All of the iPhone models that Apple will launch later this year ae expected to come with OLED screens. Samsung Display reportedly will supply most of the OLED panels for the 5G iPhones, with LG Display and BOE sharing the rest. Qualcomm...
Memory spot prices stabilize
Memory spot market prices have stopped falling, indicating consumer sentiment could be improving, according to industry sources.
Revenues of the global NAND flash industry increased 8.3% sequentially to US$13.58 billion in the first quarter of 2020, thanks mainly to growth in demand for datacenter applications, according to DRAMeXchange.
Pachinko upgrades to boost NAND flash demand
Upgrades in Japanese-made pachinko game machines are set to play a driver of NAND flash demand growth in 2020, according to industry sources.
There have been speculations about Apple introducing AR glasses, with some putting the launch in the second half of this year, and others in 2022. Sources from supply chains claim Apple's AR glasses are likely to launch in second-half...
China to fall far short of IC self-sufficiency goal
IC production in China represented 15.7% of its US$125 billion IC market in 2019, up only slightly from 15.1% five years earlier in 2014, according to IC Insights. The share is forecast to increase by 5pp to 20.7% in 2024, said the research firm.
Memory backend specialists see orders lose momentum
Memory backend specialists have seen customer orders slow down recently, with the orders likely to remain stagnant till June as their clients, mainly makers of memory modules, are suffering weak supply of raw memory wafers from upstream suppliers, according to industry sources.
Silicon Motion expects sales growth in 2020
NAND flash device controller specialist Silicon Motion Technology expects sales of all its three major product segments to continue rising in 2020, when its overall revenue will still be able to register an on-year increase.
Taiwan semiconductor output value to grow in 2020
The output value of Taiwan's semiconductor industry is forecast to increase 4-5.7% in 2020, despite headwinds from the coronavirus pandemic, according to the government-sponsored Industrial Technology Research Institute (ITRI).
Semiconductor equipment billings stay above US$2 billion
Billings among North American manufacturers of semiconductor production equipment stayed above US$2 billion for the seventh consecutive month in April 2020, according to SEMI.
The first half of a year has been usually the slow season for graphics cards, but this year the coronavirus pandemic-triggeed stay-at-home needs has shored up demand. With AMD and Nvidia set to launch their next-generation GPUs in September, graphics...
NAND flash contract prices to stay flat in 3Q20
NAND flash memory contract prices are expected to stay flat in the third quarter, as demand for notebooks remains stable, according to Wallace Kou, president and CEO of Silicon Motion Technology.
The output value of South Korea's memory chip industry grew about 1% sequentially in the first quarter of 2020, thanks mainly to a ramp-up in demand arising from the stay-at-home economy, according to Digitimes Research.
Memory module house Team Group expects to kick off volume shipments of industrial memory devices for use in HPC applications later in May.
Macronix optimistic about NOR, SLC flash demand in 2H20
SLC NAND and NOR flash demand is expected to be robust in the second half of 2020, despite growing economic uncertainty arising from the COVID-19 pandemic, according to Macronix International chairman Miin Wu.
Despite an up to 5% rally in DRAM ASPs, DRAM bit shipments were affected adversely by coronavirus lockdowns and the epidemic's impact on logistics services. As a result, sales in the global DRAM market dropped by 4.6% sequentially to US$14.8 billion in the first quarter of 2020, according to DRAMeXc...
Micron Technology has announced new client solid-state drives (SSD) that bring NVMe performance to client computing applications, freeing laptops, workstations and other portables from legacy architectures that can rob devices of battery power, performance and productivity.
Phison looks to high-capacity SSD for future growth
Flash memory controller and device supplier Phison Electronics has been aggressively expanding its SSD offering, particularly the high-capacity segment, which the company believes will be driving its future growth.
Demand for servers and notebooks has been fueled by stay-at-home needs in the wake of the coronavirus pandemic, which neverthess is disrupting production, logistics support, and labor supply, preventing components and chip suppliers from...
Phison remains upbeat about 2020 profit
Flash device controller supplier and module maker Phison Electronics remains optimistic about its profit performance this year, despite challenges arising from the coronavirus pandemic.
Taiwan plays an increasingly important role for Micron Technology, which is ramping up production for its DDR4 DRAM chips built using 1znm process technology at its fab in Taichung. Meanwhile, robust demand for enterprise-use notebkks...
Macronix cautious about 3Q20
Macronix International's growth in the third quarter of 2020 may not enjoy peak seasonal effects as seen in past years, due to growing economic uncertainty arising from the coronavirus pandemic, according to company president CY Lu.
Micron ramping 1znm DRAM chip output in Taiwan
Micron Technology has gradually scaled up production of DDR4 DRAM chips built using 1z-nanometer process technology at its factory site in central Taiwan, according to sources familiar with the matter.
GigaDevice, a provider of non-volatile memory, 32-bit MCU and sensor solutions, has announced that it has signed an RRAM (resistive random access memory) patent licensing agreement with semiconductor IP provider Rambus. GigaDevice has also signed a licensing agreement with Reliance Memory, a joint...
Taiwan memory module makers post decreased April sales
Adata Technology, Transcend Information and Team Group have reported sequential revenue decreases of 28.8%, 22.7% and 18.7%, respectively, in April 2020.
Global tablet market – 1Q 2020
Global tablet shipments are forecast to climb 45.5% sequentially and 9.9% on year in the second quarter of 2020 thanks to a...
Taiwan LCD TVs – 1Q 2020
Taiwan makers shipped a total of 4.65 million LCD TVs in the first quarter of 2020.
Taiwan large-size LCD panels – 1Q 2020
Taiwan's large-size LCD panel shipments totaled 47.69 million units in the first quarter of 2020, down 19.3% sequentially and...
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...