Mobile components
  • boe
    BOE Technology managed to become the second largest vendor in terms of global AMOLED handset panel shipments in first-quarter 2019 thanks to continued orders from Huawei for its flagship smartphone models, according to industry observers.
  • It usually takes time for suppliers and clients to form steady partnerships, and it is also not unusual for the latter to diversify their supplies. Now the latest news from the server sector is that AWS reportedly has added Wiwynn and...
  • Despite the fact that China's smartphone market is shrinking, Taiwan's semiconductor component suppliers still see a silver lining in the horizon as Chinese smartphone vendors are gearing up efforts to develop 5G-enabled models, according to industry sources.
  • Largan Precision has decided to end development and production of automotive lens modules it has undertaken for over five years, according to Economic Daily News.
  • oled
    Taiwan's supply chain makers in the flat panel industry are likely to benefit from the simmering trade row between Japan and Korea which could upend Samsung Display's monopoly role for the supply of OLED panels to Apple and make BOE Technology a strong contender for the orders from the iPhone vendor,...
  • Tsinghua Unigroup's chipmaking arm Unisoc expects to have its Ivy 510-series 5G solution featured in customers' terminal devices that are slated for launch by the end of 2019.
  • The Japan-Korea trade tensions may be hitting Samsung's semiconductor business, but at least its foundry unit should be able to maintain normal operations in the meantime. It has been a bad year for the Korean giant: It has warned that...
  • Taiwan-based hinge makers including Shin Zu Shing (SZS) and Jarllytec have moved to aggressively expand their production capacities particularly those for MIM (metal injection molding) hinges to cater partly to potential demand for foldable smartphones in the upcoming years, according to sources from...
  • apple
    Apple has reportedly asked its supply chain partner to supply VCSEL components for use in rear ToF camera lens in its mobile devices to be released in 2020, according to supply chain sources.
  • networking
    Most of Taiwan's networking device makers will see strong sales in the second half of 2019 along with the build-ups of 5G networks, expanding IoT applications and demand for high-speed transmission devices, according to industry sources.
  • smartphone
    Taiwan's cooling module suppliers are set for robust growth in 2020 and beyond driven by demand for heatpipe- or vapor chamber (VC)-based heat dissipation solutions from the smartphone sector, according to industry sources.
  • Largan Precision CEO Lin En-ping
    Smartphone-use lens module maker Largan Precision released financial report for the second quarter of 2019 at a July 11 investor conference, with gross margin of 69.6% being the historically second highest quarterly level next only to the 71.34% for third-quarter 2018.
  • PCB firm Compeq Manufacturing has expressed guarded optimism for its sales outlook for the second half of 2019, even though its sales performance for the first half was better than the industry's average.
  • Vapor chambers to be popular heat dissipation solutions for 5G smartphones
    With rising heat dissipation demand from major vendors including Samsung Electronics, LG Electronics, Huawei, Oppo and Xiaomi for their 5G smartphones, half of cooling module shipments for smartphones in the second half of 2019 will be vapor chamber-based solutions, and the other half heatpipe-based...
  • Optical lens module maker Genius Electronic Optical has reported consolidated revenues of NT$857.8 million (US$27.4 million) for June, the highest monthly level since January 2018 with growths of 22.06% sequentially and 46.06% on year.
  • apple
    Apple may expand its supplier list for OLED panels to include BOE Technology on concerns that Japan's recent restrictions on exports of fluorinated polyimides to Korea might dampen the production of OLED panels at Samsung Display, according to a China-based tech.qq.com report.
  • Smartphone-use lens module maker Largan Precision has reported consolidated revenues of NT$4.076 billion (US$130 million) for June, dropping 18.92% sequentially and 9.58% on year.
  • Qualcomm and MediaTek have both been expanding their R&D deployments in Taiwan and are recruiting local IC design talent keenly with higher-than-average salaries.
  • foxconn
    Foxconn Technology Group is likely to kick off construction of a 12-inch wafer fab in 2020 in Zhuhai, southern China in cooperation with the city government there, and will operate the plant as an IDM to satisfy the group's own demand for 8K, 5G and AI chip solutions, according to industry sources.
  • huawei
    Taiwan's chips and IC backend service suppliers have felt a sense of relief after the US government softened its stance against Huawei, and expect their order visibility from Huawei, particularly for 5G base station chips and logic IC backend services, to extend to the end of the year, according to...
  • It is believed that Samsung smartphones will gain some ground in the market, thanks to the US ban on Huawei. But the Korean giant is looking to gain more as in the mobile chip market as Chinese vendors seek to reduce reliance on US suppliers,...
  • samsung
    Samsung Electronics has delivered multiple samples of its 5G chipset solutions to a number of China-based handset vendors including Oppo and Vivo for testing and verification, according to industry sources.
  • China telecom equipment maker ZTE will deepen its strategic patent deployment in 5G-related technologies and enhance the development of 5G chips, and is slated to release 7nm 5G chips in the second half of 2019 before advancing further to 5nm node, according to the firm's president Xu Ziyang.
  • Genius Electronic Optical expects sales to grow in the traditional high season in second-half 2019 despite the uncertainities arising from the US-China trade war, according to company chairman Jones Chen.
  • The substrate-like PCB (SLP) supply sector is undergoing a market consolidation, with a few leading makers in Taiwan, Austria and Japan increasingly dominating the market as many peers are expected to quit due to limited penetration, according to industry sources.

Taiwan handsets – 1Q 2019

Already detrimental to Huawei's smartphone business, the US ban will impact the telecom and enterprise equipment market in the long run

Taiwan LCD monitors – 1Q 2019

Global AIO PC shipment forecast and industry analysis, 2019

Global AP demand forecast, 2017-2022

Global server shipment forecast and industry analysis, 2019

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