Mobile devices
  • TSMC still sees strong demand for its advanced manufacturing processes
    TSMC may not have been entirely unscathed in the wake of the coronavirus pandemic that has disrupted production and chilled end-market demand, but the outlook of for the foundry's advanced manufacturing processes remains robust, with its 5nm...
  • The handset supply chain remains in the doldrums
    The fast spreading coronavirus pandemic is hurting both supply and demand of the global handset industry.
  • Demand for TV applications is being weakened by the pandemic
    Light guide plate (LGP) maker Global Lighting Technologies (GLT) has said that it will focus on ramping up shipments for IT applications in 2020 as prospects of TV applications are not clear.
  • Huawei faces challenges from both the US trade sanctions and the coronavirus pandemic
    Huawei has unveiled its new P40 flagship family products as part of its efforts to rekindle its dwindling smartphone sales affected by the coronavirus outbreak, but it remains to be seen if it could boost shipments in the second quarter.
  • Pegatron president SJ Liao
    Pegatron is looking to push up sales for its three major product lines in 2020, with results for the second quarter to outperform those for the first quarter, according to company president and CEO SJ Liao.
  • PCB suppliers not told to delay production for 5G iPhone
    There has been speculation that Apple is looking to delay the launch of its next-generation iPhones due the impacts from the coronavirus pandemic, but its PCB suppliers say they have not received any notification from the client about delaying production for the 5G...
  • PCB makers say they have not received notification from Apple about delaying production
    Taiwan's PCB makers in the supply chain of 5G iPhones have denied reports claiming they have been asked to postpone volume production by two months in line with a likely launch delay for Apple's new-generation devices amid the coronavirus pandemic, according to industry sources.
  • Wistron chairman Simon Lin is keen about capacity expansions
    Wistron is looking to grow revenues generated from its factories outside of China, and expects to lower revenues from its China-based sites to about 50% of company revenues in 2021, according to company chairman Simon Lin.
  • PCB suppliers for Apple do not see sufficient ecosystem support in South and Southeast Asia
    Apple is reportedly moving more of its production out of China, but Taiwanese PCB makers in the supply chain of iOS devices seem to stay conservative in following in the vendor's footsteps at least in the foreseeable future, given their heavy capacity deployments in the country.
  • Apple was the top vendor in Taiwan in February
    Handset sales in Taiwan, mostly smartphones, reached 507,000 units in February, down 0.4% from a year earlier, according to data compiled local retail channels.
  • Wistron expects on-year growth in 2020 revenues
    Despite the coronavirus pandemic, Wistron chairman Simon Lin still expects the company to enjoy another year of revenue growth in 2020.
  • Taiwan-based PCB makers are reluctant to move out of China despite the coronavirus' impacts on prod
    Taiwanese PCB makers, despite the coronavirus pandemic's impacts, still expect 5G handset demand to pick up later this year, and remain reluctant to move production out of China in the near future, according to industry sources.
  • Apple is moving more of its production out of China
    The US-China trade war last year sent many vendors, including Apple, starting making plans to have more of their products made outside of China. While the relocation has yet to complete, the coronavirus pandemic has further convinced them of the need to diversify...
  • AR glasses are on the roadmaps of many vendors
    Apple is still working on augmented reality (AR) glasses, with more to be known about their development in the next one or two years, according to sources from the supply chain makers.
  • Apple reportedly is having more of its products, including the AirPods, made outside China
    Apple is reportedly accelerating plans to diversify its manufacturing risks by removing more of its production out of China, with sources from the supply chain claiming that the vendor is relocating some capacity for iPhone to India and acoustic devices such as AirPods and HomePod to Vietnam.
  • China is speeding deployments of 5G base stations
    The Chinese government has pushed its local factories to resume production and rolled out relief measures to help industries hit by the coronavirus disease, with a heavy emphasis on the 5G sector's role to restore its growth engine.
  • Computex 2020 has been rescheduled to September
    The Computex Taipei 2020, originally slated for June, has been rescheduled to September 28-30 due to the coronavirus pandemic.
  • Wingtech, Huaqin and Longcheer continue to dominate 2019 smartphone ODM and IDH shipments
    Shipments from ODM and IDH companies grew by 4% annually in 2019 against the declining trend in the overall smartphone market, according to Counterpoint Research. This was a result of various key smartphone brands continuing to outsource the design and manufacturing of their smartphone models to the...
  • The server sector is receiving a boost from pandemic-generated demand
    The server and datacenter sector has been almost immune to the coronavirus, with demand being boosted by remote working and learning, online gaming and shopping in the wake of the pandemic. Server ODMs expect their shipments to pick up...
  • China is investing large sums to boost its 5G market
    China's 5G phone market is expected to regain momentum starting the second quarter of 2020, as the Chinese government is exerting all-out efforts to construct its 5G infrastructure and to perfect related 5G communication environments, according to sources from Taiwan's IC supply chain.
  • Computex 2020 schedule may be influenced by coronavirus outbreak
    Many Taiwan-based high-tech companies reportedly has asked the organizers of Computex Taipei to postpone the annual tradeshow this year currently scheduled for June 2 to 5, citing the coronavirus pandemic.
  • Order visibility is very opaque for 2Q20
    Despite the coronavirus pandemic, market watchers remain upbeat about the market for 5G mobile chips in 2020. Nevertheless, major chip suppliers have been mulling reducing prices in order to secure more orders, according to industry sources.
  • Samsung steps up efforts for Taiwan's 5G services market
    While planning to launch an array of 5G devices including handsets to cash in on the commercialization of 5G operations in Taiwan in July, Samsung Electronics is also keen to promote its B2B and other service application solutions in the local market, according to sources at Samsung Taiwan.
  • China will kick off its second-phase Big Fund program at the end of March
    The coronavirus epidemic has just started to show signs of easing in China, but the Chinese government can hardly wait to reboot its semiconductor industry. Its National Integrated Circuit Industry Investment Fund, aka Big Fund - set...
  • The makers reportedly are eyeing orders from Apple for one of this year's iPhone models
    BOE Technology reportedly has teamed up with touch panel maker General Interface Solution (GIS) to develop an out-cell touch module looking to grab orders from Apple for one of its 5G iPhone devices slated for launch in the second half of 2020, according to sources from the supply chain makers.

Taiwan large-size LCD panels – 4Q 2019

China smartphone AP shipments – 4Q 2019

Global tablet market (outbreak updates) – 4Q 2019

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

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