Some market observers believe iPhone 12 may see order momentum decline in second-quarter 2021, but Digitimes' study of Apple's ecosystem has come to a more optimistic outlook, with components orders for the iPhone 12 to remain strong through first-half 2021. The iPhone supply chain will also see a newcomer for OLED panels - namely China-based BOE TGechnology, whose Taiwan-based partner, touch module supplier GIS, will also join the Apple ecosystem. In the gaming sector, AMD has secured more capacity support from TSMC's 7nm process for making PS5 chips, but actual shipments will depend on ABF susbstrate supply.iPhone 12 component order dynamics to last till 1H21: Some market observers are predicting that related order dynamics for the iPhone 12 will peak in first-quarter 2021 before heading for a downward adjustment. But the messages that Digitimes has managed to gather from Apple's ecosystem show that such a downtrun is unlikely.GIS reportedly enters iPhone supply chain: As China-based BOE Technology will soon begin to supply flexible OLED panels for iPhones, its Taiwan-based partner General Interface Solution (GIS) will supply corresponding integrated touch modules, according to industry sources.ABF substrate yield rate to affect PS5 chip shipments: AMD has been promised more 7nm foundry capacity at TSMC, but actual shipments for its PS5 chips will depend on the production yield rates for ABF substrates needed to make the customized processors for Sony's next-generation games consoles, according to industry sources.

China's makers have not slowed down the pace of capacity expansion and technology upgrades for AMOLED panels, although its smartphone industry has been affected by the coronavirus pandemic and the US trade restrictions against Huawei, Digitimes Research has found.New fabs or expansion projects being carried out in 2020 include a 6G line each by Visionox in Hefei, BOE Technology in Chongqing, and Tianma Microelectronics in Xiamen.China Star Optoelectronics Technology (CSOT) is expected to add a new 6G flexible AMOLED line, to be dubbed t5, along with the existing site of its t4 line in Wuhan.Two other smaller makers Everdisplay Optronics and Royole are planning to issue IPOs to raise additional funds to finance their respective expansion projects.Since Samsung Display has adopted an aggressive pricing strategy to promote its rigid AMOLED displays in the smartphone sector, China's panel makers have switched their AMOLED to roll out products for wearable or flexible applications.For product upgrades, Chinese panel makers are likely to develop rollable AMOLED panels targeting domestic and overseas sales. LG Display may prioritize its supply of flexible AMOLED panels to Apple in 2021 but may purchase rollable AMOLED applications from BOE Technology. Oppo may launch rollable smartphones built using rollable AMOLED panels from CSOT in the coming year.

Cyber security is a key issue for the era of big data, Internet of Things (IoT) and 5G. Cybersecurity Ventures has predicted that, globally, businesses in 2021 will fall victim to a ransomware attack every 11 seconds, and the cost will top US$20 billion.Digitimes recently had the opportunity to talk to hardware cyber security startup Dover Microsystems' CEO Jothy Rosenberg about how the company's solution - an oversight system - works and differs from others.Q: Could you briefly introduce Dover's solution?A: We are an IP licensing company. Our CoreGuard silicon IP resides on the silicon substrate next to the host processor and acts as an oversight system for the host processor - monitoring every instruction as it executes to ensure it complies with a set of security, safety, and privacy rules. If an instruction violates an existing rule, CoreGuard stops it from executing before any damage can be done. Updatable security, safety, and privacy rules, called micropolicies, maintain metadata about every piece of data and every instruction processed by the host processor, enabling CoreGuard to distinguish between good and bad instructions. Micropolicies are designed to stop entire classes of attacks, including buffer overflows, code injection, data exfiltration, safety violations and can even protect AI/ML systems from dangerous malfeasance.Q: What is the difference of the network security solutions between Dover and Synopsys from the early stages of a chip design?A: Synopsys and other EDA tool vendors are providing the SoC designer with tools to help prevent flaws in their HW design. Some have also acquired companies with technology to detect anomalies in bus traffic, such as the case with Siemens (parent company of Mentor Graphics) acquiring UltraSoC earlier this year. However, these tools do not protect any of the software running