The server sector has seen robust demand triggered by stay-at-home activities in the wake of the coronavirus pandemic, but server brands are slowing down the pace of orders for fourth-quarter 2020 pending the release of Intel's new CPU platform. But PCB makers expect strong shipment momentum in the fourth quater for the notebook and handset segments. Gaining momentum is also 5G notebook development, with chip vendors and PC brands developing AiP modules supporting both sub-6GHz and mmWave technologies.
Server brands decelerate 4Q20 orders to wait for Intel new CPUs: Server shipments to brand vendors in the fourth quarter are expected to be weaker than in the third due to Intel postponing the release of the next-generation CPU platform, according to sources from the upstream supply chain.
PCB makers to see strong 4Q20 shipments for handsets, notebooks: Taiwan's PCB makers are expected to embrace a strongest-ever fourth quarter in 2020 thanks partly to orders for the year's new handsets concentrating in the quarter and partly to shipment pull-in momentum from major notebook clients staying robust, according to industry sources.
5G notebook development gains momentum: First-tier chip designers and PC brand vendors have begun cooperation to develop notebooks with integrated antenna-in-package (AiP) modules to support both sub-6GHz and mmWave 5G technologies, according to sources from the upstream supply chain.
