Mobile + telecom
Highlights of the day: 5G brings new demand

With the arrival of 5G's commercialization, Taiwan- and China-based makers of components including PCB and cooling modules, are expected to see rising orders from the segment, which will also improve their operations in 2020. Meanwhile, as true wireless stereo (TWS) earbuds have grown popular among consumers, many smartphone vendors are planning to bundle one with their upcoming flagship products and will increase related chip demand.

Chinese makers to see 2019 earnings double on strong HLC PCB demand: China's leading PCB makers Shennan Circuits and Wus Printed Circuit are expected to see their net earnings for 2019 double from 2018 on robust demand for high-layer-count (HLC) PCBs with higher margins for use in servers as well as 5G base stations that are under massive construction in China, according to industry sources.

Cooling module makers eyeing robust application demand for 5G devices: The commercialization of 5G communication networks will spur the growth of both base station and smartphone markets, which in turn will significantly drive demand for high-performance cooling modules in 2020, according to industry sources.

Taiwan chipmakers optimistic about demand for TWS earbuds in 2020: Chip demand for true wireless stereo (TWS) earbuds and earphones is set to remain robust in 2020, according to industry sources in Taiwan.

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