Taipei, Monday, December 22, 2014 17:39 (GMT+8)
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China handset supply chain to delay IC purchases till 2Q15, say sources

Dec 22, 16:30

China-based handset makers and suppliers in the supply chain have adopted a wait-and-see attitude toward the purchases of ICs and other parts as telecom operators there are unlikely to launch new handset subsidy programs until the second quarter of 2015, according to industry sources.

Japan smartphone panel makers bring price pressure on China and Taiwan competitors

Dec 19, 11:27

Japan-based Japan Display and Sharp have reduced quotes to compete for orders for panels used in high-end smartphones from China-based vendors, brining price competitive pressure on China- and Taiwan-based makers of small- to medium-size panels, according to industry sources in Taiwan.

IC design houses gearing up for 64-bit smartphone boom

Dec 18, 14:39

With Android phone makers pushing for migration to 64 bit architecture, chip suppliers including Qualcomm and MediaTek are set to introduce new quad- and 8-core 64-bit solutions in the first half of 2015, according to industry sources.

Japan Display benefiting from booming sales of large-screen Huawei smartphones

Dec 18, 11:27

Japan Display has seen increased orders for in-cell touch panels from China-based smartphone vendor Huawei Device due to the latter's booming sales of large-screen high-end and mid-range models including the Ascend Mate 7, Ascend P7 and Honor 6, according to Taiwan-based supply chain makers.

China market: Meizu steps up cooperation with MediaTek for sub-CNY1,000 smartphones

Dec 16, 11:52

A China-based smartphone vendor has stepped up its cooperation with MediaTek and will launch sub-CNY1,000 (US$161) models to take on first-tier vendors such as Xiaomi Technology and Huawei, according to Taiwan-based supply chain makers.

BOE pushing 5.5-inch QHD handset panels to customers

Dec 16, 11:36

BOE is seeing increased interest from customers for its 5.5-inch QHD handset panels with 538ppi. Additionally, BOE is pushing its Full HD handset panel products with NTSC 100%, according to BOE.

Taiwan smartphone panel makers faced with growing pressure from China competitors

Dec 11, 11:05

As China-based TFT-LCD panel makers BOE Technology and Tianma Micro-electronics have been upgrading manufacturing technology and offered price cuts to compete for orders from China-based smartphone vendors including Huawei Device, ZTE, TCL Communication Technology and Lenovo, this will bring strong...

China-based Laibao to produce film-based smartphone touch panels

Dec 8, 15:09

China-based maker Laibao Hi-Tech will extend production from glass-based touch panels to film-based ones specifically for use in smartphones in 2015, according to the company.

Digitimes Research: BOE to ship 50% of smartphone panels to Samsung, LG

Dec 8, 11:59

Of the three largest China-based small- to medium-size TFT-LCD panel makers, BOE Technology will ship 50% of its smartphone panels to Samsung Electronics and LG Electronics, 14.8% to China-based vendor Lenovo and 11.9% to China-based white-box vendors in 2015, Digitimes Research estimates.

Largan Precision November revenues hit record

Dec 8, 11:34

Handset-use lens module maker Largan Precision has posted consolidated revenues of NT%5.62 billion (US$183 million) for November, hitting monthly record for the eighth consecutive time with growth of 3.04% on month and 76.63% on year.

Truly Optoelectronics offers total solutions for smart wearable devices

Dec 3, 11:03

China-based touch panel maker Truly Optoelectronics has developed total solutions for use in smart wearable devices, according to Taiwan-based supply chain makers.

E Ink, TPK supply components for YotaPhone 2

Dec 3, 10:54

Russia-based smartphone vendor Yota on December 3 will unveil the YotaPhone 2, a dual-touch screen smartphone with a front 5-inch 1080p AMOLED panel supplied by Samsung Display, and rear-side 4.7-inch EPD (electrophoretic display) supplied by E Ink Holdings. The touch panels of both screens are supplied...

JDI cuts smartphone panel pricing to below US$20

Newswatch - Dec 2, 11:59

Panel maker Japan Display (JDI) has cut pricing for smartphone panels originally priced US$20 and more to below US$20 in order to spur orders from handset vendors, most of which are expected to be in China.

China market: Average screen size of smartphones to exceed 5-inch in 2015, says consulting firm

Dec 2, 11:46

The average screen size of smartphones available for sale in the China market has increased from 3.24-inch in 2011 to 3.74-inch in 2012, 4.22-inch in 2013 and will further increase to 4.6-inch in 2014 and over 5-inch in 2015, according to China-based consulting company Ʃintell.

FPCB maker Ichia sees revenues decline in November

Dec 1, 21:31

Flexible PCB (FPCB) and chassis maker Ichia Technologies has reported consolidated revenues of NT$830 million (US$26.81 million) for November, down 10% sequentially and 19% on year. For the first 11 months of 2014, revenues amounted to NT$10.47 billion, increasing 20% on year.

iPhone chip orders slowing down, say IC designers

Nov 28, 14:55

Apple has started scaling back on chip orders for its latest iPhone, according to sources at IC design houses.

