Vapor chamber demand for smartphones disappointing
Demand for vapor chambers (VC) from smartphone vendors has been disappointing so far in 2020, due to the coronavirus pandemic deterring the launch of high-end models by non-Apple handset vendors, according to industry sources.
The freshly released iPhone 12 devices all feature OLED screens. China-based panel maker BOE reportedly was initially not among the OLED suppliers for the new Apple smartphones, but is now said to be ready to ship OLED screens in small...
Sales of 5G phones in China, already in full swing, are expected to gain a further boost in fourth-quarter 2020 thanks to higher than expected pre-orders for iPhone 12 lineup received by e-commerce operators there, according to market observers.
BOE Technology reportedly will start shipping 6.1-inch OLED panels, albeit in small volume, for the just released iPhone 12 in the second half of October, with prospects to gradually ramp up related shipments in 2021, according to industry sources.
Taiwan-based IC design houses are gearing up for a boom in 5G smartphone shipments starting the fourth quarter of 2020, according to industry sources.
The iPhone 12series are expected to see significant sales, with Apple likely to increase orders for its ecosystem partners. Apple will reportedly increase SLP orders with its PCB suppliers for the iPhone 12 mini, as the smaller-size...
iPhone 12 mini mainboard suppliers may land extra orders
Taiwan's PCB makers Compeq Manufacturing and Unimicron, both now supplying SLP mainboards for iPhone 12 mini and iPhone 12 Pro Max, are likely to land additional orders from Apple as the former model stands a good chance of seeing better-than-expected sales, according to industry sources.
TSMC expects revenues from its 5nm manufacturing process to pick up in 2021 with the share to rise from only 8% in 2020 to more than 20%. Meanwhile, as the IT industry continues witnessing insufficient wafer foundry support, backend houses...
China sales crucial for iPhone 12 performance
Sales of the just-released iPhone 12 lineup in China would be a linchpin for Apple to see whether its iconic product line could sustain growth in 2020 and beyond, according to industry observers.
The adoption of GaN-based fast charging devices among smartphones and other consumer technology products is expected to grow rapidly starting 2021, according to industry sources.
Apple's new 5G smartphone series is expected to see significant sales momentum, with shipments for iPhone 12 devices standing a chance of hitting as many as 80 million units by the end of 2020, although the US vendor is looking to build...
Apple's decision of not providing wired earphones for its iPhone 12 series is expected to create a wave of Bluetooth earphone demand, according to sources from the upstream supply chain.
GaAs foundry Win Semiconductor and its backend partners including Elite Advanced Laser (eLaser) are engaged in production of VCSEL chips for ToF-based LiDAR scanner for the iPhone 12 Pro series through US-based chipmaker Lumentum, according to industry sources.
Zhen Ding Technology, Compeq Manufacturing and Unimicron Technology have together landed nearly 60% of total substrate-like PCB (SLP) orders placed by Apple for its new iPhone 12 series, according to industry sources.
Shipments of Apple's just-unveiled iPhone 12 lineup may reach as high as 80 million units by year-end 2020, as the vendor's more affordable pricing strategy is likely to entice users with older iPhones to upgrade, according to market observers.
Foxconn remains major iPhone assembler
Foxconn Electronics (Hon Hai) has secured the bulk of orders for the new iPhone 12 series and will see its shipments for the new Apple smartphones peak through the first quarter of 2021, according to market sources.
Synnex sees increased September revenues
IT and consumer electronics channel distributor Synnex Technology International has reported consolidated revenues of NT$32.486 billion (US$1.11 billion) for September, increasing 14.37% sequentially and 10.44% on year.
Huawei reportedly considers selling off Honor brand
Huawei reportedly is considering spinning off its Honor brand into a separate business and then will sell the separated unit to potential investors.
Apple unveils iPhone 12 series
Apple has launched its iPhone 12 series, all supporting 5G, with mmWave connectivity only available to models available in the US.
Components shortages have hampered supply of Chromebooks, which have seen strong demand from users staying at home in pandemic lockdowns. But the shortages are expected to start easing in November as demand for conventional notebooks drop, freeing up components supply for...
FPCB shipments for new iPhones to peak in late 4Q20
Taiwan's flexible PCB makers Zhen Ding Technology and Flexium Interconnect expect a stronger-than-ever fourth quarter this year as their shipments for new iPhones will peak between late November and mid-December due to a one-month delay in the launch of Apple's next-generation smartphones, according...
Demand for high-end CIS components has weakened in the wake of the US trade sanctions against Huawei. But suppliers are ramping up CIS shipments to the midrange segment to meet growing demand from other Chinese handset vendors, such as...
CIS suppliers shifting focus to midrange parts
Major CMOS image sensor (CIS) suppliers including Samsung Electronics and OmniVision reportedly have been pushing sales of midrange CIS components to Chinese handset brands due to increasing market demand, according to industry sources.
MediaTek posts record September revenue
IC design house MediaTek has reported consolidated revenue surged 15.7% sequentially and 61.2% on year to a record high of NT$37.87 billion (US$1.32 billion) in September 2020.
Smartphone-use lens module maker Largan Precision is unlikely to have production capacity fully utilized in the fourth quarter of 2020 mainly because a major client has cancelled massive orders for high-end models, according to company CEO Lin En-ping.
Global notebook shipment forecast, 2021 and beyond
Notebook shipments are expected to grow over 20% on year in 2020 thanks to demand from stay-at-home activities in the wake of...
Taiwan LCD monitors – 2Q 2020
Taiwan's second-quarter 2020 PC monitor shipments grew 24.8% sequentially.
Global tablet market – 2Q 2020
Second-quarter 2020 global tablet shipments amounted to 39.65 million units, surging 60.5% from a quarter ago and 21.4% from...
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...