Realtime news
Telecom service, infrastructure
  • China to spend more effort in building small cells in 2021
    Telecom operators in China, after slowing down construction of 5G base stations in fourth-quarter 2020, are expected to reactivate new infrastructure projects in 2021 with focus placed on small stations, and optical communications equipment with 10G and 25G specs to become the mainstream, according...
  • China sees increasing 5G subscription
    The 5G subscriber market has continued growing steadily in China, with its 5G connected devices in use on track to grow to 185 million units by year-end 2020, having reached 66 million units in the first half, Digitimes Research estimates.
  • Wi-Fi 6
    Taiwan's network device makers have managed to ramp up their shipment volumes of Wi-Fi 6-based networking devices, such as access points (AP) and routers, to a meaningful scale, according to Digitimes Research.
  • Server vendors are waiting for Intel to release its new CPU platform
    The server sector has seen robust demand triggered by stay-at-home activities in the wake of the coronavirus pandemic, but server brands are slowing down the pace of orders for fourth-quarter 2020 pending the release of Intel's new CPU...
  • IT companies pushing into the 5G notebook market
    First-tier chip designers and PC brand vendors have begun cooperation to develop notebooks with integrated antenna-in-package (AiP) modules to support both sub-6GHz and mmWave 5G technologies, according to sources from the upstream supply chain.
  • CP Chong, executive vice president of K&S
    For the world, 2020 has been a roller-coaster year, but that has not dampend the prospects of some new tech applications such as mini LED backlighting which are expected to begin taking off in 2021, generating new coopetition and business opportunities, according to CP Chong, executive vice president...
  • SMIC is likely to be hit by US trade sanctions
    While China's biggest foundry house SMIC is still waiting for the axe to fall, specualtion has already emerged about the next targets of the US trade sanctions that threaten to nip China's semiconductor push in the bud. China's memory makers...
  • Chinese telecoms are renewing 5G infrastructure projects
    Taiwan-based Iteq and Taiwan Union Technology (TUC) expect their shipments of high-frequency and high-speed CCLs for 5G base station applications to regain momentum in fourth-quarter 2020, thanks to Chinese telecoms renewing infrastructure construction projects, according to industry sources.
  • Nokia will become BT's largest equipment provider
    Nokia has announced it has extended its long-term strategic relationship with BT into the 5G era, following its selection as a 5G RAN vendor for the UK operator.
  • Taiwan is keen to construct its 5G infrastructure
    Taiwan's government will invest up to NT$50 billion (US$ 1.709 billion) in 5G infrastructure construction in the next five years, according to vice president William Lai.
  • TSMC is fast advancing its manufacturing processes
    TSMC is fast advancing its manufacturing processes, and it has already disclosed a plan to build a 2nm fab in Hsinchu, northern Taiwan. And if demand is strong, it may have to expand a central Taiwan fab to house more 2nm capacity, according...
  • Sercom gains approval from FCC for 5G mmWave small cell
    Networking device maker Sercomm has announced that its 5G enterprise mmWave small cell, the SCE5151C-B261, has been granted FCC Part 30 validation.
  • FET president Chee Ching
    Far EasTone Telecommunications (FET) aims to gain an edge against its fellow telecom firms in the 5G commercial service market in Taiwan by focusing on providing vertical application services to three major segments - smart manufacturing, smart medical care and smart traffic, in addition to offering...
  • Arm could suffer from China's de-Americanization campaign
    Nvidia's deal to acquire Arm comes with potential risks. But turning Arm into a "US" company could turn away Chinese clients who are embracing China's de-Americanization campaign. ABF...
  • Emerging countries are acting keenly in adopting 5G
    Emerging markets have always been behind developed countries in adopting the latest generation mobile networks, with a few exceptions. While it would be safe to assume that emerging markets would also lag in 5G adoption, ABI Research finds that emerging countries will have faster than expected 5G subscriber...
  • Comtrend revving up DPU business
    Networking solution provider Comtrend is striving to expend its integrated DPU (distribution point unit) and CPE (customer premise equipment) solutions for FTTH applications to Europe and North America, having established a foothold for related products in the Asia-Pacific region, according to company...
  • HTC is banking on VR devices to revive its business
    HTC has signed a MOU with Taiwan's Far EasTone Telecommunications (FET) to jointly develop related 5G and VR hardware devices, applications and services.
  • FET and APT have teamed up for 5G
    Taiwanese telecom operators Far EasTone Telecommunications (FET) and Asia Pacific Telecom (APT) have announced a collaborative deal marking the first 5G spectrum sharing project in Taiwan.
  • 5G open networks are gaining momentum
    The development of open architecture 5G networks has been gaining momentum recently as telecom operators worldwide are under pressure to reduce capital expenditure amid slower-than-expected penetration in the 5G subscriber market, according to Digitimes Research.
  • Handsets are likely to experience weak demand in 4Q20
    Handset shipments in the fourth quarter of 2020 are likely to slip from the third quarter as Huawei is said to have cut 30% of its component orders for the upcoming Mate 40 series flagship smartphones, having anticipated troubles for...
  • Huawei suffering from talent drain
    Talent drain has emerged as the largest woe plaguing Huawei/Hisilicon, and whether the Chinese tech group can stage a comeback in the wake of tough US trade sanctions will hinge on whether it can retain R&D talent, according to industry sources.
  • DRAM spot prices rise

    Sep 1, 10:40
    Huawei is stocking up
    DRAM spot market prices have rallied over 5% since last week amid speculation about Huawei building up inventory prior to new US sanctions against it.
  • PC components to enjoy a strong 2H20
    The stay-at-home economy continues to boost demand for PCs and related components such as motherboards and graphics cards with major vendors and makers all expected to see rising shipments in the second half of 2020. However, Taiwan-based...
  • Aeon Motor CEO Tony Lin (right) and Taiwan Mobile president Jamie Lin
    Taiwan-based motorcycle maker Aeon Motor is developing the Ai-2 Gather, a tricycle electric scooter mainly for business use, and plans to launch it in 2021, according to company CEO Tony Lin.
  • Demand from the 5G sector will pick up in 2021
    Demand for optical components from the datacenter and 5G sectors has been slow in third-quarter 2020, but order momentum may start picking up in the fourth quarter, according to industry sources.

Global notebook shipment forecast, 2021 and beyond

Taiwan LCD monitors – 2Q 2020

Global tablet market – 2Q 2020

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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