on the SoC - this is where CoreGuard is focused. CoreGuard is built on two critical observations: (1) today's processors are based on a simple architecture that prevents them from protecting themselves against attacks; and (2) all software has flaws that can be exploited by attackers coming in over a network. All processors sold today are still based on the 1945 von Neumann architecture. Although processors have advanced according to Moore's law and become faster, smaller, cheaper; they lack the ability to determine if each executed instruction is correct. Steve McConnell, author of Code Complete, states there are 15 to 50 bugs per thousand lines of source code on average, and according to the FBI approximately 2% of those bugs are exploitable. That means, in Android which has 15 million lines of code, there are at least 4,500 exploitable bugs. In Microsoft Office which has 40 million lines, there are at least 12,000 exploits. And a Ford F-150 which has 150 million lines contains potentially 45,000 different ways to take over the vehicle or steal private data from it. CoreGuard is what is classified by security researchers as an oversight system, watching each instruction a host processor is executing as it is happening and determining if that instruction is correct or not. And if not, then CoreGuard does not allow that instruction to complete, prevents any damage from being done, and notifies the host processor so it can take appropriate remedial action. The level of protection EDA vendors, like Synopsys, are providing does not overlap with CoreGuard. They are mutually beneficial as the goal is to protect our electronic systems with a defense-in-depth approach.Q: What is the level of acceptance of Dover's solution in fabless? Can you share with us some user cases/scenarios of your solutions?A: Our first publicly announced customer is NXP. NXP recognized the innovation and revolutionary approach of CoreGuard in protecting devices against network-based attacks right at the processor level. We are in discussion with several other fabless semiconductor companies, which have not yet been announced publicly.NXP is utilizing CoreGuard to create inherently secure processors for embedded devices. Additionally, we announced a partnership with Cadence Design Systems, to deliver secure processing for aerospace and defense applications using a CoreGuard integration with the Tensilica LX7 processor. Through this collaboration, customers can leverage the runtime security monitoring capabilities of CoreGuard that identify security policy violations and stop them from executing before any damage is done.We also announced a similar partnership with Andes Technology, a tech company in Taiwan, to deliver professional network security for their RISC-V core. Andes recognized that network security was a major concern for many IoT applications, which is why they decided to partner with Dover. We have been talking to quite a few large chip manufacturers over the past one and a half years, and those talks are coming to fruition. We are confident we can close significant deals next year.Q: Who are Dover's partners of IC manufacturers?A: We do not make hardware. We are only dealing with IC manufacturers for the purpose of getting test chips made. We are a part of an organization called "Silicon Catalyst"; they are in Silicon Valley. They were created to help semiconductor-related startups succeed. They've got a deal with TSMC and some other organizations, to make it easy to get into silicon inexpensively. TSMC is waiving all fees for this, but we still have to pay for services. They not only have a partnership with TSMC, but also a really good deal with Arm. We can get several different Arm cores for free to make test chips.Now, we are pursuing getting CoreGuard into an ASIC through our participation in Silicon Catalyst. Being proven in silicon is an important validation step for many of our customers, which is why it is a top priority, and we plan to do this in the first half of 2021 to get a few hundred test chips.Q: Who are your major competitors in this industry?A: We mostly focus on companies which are starting to do cyber security in hardware. We do not compare ourselves to software vendors, because in any kind of software, there are bugs that bad guys can exploit. There are two major areas people are doing cyber security in hardware. One is called "compartmentalization". For instance, Arm has TrustZone, Intel has SGX, and SiFive has WorldGuard. Those companies are marketing extremely aggressively. It is a valuable technology for sure. It keeps one set of untrusted software from being able to corrupt a trusted compartment (where Android might be running for example).The other message out there is "secure processor" which is encryption. Encryption is important. It keeps data that is moving from one place to another from being intercepted, stolen, or even looked at. But there is confusion. You cannot say, I have a "secure processor," so everything is safe, I am done. Because that cannot stop somebody from attacking you with a buffer overflow, a common kind of attack. For example, ransomware has buffer overflow attacks in them to take over and encrypt your disk, and then make you pay to get it back.We are compared to those two products. But when we look at a publicly-maintained CVE database of all attacks, maintained by Mitre Corp, out of the 84,000+ attacks that they categorized, compartmentalization only protects against a little over 2% of those attacks. Encryption and all the crypto types of things only stopped about 10% of those attacks. CoreGuard is capable of stopping 95% of those attacks. It is a completely new paradigm, a game changer. CoreGuard came out of a DARPA research program from 2010-2015. DARPA does not invest in things that have already been done or are easy. In fact, they sometimes only invest in things that seem impossible. Our CoreGuard technology originated from the DARPA CRASH program. Some of the Dover team members were among the 14 performers. We spent 4.5 years trying to understand how to stop those attacks that are wreaking havoc in our systems. That is why we are here, because we came up with something really good. After the DARPA years, we incubated for two years in a not-for-profit laboratory here in Cambridge MA, and officially spun out and became an independent company in mid-2017.Q: Is there any difference between the traditional chip manufacturing process and process using Dover's solution?A: No. The customer building an SoC brings in a processor (Arm, RISC-V, MIPS, Tensilica, Arc, or other) into their EDA tools and combines that with other IP for I/O, security, memory and so forth and then adds their secret sauce that differentiates them in the market. As they bring in the processor IP they will also bring in CoreGuard and place them side-by-side on the substrate. The entire process is identical with CoreGuard or without it.Q: What is the current funding status and plans for funding next year? What are your objectives for raising capital?A: We are currently raising a Series A round now, which we are looking to close in the first half of 2021. This round will allow us to significantly scale the company, expand the product's capabilities and expand sales and marketing initiatives to build awareness and demand. Post A round, our goal is to get CoreGuard into as many SoCs as possible, as quickly as possible. To do this we are going to expand sales and marketing and execute several initiatives to build awareness and demand for our CoreGuard technology. To date, we've been constrained with what we've been able to do with a small team and limited budget. Also in support of this goal, we are going to invest in the development of furthering CoreGuard's capabilities - opening up new opportunities and markets for Dover. These types of capabilities include, support for A-core, multi-cores, and Linux, as well as completing the integration of CoreGuard with additional processor architectures. In addition, we will be expanding our micropolicy suite to address the security threats relevant to specific vertical markets and we will begin the process of pursuing industry certifications.Q: What are the verticals that you are working with?A: We look at different markets and prioritize those that have large companies and those which are building their own chips. Industrial IoT, 5G infrastructure are two important markets that we are focusing on in 2020-2021, in addition to large semiconductor players. There are also other sectors, such as medical devices, consumer IoT, automotive, infrastructure, transportation, which we will explore in the future.Q: Will you enter the smartphone market?A: Some day. That will be very challenging. It's a very mature market. They are very constrained on power and physical space and have very complex software stacks. Our current implementation of CoreGuard is optimized for embedded systems with smaller software stacks. At present, we're focused on protecting embedded systems, which accounts for the vast majority of processors used in today's market.(Editor's note: Digitimes Research analysts Eric Chen and Jim Chien contributed ideas to the making of this interview)Dover Microsystems CEO Jothy RosenbergPhoto: Company

