Supply chain
Highlights of the day: AUO focuses on 8K panels

Taiwan-based panel maker AUO suffered heavy losses in 2019, but shipments of large-size niche applications gew sharply during the year. AUO now is banking on 8K large-size panels to rejuvenate its business in 2020. For many, 8K displalys and 5G communication will be two major growth drivers this year and beyond. The coronavirus outbreak may have created some impacts, but deployments in the 5G sector continue for the long- term. Qualcomm has just released its 5nm 5G modem, X60, with ASE Technology set to become one of its major backend partners for the new solution. In the semiconductor sector, MOSFET suppliers are keen to obtain sufficient support from 6- and 8-inch foundries.

AUO remains focusing on 8K, large-size panels in 2020: AU Optronics (AUO) has said that that it will continue its established strategy to focus on developing 8K and high-resolution large-size panels in 2020 expecting to see exponential shipment growth of these items in the year, according to company sources.

ASE Technology to secure backend orders for Qualcomm 5nm 5G modem chips: Qualcomm has newly unveiled the world's first 5nm 5G modem-RF system, the Snapdragon X60, to be paired with its latest, third-generation 5G mmWave antenna module, QTM 535, with Taiwan's major OSAT firm ASE Technology Holding set to enter the backend supply chain for both new offerings, according to industry sources.

Taiwan MOSFET firms striving for capacity support: Taiwan-based MOSFET chip specialists, which ship mainly to PC and notebook application segments, are striving for capacity support from their foundry partners particularly 6-inch ones, according to industry sources.

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