Highlights of the day: Optimism for 5G development
The US ban on Huawei does not seem to have dampened the industry players' interests in 5G, with many still expecting explosive growths to come soon. Handset vendors remain as keen as ever on rolling out 5G smartphones sooner rather than...
The US trade sanctions on Huawei will not slow down global 5G commercial launches, as telecom operators worldwide are still regularly moving to build communications networks though they may change suppliers of telecom equipment, according to CC Lee, president of Taiwan-based Accton Technology, a provider...
Taiwan's government has approved a budget of NT$20.4 billion (US$647.72 million) for facilitating the development of various value-added and verticalized application services under the 5G networks in the next four years, according to officials.
Highlights of the day: Huawei continues 5G deployments
The US trade ban may have halted Huawei's expansions overseas, but has prompted China to accelerate the pace of 5G deplopyments domestically. Huawei reportedly is redesigning its base stations to accomodate lower-spec components...
Huawei may slow slightly down its pace of pulling in shipments of PCBs and related materials for 5G base stations in the short term as the company is redesigning circuit layouts to fit alternative IC solutions after being blocked from buying high-end ICs from US suppliers, according to supply chain...
A new supply chain for China IT firms may gradually take shape in Asia in the future as they are seeking to wean themselves off US suppliers of crucial components and facilitate their 5G deployments amid US trade sanctions against Huawei and other Chinese tech players, according to industry sources.
Taiwan ODMs expect server demand to pick up in 2H19
Taiwan-based ODMs, such as Quanta Computer, Wiwynn and Inventec, all expect demand for datacenter servers to pick up in the second half of 2019.
Cooling module makers see rising business in 5G segment
As China's Ministry of Industry and Information Technology is set to issue 5G licenses in the near future, sources from cooling module makers have pointed out that they have received inquiries from telecom equipment clients recently to check on their inventory levels, signaling a potential order pull-in...
Optical transceiver module maker TCL Technologies expects its shipments of 32G transceiver modules to grow 5-10% month-by-month starting July despite the uncertainty arising from the US-China trade dispute, according to company chairman Gene Chen.
Trade restrictions imposed by the US government on Huawei are set to have an adverse impact on the China-based vendor's smartphone shipments in 2019, according to Digitimes Research. A substantial fall in its overseas shipments will drag down Huawei's overall smartphone shipments this year to 160-190...
Taiwan passes law to accelerate 5G deployments
The deployment of 5G networks and related innovative applications in Taiwan will accelerate now that lawmakers have approved the Telecommunications Management Act enabling the utilization of spectrum in a more flexible and effective, according to the National Communications Commission (NCC).
The development of the 5G market is likely to focus on the commercial segment initially, according to Lu Fang-ming, chairman of Asia Pacific Telecom (APT).
The development of relevant applications for 5G networks will be vital for companies seeking to make headway in the fierce competition in the forthcoming 5G era, Taiwan's economics minister Shen Jong-chin has said.
5G spurring tech advancements at suppliers
The coming of the 5G era promises drastic changes to people's lives, but all these changes will not come without equipment, device and component suppliers making advances in their technologies and offerings, according to speakers at a Digitimes-arranged forum during Computex 2019.
Quanta Cloud positive for 2019-2020
Quanta Cloud Technology is positive about its business prospects for 2019-2020, with cloud service, 5G equipment and enterprise edge computing business to serve as the three growth drivers, according to company president Mike Yang.
Computex 2019 opens with more exhibitors
Computex 2019, as one of the world's most important bridges connecting different parts of the global ICT ecosystem, opens in Taipei on May 28, with the edition this year focusing on the latest tech trends such as AI, IoT, 5G, blockchain, innovations, startups, gaming and XR.
Taiwan's five leading telecom operators have said that they will stop selling new smartphones made by Huawei due to concerns of after-sale services after Google stopped providing the Chinese smartphone vendor with vital software updates for its Android phones, according to a Chinese-language Economic...
Mobile device testing and certification service company Sporton International is already engaged in conducting tests and certification for 5G sub-6GHz and mmWave smartphones, and expects demand for these devices to pick up substantially starting the second half of 2019.
Huawei well-prepared for US trade ban, says CEO
Huawei's revenue growth will likely slow to less than 20% for the whole 2019 from 39% in the first quarter of the year, due to the US trade ban, company CEO Ren Zhengfei has been quoted as saying in a SinaTech report. But Huawei has no plans to change its management or accept supervision from the US,...
Huawei development of sub-6GHz 5G chips remains on track
Despite the escalating US-China trade war and US ban on the transfer of technology to Huawei, the Chinese firm's development of application processors and modem chips for sub-6GHz 5G networks may not be affected as much as expected, according to industry sources.
Taiwan suppliers of servers and network communication modules have seen orders mount significantly as their clients in the US and Europe have moved to boost ratios of shipments from Taiwan and reduce those for China-sourced shipments amid the escalating US-China trade war, according to industry sour...
Some Taiwan-based optical communication module makers are expected to land windfall orders after the US government imposed a 25% punitive tariffs covering US$200 billion worth of Chinese imports, according to industry sources.
Taiwan's direct Internet connection with 12 countries/areas (including Hong Kong and Macau) reached total bandwidth of 2,979.743Gbps as of the end of first-quarter 2019, increasing 7.48% sequentially and 25.27% on year, according to the government-sponsored Taiwan Network Information Center (TWNIC).
TSMC obtains orders for 5G modem from fabless firms
Taiwan Semiconductor Manufacturing Company (TSMC) has reportedly grabbed orders for all the 5G modem chips that have been introduced by fabless chipmakers, such as Qualcomm's Snapdragon X50 and HiSilicon's Balong series.
China Internet users over 828 million at end of 2018
The number of Internet users in China increased to 828.51 million at year-end 2018, according to the China Internet Network Information Center (CNNIC).
Already detrimental to Huawei's smartphone business, the US ban will impact the telecom and enterprise equipment market in the long run
With Huawei already stocking up on crucial components, the US Commerce Department's ban will not stop Huawei from providing...
Taiwan LCD monitors – 1Q 2019
Taiwan's PC monitor shipments continued enjoying on-year growth in the first quarter of 2019, rising 5.6%.
Global tablet market – 1Q 2019
According to Digitimes Research statistics, global tablet shipments in first-quarter 2019 were down 12.9% on quarter, but up...
Global AIO PC shipment forecast and industry analysis, 2019
Global all-in-one (AIO) PC shipments will continue shrinking in 2019, following 2018's around 2% on-year drop. With issues such...
Global AP demand forecast, 2017-2022
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange...
Global server shipment forecast and industry analysis, 2019
According to Digitimes Research statistics and analyses, Taiwan-based server vendors, including suppliers of motherboards, end...