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Taiwan panel makers see increased pressure from China in entry-level, mid-range segments

Sep 17, 14:59

Taiwan panel makers are continuing to see increased pressure from China makers in the entry-level and mid-range segments as China makers deepen relations with local handset vendors.

MediaTek announces 2T2R 802.11n Wi-Fi AP/router SoC

Sep 17, 10:45

MediaTek has announced its MT7628, a 2T2R 802.11n Wi-Fi AP/router system on chip (SoC). Integrating a 2T2R 802.11n Wi-Fi radio and a 580MHz MIPS 24KEc CPU, the MT7628 enables consumers to control their home network, connected appliances and cloud services at home or on the go.

TSMC sees follow-up IC orders for iPhone 6 devices

Sep 16, 22:33

Foreign chipset suppliers have placed follow-up orders for chips to be used in iPhone 6 devices with Taiwan Semiconductor Manufacturing Company (TSMC), extending order visibility of foundry houses to the first quarter of 2015, according to industry sources.

Android One smartphones released, says MediaTek

Newswatch - Sep 16, 15:38

The first wave of Android One devices featuring MediaTek's MT6582 mobile system-on-chip (mobile SoC) based on ARM CortexTM A7 processors have been launched, according to MediaTek.

Supply chains optimistic about wearable orders in 2014

Sep 15, 15:39

Supply chains are continuing to see orders for wearables and are optimistic demand will remain strong throughout 2014.

China market: 4G chipset market heading for price competition

Sep 15, 15:30

Price competition in the 4G solution market in China will heat up soon with Qualcomm unveiling its Snapdragon 210 CPU for entry-level 4G LTE smartphones, according to industry sources.

Qualcomm unveils Snapdragon 210 for entry-level 4G smartphones, tablets

Sep 12, 11:51

Qualcomm has announced a range of new products and technologies designed to drive high-performance computing and connectivity to entry-level and mainstream smartphones and tablets. The newest addition to its Qualcomm Snapdragon 200 tier, the Snapdragon 210 processor, will offer integrated multimode...

Panel makers see orders increase for large-size, high-resolution smartphone panels

Sep 11, 21:15

Panel makers are seeing orders increase for large-size, high-resolution smartphone panels as vendors in China and Korea continue to release new models.

Component suppliers preparing parts for production of 80 million iPhone 6s before year-end 2014

Newswatch - Sep 11, 11:13

Makers in the iPhone supply chain are preparing parts and components for production of up to 80 million units of iPhone 6 and iPhone 6 Plus before year-end 2014, according to sources at Taiwan-based iPhone supply chain.

MediaTek revenues edge up sequentially in August

Sep 9, 12:07

MediaTek has reported revenues of NT$19.66 billion (US$657.33 million) for August, increasing 2% sequentially and 54% on year.

Taiwan supply chains show optimism about orders from China-based handset vendors

Sep 4, 14:22

Taiwan supply chains are showing optimism about orders from China-based handset vendors as they are making attempts to further expand into markets throughout Southeast Asia, as well as India, Europe and North America.

Tongli to establish new protective film production facilities in Taiwan

Sep 3, 22:11

Following China-based protective film maker Tongli Optoelectronic Technology's move to set up research and development facilities in Taiwan in order to further harness business opportunities from Taiwan's upstream supply chain players, the company is now expanding facilities in China and will also...

Shortage of CNC capacity to remain until 2015, say chassis makers

Sep 3, 14:59

Because a large portion of CNC machines are being used to carve out unibody metal-alloy chassis for iPhones, and Japan-, South Korea- and China-based smartphone vendors have adopted or will adopt similar chassis, global CNC capacity for metal-alloy chassis is expected to be in shortage until 2015,...

New mobile products to benefit component suppliers until end of 2014

Sep 2, 15:49

With smartphone players such as Samsung Electronics, LG Electronics and Sony expected to unveil their latest products at IFA 2014, and Apple set to release its new mobile products later in September, sources from the upstream supply chain expect that component suppliers' revenues will remain strong...

Microsoft reduces Surface chassis suppliers; may adopt similar strategy for other components

Sep 1, 14:29

Microsoft has recently reduced the number of chassis suppliers for its Surface tablets and is now outsourcing all the orders to Ju Teng. Microsoft stopped placing chassis orders with its China-based supplier in August, according to sources from the upstream supply chain.

Peripheral chip makers preparing inventories for 100 million new iPhones

Aug 22, 15:20

Peripheral chip suppliers for the next-generation iPhone reportedly are preparing to build up combined inventories of related ICs equivalent for the production of 100 million units in the second half of 2014, according to industry sources.

Samsung reportedly resumes supply of mobile RAM for new iPhone

Aug 22, 12:18

Samsung Electronics reportedly has made a comeback into the supplier list for mobile RAM chips for Apple's next-generation iPhone slated for release in September, according to industry sources.

Digitimes Research: GTAT estimated to supply up to 1.35-2.25 million 5.5-inch iPhone sapphire covers in 2014

Aug 22, 10:55

US-based GT Advanced Technologies (GTAT), the exclusive sapphire supplier for Apple, is estimated to supply enough sapphire to make covers for up to 1.35-2.25 million 5.5-inch iPhones by the end of 2014 based on the progress of GTAT's sapphire production ramp, according to Digitimes Research.

