Telecom service, infrastructure
  • Acer expects notebook replacement demand to pick up
    The notebook market next year may not be as strong as in 2020, but Acer remains optimistic, expecting a wave of replacement demand in the consumer sector in 2021. The 5G era may not have taken off to a flying start in 2020 because of...
  • Iteq chairman Dennis Chen  Photo: Jay Liu, Digitimes, October 2020
    Taiwan-based CCL maker Iteq expects shipments for 5G base stations, particularly sub-6GHz ones, to ramp up significantly in 2021, according to company chairman Dennis Chen.
  • 5G
    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.
  • Compal smart devices EVP SH Peng (left) and Cisco Taiwan GM George Chen
    Taiwan's Compal Electronics and US networking specialist Cisco Systems have newly formed a strategic alliance to explore the 5G AIoT market and serve enterprise clients with diverse integrated network solutions.
  • Asia Optical
    Asia Optical is gearing up its R&D efforts developing new products such as optical modules to tap business opportunities in the 5G, datacenter, cloud and smart medical care sectors, according to company optical business chief Chen Cheng-yu.
  • APT
    Asia Pacific Telecom (APT) has announced that it will kick off its commercial 5G services in Taiwan on October 22, leveraging a 5G spectrum sharing scheme reached with fellow company Far EasTone Telecommunications (FET).
  • China to spend more effort in building small cells in 2021
    Telecom operators in China, after slowing down construction of 5G base stations in fourth-quarter 2020, are expected to reactivate new infrastructure projects in 2021 with focus placed on small stations, and optical communications equipment with 10G and 25G specs to become the mainstream, according...
  • China sees increasing 5G subscription
    The 5G subscriber market has continued growing steadily in China, with its 5G connected devices in use on track to grow to 185 million units by year-end 2020, having reached 66 million units in the first half, Digitimes Research estimates.
  • Wi-Fi 6
    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.
  • Server vendors are waiting for Intel to release its new CPU platform
    The server sector has seen robust demand triggered by stay-at-home activities in the wake of the coronavirus pandemic, but server brands are slowing down the pace of orders for fourth-quarter 2020 pending the release of Intel's new CPU...
  • IT companies pushing into the 5G notebook market
    First-tier chip designers and PC brand vendors have begun cooperation to develop notebooks with integrated antenna-in-package (AiP) modules to support both sub-6GHz and mmWave 5G technologies, according to sources from the upstream supply chain.
  • CP Chong, executive vice president of K&S
    For the world, 2020 has been a roller-coaster year, but that has not dampend the prospects of some new tech applications such as mini LED backlighting which are expected to begin taking off in 2021, generating new coopetition and business opportunities, according to CP Chong, executive vice president...
  • SMIC is likely to be hit by US trade sanctions
    While China's biggest foundry house SMIC is still waiting for the axe to fall, specualtion has already emerged about the next targets of the US trade sanctions that threaten to nip China's semiconductor push in the bud. China's memory makers...
  • Chinese telecoms are renewing 5G infrastructure projects
    Taiwan-based Iteq and Taiwan Union Technology (TUC) expect their shipments of high-frequency and high-speed CCLs for 5G base station applications to regain momentum in fourth-quarter 2020, thanks to Chinese telecoms renewing infrastructure construction projects, according to industry sources.
  • Nokia will become BT's largest equipment provider
    Nokia has announced it has extended its long-term strategic relationship with BT into the 5G era, following its selection as a 5G RAN vendor for the UK operator.
  • Taiwan is keen to construct its 5G infrastructure
    Taiwan's government will invest up to NT$50 billion (US$ 1.709 billion) in 5G infrastructure construction in the next five years, according to vice president William Lai.
  • TSMC is fast advancing its manufacturing processes
    TSMC is fast advancing its manufacturing processes, and it has already disclosed a plan to build a 2nm fab in Hsinchu, northern Taiwan. And if demand is strong, it may have to expand a central Taiwan fab to house more 2nm capacity, according...
  • Sercom gains approval from FCC for 5G mmWave small cell
    Networking device maker Sercomm has announced that its 5G enterprise mmWave small cell, the SCE5151C-B261, has been granted FCC Part 30 validation.
  • FET president Chee Ching
    Far EasTone Telecommunications (FET) aims to gain an edge against its fellow telecom firms in the 5G commercial service market in Taiwan by focusing on providing vertical application services to three major segments - smart manufacturing, smart medical care and smart traffic, in addition to offering...
  • Arm could suffer from China's de-Americanization campaign
    Nvidia's deal to acquire Arm comes with potential risks. But turning Arm into a "US" company could turn away Chinese clients who are embracing China's de-Americanization campaign. ABF...
  • Emerging countries are acting keenly in adopting 5G
    Emerging markets have always been behind developed countries in adopting the latest generation mobile networks, with a few exceptions. While it would be safe to assume that emerging markets would also lag in 5G adoption, ABI Research finds that emerging countries will have faster than expected 5G subscriber...
  • Comtrend revving up DPU business
    Networking solution provider Comtrend is striving to expend its integrated DPU (distribution point unit) and CPE (customer premise equipment) solutions for FTTH applications to Europe and North America, having established a foothold for related products in the Asia-Pacific region, according to company...
  • HTC is banking on VR devices to revive its business
    HTC has signed a MOU with Taiwan's Far EasTone Telecommunications (FET) to jointly develop related 5G and VR hardware devices, applications and services.
  • FET and APT have teamed up for 5G
    Taiwanese telecom operators Far EasTone Telecommunications (FET) and Asia Pacific Telecom (APT) have announced a collaborative deal marking the first 5G spectrum sharing project in Taiwan.
  • 5G open networks are gaining momentum
    The development of open architecture 5G networks has been gaining momentum recently as telecom operators worldwide are under pressure to reduce capital expenditure amid slower-than-expected penetration in the 5G subscriber market, according to Digitimes Research.

Global notebook shipment forecast, 2021 and beyond

Taiwan LCD monitors – 2Q 2020

Global tablet market – 2Q 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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