Taiwanese IC design houses have mixed feelings about good sales of the new iPhone series, which could limit sales for 5G Android phones in the short term, according to industry sources.
iPhone 12 nixed with earbuds to boost TWS shipments
The launch of the iPhone 12 lineup without the inclusion of wired earphones will help boost sales of Apple's AirPods devices as well as non-AirPods TWS products, according to industry sources.
A growing number of Taiwan-based network equipment suppliers have ramped up shipments of 5G CPE (customer premise equipment) products to the markets in Europe and the US starting third-quarter 2020 and are poised to further expand their shipments in 2021, according to Digitimes Research.
Winbond Electronics has started ramping up its NOR flash shipments for new-generation smartphones equipped with OLED displays since August, with clear order visibility extended to the first quarter of 2021, according to industry sources.
Vapor chamber demand for smartphones disappointing
Demand for vapor chambers (VC) from smartphone vendors has been disappointing so far in 2020, due to the coronavirus pandemic deterring the launch of high-end models by non-Apple handset vendors, according to industry sources.
The freshly released iPhone 12 devices all feature OLED screens. China-based panel maker BOE reportedly was initially not among the OLED suppliers for the new Apple smartphones, but is now said to be ready to ship OLED screens in small...
Taiwan HDI PCB suppliers diversifying target markets
Taiwan-based HDI PCB suppliers have put increased focus on their offerings for non-handset applications, looking to diversify their target markets, according to industry sources.
BOE Technology reportedly will start shipping 6.1-inch OLED panels, albeit in small volume, for the just released iPhone 12 in the second half of October, with prospects to gradually ramp up related shipments in 2021, according to industry sources.
Taiwan-based IC design houses are gearing up for a boom in 5G smartphone shipments starting the fourth quarter of 2020, according to industry sources.
The iPhone 12series are expected to see significant sales, with Apple likely to increase orders for its ecosystem partners. Apple will reportedly increase SLP orders with its PCB suppliers for the iPhone 12 mini, as the smaller-size...
iPhone 12 mini mainboard suppliers may land extra orders
Taiwan's PCB makers Compeq Manufacturing and Unimicron, both now supplying SLP mainboards for iPhone 12 mini and iPhone 12 Pro Max, are likely to land additional orders from Apple as the former model stands a good chance of seeing better-than-expected sales, according to industry sources.
Apple is expected to accelerate the adoption of LCP (liquid crystal polymer)-based flexible PCBs for the antenna modules to be used by its future iPhone lineup supporting 5G mmWave technology, according to industry sources.
The adoption of GaN-based fast charging devices among smartphones and other consumer technology products is expected to grow rapidly starting 2021, according to industry sources.
Apple's new 5G smartphone series is expected to see significant sales momentum, with shipments for iPhone 12 devices standing a chance of hitting as many as 80 million units by the end of 2020, although the US vendor is looking to build...
GaAs foundry Win Semiconductor and its backend partners including Elite Advanced Laser (eLaser) are engaged in production of VCSEL chips for ToF-based LiDAR scanner for the iPhone 12 Pro series through US-based chipmaker Lumentum, according to industry sources.
Zhen Ding Technology, Compeq Manufacturing and Unimicron Technology have together landed nearly 60% of total substrate-like PCB (SLP) orders placed by Apple for its new iPhone 12 series, according to industry sources.
Taiwan's network device makers have managed to ramp up their shipment volumes of Wi-Fi 6-based networking devices, such as access points (AP) and routers, to a meaningful scale, according to Digitimes Research.
FPCB shipments for new iPhones to peak in late 4Q20
Taiwan's flexible PCB makers Zhen Ding Technology and Flexium Interconnect expect a stronger-than-ever fourth quarter this year as their shipments for new iPhones will peak between late November and mid-December due to a one-month delay in the launch of Apple's next-generation smartphones, according...
Demand for high-end CIS components has weakened in the wake of the US trade sanctions against Huawei. But suppliers are ramping up CIS shipments to the midrange segment to meet growing demand from other Chinese handset vendors, such as...
IT component makers expect to see strong 4Q20 orders
IT component shipments are expected to grow in the fourth quarter of 2020 thanks to stable demand from stay-at-home activities and seasonality, according to sources from the upstream supply chain.
CIS suppliers shifting focus to midrange parts
Major CMOS image sensor (CIS) suppliers including Samsung Electronics and OmniVision reportedly have been pushing sales of midrange CIS components to Chinese handset brands due to increasing market demand, according to industry sources.
MediaTek posts record September revenue
IC design house MediaTek has reported consolidated revenue surged 15.7% sequentially and 61.2% on year to a record high of NT$37.87 billion (US$1.32 billion) in September 2020.
Smartphone-use lens module maker Largan Precision is unlikely to have production capacity fully utilized in the fourth quarter of 2020 mainly because a major client has cancelled massive orders for high-end models, according to company CEO Lin En-ping.
Highlights of the day: DRAM ASP not to fall
Following Kingston Technology's recnet move to raise prices for standard DRAM products, fellow module makers now believe DRAM ASP is unlikely to fall in fourth-quarter 2020 and have now started resuming puchases. The handset market is...
Optical lens module suppliers including Taiwan's Newmax Technology and China-based Sunny Optical Technology, O-film Tech and Q Technology are revving up for orders from Chinese handset brands, most of which are keen to launch entry-level and mid-tier 5G phones to expand share in the Chinese handset...
Global notebook shipment forecast, 2021 and beyond
Notebook shipments are expected to grow over 20% on year in 2020 thanks to demand from stay-at-home activities in the wake of...
Taiwan LCD monitors – 2Q 2020
Taiwan's second-quarter 2020 PC monitor shipments grew 24.8% sequentially.
Global tablet market – 2Q 2020
Second-quarter 2020 global tablet shipments amounted to 39.65 million units, surging 60.5% from a quarter ago and 21.4% from...
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...