Former MediaTek employees probed over alleged trade secrets theft

Aug 13, 12:37

Taiwan's Investigation Bureau has raided a company in Taipei and 10 former MediaTek employees' homes in a probe into suspected theft of business secrets from the chip vendor.

AUO to start production of 1.6-inch AMOLED panels in 4Q14

Aug 13, 11:26

AU Optronics (AUO) will begin production of 1.6-inch AMOLED panels for use in smart wearable devices in the fourth quarter of 2014, according to Taiwan-based supply chain makers.

TSMC July revenues hit all-time high

Aug 11, 11:21

Taiwan Semiconductor Manufacturing Company (TSMC) saw its revenues hit a record high of NT$64.93 billion (US$2.16 billion) in July, increasing 7.6% sequentially and 24.6% on year.

Taiwan panel makers seeing strong demand from Huawei, Lenovo, Xiaomi

Aug 7, 10:37

China-based smartphone and tablet vendors Huawei Device, Lenovo and Xiaomi Technology have increased demand for panels and touch panels since the beginning of the third quarter of 2014, according to Taiwan-based supply chain makers.

Wireless connectivity semiconductors maintain double-digit growth in health and fitness, says IHS

Aug 6, 15:44

Semiconductors providing wireless connectivity in health and fitness devices are set for solid double-digit growth in 2014 and beyond, especially as a clutch of wireless technologies make their way into a growing number of wearable devices, according to IHS.

Simplo, Dynapack see increased July revenues

Aug 6, 15:35

Notebook battery pack maker Simplo Technology saw July consolidated revenues of NT$4.8 billion (US$160 million) rise 4.3% on month and 6.69% on year, while fellow maker Dynapack International Technology had those of NT$2.31 billion, growing 11.41% and 1.34%, respectively. Simplo's January-July consolidated...

FocalTech reports net profits of NT$310 for 2Q14

Newswatch - Aug 5, 22:06

Touchscreen controller IC vendor FocalTech Systems has reported net profits of NT$310 million (US$10.33 million) on revenues of NT$1.29 billion for the second quarter of 2014.

Qualcomm, MediaTek seeking additional 28nm PolySiON production capacity at UMC

Aug 5, 22:01

Qualcomm and MediaTek reportedly are each holding a new round of negotiations with United Microelectronic Corporation (UMC) in order to gain an additional capacity for 28nm chips made using its PolySiON process, according to industry sources.

Taiwan panel makers may benefit from growing demand for 4G smartphones in China

Aug 5, 11:24

While Taiwan-based TFT-LCD panel makers have become suppliers for China-based smartphone vendors, they are likely to obtain increased orders as demand for 4G smartphones in the China market is expected to grow quickly in the second half of 2014, according to Taiwan-based industry sources.

Taiwan IC suppliers to benefit as Samsung steps up purchases of IC parts

Jul 31, 22:08

Samsung Electronics has stepped up the purchase of IC parts for its smartphones which will help ramp up revenues for a number of Taiwan-based IC design houses in the third quarter of 2014, according to industry sources.

MediaTek hikes 4G smartphone solution shipment target for 2014

Jul 31, 22:07

MediaTek has raised shipment targets for its 4G smartphone solutions for 2014 to 30 million units, from 15 million set previously, according to company president Hsieh Ching-chiang.

Digitimes Research: China sees increased smartphone AP shipments in 2Q14

Jul 30, 22:04

There were 103 million smartphone APs (application processors) shipped in the China market in the second quarter of 2014, increasing 13.2% on quarter and 11.5% on year, according to Digitimes Research.

Digitimes Research: Smartphone AP shipments in China to grow 2H14

Jul 29, 11:01

There will be 107.6 million smartphone AP (application processor) shipped in the China market in the third quarter of 2014 and 113.5 million units in the fourth one, increasing on quarter by 4.5% and 5.5% respectively mainly due to increasing demand for LTE (4G) smartphones, according to Digitimes...

Unitech, Dynamic ramping rigid-flexible PCBs

Jul 28, 15:03

PCB makers Unitech Printed Circuit Board and Dynamic Electronics are ramping up their production of rigid-flexible PCB boards to meet increasing demand from the smartphone and wearable device sectors, according to industry sources.

Digitimes Research: China sees increased tablet AP shipments in 2Q14

Jul 28, 10:23

A total of 30.6 million tablet APs (application processors) were shipped to the China market in second-quarter 2014, increasing 10.5% sequentially and 39.1% on year, according to Digitimes Research.

More IC vendors to engage in merger or acquisition deals

Jul 25, 14:39

Following the recent announcement of the planned merger between FocalTech Systems and Orise Technology, more Taiwan-based touchscreen controller and LCD driver IC vendors are likely to be involved in merger or acquisition deals, according to industry sources.