In 2021, there's opportunity for growth in many markets, especially automotive, 5G and IoT, and new component releases hitting the market. However, challenges lie ahead.The 2020 government shutdowns due to COVID-19 hindered global supply chains by either halting or limiting production. Despite most manufacturers finally up and running, another issue looms on the horizon - worsening shortages.Growing markets in 2021 and beyondThere are numerous market segments that will experience growth in the upcoming year, including the rollout of 5G, the rebound of the automotive sector, an increased need for datacenters and increasing reliance on AI and IoT by companies.The automotive industry, specifically, will have a big turnaround in 2021. Though automotive demand took a big hit in early 2020 due to the COVID-19 pandemic, it is now recovering and is forecasted to have strong growth in the second half of the coming year.The main driver of this growth is electric vehicles. Other key drivers of growth will be increasing consumer demand for vehicle comfort, the rising consumption of plastics in automotive production and increasing vehicle customization.The automotive interior materials market alone is expected to experience over 5% CAGR from now until 2026, while the aftermarket segment is predicted to see more than 6.5% CAGR in the same time span.The rollout of 5G is also anticipated to have a huge impact on the semiconductor industry as companies prioritize capacity allocation to 5G production. With the 5G network set as the catalyst to multiple technological revolutions, new devices containing higher performing components will be essential requirements.Initially, the 5G rollout may only lead to an increase in demand for chips with a higher baseline memory requirement, but in the coming years the massive number of new applications will go beyond just smartphones. The industrial application segment alone is predicted to experience 221% CAGR between 2021 and 2023, resulting in $497 million in semiconductor revenue.Other markets expected to continue growing in 2021 include the data mining industry and gaming industry. Ongoing demand in these industries will likely lead to increased demand for graphics cards, though this growth may be impeded by yield issues for Nvidia chips. The numerous recent product launches in the gaming industry has already put a strain on GDDR5 and GDDR6 supply, which is likely to worsen as both industries continue to grow.A hindered semiconductor industry in 2021Though there is rising demand from growing industries, various raw material shortages are leading to tight supply, extended lead times and increased pricing for many manufacturers and on a variety of components. This doesn't appear to have an end date in sight and is only thought to get worse in 2021.The ABF substrate shortage is an example of how one shortage can have a widespread impact on components. As a result of demand growth outpacing capacity expansion by 20% in 2020, rising prices have left customers scrambling to fulfill their production needs, especially for CPUs, GPUs, high-end ICs and peripheral products.These shortfalls are likely to widen as demand for 5G infrastructure, networking and high-end GPU and CPU applications outgrows capacity further. GPUs, for example, are expected to experience a 15-20% price increase in 2021 due to this worsening shortage.Another supply constraint expected to further disrupt the semiconductor market next year is the 8-inch wafer shortage, which originated in 2019. With production capacity currently operating at 99% from increased end-product demand, further pressure will be added in 2021 from the growing 5G industry, automotive industry and IC market.Because of the 8-inch wafer shortage, lead times have been worsening and pricing is on the rise. Richtek, for instance, has reportedly had lead times stretch from 4-6 weeks to 26+ weeks on a wide range of ICs, which are commonly used in computers and consumer end-products.Other manufacturers, such as LG, AUO and Innolux are also beginning to feel the effects of raw material shortages, particularly for glass substrates. With demand for LCD panels remaining strong, the glass substrate shortage has caused pricing increases of up to 70% above original price levels.Many manufacturers are competing for a variety of raw materials, including CPU and GPU makers in addition to logic IC and power management IC manufacturers. Because distributor inventories are under allocation, end-customer supply is very tight for a variety of components, which is likely to continue throughout 2021.The takeawayThere are many opportunities for growth in global supply chains going into 2021 created by the rollout of 5G and IoT, the return of the automotive industry and growing demand in data mining and gaming industries. Though rising demand should result in booming industries, numerous shortages could stunt growth and leave manufacturers fighting over resources.