Samsung Electro-Mechanics to expand businesses in China in 2015, says paper

Nov 27, 16:05

The Samsung Group's component manufacturing affiliate Samsung Electro-Mechanics has seen its performance seriously impacted by Samsung Electronics' weakening smartphone sales recently and therefore is looking to expand its businesses in China in 2015 to reduce the risk of having all its eggs in one...

China market: 4G smartphone chip prices continue to fall

Nov 27, 14:23

Prices for 4G smartphone solutions have fallen below US$10 per unit, and will continue to drop reaching US$7-8 during the first half of 2015, according to industry sources.

MediaTek reportedly no longer supplies chips to Xiaomi

Nov 26, 16:21

China media outlets have reported recently that MediaTek has decided to suspend its chip supply for Xiaomi's smartphone.

TSMC to grab 40-50% of A9 chip orders

Nov 26, 13:56

Taiwan Semiconductor Manufacturing Company (TSMC) is expected to secure a combined 40-50% of Apple's A9 processor orders for next-generation iPad and iPhone devices, according to industry sources.

Intel decides to keep tablet subsidies, say sources

Nov 24, 15:08

Intel has reportedly decided to continue subsidizing its mobile device processor platform after a series of evaluations recently and will even expand the product coverage from 10-inch and below devices to 12-inch and below ones, according to sources from the upstream supply chain.

Compatibility, efficiency crucial to wireless charging market: Q&A with Mark Hunsicker, senior director of wireless power solutions at Qualcomm

Nov 24, 11:29

Despite years of enthusiasm for wireless charging technology, the market for wireless charging applications remains undesirable. Digitimes recently held a chat with Mark Hunsicker, senior director of wireless power solutions at Qualcomm, to learn more about the latest development of wireless charging...

Quaccomm senior director Mark

iPhone 6 models strengthen growth in HD and Full HD smartphone displays, says DisplaySearch

Nov 20, 15:38

Beginning in the second quarter of 2014, display panel makers significantly reduced prices for high-definition (HD, 720 by 1280) and Full High-Definition (FHD, 1080 by 1920) in-cell and on-cell modules, which coupled with the release of iPhone 6, has prompted the increased adoption of HD and FHD smartphone...

Commentary: Who will win in race for Apple A9 chip orders?

Nov 20, 11:21

There have been many speculations circulating about Apple's A9 processors, which are to be used in next-generation iPhone and iPad devices in 2015.

Macronix developing flash memory for IoT and wearable devices

Nov 18, 16:09

Macronix International is now engaged in the development of memory solutions targeted at Internet of Things (IoT) and wearable device applications, according to company chairman Miin Wu.

Keypad makers shifting production for non-handset applications

Nov 18, 14:11

Taiwan-based handset keypad makers Ichia Technologies and Silitech Technology are shifting the focus of their production to non-keypad products or products not for handset applications, affected by the rise of smartphones, according to industry sources.

Taiwan IC design houses developing IC parts for smartphone peripheral applications

Nov 14, 14:43

Taiwan-based IC design houses are foraying into the development of IC parts for smartphone peripheral applications such as wireless, rapid and mobile charging kits as well as wearable and multimedia devices, according to industry sources.

Digitimes Research: Tablet-use AP shipments in China grow slower than expected in 3Q14

Nov 11, 22:35

Shipments of application processors for tablets in the China market grew at a lower-than-expected 5.9% sequentially in the third quarter of 2014 as sales of white-box tablets were affected by the roll-outs of low-priced models by brand vendors, according to Digitimes Research.

Digitimes Research: Tablet AP shipments in China to rise 4.7% in 4Q14

Nov 11, 20:11

Shipments of tablet-use application processors (AP) in China are forecast to rise 4.7% sequentially in the fourth quarter of 2014, according to Digitimes Research. Meanwhile, shipments from Intel are set to outpace those from Allwinner Technology during the quarter enabling the US firm to break into...

Digitimes Research: China smartphone AP shipments growth to be driven by LTE solutions in 4Q14

Nov 11, 15:01

China's smartphone application processor (AP) shipments are expected to grow 33.8% on year and 9.5% sequentially in the fourth quarter. The on-year growth will be 8.7pp more than that recorded in the third quarter. But on a quarterly basis, the sequential growth for the fourth quarter will be 2.2pp...

Xiaomi invests in 4G chip development, says sources

Nov 11, 11:58

China-based smartphone vendor Xiaomi Technology and China-based IC design house Leadcore Technology have established a joint venture specifically for developing 4G chip solutions, according to sources at Taiwan's handset supply chain.

Motorola handsets bring panel makers steady orders throughout 4Q14

Nov 10, 14:59

Panel makers are seeing increased orders from Motorola Mobility as the company's handset sales performance in emerging markets has been above company estimations.

Panel makers benefit from increased Motorola handset sales

MediaTek October revenues hit record

Nov 10, 12:02

MediaTek has reported consolidated revenues of NT$21.6 billion (US$705.9 million) for October 2014, up 16.5% sequentially and hitting a monthly record. Accumulated 2014 sales through October totaled NT$179.2 billion, rising 62.7% from a year earlier.

