Bits + chips
Highlights of the day: MediaTek has advantage in 5G
DIGITIMES staff

The 5G era may not be getting off to a flying start, thanks to the coronavirus pandemic, but the unexpected development - plus the US-China trade war - is giving MediaTek an advantage over its major competitor Qualcomm in 2020 because of the Taiwanese vendor's strong focus on the sub-6Ghz segment and on the Chinese market. But penetration of mmWave-enabled 5G phones may not wait too long before expanding fast. Taiwan-based IC substrate makers continue to improve their AiP substrate production yield rates seeking to gain a firm presence in AiP packaging that is expected to be widely used in mmWave smartphones. For the PC sector, the pandemic has unexpectedly driven shipment growth to support stay-at-home needs. Though commerical and consumer devices may have already seen peak demand of 2020 in the second quarter, gaming notebooks sales are expected to stay strong in the second half of the year.

MediaTek poses growing threat to Qualcomm: MediaTek's focus on the sub-6GHz segment and the China market is putting the Taiwan-based company in a better position to march into the 5G mobile chip market, according to market observers.

Taiwan makers revving up to boost FC-AiP substrate yield rates: Taiwan-based IC substrate makers continue to improve their AiP (antenna in package) substrate production yield rates seeking to gain a firm presence in AiP packaging that is expected to be widely used in mmWave-enabled 5G smartphones, according to industry sources.

PC firms upbeat about gaming notebook sales in 2H20: PC vendors are optimistic about gaming notebook sales in the second half of this year, but believe sales of commercial and consumer models may have already hit their peak levels for 2020 in the second quarter.

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