Companies in Taiwan's PCB supply chain are expected to enjoy the business opportunities from Intel's new Whitley server platform starting the second quarter of 2021, while notebook demand will stay strong in the first quarter of 2021 due to the stay-at-home economy and will boost orders to related component makers during the period. TSMC is having no concern on loss of orders from Qualcomm and Nvidia to Samsung as its existing clients' demand for advanced manufacturing process remains brisk.PCB makers may ramp up shipments for new-gen servers in 2Q21: Taiwan's PCB supply chain players are expected to gradually ramp up shipments for servers adopting Intel's next-generation Whitley platform starting second-quarter 2021 at the earliest, according to industry sources.Notebook component suppliers continue to see orders ramp up: Notebook component suppliers continue to see a ramp-up in orders, and are expected to enjoy a particularly strong first quarter in 2021, according to industry sources.TSMC sees promising demand from Apple for advanced node manufacturing: TSMC has seen promising demand from Apple as well as its other major clients for advanced process manufacturing, with the loss of orders from Qualcomm and Nvidia unlikely to constrain its growth over the next several years, according to industry sources.

Both Taiwan-based panel makers AU Optronics (AUO) and Innolux are gearing up their efforts to develop display products for medical applications in response to the lingering impacts of the coronavirus pandemic, according to Digitimes Research.The two firms have managed to push their combined share in the global medical display market to 50% in 2020, said Digitimes Research, which added that the firms' share is expected to further expand in 2021 thanks to a decision by a display subsidiary of Japan-based Panasonic to withdraw from the high-end LCD medical display market.AUO highlighted its premium 3D surgical display solutions at the recently concluded Healthcare Expo Taiwan 2020. The exhibits included a 15.6-inch 4K naked-eye 3D display for use in surgery rooms and a 32-inch 4K polarized 3D display solution integrated with MediaTek's 3D endoscope and minimally invasion surgery (MIS) visualization system.While Innolux was showcasing its X-ray FPD (flat-panel detector) display solutions at the fair, other makers were exhibiting antibacterial AIO PC systems and AI-enabled recognition systems that can detect the subtle changes in organ tissues or blood during the operation processes.Benefitting from a surge in demand for medical equipment amid the rampage of the pandemic, China-based Mindray has also seen its quarterly revenues expand by an annual rate of over 30% since the second quarter of 2020. Sales of its patient monitors alone grew over 60% on year in the first half of the year.However, Barco and Eizo, the world's top-two medical monitor makers, saw their sales for the first three quarters of 2020 fall behind those seen a year earlier, as hospitals worldwide have delayed their investments for medical equipment amid the pandemic.

Startups are often carried away by their tech prowess, over-designing their products beyond the actual needs of their customers, according to Singapore-based AImazing founder Jun Ting. In an interview by Digitimes, Ting, whose company helps stores analyze offline data, reveals how the pandemic has taught him a lesson about understanding customers' needs. In China, handset vendors are ready to launch new 5G phones in a bid to make up lost ground from Apple, who has made major gains in the Chinese market in fourth-quarter 2020 thanks to strong sales of its iPhone 12 family. Demand for products and services across all semiconductor segments have tightened capacity supply or sent prices rising. For some Taiwan-based IC testers, they have an alternative to directly raising their service quotes: they have their clients shoulder part of the costs of components needed to process their orders.Understanding what customers really need: Q&A with AImazing founder Jun Ting: AImazing, founded in 2015, was groomed by Taiwan-based accelerator AppWorks. AImazing, which set up its headuqarters in Singapore and R&D base in Taiwan in 2017, was about to take off with its acoustic application when regulation changes in the Southeast Asian city state curbed its mobile payment services.Chinese brands to launch new 5G phones to compete with iPhone 12: China's handset vendors reportedly are ready launch an array of 5G high-end and budget phones starting January, seeking to recover lost ground from Apple's iPhone 12 lineup, according to industry sources.Taiwan IC testers ask clients to procure own process components: Taiwan-based IC testing houses have asked their fabless and IDM clients to shoulder some of the components costs needed to process their orders, a measure tantamount to raising prices, according to industry sources.