MediaTek expects seasonal sales decrease in 4Q14

Stockwatch - Nov 7, 10:58

MediaTek expects revenues to decrease up to 6% sequentially in the fourth quarter of 2014 due to seasonal factors, but there is still a possibility of a 2% growth. However, shipments of its smartphone solutions are likely to remain flat on quarter, according to the company.

Samsung considering slashing AMOLED panel pricing for handsets

Nov 6, 15:47

Following weak sales of AMOLED panels in the handset segment, Samsung Display is considering slashing pricing for the technology to end customers in order to spur growth.

Project Ara modularized smartphone to enter commercial production in 2015

Oct 30, 14:35

Project Ara under Google's Advanced Technology and Projects Group (ATAP) is currently working with more than 20 partners and aims to bring its modularized smartphone into commercial production in 2015, according to industry sources.

Inside structure of a modularized Project Ara phone

Quanta said to be main supplier of Google Project Ara

Oct 30, 11:04

Project Ara, Google's development plan for modular smartphones, is expected to become available on the market in 2015 with Quanta Computer reportedly being the main hardware supplier. Orders are expected to boost the Taiwan-based ODM's non-notebook revenues, according to sources from the upstream supply...

MediaTek expected to see sales decline 6-11% sequentially in 4Q14

Oct 27, 11:54

MediaTek is expected to see its revenues drop 6-11% sequentially in the fourth quarter of 2014 due to declining shipments of 3G smartphone solutions and other ICs for consumer electronics, networking communication and optical storage applications, according to industry sources.

Foxconn will not acquire TPK, says company

Oct 24, 10:56

TPK spokesperson Freddy Liu has stated that claims regarding Foxconn Electronics (Hon Hai Precision Industry) purchasing the company are false.

Supply chain estimated to deliver 50 million units of iPhone 6 in 2014

Oct 23, 15:06

Strong demand for Apple's iPhone 6 has boosted Pegatron Technology's orders for 2014 and the maker is expected to ship close to 25 million units before the end of 2014, according to sources from the upstream supply chain. Foxconn Electronics (Hon Hai Precision Industry) will also deliver about 25 million...

China handset camera module makers cut pricing by 15-20%

Oct 21, 10:56

China makers are continuing to slash pricing for camera modules used in smartphones, with pricing expected to drop as much as 15-20% on year during the second half of 2014.

Commentary: China ODM services increasing as local vendors aim to cut costs and expand handset lineups

Oct 20, 16:21

Low-priced, high-specification handsets are continuing to be focus for handset vendors in China, with Xiaomi, Coolpad and Huawei Device expected to push segment in 2015 in order to combat competition from international vendors.

Inhon braces for impact on parent company over food scandal

Oct 16, 12:14

Sales of Inhon Technologies Group (Inhontech), an ODM maker of glass fiber handset and notebook cases, chassis and other plastics parts, may be affected by an ongoing investigation into its parent company Ting Hsin International Group over a tainted cooking oil scandal, according to industry sources...

MediaTek announces MT6735 WorldMode smartphone platform

Oct 16, 11:16

MediaTek has announced a new 64-bit mobile system on chip (SoC), the MT6735, which builds opon MediaTek's existing line-up of mainstream LTE platforms by integrating with CDMA2000 technology and adding the critical WorldMode modem capability.

Digitimes Research: GTAT woes disrupt sapphire industry

Oct 16, 11:14

GT Advanced Technologies' (GTAT) move to seek bankruptcy protection on October 6 came as a surprise to the IT industry especially because the maker was a major supplier of Apple for sapphire screens.

Handset solution vendors to launch low-priced 4G chips in 1H15

Oct 16, 09:53

Handset solution vendors are preparing to launch next-generation 4G chipsets in the first half of 2015 with prices likely to be 30% cheaper than current models, heralding keen competition in the 4G chipset segment in the coming year, according to industry sources.

Apple and Samsung to drive fingerprint sensor market growth 4-fold by 2020, says IHS

Oct 15, 15:47

Apple and Samsung will drive the value of the fingerprint sensor market four-fold to over US$1.7 billion by 2020 according to IHS.

Supply chain makers continue to benefit from orders from China handset vendors

Oct 8, 15:31

Supply chain makers are continuing to benefit from orders from China-based handset vendors as they extend their market shares locally and abroad.

LCD driver IC vendors ramping up non-LCD driver IC shipments

Oct 7, 22:14

Some Taiwan-based LCD driver IC vendors, including Himax Technologies, Sitronix Technology and ILi Technology (Ilitek), have begun ramping up shipments of non-LCD driver IC products, which are expected to contribute significantly to sales and profit growth for the companies in 2014, according to industry...

Simplo, Dynapack see revenue growth in September thanks to iPhone

Oct 7, 15:26

Battery maker Simplo Technology has announced revenues of NT$5.4 billion (US$177.3 million) for September 2014, up 7.85% on month and 1.66% on year, with combined revenues for the first nine months of 2014 reaching NT$40.98 billion, up 9.24% on year. Market watchers pointed out that the growth was...

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