China-based NAND flash maker YMTC reportedly is looking to cross into brand SSD business in the third quarter and will focus on supplying the devices to PC makers. Meanwhile, Apple's new iPhones using OLED panels for 2021 may adopt LTPO backplane in order to reduce their power consumption. With Huawei under the US' new sanctions, Taiwan's IC substrate makers have begun turning to strife for more orders from other clients particularly those in the US.
YMTC may unveil own-brand SSDs in 3Q20: China-based Yangtze Memory Technologies (YMTC) reportedly will in third-quarter 2020 launch its own-brand SSDs adopting in-house-developed 64-layer 3D NAND flash, with target outlets including PC OEMs, according to industry sources.
OLED screens of iPhones may adopt LTPO backplanes in 2021, say sources: Apple has yet to introduce its 5G iPhones for 2020, but its supply chain is already developing OLED screens using LTPO (low temperature polycrystalline oxide) backplane technology for next year's premium iPhone models, according industry sources.
IC substrate makers shifting focus to US clients from Huawei: Taiwan-based IC substrate makers including Unimicron Technology and Na Ya PCB are gearing up to strengthen business ties with US clients seeking to offset expected losses of orders from China's Huawei/Hisilicon subject to tougher US trade sanctions starting September, according to industry sources.
