Supply chain
Highlights of the day: PC makers wary of weakening momentum
DIGITIMES staff

PC demand in the first half of 2020 has been strong, thanks to stay-at-home needs, but PC vendors and their ecosystem partners are wary of weakening momentum in the second half of the year, with some brand clients reportedly starting to cut orders. The handset market is set to end 2020 with disappointment, but component suppliers expect demand to pick up in 2021. LED firms Epistar and Lextar have just announced a merger deal. Digitimes earlier talked to Epistar's president in an exclusive interview to learn about the company's mini LED development.

PC suppliers cautious about demand in 2H20: PC product suppliers are having mixed views for their shipment prospects for the second half of 2020, after experiencing higher than expected growth in the first half propelled by the rise of the pandemic-induced stay-at-home activities.

Cooling module makers expect vapor chamber demand from 5G phones to emerge in 2021: Taiwan-based cooling module providers remain optimistic about sales prospects of vapor chamber (VC) products for applications in 5G phones in 2021 although their expectations for ramping up related shipments to the 5G sector in 2020 have been dampened by the coronavirus pandemic, according to industry sources.

Mini LED opportunities: Q&A with Epistar president Fan Chin-yung: LED epitaxial wafer and chip maker Epistar sets high hopes on mini LED applications. It has been keen to improve every step of the manufacturing process for mini LED chips, and aims to lower the defect rate to below 1ppm.

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