Supply chain
Highlights of the day: Graphics cards vendors to see impressive 4Q20

Graphics cards vendors have seen impressive shipments in the first three quarters of 2020, thanks to demand generated by the stay-at-home economy in the wake of the coronavirus pandemic. They now expect the new Nvidia GPUs to further boost their graphics cards sales in the fourth quarter. Remote learning has also been shoring up demand for notebooks, paticularly Chromebook devices. Acer, as the top Chromebook vendor, has seen component shortages delaying its shipments. The pandemic may have hit hard the handset market, but later this year Apple is set to launch 5G iPhones. The new Apple iPhone devices' camera setups are expected to feature 7P lens modules.

New Nvidia GPU to boost 4Q20 revenue at graphics card makers: The availability of Nvidia's newly unveiled Ampere-architecture GeForce RTX 30 series GPUs is expected to boost revenues at first- and second-tier graphics card makers in the fourth quarter of 2020, according to industry sources.

Acer delays notebook deliveries due to components shortfall: Acer has had to reschedule 70% of its notebook deliveries to next month due to shortages of panels and diverse ICs, especially those for educational models which will see strong demand extend to 2021, according to company chairman and CEO Jason Chen.

New iPhone series expected to boost adoption of 7P lens modules: Upcoming iPhone devices are expected to feature 7P lens modules, which will prompt Android smartphone vendors to follow suit and heat up competition among Taiwanese and Chinese optical lens module makers, according to industry sources.

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