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IC design, distribution
  • Huawei is looking to improve China's self-sufficiency for driver ICs
    Huawei is reportedly teaming up with foundry house SMIC to develop display driver ICs, a move which may undercut the dominant position that Taiwan's LCD driver IC suppliers have enjoyed in the segment in China, according to industry sources.
  • FocalTech reports strong profits for 2Q20
    FocalTech Systems, specializing in the development of LCD driver ICs and touchscreen controllers, has reported net profits surged 70.2% sequentially to NT$101 million (US$3.43) in the second quarter of 2020. The profit results also compared with losses a year ago, with EPS reaching NT$0.38.
  • TSMC is the only pure-play foundry in the top-10
    IC Insights has released its list of the world's top-10 semiconductor sales leaders in the first half of 2020. In total, the top-10 semiconductor companies' sales surged by 17% in the first half of 2020 compared to a year ago, more than 3x the total worldwide semiconductor industry increase of 5%.
  • IC design houses see strong demand for Wi-Fi 6 chips
    Taiwan's IC suppliers have seen increasing demand for Wi-Fi 6 chips as device vendors have begun rolling out related devices such as routers supporting 5G networks, according to industry sources.
  • MediaTek will see strong demand for its 5G chips
    IC testing houses King Yuan Electronics (KYEC) and Sigurd Microelectronics are both gearing up to satisfy robust demand for MediaTek's chips in the fourth quarter of 2020 following the exit of Huawei/HiSilicon from their ecosystem, according to industry sources.
  • Logic chip demand for game consoles ramping up
    Taiwan-based IC backend houses including ASE Technology and Powertech Technology (PTI) have seen orders placed by game console and other consumer electronics vendors ramp up since August, with their conventional wirebonding manufacturing capacities already fully loaded, according to industry sources...
  • Himax expects strong growth for 3Q20
    Display driver IC specialist Himax Technologies expects to post an around 20% revenue increase sequentially in the third quarter of 2020, with flat growth or a slight decrease in gross margin.
  • IC growth to be limited
    Growth rates across most IC segments are expected to improve in 2020 but only mildly, due to the impact of the COVID-19 pandemic, according to IC Insights. In 2019, only six IC product categories experienced sales growth.
  • Novatek saw record July sales
    Display driver IC specialist Novatek Microelectronics expects to post revenues of between NT$20 billion (US$680 million) and NT$20.6 billion in the third quarter of 2020, which will represent a sequential 7.5-10.7% increase and hit a record high for the third consecutive quarter.
  • MediaTek's 5G modem has been certified by Intel
    MediaTek has announced advances in its collaboration with Intel to bring 5G experiences to next-generation PCs with the successful development and certification of its 5G modem data card.
  • Eight-inch wafer capacity at pureplay foundries is tight
    The coronavirus pandemic is decimating businesses in various sectors, but the outlook for semiconductor foundry houses remains robust, thanks to strong stay-at-home economy. Pureplay foundries, including TSMC, UMC and VIS, have raised 8-inch...
  • Elan Microelectronics chairman and president Yeh I-hau (front)
    Touch screen IC designer Elan Microelectronics has formed a strategic alliance with LED driver IC developer Macroblock for developing chip solutions for micro LED displays, mini LED backlighting and fine-pitch displays, according to Elan.
  • Realtek saw record profits in 2Q20
    Networking IC design specialist Realtek Semiconductor has reported net profits increased 24.3% sequentially and 9.9% on year to a record high of NT$2.03 billion (US$69.1 million) in the second quarter of 2020, with EPS reaching NT$3.97.
  • Novatek reportedly is developing AI chips
    Niche IC specialist Novatek Microelectronics is reportedly engaged in the development of AI chips for accelerating edge computing at smartphones and other devices, according to industry sources.
  • PS5 is coming soon
    Sony is expected to introduce its PS5 later this year, with Taiwanese backend service providers already starting delivering shipments for the new games consoles. Construction of 5G infrastructure may still be going on in China, but PCB...
  • Semiconductor sales went up
    The global semiconductor industry posted June sales of US$34.5 billion, up 5.1% on year but down 0.3% sequentially, according to Semiconductor Industry Association (SIA).
  • Phison expects to recognize NT$4 billion from the sale of CoreStorage shares
    Flash device controller IC specialist Phison Electronics has disclosed plans to streamline its operations in China.
  • Demand from the gaming sector has been strong
    Power management IC designer Analog Integrations has seen clear order visibility through the fourth quarter and is likely to swing to profitability for the whole year of 2020, according to industry sources.
  • Huawei faces fresh US trade bans
    Bracing for fresh US trade bans, Huawei is making contingency plans, increasing purchases of third-party mobile application processors for its 5G smartphones, according to Digitimes Research, as it looks to maintain its product competitiveness,...
  • Taiwan's economy contracted in 2Q20
    Taiwan's economic growth for second-quarter 2020 is preliminarily estimated at -0.73%, 1.23pp lower than the 0.50% increase forecast in May 2020, according to the Directorate General of Budget, Accounting and Statistics (DGBAS).
  • ASE Technology expects sales generated by its EMS business drive its overall revenue growth in 3Q20
    ASE Technology Holding expects to generate sequential revenue growth through the fourth quarter of 2019, judging from a substantial pick-up in orders for communications chips.
  • MediaTek 5G SoCs popular with Chinese handset vendors
    MediaTek has estimated its third-quarter 2020 revenues will reach NT$82.5-87.9 billion (US$2.75-2.79 billion) for a 22-30% sequential growth, well beyond market expectations, as shipments for all its product lines, particularly Dimensity series 5G SoCs, will rise significantly.
  • Huawei is making contingency plans against fresh US trade bans
    Huawei is increasing the proportion of mobile application processors (APs) from third-party suppliers for its smartphones, reducing use of Kirin chips from its subsidiary HiSilicon Technologies, as a contigency against the US trade ban, according to Digitimes Research.
  • Silicon Motion CEO
    NAND flash device controller specialist Silicon Motion Technology expects to post revenues of between US$114 million and US$120 million in the third quarter of 2020, down 12-17% sequentially, with gross margin reaching 47.5-49.5% compared with 50% in the prior quarter.
  • Taiwan semiconductor companies see strong orders from Huawei in 1H20
    Shipment momentum for servers, datacenter servers, notebooks and tablets has shown signs of deceleration as many countries begin lifting coronavirus-induced lockdowns, according to Taiwan Institute of Economic Research (TIER)

Taiwan small- to mid-size LCD panels – 2Q 2020

Taiwan large-size LCD panels – 2Q 2020

China smartphone AP shipments – 2Q 2020

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

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