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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.

Samsung, HiSilicon looking to sell more handset solutions to other vendors, say sources

Jul 15, 10:24

Samsung Electronics and HiSilicon Technologies both have accelerated the developments of their handset solutions, including 8-core, 64-bit and 4G LTE-enabled chips and plan to ship more chips outside the companies, according to industry sources.

Huawei to become first client for TSMC 16nm FinFET process

Jul 15, 10:20

China-based smartphone vendor Huawei is likely to be the first client for Taiwan Semiconductor Manufacturing Company's 16nm FinFET process node, according to industry sources.

Holitech eyes wearable device opportunities

Jul 14, 11:20

China touch panel maker Jiangxi Holitech Technology is aiming at touch panel opportuniites in the 7- to 15.6-inch segment during the second half of 2014 into 2015, and expects demand for wearable applications to increase as well, according to the company.

Discrete component makers to enjoy sales growth in 2014

Jul 14, 09:51

Taiwan-based discrete component makers including Lite-On Semiconductor, Actron Technology, Taiwan Semiconductor, Eris Technology and Panjit International are expected to see their revenues grow significantly in 2014 on substantial shipments for PCs, tablets, handsets and other mobile devices, according...

FPC obtains design-wins for fingerprint sensor in China

Jul 11, 15:47

Fingerprint Cards (FPC) has gained design-wins for its fingerprint sensor, the FPC1021, from smartphone vendors in China, which will pave the way for the firm to begin volume production of the chip in October 2014, according to industry sources.

Taiwan IC design houses aim to land more tablet IC orders from brand vendors

Jul 11, 14:42

Taiwan-based IC design houses are shifting their focus to win more IC orders from brand tablet vendors instead of white-box suppliers since shipment growth of white-box tablets has begun to decline, according to industry sources.

High-end smartphone component supply may be tight approaching release of new iPhone

Jul 11, 12:40

Smartphone vendors that are looking to release new high-end models in the second half of 2014 are worried about getting access to enough component supplies as many component makers are preparing orders for Apple's new iPhone, according to sources from the upstream supply chain.

Digitimes Research: Hisilicon AP to give Huawei cost advantage in high-end mobile device market

Jul 9, 14:13

Hisilicon, an affiliate of Huawei, has been developing application processors for many years. The company's early products had issues that caused resulted in poor power consumption-performance ratio. But Huawei's strategic support and continuous R&D resource investments have helped improve Hisilicon's...

Taiwan components suppliers see decreased smartphone orders from Samsung, says paper

Newswatch - Jul 9, 14:00

With Samsung Electronics' Galaxy smartphone sales having been seriously impacted recently, Taiwan component makers' orders for the Galaxy S5 have greatly reduced to only 15 million units for the third quarter, down from 21 million in the second, while the Galaxy S4's orders also dropped from six million...

Chipset solution vendors to ramp up market share at the expense of gross margins

Jul 8, 22:03

Smartphone solution vendors including Qualcomm, MediaTek and Marvell Technology are expected to ramp up shipments of 4G chips in the third quarter of 2014 at the expense of their gross margins, according to industry sources.

MediaTek confident of attaining 2014 target of 15 million 4G processors

Jul 4, 10:30

IC design house MediaTek in early 2014 set target shipments of 15 million APs (application processors) for 4G smartphones, and is confident of reaching the goal due to expected large demand in the China market in the second half, according to the company.

Digitimes Research: Google looking to clean up Android device mess in emerging markets

Jul 3, 12:01

The Android operating system was again the spotlight of Google I/O developer conference and in addition to a preview of the latest Android L, the Internet giant also launched an entry-level turnkey solution, Android One for emerging markets.

Most Taiwan makers unlikely to enter Android One supply chain

Jul 1, 15:41

While Google is ambitious to boost sales of its planned Android One-based smartphones to emerging markets, most Taiwan-based handset component makers are unlikely to obtain orders for Android One smartphones because they are less price-competitive compared to China-based rivals, according to industry...

Sony Mobile to adopt MediaTek 64-bit quad-core 4G LTE solutions

Jul 1, 12:03

Sony Mobile Communications will adopt MediaTek's 64-bit quad-core solution, the MT6732, for production of entry-level and mid-range 4G LTE smartphones for delivering in 2015, according to industry sources.

Digitimes Research: Wi-Fi chipmakers taking different paths for growth

Jun 30, 15:43

In the first half of 2014, Wi-Fi chipmakers can be divided into two groups: one focusing on developing Wi-Fi chip solutions with better specifications and higher speed, and the other that is no longer interested in increasing the number of antenna or transmission speed, but instead focusing on meeting...

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