Career expects sales to peak in 4Q14

Jul 25, 10:46

Flexible PCB supplier Career Technology expects its sales to peak in the fourth quarter of 2014, buoyed by increasing shipments of FPCBs to the wearable device sector.

Small- to medium-size China smartphone component makers under pressure of being forced out in 2H14

Jul 25, 10:35

Due to oversupply of smartphone components and price-cut pressure from China-based smartphone vendors, many small- to medium-size China-based smartphone component makers are likely to be forced out of the market in the second half of 2014, according to supply chain makers.

TSMC to offer more wafer starts to MediaTek in 3Q14

Jul 24, 19:30

On the request of MediaTek, Taiwan Semiconductor Manufacturing Company (TSMC) will supply MediaTek with wafer starts 10% more than what the chipset maker expected to receive in the third quarter of 2014, according to industry sources.

Chassis makers doubtful about rumors Samsung to release metal chassis smartphone

Jul 24, 13:58

With Apple's next-generation iPhones expected to appear in the market soon, rumors that Samsung Electronics is planning to release a metal-chassis smartphone in September to defend its position have been circulating in the market; however, sources from chassis makers pointed out that Samsung may not...

Samsung reportedly suffering from infighting; may impact upcoming smartphone plans, says report

Jul 24, 13:58

Samsung Electronics' wireless business unit is reportedly seeing infighting between the manufacturing and purchasing departments since the manufacturing arm is gradually increasing the adoption of in-house-made components, edging out the purchasing arm's presence in the business unit, according to...

Sony increases production capacity for stacked CMOS image sensors

Jul 24, 11:47

Sony has announced that it plans to invest in Sony Semiconductor Corporation's Nagasaki Technology Center (Nagasaki TEC) and Kumamoto Technology Center (Kumamoto TEC) from the second half of the fiscal year ending March 31, 2015 through the first half of the fiscal year ending March 31, 2016, to increase...

Digitimes Research: Optical-use sapphire demand to reach 12.44 million mm of 2-inch equivalents in 2014

Jul 23, 10:48

There will be an estimated demand for 12.44 million mm of 2-inch-equivalent sapphires for optical purposes in 2014, mainly consisting of 54.3% for use in smartphone button covers, 24.1% iWatch covers and 17.4% smartphone camera lens covers, according to Digitimes Research.

Component makers suffer weak sales as smartphone specifications turn to entry-level

Jul 21, 15:12

With competition in the smartphone market growing fiercer, vendors have turned to entry-level components for their new devices, causing their suppliers to face declining performance, according to sources from the upstream supply chain.

Commentary: TSMC should support MediaTek to counter Samsung-Qualcomm alliance

Jul 21, 10:18

Taiwan Semiconductor Manufacturing Company (TSMC) should support MediaTek with its technology and production capacity to counter the alliance between Samsung Electronics and Qualcomm in order to prevail in the 14/16nm segment.

Flextronics plans to release orders for wearable device components to Taiwan

Jul 18, 14:20

Singapore-based EMS provider Flextronics International plans to release orders for wearable device components to Taiwan-based makers due to their technological advantages in precision processing compared to China-based makers, according to supply chain sources.

Ichia sees profits increase sharply in 2Q14

Jul 17, 14:01

Flexible PCB and chassis maker Ichia Technologies has reported pre-tax profits of NT$524 million (US$17.46 million) for the second quarter of 2014, up 98% sequentially and 180% on year. Net EPS for the first half of 2014 stood at NT$1.91.

Digitimes Research: AMOLED tablets unlikely to benefit Samsung in 2H14

Jul 17, 11:04

Samsung Electronics recently launched the 8.4- and 10.5-inch AMOLED-based Galaxy Tab S flagship tablets. Although the new Galaxy Tab S tablets feature specifications exceeding those of Apple's iPads, the series is still unlikely to boost Samsung's sales in the second half of 2014 as demand in the high-end...

More vendors expected to adopt 2K panels in smartphones

Jul 17, 10:54

As smartphones equipped with 2K (2560 by 1440) displays are starting to appear in the market from vendors such as Vivo, more vendors are expected to launch 2K-smartphones in the second half of 2014, according to sources with Taiwan-based supply chain makers.

Apple orders for new iPhones to benefit Taiwan component maker revenues but not gross margins

Jul 16, 14:34

Taiwan-based component makers are reducing the thickness of components including panels, chassis and battery packs for upcoming iPhones, and are facing technological difficulties maintaining or hiking yield rates. Consequently, Apple orders will contribute to component makers' revenues but will not...

MediaTek launches 64-bit 8-core chip early

Jul 15, 22:14

MediaTek has announced its first 64-bit-enabled 8-core 4G solution, the MT6795, targeting the high-end 4G smartphone segment. The launch of the MT6795 comes almost two quarters ahead of schedule as MediaTek originally planned to release the 8-core chip at the end of 2014.

Samsung finishes LTE-A solution development for mobile processors, says report

Jul 15, 11:53

Samsung Electronics reportedly has finished developing an LTE-A modem chip solution, the Exynos Modem 300, and will integrate it into the company's quad-core processors to compete against Qualcomm, according to a Korean-language D-Daily report.

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