India's three major telecommunication companies account for 90% of the business opportunities. Vodafone's market share is declining. The fastest-growing player is Reliance Jio, which accumulates service users through a successful marketing ploy of low-cost mobile phones. Its current market share in India's telecommunication market has reached 37% with 436 million users.
India's huge population and potential economic growth have attracted investments from foreign IT enterprises, such as Samsung, Netflix, and Oppo, while local large enterprise groups such as Tata and Reliance have been pushing for innovations across industries in India with increasing investments as well.
Although materials in the fourth quarter are still in short supply, companies are starting to get a better handle on the pace of supply and demand and expect operations to improve, according to the network communications supply chain. However, what impact, if any, the power shortage in China will have is still uncertain.
With the standards for the 5G protocols largely established, wireless communication providers in the US and Korea started to offer the service in select major cities starting third-quarter 2019. Not to fall behind, Taiwan also completed the bidding for its 5G bandwidths towards the end of 2019 and started offering services during second-quarter 2020, marking Taiwan among one of the fewer countries in the world currently capable of sustaining 5G communications. 5G communication has the advantage of higher data throughput, wider bandwidths, lower latencies, and can support much higher volume of connections. However, 5G networks require more base stations in a given area to provide users good coverages and services. Consequently, this has led to a rush from telecommunication companies investing in the deployments of the base stations to expedite the availability of the 5G networks.
It is well known that highways are the lifeblood of metropolitan transportation. To increase the speed of highways and the convenience of road users, Taiwan entrusted Far Eastern Electronic Toll Collection (FETC), a subsidiary of the Far Eastern Group, with the operation of the nation's highway electronic toll collection (ETC) system through a build-operate-transfer (BOT) model in 2004. More commonly known as just the "ETC" in Taiwan, the system has weathered through its early difficulties and controversies 17 years ago to become a model to replicate for countries around the globe, says FETC International vice president and chief technology officer, Richard Wu. FETC International is now planning to share its successful ETC model and experience in Taiwan to foreign markets.
AMD and MediaTek are said to be seeking to form a joint venture that will develop notebook applications integrating Wi-Fi, 5G and high-transmission technologies. Other chip vendors in Taiwan are also hoping MediaTek to play a leading role in the local supply chain to compete with Qualcomm in the mmWave 5G market. In the EV market, Thailand has ambitious goals for its car manufacturing sector.
NAND flash pices may stablize in 2022, but supply is likely to turn tight in the second half of next year, according to Silicon Motion's president. Meanwhile, Chinese memory maker YMTC is ready to volume produce 128-layer QLC NAND flash, initially targeting consumer SSDs. And in a recent interview by DIGITIMES, Harish Krishnaswamy, CTO and co-founder of MixComm, and Marzieh Veyseh, CTO/CPO and co-founder of SiTune, talked about their views on the development of mmWave market, latest chip crunch, and the Satcom market opportunities.
MixComm, a provider of millimeter-wave (mmWave) and front-end solutions for 5G and Satcom applications, has recently announced a collaboration with SiTune, an innovator of multiple generations of RF and mixed-signal system on a chip, to develop 5G mmWave reference designs. Both companies have been recognized for their high-performance energy-efficient 5G solutions.
Since the 1970s, Taiwan and South Korea have been parallelly developing semiconductor and new-geneation IT industries. The national conditions and industrial strength of the two countries are very similar. During the Cold War, Taiwan and South Korea were part of the first island chain facing the communist world. Now the US and China are rivals that compete head to head with not only weaponry, but also the strength of the technology industry, the most representative of which is the semiconductor industry and the ubiquitous supply chain. About 60% of Taiwan's and Korea's semiconductor exports go to China. In 2020, China imported as much as US$350 billion of semiconductors, with about half of them from Taiwan and South Korea. Taiwan and South Korea both export enormously to China on the one hand, and vie for the industry leadership position on the other. South Korea specializes in memory, but Taiwan's industry structure is more diverse: wafer foundry, IC design, packaging and testing. Taiwan and South Korea dislike each other but also rely on each other.
In a recent interview by DIGITIMES Etron chairman Nicky Lu explains why monolithic/heterogeneous integration is important to the future of the semiconductor industry. Meanwhile Apple has increased the storage capacity of its new iPhone 13 series to up to 1TB, and memory makers believe this will prompt other smartphone brands to follow suit and equip their flagship devices with the same internal storage capacity. Backend service providers believe Apple's new iPad mini 6 will generate strong orders for 5G RF modules.
Taiwan's networking device makers see clear order visibility through the first half of 2022, thanks to demand from the stay-at-home activities and companies whose employees are retruning to offices. Cooling module suppliers believe that vapor chambers, now found mostly in notebooks, will become a key component for smartphones. But handset demand remains weak, reportedly prompting CIS vendor OmniVision to cut back orders for IC manufacturing in Taiwan.
Taiwan Star Telecom (T Star) announced on Aug 30 its collaboration with iClick to integrate T Star's core network with iClick's virtual reality (VR) technology. The collaboration aims to create immersive 5G experiences to seize business opportunities in the smart tourism market.
Ho Chi Minh Export-processing Zone Authority (HEPZA) has allowed factory workers to live on site, starting on Aug 23, to keep operations going. Factories that fail to follow the restrictions will have to shut down, according to Vietnam Insider.
China-based foundries may not be able to provide manufacturing sevices using the most advanced processes, but they see strong demand from the domestic market. SMIC and Huahong are expected to report handsome profits this year. And Huahong Semiconductor has been aggressively expanding capacity. The arrival of the 5G era has prompted many chip suppliers to turn their focus away from 4G applications, supply of which is falling short of demand.
India's manufacturing sector for years has been relying on foreign manufacturers. Since prime minister Narendra Modi took office, India is set to produce electronics, semiconductors, and other hardware on its own.
Taiwan's IC distributors have scored impressive business results over the past months of the year thanks to persistently strong demand for diverse 5G, HPC, AIoT, and high-speed transmission chips solutions, according to industry sources.