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.
China handset ODMs making headway
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 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 sees strong momentum from smartphone sector
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.
HDI boards to enter new wave of growth in 5G, IoT era
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...
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 up to 5% PC sales decrease 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 growing 5G network equipment biz
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 boom 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.
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 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...
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 enjoys strong profits 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.
Chip demand for 4G smartphones picking up
A decline in chip demand for 4G smartphones seems to have bottomed out, according to industry sources in Taiwan.
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 sees strong 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 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,...
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 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.
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...
Highlights of the day: Apple turns to outside for AR
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'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 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.
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
Taiwan's notebook shipments rise 1.8% sequentially and 8.6% on year to come to 34.14 million in the third quarter of 2019.
China smartphone AP shipments – 3Q 2019
Third-quarter-2019 smartphone AP shipments to China-based vendors came to 210 million units, down 1.8% on quarter and 9.4% on...
Global server market – 3Q 2019
Global server shipments grew 11.2% sequentially in third-quarter 2019 with inventory depletion that began from the second-half...
Global LCD panel shipment forecast, 2020 and beyond
Global small- to medium-size LCD panel shipments are estimated to drop from 2020 to 2024, while large-size ones will continue...
Global mobile device shipment forecasts, 2020 and beyond: Smartphones, notebooks and tablets
Notebooks, smartphones and tablets are expected to see mixed shipment performances in 2019. Notebook shipments will grow mildly...
Taiwan semiconductor foundry sector, 2Q19
According to Digitimes Research's observation, with global market demand on a moderate increase in second-quarter 2019, Taiwan-based...