Supply chain
Highlights of the day: 4Q20 to be a cold season for handsets

Handset shipments in the fourth quarter of 2020 are likely to slip from the third quarter as Huawei is said to have cut 30% of its component orders for the upcoming Mate 40 series flagship smartphones, having anticipated troubles for the smartphones' shipments to grow, while foundries are also seeing their orders for handsets in the fourth quarter dipping, but will still enjoy growths in PC-related orders. AMD reportedly is looking to enhance its chips' offering with customized Wi-Fi 6 technologies via cooperation with MediaTek and is planning to penetrate through the dominate of Intel and Realtek in the Wi-Fi chip industry.

Huawei reportedly cuts component orders for Mate 40 lineup by 30%, say sources: Huawei reportedly has slashed component orders for its forthcoming Mate 40 series products by 30%, according to sources from Taiwan's handset supply chain makers.

Foundries see 4Q20 demand vary for PCs and handsets: Taiwan-based pure-play foundries have seen orders for PCs and handsets ramp up in the third quarter of 2020. Nevertheless, orders for PCs and handsets received thus far for the fourth quarter vary, according to industry sources.

AMD looking to penetrate into Wi-Fi chip sector with cooperation with MediaTek: AMD and MediaTek reportedly will start their collaboration with the development of customized Wi-Fi 6 ASIC chips for notebook applications seeking to break the dominance of the Wi-Fi chips segment by Intel and Realtek Semiconductor and further strengthen its competitiveness in notebook chips platforms, according to industry sources.

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