The outlook for the handset market in second-half 2020 remains highly uncertain and messages coming from the supply chain have been rather mixed. Samsung's upstream partners have disclosed that Samsung is rather cautious about placing components orders for its soon-to-be released Galaxy Note 20 5G devices. Handset mainboard and CCL suppliers still expect seasonal demand to pick up, with good order visibility from Apple for 5G iPhones, though Chinese clients have yet to provide them with shipment estimates for the second half.
Samsung cautious about placing component orders for Note 20 5G lineup: Samsung Electronics appears to have become cautious about placing component orders for its upcoming Galaxy Note 20 5G lineup, showing concerns about the prospects of the global smartphone market amid the coronavirus pandemic, according to sources from Taiwan's handset supply chain.
Handset mainboard makers still expect seasonal demand to pick up in 2H20: Handset mainboard makers such as Compeq Manufacturing and CCL suppliers including Elite Material (EMC) still expect a pick up in seasonal demand in the second half of 2020 with better visibility for shipments to Apple, though Chinese vendors have yet to provide clear estimates for their demand, according to industry sources.
FPCB makers building new capacity in 2H20 for 5G iPhones: Taiwan's flexible PCB makers Zhen Ding Technology and Flexium Interconnect, and flexible CCL supplier Taiflex Scientific are all gearing up to ready new capacity in the second half of 2020 to support shipments for new iPhones, according to industry sources.