Supply chain
Highlights of the day: Apple turns to outside for AR
Joseph Tsai, DIGITIMES, Taipei

Apple reportedly is partnering with US game developer Valve for its AR product that will be manufactured by Quanta and Pegatron. Meanwhile, Asustek's gaming smartphone's shipments in 2019 are expected to be less than planned originally due to issues with component supply. TSMC, however, is expected to see a substantial revenue growth in 2020 despite the fact that the overall semiconductor industry is expected to weaken.

Apple may unveil AR headsets in 2H20 developed with US partner: Apple reportedly has partnered with US game developer Valve to develop AR head-mounted display devices, which may be released in the second half of 2020 at the earliest, with Taiwan's ODMs Quanta Computer and Pegatron said to handle the assembly job, according to industry sources.

Asustek gaming phone shipments to fall short of 400,000 units in 2019: Asustek may ship less than 400,000 units of its second-generation gaming smartphone, the ROG Phone II, in 2019 due to a shortfall in component supply and unsmooth production planning at its China-based production partner, according to industry watchers.

TSMC on track for robust growth in 2020, says chairman: Despite the macroeconomic and geopolitical challenges facing the global semiconductor industry, TSMC is set to enjoy a substantial revenue increase in 2020, according to company chairman Mark Liu.

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