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Friday 11 June 2021
Highlights of the day: Tight supply for Intel new CPUs
Intel has announced two new Tiger Lake-U Refresh processors at Computex 2021, but tight supply of the latest CPUs is undermining notebook vendors' plans of launching devices using the new offersings from the US chip giant. In China, LCD panel maker BOE Technology reportedly has plans to build its third 10.5G line, which could send the global market in the direction towards oversupply. In the semiconductor sector, Taiwan-based IC distributors are set to see significant sales in 2021, particularly those with a significant presence in the memory segment.
Thursday 10 June 2021
Highlights of the day: Notebook ODMs see mixed shipments in May
Notebook ODMs still see robust orders from clients, but productions have been seriously hampered by component shortages, with notebook shipment results vary from maker to maker in May. In the memory market, NOR flash prices are expected to surge in third-quarter 2021, stimulated by smartphone spec upgrades. According to Digitimes Research, global smartphone shipments are set to grow in 2021.
Wednesday 9 June 2021
Highlights of the day: PC component shortage may worsen
The PC sector has endured months of shortage of components, and the recent surges in COVID infections in Taiwan and Malaysia are threatening to worsen the component shortfall. Demand for notebooks is expected to remain robust through the end of 2021, and Taiwanese notebook and graphics card makers have reported strong sales for May. And foundry service supply is expected to remain extremely tight throughout 2021, with some clients having already booked capacity for next year and even 2023.
Tuesday 8 June 2021
Highlights of the day: COVID threatens Taiwan IC supply chain
Taiwan's tech firms have intensified coronavirus-prevention measures after COVID-19 hit some local semiconductors plants, with KYEC bearing the brunt of the impacts, raising concerns about the stability of IC supply that has already been troubled by capacity shortage for months. In the IT market, despite speculation that demand for notebooks may weaken in second-half 2021 as a result of easing of the pandemic, ODMs are still confident about notebook orders throughout the year. In India, Lava International reportedly is preparing for IPO, as it seeks to reclaim lost ground in the local handset market.
Monday 7 June 2021
Highlights of the day: Pandemic heating up in Taiwan IT supply chain
Taiwan's ICT supply chain, especially semiconductor backend houses have seen rising COVID-19 infections among their workers. Around 180 employees of KYEC had been diagnosed for being infected with the coronavirus as of June 5. However, MediaTek is still optimistic about its sales for the second quarter, despite KYEC, a major backend services partner of the chip supplier, had closure of production lines for two days. MediaTek is working closely with KYEC to mitigate the impact. On the other hand, demand for miniLED backlighting boards has been picking up as miniLED-based gaming and creator notebooks have seen rising sales.
Friday 4 June 2021
Highlights of the day: PC vendors want more control over components sourcing
Components shortage has been troubling the PC sector for months. PC brand vendors, seeking to secure components supply, have moved to directly place orders with IC design houses, skipping their ODMs. Apple is expected to unveil two miniLED-backlit MacBook Pro devices later this year. As its present supplier of miniLED backlighting applications is unlikely to be able to fully support the production for the new devices, Apple reportedly has enlisted Osram Opto as a second supplier. Qualcomm is gearing up its deployment in the notebook processor market. Its 5G PC processors are targeting the high-end commercial segment and the lower-end consumer/education segment.
Wednesday 2 June 2021
Highlights of the day: DIY PC market to be robust in 2H21
With AMD and Nvidia debuting their new gaming GPUs, the DIY PC market particularly the high-end segment is poised to grow in the second half of the year when the latest flagship graphics cards hit market shelves. In the handset market, Apple is keen on pushing 5G mmWave technology. Over 50% of the shipments for the next-generation iPhones to be launched later this year will come with mmWave support. And TSMC has unveiled its tech development in an online symposium.
Tuesday 1 June 2021
Highlights of the day: Taiwanese, Chinese makers head-to-head in Apple supply chain
The number of Chinese makers in Apple's top-200 supplier list for 2020 is comparable to that of Taiwanese firms. But industry observers believe Taiwanese suppliers' manufacturing flexibility still give them some advantage in the Apple supply chain over their Chinese competitors. GigaDevice, who in 2020 unseated Taiwan's Winbond Electronics as the sole NOR flash supplier for Apple's AirPods, is eyeing a bigger share in the TWS device market. The annual IT tradeshow Computex has kicked off its 2021 edition - a month-long virtual event.
Monday 31 May 2021
Highlights of the day: NXP reportedly commits to UMC fab expansion project
The car industry, hit hard by chip shortages, has been scrambling for foundry capacity support. UMC's latest US$3.5 billion fab expansion project has already obtained pre-payment commitments from chip vendors, the latest reportedly being NXP. Notebook vendors do not expect demand to weaken much in 2020, with current notebook supply remaining far short of demand amid serious component shortages. For Acer, PC sales are booming, but its non-PC business has seen even stronger growth.
Friday 28 May 2021
Highlights of the day: ABF substrate demand robust
Demand for ABF substrates from chip vendors has been strong, wiht new orders placed now unlikely to be delivered until 2023. Some chip vendors have offered higher prices trying to jump the queue, but ABF substrate suppliers have had to turn them down because of their tight capacity. Chipmakers are also striving to secure supply for aQFN leadframe, with the segment's order visibility already extending to February 2022. Memory prices are poised to rise in third-quarter 2021, with NAND flash pricing to climb faster than DRAM.
Thursday 27 May 2021
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.
Wednesday 26 May 2021
Highlights of the day: Supply chain gears up for new iPhones
Apple's supply chain is gearing up for the upcoming iPhones. Apple is expected to adopt flexible AMOLED for all of its next-generation iPhones to be launched later this year and will outpace Samsung to become the top buyer of AMOLED smartphone displays this year. TSMC has kicked off production for the A15 processors. Meanwhile, chip shortages are expected to undermine server production at ODMs through the end of the year.
Tuesday 25 May 2021
Highlights of the day: Chip vendors funding expansions at pure-play foundries
Pure-play foundry houses are requiring fabless chip vendors to prepay for the capacity bookings or to co-fund their capacity expansion projects. One of such cases is Qualcomm striking a six-year deal UMC in order to secure foundry support. Supply in the semiconductor sector is expected to remain tight in the foreseeable future, with IC substrate supply unlikely to see major improvements until late 2021 or 2022.
Monday 24 May 2021
Highlights of the day: Memory contract prices set for double-digit increases in 3Q21
Memory prices have been rising, and contract quotes for DRAM and NAND flash are expected to see double-digit increases in the third quarter of 2021. Backend service providers are also looking to raise fees in the third quarter to reflect rising material costs. In the handset market, sales in China and India may be weak, but the makers in the handset supply chain are still optimistic about the market in the second half of 2021.
Friday 21 May 2021
Highlights of the day: TSMC makes Qualcomm Snapdragon 778G
Qualcomm has just launched its Snapdragon 778G made using TSMC's 6nm process. It is expected to be more popular among midrange smartphones because of its higher price-performance ratio than the 5nm-made 780G series. Taiwan-based backend houses are now gearing up for the latest Qualcomm mobile SoC. In the car industry, business opportunities for smat auto lights are rapidly emerging, and Taiwan has a good chance of playing a major role in the sector, according the CEO of Silicon Application Corp (SAC).