Highlights of the day: Chinese handset vendors turning pessimistic about shipment outlook


Chinese handset vendors are turning pessimistic about shipment prospects amid tumbling demand in India where COVID cases have been soaring. Chinese handset vendors have now further cut their overall shipment goals for 2021. In China, LCD panel makers are increasing capacity at their existing 8.6G and 10.5G lines, rasing concerns about oversupply. In Taiwan, Micron is set soon to ramp up production at a new fab for DRAM built using 1-alpha-nm node.

Xiaomi, Oppo and Realme cut shipment goals further: China-based handset brands, including Xiaomi, Oppo, Realme and Honor, reportedly have slashed their shipment goals further for 2021, having already lowered their targets earlier in May, according to industry sources.

China LCD panel makers to ramp up output from existing 8.6G and 10.5G fabs: China-based LCD panel makers have continued to ramp up capacities from their existing 8.6G and 10.5G fabs although most of them have said they would not establish new LCD panel lines.

Micron to scale up 1αnm chip output: Micron Technology will soon open its new fab dubbed A3 in Taichung, central Taiwan, with the additional capacity set to boost the output of its DRAM chips built using a newer 1-alpha-nm node, according to industry sources.