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Jul 30, 11:17
Views from Taiwan (4): Global handset market outlook
The tide of working from home has dramatically boosted the PC industry. The notebook industry has experienced rebounds from their past moderate years. Handset vendors instead seem to be drained of creativity, and it may not be easy for them to see a repeat of the prosperity in 2008-2018. Global shipments in 2021 are projected at 1.32 billion units, a moderate rise of 6.4% year-on-year.
EV development is fast acclerating. Jack Cheng, CEO of the Foxconn-led MIH Alliance, an open platofrm for EV development, believes the EV market may reach its sweet spot in 2025-2026. In the semiconductor sector, MediaTek has raised its outlook for for 2021, expecting its revenues to grow 45% this year. In China, Unisoc is seeing a sharp rise in adoption of its smartphone APs by Chinese phone vendors.
TSMC and other Taiwan partners in the chips supply chain for iPhones are gearing up to start fulfilling initial orders for new iPhones slated for launch later this year including 60 million 5G mmWave models, but shortages of peripheral chips such as acoustic and display driver ICs (DDI) may constrain actual shipments for the devices, according to industry sources.
EZconn, a specialist in RF connectors and optical fiber devices, has said its two-pronged strategies to shift its primary markets to the US and Europe from China and focus more on high-margin products have begun to pay off.
Digital multimedia software developer CyberLink saw second-quarter revenues from the B2B business, which is mainly consisted of bundled software such as PowerDVD for new PCs that come with an ODD, slip 11% on year and expects the corresponding revenue proportion to keep decreasing as global PC demand has started decelerating and ODD's penetration in PCs is dropping, according to company chairman and CEO Jau Huang at a July 27 investor conference.
O-RAN in uncertain future
Jul 27
Although Europe's four major telecom operators - Vodafone, Orange, Deutsche Telekom, and Telefonica - had signed memorandum of understanding on the implementation of O-RAN based networks in Europe in early 2021, Rakuten Mobile's ongoing operating losses have put uncertainty to O-RAN's future.
Compal Electronics and its networking device-making subsidiary Arcadyan Technology are both expanding their factory sites in Vietnam where COVID-19 infections are resurging, and they have claimed no impact thus far from the local pandemic.
Sales of smartphones in India in the second quarter in 2021 declined by 13% on quarter as the country battles through resurgences of COVID-19. Sales were still up on year; online stores were rapidly installed after the pandemic hit last year. As vaccines rolled out at the end of the second quarter, Chinese vendors turn more optimistic about sales in the coming months.
Since the outbreak of COVID-19 at the end of 2019, the global economy and people's lives have been greatly affected. Going to banks, hospitals, shopping at supermarkets, religious activities, and other daily activities, for example, all came under restrictions. In addition, onsite exhibitions that used to have large crowds have now almost all turned to the online format, including major international exhibitions such as CES and COMPUTEX. Although there are many online exhibition solutions on the market, they all focus on product exhibits and lack a platform for follow-up business opportunities and communication, relying only on traditional email, text customer service, telephone customer service, and video conferencing. These traditional communication modes lack scheduling design and are unable to provide appointment communication services and interactive functions, which in turn weakens the effectiveness of the online exhibition.
After the peak of component crunch in the second quarter along with insufficient inventory in the third quarter, stress of stagnant deliverables on the highway seems to have been relieved. A consensus of the supply chain is to let the manufacturers breathe. The fourth quarter is in line with the traditional off-season, and the days should be easier. From foundries to IC design houses, Taiwanese manufacturers are in the limelight now. DIGITIMES Asia has noted in its reports that the foundry sector is now a seller's market with strong demand to last in end of 2022. Such messages are based on dynamic changes in demand-supply status of IT industry from the most upstream of the supply chain. Component shortages and component cannibalization require long-term rolling tracking. DIGITIMES Asia has been making dynamic adjustments to its views in line with rolling forecasts.
Taiwan-based voice coil motor (VCM) suppliers expect their shipments to gain momentum in second-half 2021, having already kicked off recently the related shipments for the next-generation iPhone devices slated for the launch in the latter half of 2021.