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Bits + chips
Meizu to switch part of smartphone AP orders from MediaTek to Qualcomm in 3Q17, say sources
Monica Chen, Taipei; Steve Shen, DIGITIMES
China-based smartphone vendor Meizu, which currently supplies over 90% of its smartphones with MediaTek application processor (AP) solutions, is expected to begin largely adopting AP solutions from Qualcomm in the third quarter of 2017, and 30% of Meizu's...
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According to Digitimes Research, with global market demand on a moderate increase in second-quarter 2019, Taiwan-based semiconductor foundries showed recovery. TSMC, UMC and VIS together generated total revenues of US$9.13 billion in the second quarter, up 8.9% on quarter but down 2.5% on year.
According to Digitimes Research, Taiwan-based server vendors, including suppliers of motherboards, end systems, storage devices and related network equipment, continue to enjoy growth in 2018. In terms of volume, global server shipments will show continuing growth throughout 2018 and 2019.
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange rate volatility, global smartphone AP shipments may experience further decline in 2019, down two years in row, according to Digitimes Research estimates.