Taiwan-based ODMs and OBMs (own-brand manufacturers) together shipped 21.984 million PC-use LCD monitors in the second quarter of 2019, increasing 7.6% on quarter and 4.5% on year, while the corresponding production value of US$2.435 billion grew 7.3% sequentially and 4.9% on year, according to Digitimes Research.
With the trade tensions between the US and China escalating, IT companies in the US and China have started taking measures to minimize the impact with Apple and Google both accelerating their paces on moving their products' manufacturing out of China. Meanwhile, China's semiconductor industry also began a de-Americanization trend and is turning to seek supply domestically...
With 5G business opportunities starting to emerge, CCL makers have been keenly increasing their capacity to satisfy rising demand from the PCB industry. Meanwhile, suppliers of CCLs, IC substrates and flexible PCBs are also expected to enjoy growing orders in the upcoming months...
According to Digitimes Research's observation, with global market demand on a moderate increase in second-quarter 2019, Taiwan-based semiconductor foundries showed recovery...
The DRAM sector enjoyed robust growth in 2018, but oversupply coupled with weakening economy and demand has sent memory prices crashing this year. But there may be good news around the corner, with Adata's chairman expecting DRAM pricing to begin to stablize next month. Some others from the semiconductor supply chain are more consevative about their outlook for second-half 2019...
For TSMC, Moore's Law is far from being dead. While it has been keen to grow chip density on the transistor level, advancing packaging technology is one of the possible ways TSMC is embracing to improve density by stacking multiple layers of transistors into what it calls monolithic 3D ICs. It remains debatable whether Moore's Law is approaching its limits...
Apple is set to release its new iPhones next month, but shipment prospect of the new devices are expected to be weak. Apple's inventory preparations for the new iPhones for 2019 will be lower than the 90 million units it prepared for the launch of the XR, XS and XS Max in 2018, with actual shipments of the upcoming devices to reach only 70 million units this year, according to Digitimes Research...
Software as a Medical Device (SaMD) is emerging as a new smart healthcare application, but what counts most for software developers to successfully tap into the medical AI domain is that they must know first what problems their solutions can address for the healthcare industry, according to Mishal Patel, head of health informatics at AstraZeneca (AZ), a UK-based biopharmaceutical company.
Taiwan-based IC designer house MediaTek reportedly is on track to roll out its first 5G SoC series, codenamed MT6885, in fourth-quarter 2019, ready for commercial production in first-quarter 2020...
Sales of smartphone in the China market increased 22.4% sequentially to 93.4 million units in the second quarter of 2019 as local brands were keen to roll out new models after inventories in the channels had been partly cleared out in the previous quarter, according to Digitimes Research. On a yearly basis, second-quarter shipments were still down 1.6% from a year earlier.
