Realtime news
Mobile devices
  • foundry
    Output value for the global IC foundry industry is forecast to surge more than 20% in 2020, and will register another on-year growth but at a slower pace in 2021, according to Digitimes Research.
  • Apple
    Apple reportedly will continue developing its own mmWave AiP (antenna in package) modules for its next-generation iPhone lineup, with related efforts likely to push the US handset brand moving forward with the development of RF front-end module (RF-FEM) in house, according to industry sources.
  • Xiaomi
    In the wake of the US trade sanctions on Huawei, other major Chinese handset brands have been eager to bite off shares of their top competitor in the domesitc market, with strong momentum in their orders with upstream suppliers likely to last till first-quarter 2020, according to sources from Taiwan's...
  • 5G
    Taiwan-based IC substrate suppliers including Kinsus Interconnect and Unimicron Technology are expected to gain growth momentum from increasing demand for AiP (antenna in packages) modules for 5G mmWave smartphones in 2021, according to industry sources.
  • ASE
    Supply has barely been able to ctach up with demand in the semiconductor manufacturing sector, sending prices up to reflect tight capacity at foundry and backend houses. ASE Technology reportedly has decided to raise backend services...
  • Chinese handset vendors
    Some handset brands are mulling using plastic back covers for their 5G-enabled entry-level phones to boost shipments, according to industry sources.
  • Cher Ming Tan
    When product life cycle gets shortened and competition gets keener, the timing for product launch is important. For products where safety is a top priority - such as medical devices and cars - reliability verification is critical. How to achieve the best solution in terms of reliability, cost and time...
  • HTC Taiwan president Darren Chen (left)
    HTC has signed an MoU with National Dong Hwa University in eastern Taiwan for setting up a VR talent cultivation center.
  • MediaTek
    MediaTek is likely to report record sales for 2020, and the mobile SoC vendor is confident that its sales will grow further next year. MediaTek's chairman believes the global economy will recover and stimulate demand for handsets and...
  • Huawei
    Honor may become a successful handset brand on its own after being spun off from Huawei, but faces challenges by becoming a competitor of its ex-parent company, according to industry sources.
  • TSMC
    TSMC has seen strong demand for both of its advanced and mature manufacturing processes. Its 28nm node supply may become even tighter, as a Korean client is in talks with TSMC seeking to make its OLED driver ICs using the foundry's 28nm...
  • Huawei
    Huawei has decided to sell its Honor brand smartphone business unit to a Chinese government-backed consortium, hiving off the entry-level handset arm to ensure the survival of its consumer business amid the US trade ban.
  • NeoGene Tech unveils MagicWick technology
    NeoGene Tech has unveiled a breakthrough technology to fabricate a porous wick structure with thickness at only 10-micron, enabling ultrathin vapor chamber devices in large area with thickness of 0.15mm and even thinner.
  • Visibility of VCM orders for the iPhone 12 will remain clear before the end of 2020
    Component shipment momentum for iPhone 12 series continues to strengthen, with order visibility for VCM (voice coil motor) components for iPhone 12 Pro and Pro Max models clear through at least the end of 2020, according to VCM supply chain sources.
  • Apple's SLP and CCL orders for new iPhones to be strong in 4Q20
    Zhen Ding Technology, Compeq Manufacturing and Unimicron Technology, suppliers of substrate-like PCBs for Apple's iPhone 12, and Elite Material (EMC), which provides related SLP CCL materials, are set to enjoy a strong fourth quarter of 2020 with their sales growth momentum to carry on through first-quarter...
  • Demand for smartphone cooling modules is expected to pick up in 2021
    Taiwan's cooling solution suppliers have regained confidence over potential orders from the smartphone sector in 2021 as recent robust sales of Apple's iPhone 12 lineup may spur replacement demand for 5G phones in the coming year, according to industry sources.
  • Suppliers of iPhone 12 are pushing up their shipments
    Apple's supply chain makers of the iPhone 12 lineup reportedly are taking measure to ramp up their output to help address the tight supply of the new iPhones in a number of markets, according to industry sources.
  • Smartphones
    Smartphone vendors including Samsung, Xiaomi, Oppo, Vivo and even Google are keen on launching midrange models for the 2020 year-end holiday season and beyond, according to industry sources.
  • HTC
    HTC has reported net loss of NT$1.41 billion (US$49.42 million) for the third quarter of 2020, the smallest in a streak of 10 quarters of losses.
  • Pegatron
    It comes as a surprise that Pegatron, long being a manufacturing partner for Apple, has been penalized by the US client for employing student workers reportedly at its iPhone 12 assembly lines. But the incident highlights the pressure of Pegatron...
  • Apple has suspended Pegatron from new businesses
    Pegatron, reportedly suspended by Apple from new business deals, could be replaced by other makers, such as Foxconn, Luxshare and Wistron, should it fail to remedy the violations of the US client's suppliers code of conduct, but replacing Pegatron mahy not be as easy as it sounds, according to market...
  • iPhone 12
    Pegatron's alleged violation of Apple's supplier code of conduct by using student workers was probably the result of needs to fulfill strong orders for for iPhone 12 amid a serious lack of labor in China that has been compounded by the coronavirus pandemic, according to industry sources.
  • Notebook makers have set up assembly lines outside China
    The US presidential race is still too close to call, but the final outcome of the election will not change Taiwanese ODM's ongoing plans of moving part of their porduction lines out of China, as tensions between the world's two superpowers...
  • Qualcomm
    Qualcomm and MediaTek both are ramping up their orders at wafer foundry houses and IC backend service suppliers as they plan to roll out their respective next-generation 5G chips before year-end 2020, according to industry sources.
  • Sporton
    Mobile device certification specialist Sporton International has reported net profit of NT$208 million (US$7.3 million) on revenue of NT$926 million for the third quarter of 2020, when gross margin reached 46%. EPS for the quarter came to NT$2.25.

Global tablet market – 3Q 2020

China smartphone AP shipments – 3Q 2020

China smartphone market and industry – 3Q 2020

Global mobile device shipment forecasts, 2021 and beyond: Smartphones, notebooks and tablets

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

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