Chinese smartphone vendors, particularly Huawei, scrambled to stock up components in the second-quarter of 2019 amid escalating US-China trade tensions. Such precautionary orders sharply boosted second-quarter smartphone AP shipments, but are set to undermine shipments in the third quarter, according to Digitimes Research's latest China Smartphone AP quarterly report...
Smartphone application processor (AP) shipments to China vendors registered a larger-than-expected increase sequentially in the second quarter of 2019, thanks to deliveries made in advance to avoid the burden of potential tariffs from the US, according to Digitimes Research.
Taiwan-based startup Medical Innovation Technology (MIT) has been dedicated to promoting its medical image recording platform to address the needs of regional hospitals, clinics and long-term care institutions, according to company president Stevens Chen.
Apple is expected to launch its new iPhones soon, but it seems few would expect strong sales or major spec upgrades for the new phones. News from the supply chain has claimed that PCB order momentum ahead of the new iPhone launch has been weaker than that seen in previous years. But others in the 3D sensing components segment reportedly are receiving a boost from shipments for the upcoming iPhone.
Micron Technology has unveiled a new NAND flash fab in Singapore with commerical run to start later this year focusing on 96-layer and beyond 3D processes, as it seeks to rely on technology advancements to increase bit-output. The company has also noted that the memory market will be relatively normal in the second-half 2019 after seeing weakened demand in the first half...
The US is delaying imposing 10% tariffs on some consumer electronics products from China, including notebooks and handsets, but the cloud of uncertainty created by the US-China trade war is still hovering over the IT industry. Taiwan-based notebook ODMs remain conservative about their shipments in the second half of 2019...
For startups, the most critical factor determining their survival rests with whether their innovative products and services can pass market validations and if their business models are feasible or not, according to Vincent Tseng, CEO of the National Taiwan University Taidah Entrepreneurship Center (NTUTEC).
Taiwan's major notebook ODMs had weak results in July as clients were reluctant to further build up inventory despite the upcoming 10% tariffs the US will impose on their notebooks imported from from China. Some clients have also failed to make it clear whether they want the manufacturing partners to move production out of China to avoid the US tariffs...
There have been signs that the impact of the US trade ban on Huawei may be waning, as the Chinese vendor has recently set an even more ambitious goal for its handset shipments for 2019. Huawei has also resumed orders for notebooks and 5G notebook development that it had suspended in the wake of the trade ban...
AMD is expected to grab a larger share of the server market thanks to its newly launched EPYC server processor platform. Taiwan-based components suppliers are generally upbeat following the AMD server processor launch, but there is concerns about the strength of its shipments in the third quarter, as datacenter clients have slowed down their deployments...
