Highlights of the day: TSMC to start making 5G iPhone chips


TSMC is expected to the start production of A14 processor on 5nm process later this month for Apple's upcoming iPhone, which sources say will adop Qualcomm's X60 modem, allowing the 5G iPhone to support both mmWave and sub-6GHz bands. While it remains to be seen how much momentum Apple can inject into the handset market later this year, notebook ODM Wistron is conservative about third-quarter 2020, and Wistron's chairman does not expect a V-shape recovery in the post-pandemic global economy. For China's major panel makers, BOE and CSOT, the pandemic is not deterring their ambition of replacing Korean competitors as leaders in the LCD market.

TSMC to start chip production for next-gen iPhones: TSMC will enter production using 5nm process technology later in June for Apple's custom-designed A14 processor and Qualcomm's Snapdragon X60 modem, with both set to power the upcoming 5G iPhones to be launch later in 2020, according to industry sources.

Wistron chairman turning cautious about market recovery: Wistron chairman Simon Lin has disclosed the company's operation in the second quarter has been better than expected, but the coronavirus pandemic, which he originally expected to be contained by the third quarter, is unlikely to ease anytime soon. He does not expect the post-pandemic global economy to see a V-shape of recovery, which will likely be more of a U-shape or L-shape one.

CSOT, BOE moving to consolidate market positions: BOE Technology and China Star Optoelectronics Technology (CSOT) are moving to solidify their leading positions in China's flat panel industry where the landscape is undergoing a major change touched off by the capacity reductions at rival companies in Korea, according to industry sources.