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Mobile devices
  • Shipment prospect of the new devices are expected to be weak
    Apple is set to release its new iPhones next month, but shipment prospect of the new devices are expected to be weak. Apple's inventory preparations for the new iPhones for 2019 will be lower than the 90 million units it prepared for the launch of the XR, XS and XS Max in 2018, with actual shipments...
  • Apple new iPhone shipments to come to 70 million units in 2019
    Apple's new iPhones to be released in autumn 2019 are expected to see shipments of only 70 million units overall in 2019, less than the amount contributed by the iPhone XR, XS and XS Max in 2018, according to Digitimes Research's estimates.
  • MediaTek's development of SoC chips designed for 5G-enabled smartphones is on schedule
    Taiwan-based IC designer house MediaTek reportedly is on track to roll out its first 5G SoC series, codenamed MT6885, in fourth-quarter 2019, ready for commercial production in first-quarter 2020. The 5G market may see explosive growths...
  • Sales of smartphone in the China market increased 22.4% sequentially
    Sales of smartphone in the China market increased 22.4% sequentially to 93.4 million units in the second quarter of 2019 as local brands were keen to roll out new models after inventories in the channels had been partly cleared out in the previous quarter, according to Digitimes Research. On a yearly...
  • Competition heating up in 5G mobile SoC market
    Unsatisfactory yield rates at Samsung's 7nm EUV process may affect production for the upcoming Qualcomm Snapdragon 7250 mobile SoC, but MediaTek's development of 5G chips, with support from TSMC, is on schedule with volume production to kick off in the first quarter of 2020, expected according to industry...
  • Medical Innovation Technology president Stevens Chen
    Taiwan-based startup Medical Innovation Technology (MIT) has been dedicated to promoting its medical image recording platform to address the needs of regional hospitals, clinics and long-term care institutions, according to company president Stevens Chen.
  • Orders for the iPhones have thus far been weaker compared to the momentum in previous years
    Apple is expected to launch its new iPhones soon, but it seems few would expect strong sales or major spec upgrades for the new phones. News from the supply chain has claimed that PCB order momentum ahead of the new iPhone launch has...
  • Synnex has reported consolidated revenues of NT$28.336 billion
    IT and consumer electronics channel distributor Synnex Technology International has reported consolidated revenues of NT$28.336 billion (US$909 million) for July, increasing 9.55% sequentially and but decreasing 12.04% on year.
  • Orders for the iPhones have thus far been weaker compared to the momentum in previous years
    Orders for the iPhones slated for launch in September have thus far been weaker compared to the momentum in previous years, according to sources at PCB makers.
  • Xiaomi saw its shipments grow by 4.8% on year
    India's smartphone market saw highest-ever second-quarter shipments of 36.9 million in the second quarter of 2019, with a 9.9% on-year and 14.8% on-quarter growth, according to IDC. A total of 69.3 million mobile phones were shipped to India in the second quarter of 2019, which was up 7.6% over the...
  • Security issue will become more important and complicated
    The recent unveiling of Samsung Electronics' Galaxy Note 10 lineup and Huawei's Harmony OS seems to have pointed out a direction for IT products' development in the 5G era.
  • Intel CPU shortages will not fully ease until first-quarter 2020
    The US is delaying imposing 10% tariffs on some consumer electronics products from China, including notebooks and handsets, but the cloud of uncertainty created by the US-China trade war is still hovering over the IT industry. Taiwan-based notebook ODMs remain conservative about their shipments in...
  • Southeast Asia is currently a key market for Asustek
    Asustek Computer has reported revenues from brand business decreased 15% sequentially and 11% on year to NT$71.27 billion (US$2.26 billion) in the second quarter with net profit slipping 23% on quarter but increasing 26% on year to NT$1.68 billion.
  • HTC has reported net loss
    HTC has reported net loss of NT$2.23 billion (US$70.81 million) for the second quarter of 2019, the company's fifth consecutive quarterly loss, although the figure shows a slight improvement from loss of NT$2.455 billion seen a quarter earlier. EPS for the quarter was negative NT$2.71.
  • Revenues for July 2019 increased 5.9% from a year earlier
    Asustek Computer has reported consolidated revenues for July 2019 increased 5.9% from a year earlier to NT$25.53 billion (US$812 million), ending a 22-month streak of on-year decreases.
  • It is uncertain when Huawei may introduce its 5G notebooks
    There have been signs that the impact of the US trade ban on Huawei may be waning, as the Chinese vendor has recently set an even more ambitious goal for its handset shipments for 2019. Huawei has also resumed orders for notebooks and 5G...
  • tsmc
    The global semiconductor market is set to enter a dynamic new phase of growth, as the era of 5G network looms around the corner. TSMC, the world's largest pure-play foundry, is also eyeing opportunities arising from 5G with its competitive 7nm and more advanced process technologies.
  • Huawei has resumed pulling in new orders for notebooks
    Huawei has resumed pulling in new orders for notebooks and also restarted the development of 5G-enabled notebook models, according to sources from the vendor's Taiwan-based supply chain.
  • Smartwatch shipments grow 44% in 2Q19
    Global smartwatch shipments grew 44% on year in the second quarter of 2019, according to Strategy Analytics. Apple Watch maintained its strong leadership, as Samsung returned to second place and Fitbit slumped to third.
  • The availability of the Note 10 lineup is likely push up Note revenues
    The availability of the Note 10 lineup is likely push up Note revenues to 20-23% of Samsung's total handset revenues compared to 15-19% currently, according to an industry estimate.
  • Samsung has just launched its Galaxy Note 10, with its suppy chain partners expecting the new smartphone series to prompt rivals to adopt similar specs for their offerings, including slim vapor chamber. The new Samsung Galaxy Note 10...
  • Auras Technology chairman YS Lin
    Demand for vapor chambers (VCs) from smartphone vendors will grow exponentially in the next few years to support high heat-sinking performance required for 5G smartphones, according to YS Lin, chairman of Taiwan-based thermal solutions provider.
  • Samsung Electronics has taken the lead to adopt 0.35mm vapor chambers
    Samsung Electronics has taken the lead to adopt 0.35mm vapor chambers (VC) in its newly released Galaxy Note 10 series, which may become mainstream smartphone heat-sinking spec in 2020 as many other vendors including Huawei, Oppo and Vivo are expected to follow suit, according to industry sources.
  • Samsung Galaxy Note 10
    Samsung Electronics has unveiled the Galaxy Note10 line of premium smartphones that come in two sizes - 6.3- and 6.8-inch - in an edge-to-edge AMOLED screen design with improved S Pen functions.
  • note 10
    The ongoing deployments of 5G infrastructure and promising demand for 5G-focused phones that will come along with the commercial runs of 5G networks will continue to spur demand for semiconductor components including RF ICs, networking chips and power amplifiers (PAs), according to industry sources.

Taiwan small- to mid-size LCD panels – 2Q 2019

China smartphone AP shipments – 2Q 2019

China smartphone market and industry – 2Q 2019

Global AIO PC shipment forecast and industry analysis, 2019

Global AP demand forecast, 2017-2022

Global server shipment forecast and industry analysis, 2019

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