AImazing, founded in 2015, was groomed by Taiwan-based accelerator AppWorks. AImazing, which set up its headuqarters in Singapore and R&D base in Taiwan in 2017, was about to take off with its acoustic application when regulation changes in the Southeast Asian city state curbed its mobile payment services.Digitimes recently did a remote interview with AImazing founder Jun Ting to see how the startup has survived that setback in Singapore and how the coronavirus pandemic has changed its fortune.Q: How did AImazing survive the sudden regulatory changes that hit it hard in Singapore?A: Looking back at the footsteps of the company in the past five years, the acoustic application was AImazing's third product. We didn't really find the product-market fit until that third product, but this (regulation change) happened. Fortunately, these problems happened at the early stage. If it had been in the B or C round of fundraising, we would have had to face more investors and handle a bigger team.AImazing was a team of about 10-15 people at that time, and there was no way to continue because of the regulation change. The year 2018 was our low point, but we quickly found a new direction and now still have a team of six software development and data analyticsengineers in our R&D center in Taiwan to remotely support our services. Ou team members in Taiwan, Singapore and Malaysia total more than 30 people, and our market presence has expanded to the Philippines, where our local partners are running the business.Q: What's your latest products? What is the pain point that you want to solve?A: The idea of our latest product came from a meeting with Facebook in Singapore at the end of 2018. Facebook was exploring the possibility of working with AImazing, because we do transaction authentication for many electronic wallets. Visa and Master are the companies that have the best grasp of offline spending, but they can only know the total amount of money a user spent at a particular store, not the details of that spending. This inspired us to develop a new idea.AImazing's business model now is to integrate and analyze offline data to provide merchants with customer loyalty program solutions. Artificial intelligence (AI) and big data technologies are very mature and advanced, but the biggest problem is how to get the data offline. Offline is a very fragmented market, and in Taiwan and Singapore alone, there are probably hundreds of POS systems in operation. Our core technology is to get data from different POS systems and analyze it in a more efficient way.We built a platform and put all the offline data on it, and we also have our own app through which each company can get offline data. Of course, we still need to obtain the consent of the store first. Our service targets may even be restaurant chains with many outlets using different POS machines. They can put the data on our platform first, and then take the needed data from there. Customers can get clean and uniform data in a single docking. Even AC Nielsen is working with us because data on the cloud can also very confusing. We recently discovered by accident that 45% of our customers are using cloud POS systems.Q: It seems that AImazing has found a niche and a sweet spot, but in what ways has COVID-19 affected the company?A: Thanks to the COVID-19, we originally thought we were a "b2B" company and our customers should be big companies. Before the pandemic, we worked very hard to help banks and FMCG companies like Unilever, P&G and hypermarkets do online-to-offline data tracking in real time.After Singapore imposed a lockdown in April, we added a new feature to our product - a cashback loyalty program solution integrated with Facebook Messenger.Why do you need this service? Because many stores think they are already digital; after all, they are already using POS, and have joined many cloud-based delivery and cashback discount platforms, such as FoodPanda and Deliveroo. However, when the outbreak occurred, individual stores offered big discounts trying to attract customers to come and spend, but their promotional messages could not reach their customers.Each company in the market operates its own loyalty program independently. If a store wants to notify customers, they can only do so by phone, or they pay for their own advertising. Our loyalty program is integrated with Facebook's Messenger, which allows stores to advertise on Facebook and send directly to specific customers, enhancing the effectiveness of advertising.Q: What are your plans for future market expansion?The pandemic has allowed AImazing to be more aware of what customers really need. People working in the tech industry for a long time may tend to be carried away by their tech prowess, and they are prone to over-design and make products that are technologically advanced but ignore the real needs of customers. Data analysis may be useful for bigger companies whose operations teams can log on to get data and see reports. However, smaller stores may not be able to log on to see the data because of the digital gap or because they are simply too busy to do so.What this tells us is that we used to think that big data analysis is very powerful, but small stores find it very complicated and don't have the time to learn how to do it, thinking that they only need the