Mobile devices
  • TSMC on track to start 3nm production in 2022
    TSMC has been fast advancing its manufacturing processes. It is on track to move 5nm node to commercial production in the second half of 2020, and will soon break ground for a 3nm facility where volume production will start in 2020. Next...
  • Smart AR glasses shipment to pick up in 2023
    As 5G penetration rate is expected to reach 50% in 2023, smart augmented reality (AR) glasses will begin entering the consumer market, according to Digitimes Research.
  • Motorola
    Motorola has switched orders for flexible AMOLED panels for its new foldable smartphones to Chinese suppliers BOE Technology and China Star Optoelectronics Technology (CSOT) from Taiwan-based AU Optronics (AUO) who cannot provide sufficient production capacity, according to industry sources.
  • 5G to see intense competition in midrange phone segment
    Qualcomm has introduced its new 5G SoC lineup - the Snapdragon 865 series for smartphone vendors' flagship models and the 765 series for midrange to high-end ones. But it is the midrange smartphone market segment that is expected to see...
  • Nan Ya PCB is expected sharply increase its capex in 2020
    Taiwan-based Nan Ya PCB is expected to double its 2020 capex from NT$3.5 billion (US$114.8 billion) in 2019 to expand capacity for ABF substrates for 5G network applications and SiP substrates for mobile devices, according to industry sources.
  • Qualcomm has introduced Snapdragon 7 series for midrange 5G phones
    The main battlefield in the 5G mobile chip market is expected to shift from flagship models to mostly midrange ones in the first half of 2020, as around 70% of over 200 million 5G smartphones to be shipped next year will be midrange to high-end ones, according to industry sources.
  • Qualcomm Snapdragon 865 and 765 series
    Qualcomm has introduced its new Snapdragon 865 and 765 seies SoC chips designed for 5G-capable Android smartphones slated for launch in 2020. TSMC and Samsung Foundry reportedly are both being contracted to manufacture the chips.
  • China telecom carriers and smartphone vendors gearing up for 5G business
    With the arrival of 5G commercialization, China-based telecom carriers and smartphone vendors are expanding their services and releasing new products in pursuit of new business opportunities.
  • Xiaomi to expand into the Japan market
    With its share unlikely to see major changes in China's smartphone market, Xiaomi has geared up expanding global presence, with Japan being its next target market.
  • Handset vendors are keen to upgrade camera functions
    Handset vendors are demanding significant upgrades to camera lenses, screens, image resolutions and APs seeking to stand out in an increasingly competitive market.
  • Chipmakers keen to increase inventory for 5G
    The prospect of 5G definitely looks promising, but players in the supply chain have to make sure they have sufficient support from one another in order to fully enjoy the opportunities promised by the arrival of 5G. Chipmakers and their partners are gearing up to build key...
  • TWS earbud market to expand further in 2020
    Chip demand for true wireless stereo (TWS) earbuds and earphones is set to remain robust in 2020, according to industry sources in Taiwan.
  • Cooling module makers expects increasing orders from 5G applications
    The commercialization of 5G communication networks will spur the growth of both base station and smartphone markets, which in turn will significantly drive demand for high-performance cooling modules in 2020, according to industry sources.
  • Xiaomi posts record revenues for 3Q19
    Xiaomi saw its third-quarter revenues climb to a record high of CNY53.66 billion (US$7.63 billion), driven mainly by strong sales from its IoT and smart home appliance products.
  • Realme Taiwan CCO Chung Hsiang-wei
    Realme, a sub-brand of Oppo, is likely to be independent of its parent company should its business scale continue to expand, according to Chung Hsiang-wei, chief commercial officer of Realme Taiwan.
  • MediaTek launches Dimensity 5G SoC
    MediaTek has launched its next-generation 5G SoC family, Dimensity. The launch made a splash with high-ranking executives from many fellow semiconductor firms, including TSMC and ASE, attending. MediaTek, as one of the biggest IC designers...
  • NOR flash demand is being driven by rising popularity of TWS earbuds
    The supply of NOR flash memory is likely to fall short of demand in 2020, with the gap estimated at up to 10%, according to industry sources.
  • Global smartphone sales remained weak in third-quarter 2019
    Global sales of smartphones to end users continued to decline in the third quarter of 2019, contracting by 0.4% compared with the third quarter of 2018, according to Gartner. Demand remained weak as consumers became more concerned about getting value for money.
  • Apple reportedly sets strong shipment goal for 5G iPhones
    Sales of iPhone 11 devices reportedly have been brisk since their launch, and market observers expect shipments of the latest Apple smartphones to reach 70-80 million units during third-quarter 2019 to first-quarter 2020. Now supply chain sources have disclosed that Apple estimates its next-generation...
  • Apple expects strong shipments for 5G iPhones
    Apple reportedly has given supply chain partners its shipment forecasts for the next-generation iPhone to be released in 2020, expecting a sharp rise compared to the estimated amount for the iPhone 11 series, according to sources from Taiwan's supply chain.
  • Morein Tech president Lu Haijun
    Global demand for bone conduction headsets is gaining momentum along with the thriving sales of true wireless stereo (TWS) headsets, according to sources at headset makers in China.
  • 5G and 4G phones to jointly boost handset market in 2020
    The handset market is welcoming the arrival of 5G smartphones, shipments for which may range from 200 million to 300 million units in 2020. Such volumes for 5G smartphones mean 4G devices will still be here to stay. IC desingers believe 4G phone replacement demand from users not yet ready to upgrade...
  • Prospects dim for Taiwan handset ODMs
    Prospects are dismal for Taiwan-based handset ODMs as their rivals in China, including the Wingtech Group, Huaqin Telecom Technology and Longcheer, have continued growing their prowess thanks to the rise of Chinese handset vendors in the global handset market, according to industry watchers.
  • Handset shipments by Taiwan's brand vendors and ODMs are expected to grow
    Handset shipments by Taiwan's brand vendors and ODMs are expected to grow by a single-digit rate sequentially in the fourth quarter of 2019 after seeing their combined shipments edge up 3% on quarter to 14.21 million units a quarter earlier, Digitimes Research estimates.
  • The handset market is expected to rebound in 2020
    The global handset market is likely to stage an upturn in terms of industry value and unit shipments driven by the release of more 5G phones and continued availability of multiple 4G models with high price/performance ratios, according to sources from Taiwan's IC design sector.

Taiwan LCD TVs – 3Q 2019

Taiwan LCD monitors – 3Q 2019

Global tablet market – 3Q 2019

Global LCD panel shipment forecast, 2020 and beyond

Global mobile device shipment forecasts, 2020 and beyond: Smartphones, notebooks and tablets

Taiwan semiconductor foundry sector, 2Q19

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