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Mobile devices
  • Competition for foldable smartphone market in China heating up
    The competition in China's foldable smartphone market is heading up after Huawei officially released its first foldable model, Mate X, in China on November 15, one week after Samsung Electronics began selling its Galaxy Fold there on November 8.
  • Chinese handset vendors are relying more on local ODMs
    First-tier Chinese handset ODMs including the Wingtech Group, Huaqin Telecom Technology and Longcheer have emerged as the leading group in the field thanks to the rise of China-based handset brands in the global market, according to industry observers.
  • Apple to capture top spot in 5G smartphones in 2020
    Apple is expected to enter the 5G race in the third quarter of 2020, leapfrogging to the top in 5G smartphones market, according to Strategy Analytics.
  • Catcher has seen orders from the smartphone sector continue ramping up
    Metal-alloy chassis maker Catcher Technology has seen orders from the smartphone sector continue ramping up, with the momentum likely to last into the first quarter of 2020, according to company chairman Allen Hung. Catcher is reportedly among the suppliers for Apple's iPhone 11 lineup.
  • Supply of HDI boards has fallen short of demand in the second half of 2019
    Supply of HDI (high-density interconnect) boards has fallen short of demand in the second half of 2019, with Taiwan makers having to reschedule shipments to fulfill mounting orders. HDI boards, now mostly used in handsets, are expected to see a major rise in demand after entering the IoT era to support...
  • 5G service subscribers in South Korea is expected to reach over five million by the end of 2019
    The number of 5G service subscribers in South Korea is expected to reach over five million by the end of 2019, a significant growth from four million at the end of July, according to Samsung Electronics.
  • Asustek expects sales drop for PC business in 4Q19
    Asustek Computer expects to post flat growth or an up to 5% sequential decrease in PC sales in the fourth quarter, while sales of its component products including motherboards and graphics cards will drop 5% on quarter.
  • Samsung
    Samsung Electronics has managed to become a leading provider of 5G network equipment, with its global market share reaching nearly 28% in the first half of 2019, according to Daijun Zhang, president of Samsung R&D Institute China-Beijing (SRC-B).
  • Inventec expects server sales to rise in 2020
    Inventec expects to post a significant increase in its server business revenues next year when server shipments worldwide are expected to rebound by 4-6%, according to company president Maurice Wu.
  • Smartphone shipments to China dropped in 3Q19
    Sales of smartphones in China retreated 7.5% sequentially in the third quarter of 2019 after registering a sequential 22.4% growth in the previous quarter, Digitimes Research has found. On a yearly basis, third-quarter shipments were down 14.2% from a year earlier.
  • The ongoing trade disputes continue to affect negatively China's datacenter market
    The US-China trade war may be hurting the economy of both countries, but as far as the server industry is concerned, the impact on the Chinese market seems greater than that on the US. It may take a few more months before China's server market...
  • 4G is still very much alive and kicking
    There has been much hype about the arrival of the 5G era, but 4G is still very much alive and kicking. Global smartphone sales have slowed down in 2019, but Taiwanese IC designers have seen demand for 4G smartphone chips rebound in the...
  • TPK wins deals for silver nanowire touch solutions
    TPK Holding's small-size silver nanowire-based touch solutions have entered design-in processes of 1-2 foldable handsets, according to Leo Hsieh, president of the touch module and sensor maker.
  • Pegatron sees net profits more than doubled on year in 3Q19
    Pegatron has reported third-quarter consolidated revenues picked up 18.5% sequentially and 10.2% on year to come to NT$354.8 billion (US$11.58 billion), while the gross margin was around 3.8% with net profit reaching NT$6.3 billion, up 18.7% on quarter and 122.5% on year.
  • A decline in chip demand for 4G smartphones seems to have bottomed out
    A decline in chip demand for 4G smartphones seems to have bottomed out, according to industry sources in Taiwan.
  • Huawei has slowed down the pace of orders for Taiwanese chip suppliers in the forth quarter
    Following several months of aggressive inventory build-up in the wake of the US trade ban, Huawei has slowed down the pace of orders for Taiwanese chip suppliers in the fourth quarter, as it conducts year-end stock-taking. But Huawei's order...
  • Acer enjoyed rising profits in 3Q19
    Acer has announced consolidated revenues of N$62.87 billion (US$2.05 billion) for the third quarter of 2019, growing 14% sequentially with gross margin of 10.6%. Net profit for the quarter came to NT$1.18 billion, up 187.8% sequentially and 29% on year with EPS reaching NT$0.39.
  • Samsung Electronics is mulling using ToF-based 3D sensing technology for facial recognition
    Samsung Electronics is mulling using ToF-based 3D sensing technology for facial recognition for its upcoming Galaxy Note 11 slated for the second half of 2020, instead of in-display ultrasonic fingerprint sensors used in Galaxy S10 and Note 10 lineups that have been hit by security issues recently,...
  • Two PCB makers expected to share bulk of SLP orders for next iPhone
    Taiwanese PCB maker Zhen Ding Technology (ZDT) and Austrian peer AT&S are expected to together land at least 50-60% of substrate-like PCB orders for Apple's next iPhones to be launched in 2020, according to industry sources.
  • Semiconductor players see improved utilization rates
    Semiconductor players including TSMC, UMC as well as GaAs foundries and backend firms are seeing their production utilization rates picking up as demand from clients and emerging applications has been rising. Meanwhile, demand for chips used in TWS earphones is also expected to soar in 2020.
  • Smartphone AP shipments to China to fall in 4Q19
    Shipments of smartphone application processors (APs) to China are forecast to decline 4.6% on year in the fourth quarter of 2019, following a decline of 9.4% in the third quarter from a year earlier to 210 million units (excluding those used in ODM models made for Samsung), according to Digitimes Re...
  • Apple reportedly is partnering with US game developer Valve for its AR product
    Apple reportedly is partnering with US game developer Valve for its AR product that will be manufactured by Quanta and Pegatron. Meanwhile, Asustek's gaming smartphone's shipments in 2019 are expected to be less than planned originally due to issues with component supply. TSMC, however, is expected...
  • China smartphone shipments ebb in 3Q19
    China's handset makers shipped a total of 180 million smartphones globally in the second quarter of 2019, down 2.5% on quarter and 5.3% on year, Digitimes Research has estimated.
  • Asustek is still optimistic about gaming phones
    Asustek may ship less than 400,000 units of its second-generation gaming smartphone, the ROG Phone II, in 2019 due to a shortfall in component supply and unsmooth production planning at its China-based production partner, according to industry watchers.
  • TSMC chairman Mark Liu
    The emerging AI and 5G applications will be triggering the next phase of growth in the global semiconductor market, according to TSMC chairman Mark Liu.

Taiwan notebooks – 3Q 2019

China smartphone AP shipments – 3Q 2019

Global server 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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