package) technology.
  • Demand for hinges to rise with releases of foldable-screen devices
    Taiwan-based hinge makers including Shin Zu Shing (SZS) and Jarllytec both will spend more to expand their production capacities this year, according to the companies.
  • AI and 5G are driving up Taiwan's IT component exports in 2020
    Although World Trade Organization (WTO) and International Monetary Fund (IMF) both expect the US, Japan and Europe to suffer from weakening economy in 2020, several Taiwanese industrial sectors are expected to remain unaffected thanks to strong demand from the 5G and AI markets, according to Taiwan's...
  • Unitech has reported record sales for 2019
    PCB maker Unitech saw its 2019 revenues surge 14.73% on year to a record high of NT$22.42 billion (US$749.89 million) on strong shipments of rigid-flex boards for AirPods 2, and stronger shipment momentum is expected to send its revenues hitting a new peak in 2020, according to industry sources.
  • MediaTek has secured a firm place in the 5G chip market
    MediaTek has reported NT$246.22 billion (US$8.24 billion) in 2019 revenues, rising 3.43% on year to reach the company's second highest-ever level, with market observers saying the results met their previous expectations.
  • Largan
    Smartphone-use lens module maker Largan Precision will start construction of a factory in first-half 2020 and another in the second half, according to company CEO Lin En-ping.
  • Largan Precision CEO Lin En-ping
    Largan Precision started shipments for 8P (consisting of eight plastic lens pieces) smartphone lens modules in fourth-quarter 2019 and is designing 9P models, according to company CEO Lin En-ping at a January 9 investor conference.
  • NAND flash prices to surge after Kioxia fab fire
    Recovery in the memory market has been expected to send prices rising, but the extent of increase in the NAND flash segment may be bigger than expected in the short term after a brief fire that broke out at a Kioxia fab earlier this week...
  • A ramp-up in 5G SoC shipments will boost MediaTek gross margin in 2020
    MediaTek is expected to see its gross margin improve further in the first quarter of 2020, thanks to the rollouts of its new chip solutions coupled with tight foundry capacities, according to industry sources.
  • Insufficient foundry support is constraining 5G chip supply
    The global supply of 5G mobile chips remains constrained, due to tight 7nm manufacturing process capacities at foundries, according to industry sources.
  • Strong demand is expected from the handset sector
    PCB maker Compeq Manufacturing saw its revenues for 2019 rise 10.52% on year to a record high of NT$56.17 billion (US$1.87 billion) thanks to strong demand from the segments of handsets and TWS (true wireless stereo) headsets, and the two growth drivers are expected to persist into the first half of...
  • Zhen Ding had strong sales in 2019
    Taiwan's leading PCB maker Zhen Ding Technology saw its revenues climb 1.47% on year to a record high of NT$120.22 billion (US$4 billion) in 2019, with industry sources saying the growth was mainly bolstered by better-than-expected sales of new iPhone devices released in late September.
  • OmniVision unveils 48MP image sensor for 4K video performance
    OmniVision Technologies has announced at CES 2020 the OV48C, a 48 megapixel (MP) image sensor with a large 1.2 micron pixel size to enable high resolution and low light performance for flagship smartphone cameras.

Taiwan handsets – 3Q 2019

Taiwan LCD TVs – 3Q 2019

Taiwan LCD monitors – 3Q 2019

Global server shipment forecast and industry analysis, 2020

Mini/micro LED: Challenges and opportunities in the display industry

Global LCD panel shipment forecast, 2020 and beyond

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