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Friday 7 May 2021
Tripod Tech expects new capacity to come online in 2H21
Tripod Technology will have new production lines at its manufacturing site in Xiantao, China's Hubei province get ready for production in June, according to the Taiwan-based PCB manufacturer. Output at the site will be ramping up starting the second half of this year.
Wednesday 5 May 2021
Taiwan small- to mid-size LCD panel shipments to grow sequentially in 2Q21
Taiwan's shipments of small- to medium-size LCD panels are expected to edge up 3.7% sequentially but decline 15% on year in the second quarter of 2021, after reaching 188 million units in the previous quarter, Digitimes Research estimates.
Tuesday 4 May 2021
China 1Q21 smartphone shipments increase 9%, says Digitimes Research
Smartphone shipments totaled 94.6 million units in the China market in the first quarter of 2021, up 9% sequentially and 99.6% on year, Digitimes Research has found.
Tuesday 4 May 2021
Highlights of the day: Packaging materials in severe shortage
Backend service providers face as much as a 50% shortage of packaging materials from until June as a result of production issues at Japanese suppliers. MediaTek is prioritizing shipments for 5G chips, telling its Chinese handset clients that it is cutting output for 4G offerings amid tight foundry supply. Despite tight foundry capacity, TSMC has promised more support for the car industry. Demand for automotive chip probing services is expected to stay brisk throughout the year.
Tuesday 4 May 2021
Samsung sees profit drop in Vietnam in 2020
The four major subsidiaries of Samsung Electronics in Vietnam garnered revenues of US$63.25 billion in 2020, decreasing 4% from a year earlier, with their combined earnings sliding to US$3.8 billion from US$4.3 billion during the same period, according to local media reports.
Tuesday 4 May 2021
MediaTek to scale down 4G mobile chip shipments
MediaTek has notified its China-based smartphone clients that it will scale down shipments of 4G chips in 2021 due to tight capacities at foundry houses, according to industry sources.
Tuesday 4 May 2021
MediaTek accounts for over 50% of China smartphone AP shipments in 1Q21
Shipments of smartphone application processors for use by China-based handset vendors reached 212 million units in the first quarter of 2021, increasing 0.2% from a quarter earlier, according to data compiled by Digitimes Research.
Friday 30 April 2021
Vendors of 3D sensors, PA, VMC to brace for new iPhones starting June
Taiwan's 3D sensor, PA and VCM suppliers for iPhones are expected to revive their inventory-preparation momentum for new iPhones starting June following a slowdown in delivering shipments for the iPhone 12 series in April and May, according to industry sources.
Friday 30 April 2021
China smartphone vendors see combined shipments drop in 1Q21
China-based smartphone vendors saw their combined first-quarter 2021 shipments decline 9.7% sequentially to 191 million units, which, however, represented a sharp on-year increase of 73.8%, with the on-quarter fall also improving significantly from corresponding shrinkages of over 20% seen in pre-pandemic years, according to Digitimes Research.
Thursday 29 April 2021
MediaTek expects 10-18% revenue growth in 2Q21
MediaTek expects to post another sequential increase of 10-18% in revenues for the second quarter, with revenues to fall between NT$118.8-127.5 billion (US$4.22-4.53 billion) under the exchange rate of US$1 to NT$28.2.
Thursday 29 April 2021
Apple reports over 50% on-year growth in fiscal 2Q21 revenues
Apple has announced financial results for its fiscal 2021 second quarter ended March 27, 2021, posting revenues of US$89.6 billion, up 54% on year, and quarterly earnings per diluted share of US$1.40.
Thursday 29 April 2021
Apple to launch new color iPhone 12 in Taiwan
Apple plans to release a new purple-colored iPhone 12 in the Taiwan market at the end of April, aiming to prolong the sales momentum of its iPhone 12 lineup in the local market, according to market sources.
Tuesday 27 April 2021
Prospects of mmWave 5G chips may not become clear till 2H22
The chance of mmWave chips mounting a major challenge to the title of being the leading 5G mobile solutions will remain until at least the second half of 2022 due to tight capacity at foundry houses, according to industry sources.