simplest monthly report. When we put aside our own misconceptions and responded to the needs of our SME customers by sending simple monthly profit-and-loss reports through Whatsapp's API, the usage rate went straight up.The product has been so effective in boosting sales that hundreds of stores have joined our platform, and we've seen over 200% growth compared to the pre-pandemic period. We started the year 2020 with a team of 10 and now we have over 30 people. Our cash flow is very strong and will be fine for the next two to three years, and we plan to raise Series A in 2021 to continue our international expansion. But we won't put too much thought into raising capital; we're only looking for strategic investors who can help open another door.We would have expanded to Thailand and Indonesia in 2020, but due to the pandemic, we are postponing all such plans to 2021. In the future, after the pandemic has subsided, our expansion will still focus on Southeast Asian countries. My goal for 2021 is to increase the number of storesusing our services by 10-fold, with 3-5-fold definitely achievable.Q: How did you find your partner in the Philippines?A: Our partner was looking for such a solution, and his father is the co-founder of a big supermarket chain in the Philippines. We spent nine months bonding and getting to know the local market and environment. I traveled to the Philippines for a week every month to determine how to implement our solution there and to develop the business together.It's worth mentioning that the Internet environment in the Philippines is the same to that in China, where most people skip the PCs and go straight to mobile phones, so their computers are very, very old. The power supply and the network are very unstable, so we had to solve the problem of sudden disconnection of the network service. First we did a proof of concept (POC) to make sure the solution was available locally, and he eventually became our investor. So not only is he running the Philippines operation, but also helping implement and deploy the solution and working with international data analytics organizations.AImazing founder Jun Ting (left) and two of his core team membersPhoto: Company

When tough US sanctions against Huawei took effect in mid September, Taiwanese chip suppliers did lose massive orders from one of their biggest clients. But Taiwan's IC ecosystem has since seen the void filled up by strong demand from the 5G, AI, HPC and automotive sectors. Foundry capacity has been tight, resulting in shortages and rising prices in some components segments, such as DDI chips. PCB makers have also seen copper foil prices rising amid increasingly tight supply.Taiwan IC ecosystem unscathed by Huawei ban: The impact of Huawei's woes on its Taiwan-based chip suppliers has been smaller than expected, according to industry sources.Novatek and other DDI chip suppliers to raise quotes for 1Q21: A number of Taiwan-based LCD driver IC suppliers, including Novatek Microelectronics, have completed talks with downstream clients over raising quotes for their TDDI and DDI chips in the first quarter of 2021, according to industry sources.PCB makers to see copper foil shortage in 1H21: Taiwan's PCB industry is expected to face shortages of upstream materials in first-half 2021, particularly copper foils for both general and high-end applications, according to industry sources.

Taiwan's investors should change their mentality about entrepreneurships, giving more support to startups, according to Wistron chairman Simon Lin.Lin pointed out that many of Taiwan's venture capital (VC) firms would require startup founders to shoulder part of the investments in their businesses as a way to show their commitment. But this puts the startup founders in a make-or-break situation where failures would leave them broke, Lin said.In Israel, where Wistron is also investing in startups there, most entrepreneurs operate their startups with VC. They do not have to worry about financial support for their innovative ideas, and although many startups have ended in failure, local VC firms are still willing to inject more funds into supporting entrepreneurships, Lin said.Wistron, which was spun off from the Acer Group in 2000, started reorganizing its structure to enhance competitiveness and formed a VC team to invest in its upstream and downstream partners, Lin noted.With Wistron becoming a major enterprise in Taiwan's ICT industry in 2010, Lin said the company set up corporate venture capital (CVC) hoping that its investment could help the company overcome its bottleneck at the time.From 2010 to 2020, Wistron's CVC injected a total of US$4 million into 50-60 companies. In addition to having outside teams evaluate investment targets, Wistron's management team also participated in many of the investment projects. As a result, many of the investments became strategic moves to assist Wistron's existing projects, Lin stated.At the moment, Wistron's CVC is still mainly investing in strategic items that fit the company's future projects, but Lin said he is hoping to have CVC expand the targets to new categories of the future.Wistron is a hardware maker and combining hardware with the new economy is necessary for the company to create added value, said Lin.Wistron chairman Simon LinPhoto: Digitimes file photo