Realtime news
Mobile components
  • Taiwan flexible PCB (FPCB) maker Career Technology has said that its cooperative partnership with chassis maker Catcher Technology will remain unchanged despite the latter recently unloading its majority stakes in the former, and its production of antenna FPCBs for shipments to Apple is still ongoin...
  • Apple iPhone X sees high component inventory level
    Affected by Apple's overly-optimistic expectations for sales of the iPhone X, inventory of finished chassis, and other parts and components at the iPhone X's supply chain makers are still hovering at persistent high leveles at the end of June 2018, almost equaling to three times of what they had shipped...
  • Taiwan chassis maker Catcher Technology has unloaded the majority of its stakes in Career Technology, a leading maker of flexible PC boards, as part of its financial operations, triggering market speculations about the unusual Catcher move.
  • mediatek
    MediaTek has completed validation (interoperability tests) of NarrowBand IoT connectivity (NB-IoT) with SoftBank to set the stage for future commercial NB-IoT applications within Japan. These tests showcase MediaTek's efforts and commitment to ready NB-IoT technology for the global market, the company...
  • LG Display has reportedly signed a deal with Apple under which it will start shipping both LCD and OLED panels to the US smartphone vendor for the production of its next-generation iPhone devices in the second half of 2018, according to a Korea-based Newspim report.
  • Largan CEO Lin En-ping
    Smartphone-use optical lens module maker Largan Precision has reported net EPS of NT$70.97 (US$2.33) for first-half 2018.
  • mediatek
    MediaTek has reported revenues surged 21.8% sequentially to NT$60.48 billion (US$1.99 billion) in the second quarter of 2018, which topped the company's guidance range from NT$55.6 billion to NT$59.6 billion it had given previously.
  • iphone
    Japan-based Nichia will become the exclusive supplier of 0.3t LED chips for use in backlighting of LTPS-LCD panels of the new 6.1-inch iPhone to be launched in the third quarter of 2018, according to industry sources.
  • Austria-based sensor solutions supplier AMS has announced that its low-power IR VCSEL laser emitter, the PMSIL, is enabling the world's first implementation of user face recognition in a smartphone based on the Android platform.
  • apple
    With deep presence in the global electronics and tech supply chains, Taiwan businesses are beginning to feel the pinch of mounting trade tensions between the US and China that are posing new variables to their shipments in the traditional high season in the second half of 2018. And China enforcing...
  • Optical lens maker Newmax Technology saw its revenues rally 42.4% sequentially and 127.1% on year to a 51-month high of NT$149 million (US$4.9 million) in June, buoyed by its integration with Hong Kong-based Q Technology.
  • chips
    Taiwan chipmakers have quietly revised downward their revenue growth projections for the third quarter of 2018, as their order visibility for the quarter remains unclear amid the escalating China-US trade tensions that may undermine the shipment performance of their terminal customers in the quarter,...
  • Chassis maker Catcher Technology has announced consolidated revenues of NT$7.2 billion (US$233.78 million) for June, up 3.6% on month, but down 1.2% on year with the combined amount for the first half of 2018 arriving at NT$41.16 billion, up 24.4% on year.
  • Acoustic component maker Concraft Holding has announced to acquire a 57.76% shareholding in acoustic MEMS module maker OBO Pro.2 by a stock exchange.
  • Indian delegation visiting HSP in 2016.
    Hsinchu Science Park Bureau (HSPB) is actively pushing forward the Taiwan government's New Southbound Policy, endeavoring to engage efforts across the industry, government, academics and research institutes as well as its sister industrial parks in India in an attempt to help HSP-based companies tap...
  • helio
    Taiwan-based first-tier IC-design houses MediaTek and Novatek Microelectronics are set to sustain continued revenue growths in the third quarter of 2018, powered by the release of new chips, according to industry sources.
  • mediatek
    It remains to be seen whether Apple will commit to buying modem chips from MediaTek for its next-generation iPhone devices despite mounting speculations that the US vendor is considering alternatives from the Taiwan chip supplier in order to reduce its reliance on Qualcomm, according to supply chain...
  • China Mobile chairman Shang Bing at MWC Shanghai 2018
    MWC Shanghai 2018 running from June 27-29 is highlighting 5G, AI, IoT and autonomous driving to serve as major agenda of the annual event held under the theme of "Discover a Better World."
  • Optical lens module maker Genius Electronic Optical (GEO) has been making efforts to reduce its reliance on a single client, according to company chairman Jones Chen.
  • 5g
    As part of their efforts to develop a preemptive presence in the 5G era, global chipmakers are stepping up the development of IoT chipset solutions as a warm-up game for exploring tremendous business opportunities seen after 5G application services kick off commercial run in 2020, according to industry...
  • Huawei rotating and acting CEO Eric Xu
    To embrace the advent of the 5G era, Huawei plans to launch commercial 5G solutions as well as 5G chips for smartphones in March 2019, according to company rotating and acting CEO Eric Xu.
  • MediaTek and Ericsson have announced a collaborative effort to extend the commercial ecosystem for NB-IoT devices. This announcement follows months of work by both companies to test and verify functionality of the MediaTek NB-IoT system-on-chip (SoC) platforms for use with Ericsson's massive IoT network...
  • CPT president Lin Sheng-chang
    Chunghwa Picture Tubes' (CPT) LCD panel lines in Taiwan are currently operating at full capacity as it has secured all-screen handset panel orders from China's top-four smartphone vendors, according to company president Lin Sheng-chang.
  • mediatek
    Entry-level smartphone SoC solutions are likely to see their shipments continue declining, with prospect of being driven out of the market, as chipset suppliers are shifting their focus to the mid-tier to high-end solutions to meet smartphone vendors' strategy of launching new models with high price/performance...
  • tsmc
    Speculation has been circulating that Qualcomm will return to TSMC for 7nm. Industry sources believe that the foundry with its 7nm FinFET process node will win back its major contract with the US chip vendor at the end of 2018 or early 2019.

Taiwan handsets – 1Q 2018

Taiwan LCD TVs – 1Q 2018

Taiwan LCD monitors – 1Q 2018

Global AP market, 2017-2021

Taiwan server shipment forecast and industry analysis, 2018

China AMOLED panel capacity expansion forecast, 2016-2020

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