Mobile components
  • Infineon manager of digital security solution business Kuo-Yang Chiang
    Adoption of e-SIM technology is expected to be driven mainly by handset applications in the next few years as consumers can switch their telecom service providers easily with the technology, but the machine to machine (M2M) sector is where the e-SIM technology can demonstrate its full potential, according...
  • Xiaomi is relying more on MediaTek
    In the competitive smartphone maket, product differentiation is one of the crucial factors to attract customers. Handset vendors are now looking to customized chips to achieve such production differentiation, with Xiaomi reportedly working...
  • Xioami is expected to rely more on MediaTek chips
    Chinese handset vendor Xiaomi reportedly will work more closely with MediaTek to jointly develop customized SoCs for 5G smartphones after having its Redmi 10X series adopt the chipmaker's Dimensity 820 mobile processor, according to industry sources.
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    NAND flash contract prices are expected to hold flat in the third quarter of 2020, but prices for 3D 3bits/cell (TLC) NAND chips have come under increasingly downward pressure due to a further slowdown in consumer SSD demand, according to industry sources.
  • Samsung leads the smartphone memory market
    Samsung Electronics maintained its lead in the smartphone memory market with 50% revenue share in the first quarter of 2020, followed by SK Hynix and Micron Technology, according to Strategy Analytics. Samsung, SK Hynix and Micron captured almost 84% revenue share in the global smartphone memory market...
  • MediaTek currently focuses on sub-6GHz
    The 5G era may not be getting off to a flying start, thanks to the coronavirus pandemic, but the unexpected development - plus the US-China trade war - is giving MediaTek an advantage over its major competitor Qualcomm in 2020 because...
  • MediaTek potentially to be 5G mobile chip leader
    MediaTek's focus on the sub-6GHz segment and the China market is putting the Taiwan-based company in a better position to march into the 5G mobile chip market, according to market observers.
  • MediaTek has launched new solutions for gaming phones
    MediaTek has launched its newest chips in the smartphone gaming-focused G series - the MediaTek Helio G25 and G35. The latest chips feature MediaTek HyperEngine game technology for faster, smoother performance, enhanced power efficiency, and brilliant graphics.
  • Catcher chairman Allen Hung
    Catcher Technology will continue to enjoy strong demand for notebook and tablet chassis in the second half of 2020 while demand from the smartphone segment will depend on sales of clients' new devices, according to company chairman Allen Hung.
  • Apple is expected to launch its 5G iPhones later this year
    Apple is expected to launch its 5G iPhone later this year, but its supply chain partners are now much less optimistic about shipments for the new devices that reportedly will support mmWave in 2020. Apple has been relying mostly on Taiwan-based...
  • Apple suppliers are much less optimistic about 5G iPhones than they had estimated earlier in 2020
    Shipments of mmWave-enabled 5G iPhones slated for launch later this year are estimated to reach only 15-20 million units in 2020 compared to a previous supply chain estimate of 30-40 million units, intensifying competition among Apple's suppliers of FC-AiP substrates for the new phones, according to...
  • China-based suppliers cross into Apple's supply chain
    China-based manufacturer and component suppliers have crossed into the supply chain of Apple and are gaining increased orders from the vendor with China-based Luxshare already becoming a key assembler of the AirPods and having a chance...
  • Apple's 5G iPhones reportedly will all feature OLED screens
    BOE Technology will not be in the supplier list for the first batch of panel shipments for Apple's 2020 iPhone lineup as the Chinese maker has failed to secure Apple's validation for its OLED screens, according to sources familiar with the matter.
  • MediaTek sees robust demand from many sectors
    MediaTek has booked more capacities at foundries and backend service providers for the second half of 2020. MediaTek is seeing robust demand not only for its smartphone chips, but also its other offerings. As far as chip supply is concerned,...
  • MediaTek is expected to see significant growth in 2H20
    MediaTek has increased its bookings for additional capacities at Taiwan's wafer foundry houses, mainly TSMC, and backend IC packaging and testing service firms for the second half of 2020 as the firm is ramping up chip shipments not only for 4G/5G smartphones but also for tablet, networking, TV, STB,...
  • Notebook orders may drop in 2H20
    PC demand in the first half of 2020 has been strong, thanks to stay-at-home needs, but PC vendors and their ecosystem partners are wary of weakening momentum in the second half of the year, with some brand clients reportedly starting...
  • Component makers expect demand from 5G smartphones to pick up in 2021
    Taiwan-based cooling module providers remain optimistic about sales prospects of vapor chamber (VC) products for applications in 5G phones in 2021 although their expectations for ramping up related shipments to the 5G sector in 2020 have been dampened by the coronavirus pandemic, according to industry...
  • Disappointing 5G development is highlighting the importance of 4G at the moment
    The coronavirus pandemic is disrupting 5G deployments at chipmakers, telecom carriers and end markets. Qualcomm previously was keen on gaining an upper hand in the 5G market, but has now found it necessary to devote more efforts to defend...
  • 5G chip suppliers are to maintain profitability
    Unit prices for 5G smartphone chips, which have been pushed down to between US$70 and US$80 from over US$100 previously, will continue dropping but likely at a slow rate in the second half of 2020, according to industry sources.
  • Qualcomm is keen to regain ground from MediaTek in the 4G chip segment
    Qualcomm has increased its 7nm chip orders placed with TSMC looking to regain its 4G SoC market share, according to industry sources.
  • Apple's A14 process will be made using TSMC's 5nm process
    TSMC is expected to the start production of A14 processor on 5nm process later this month for Apple's upcoming iPhone, which sources say will adop Qualcomm's X60 modem, allowing the 5G iPhone to support both mmWave and sub-6GHz bands...
  • Upcoming 5G iPhones reportedly to feature Qualcomm modem
    TSMC will enter production using 5nm process technology later in June for Apple's custom-designed A14 processor and Qualcomm's Snapdragon X60 modem, with both set to power the upcoming 5G iPhones to be launch later in 2020, according to industry sources.
  • TSMC places strong emphasis on development of 3D packaging
    Intel and TSMC are head to head in 3D packaging technology. While Intel has unveiled its Lakefield processors 3D-packaged with its Foveros technology, TSMC is looking to commercialize its SoIC technology for 3D heterogeneous integration...
  • Driver IC designers look to make a head start in the OLED phones
    Fabless chipmakers in Taiwan and China specializing in display driver ICs and fingerprint sensor chips are keenly developing OLED DDI chip solutions for smartphones seeking to build a preemptive presence in OLED screens that promise to become a mainstream in the hadnset market, according to industry...
  • The US is tightening sanctions against Huawei
    As Huawei seeks support in the face of tightening trade sanctions from the US, speculation has emerged identifying Samsung as a likely savior who could provide foundry services or directly ship its own mobile chips to the Chinese handset vendor. But Samsung...

Taiwan LCD monitors – 1Q 2020

Global tablet market – 1Q 2020

Taiwan LCD TVs – 1Q 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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