Tuesday 27 April 2021
China firms gearing up for new-gen 5G chip rollouts
Unisoc is expected to roll out its new-generation 6nm 5G chip solution some time between late second-quarter and early third-quarter 2021, while Xiaomi and Oppo also have plans to introduce their in-house developed 5G solutions by the end of this year, according to industry sources.
Monday 26 April 2021
Samsung launches Galaxy M12 in Taiwan
Samsung Electronics has launched its latest 4G smartphone, the Galaxy M12, in the Taiwan market, with the availability to begin on April 26 at NT$4,999 (US$180).
Monday 19 April 2021
Highlights of the day: Fabless IC firms diversifying foundry sources
Industry-wide shortage of foundry capacity has sent fabless IC design houses scrambling for support. They are now diversifying their foundry service suppliers in order to secure support. Foundry houses and fabless IC firms may be eager to increase their spending on capacity expansions or R&D, but backend services firms are more conservative, giving priority to raising capacity utilization and expanding capacity for mature processes. But Taiwanese backend firms are helping Apple develop dual-band 5G AiP modules that may be featured in upcoming iPhones.
Monday 19 April 2021
Global smartphone revenue to spike 13% in 2021, says Strategy Analytics
Global smartphone wholesale revenue will increase 13% on year in 2021, the highest revenue growth in six years, according to Strategy Analytics. Despite the economic uncertainty and dented consumer confidence caused by the coronavirus, the market will be able to bounce back this year on the back of the iPhone 12 super cycle and the migration to 5G globally.
Monday 19 April 2021
AiP substrate shipments for new iPhones to surge in 2H21
Demand for mmWave AiP modules is set to pick up significantly in the second half of 2021 as Apple is expected to boost the adoption of such modules in its new Phones, which in turn will drive up shipments of BT-based AiP substrates from main suppliers, according to industry sources.
Monday 19 April 2021
Apple may adopt in-house developed dual-band AiP for new iPhones, say sources
Apple is stepping up development its own dual-band 5G AiP (antenna in package) module, which, along with Qualcomm's solutions, may be featured in its next-generation iPhones, according to industry sources.
Monday 19 April 2021
Huawei reportedly to release 3 new foldable smartphones in 2H21
Huawei reportedly plans to launch three new foldable smartphones in the second half of 2021, having launched its foldable Mate X2 in February, according to industry sources.
Monday 19 April 2021
Vietnam sees growing exports of electronics
Vietnam's output from the electronics, PC and optical product sector increased 12.3% in value on year in first-quarter 2021, according to the country's Ministry of Industry and Trade.
Friday 16 April 2021
China smartphone shipments surge in March
About 35.27 million smartphones were shipped to China in March 2021, up 67.7% from a year earlier, according to data from the China Academy of Information and Communications Technology (CAICT).
Friday 16 April 2021
LG reportedly looking to sell Vietnam smartphone plant
LG Electronics is shutting down all smartphone plants and looking to find buyers after announcing its decision in early April to quit its loss-ridden smartphone business, according to media reports.
Wednesday 14 April 2021
Highlights of the day: MiniLED applications gaining momentum
Apple is expected to soon unveil a miniLED-backlit iPad Pro, and its miniLED supply chain is ready to expand shipments, having improved yield rates. In the semiconductor sector, supply for packaging tools has been extremely tight, with equipment vendors reluctant to expand production, wary of possibly a lurking bubble in the market. And MediaTek is keen to maintain its leadership in the 5G phone market segment. The IC vendor has stepped up purchases of BT substrates for use in its 5G mobile SoCs to make sure it has enough supply.
Wednesday 14 April 2021
Tight foundry capacity, component shortages to affect smartphone sales in 2021
Tight capacity at foundry houses, coupled with shortages of some crucial components such as CMOS sensors, power management and driver ICs, could affect sales of individual handset brands in 2021, according to industry observers.