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Wireless networking
  • Qualcomm has announced it has completed the acquisition of the remaining interest in RF360 Holdings
    Qualcomm Incorporated has announced it has completed the acquisition of the remaining interest in RF360 Holdings Singapore, a joint venture with TDK Corporation. Together with Qualcomm Technologies, the joint venture has produced RF front-end (RFFE) filters which enable Qualcomm Technologies to deliver...
  • PCL Technologies will team up with Malaysia-based Inari Amertron Bhd
    PCL Technologies will team up with Malaysia-based Inari Amertron Bhd to set up a joint venture to manufacture optical transceiver products in Malaysia, according to a PCL filing with the Taiwan Stock Exchange (TWSE).
  • Accton saw revenues increase 29.6% on month
    Networking device maker Accton Technology saw revenues increase 29.6% on month and 37.02% on year to an 8-month high of NT$5.918 billion (US$189.68 million) in August.
  • Global demand for 5G CPE is expected to grow rapidly to 120 million units in 2025
    Global demand for 5G CPE (customer premise equipment) is expected to grow rapidly to 120 million units in 2025 from 100,000 units in 2019, prompting chipmakers such as Qualcomm and Huawei HiSilicon to step up rolling out relevant chip solutions, which in turn will provide new business opportunities...
  • Worldwide Ethernet switch and router markets see moderate growth in 2Q19
    The worldwide Ethernet switch market (Layer 2/3) recorded revenues of US$7.07 billion in the second quarter of 2019, an increase of 4.8% on year. Meanwhile, worldwide total enterprise and service provider (SP) router market revenues grew 3.4% on year in the second quarter of 2019 to US$3.96 billion,...
  • Unizyx CEO Golden Yang
    Taiwan-based networking devices and solutions provider Unizyx Holding has adjusted its operations over the past two years and also expanded its business scopes spanning telecom, end-market devices, information security and IoT solutions.
  • Taiwan-based component makers have found new opportunities from 5G and foldable devices
    Taiwan-based component makers, despite seeing shrinking demand for notebooks, have found new opportunities from emerging businesses such as foldable smartphones, foldable-screen notebooks and 5G applications, according to sources from the upstream supply chain.
  • Wus enjoyed a strong profit growth in 1H19
    PCB manufacturer Wus Printed Circuit saw its net profits shoot up over 100% on year in the first half of 2019, thanks mainly to sharp increases in PCB demand for networking equipment, according to company sources.
  • Development of 5G products and technologies is a key direction for Huawei
    Development of 5G technologies and products has become a key direction for Huawei's operation with its orders for 5G-related chips to upstream suppliers expected to rise dramatically over the next two years, while Huawei's chipmaking...
  • Hisilicon is expected to become TSMC's biggest client in 2020
    Huawei's chipmaking arm Hisilicon is expected to become not only the largest Asia-based fabless chipmaker but also TSMC's biggest client in 2020, according to industry sources.
  • Advantest Taiwan chairman CH Wu
    Testing demand for high-end 5G SoCs has emerged and that for memory chips is set to pick up in early 2020, which will drive revenue increases at Advantest, a major Japan-based supplier of semiconductor testing equipment, according to company sources.
  • Huawei raising chip orders for 5G base stations
    Huawei has been ramping up orders for chips used in its 5G base station equipment, according to sources at backend houses, which expect the China-based player's chip demand to remain robust over the next two years.
  • Global sales of 5G smartphones will reach 160 million in 2020
    Global sales of 5G smartphones will reach 160 million in 2020 if 5G takes off as expected in China, according to Strategy Analytics. Huawei is best positioned to capture the majority of China's 5G smartphone sales and could leverage that success to regain its global smartphone standing.
  • Chipmakers pushing up production
    Following the trial production of 1znm DRAM chips at the fab in Japan, Micron is expected to begin mass production of the chips at plants in Taiwan in the first half of 2020, while MediaTek's first...
  • Unit prices for SoC chips used in true wireless stereo earbuds have been falling
    Unit prices for SoC chips used in true wireless stereo (TWS) earbuds have been falling, due mainly to stiff competition among chip suppliers, according to industry sources.
  • MediaTek gearing up for robust 5G chip demand
    MediaTek has started delivering samples of its first single-chip 5G solution designed for sub-6GHz networks, and expects volume production of the chip to kick off in the first quarter of 2020, according to company president Joe Chen.
  • Worldwide 5G wireless network infrastructure revenues will reach US$4.2 billion in 2020
    In 2020, worldwide 5G wireless network infrastructure revenues will reach US$4.2 billion, an 89% increase from 2019's US$2.2 billion, according to Gartner.
  • Unizyx chairman Chu Shun-I (center)
    Networking device provider Unizyx Holding expects its sales to head for sustained growth in the near future as its broadband networking business has been developing steadily and its new product lines such as information security and indoor coverage solutions are expected to expand rapidly in the next...
  • Alpha Networks has elected Peter Chen to serve as its vice chairman
    The board of networking device maker Alpha Networks has elected Peter Chen, chairman of EMS provider Qisda, to serve as its vice chairman, as the two firms seek to jointly explore the growing business opportunity in 5G and AIoT.
  • Sercomm has reported net profit of NT$180 million
    Networking device maker Sercomm has reported net profit of NT$180 million (US$57.34 million) for the second quarter of 2019, up 30% on year. EPS for the quarter came to NT$0.73, with a gross margin of 17.6% compared to 13% a year ago.
  • Security issue will become more important and complicated
    The recent unveiling of Samsung Electronics' Galaxy Note 10 lineup and Huawei's Harmony OS seems to have pointed out a direction for IT products' development in the 5G era.
  • Ericsson Taiwan president Chafic Nassif
    The deployment of 5G networks in Taiwan will be faster than those in most countries in Europe once the nation's 5G spectrums are auctioned, according to Chafic Nassif, president of Ericsson Taiwan.
  • Memory supply chain is aggressively proceeding with relevant deployments
    Despite lackluster memory demand likely to persist till the end of 2019, the memory industry is expected to see a brighter prospect starting 2020 when 5G services kick off commercial runs driving the popularity of 5G terminal devices that will in turn generate strong growth for memory products, according...
  • It is uncertain when Huawei may introduce its 5G notebooks
    There have been signs that the impact of the US trade ban on Huawei may be waning, as the Chinese vendor has recently set an even more ambitious goal for its handset shipments for 2019. Huawei has also resumed orders for notebooks and 5G...
  • tsmc
    The global semiconductor market is set to enter a dynamic new phase of growth, as the era of 5G network looms around the corner. TSMC, the world's largest pure-play foundry, is also eyeing opportunities arising from 5G with its competitive 7nm and more advanced process technologies.

Taiwan handsets – 2Q 2019

Taiwan LCD monitors – 2Q 2019

Taiwan small- to mid-size LCD panels – 2Q 2019

Taiwan semiconductor foundry sector, 2Q19

Global AIO PC shipment forecast and industry analysis, 2019

Global AP demand forecast, 2017-2022

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