Taiwan's panel makers including AU Optronics (AUO), Innolux and HannStar Display are adjusting their manufacturing strategies to cope with mounting competition resulting from the build-ups of AMOLED panel capacities by rivals in Korea and China.

Global tablet shipments are expected to move at full throttle to reach a level not seen in recent years in the third quarter of 2020 after seeing such shipments shoot up 60.5% sequentially and 21.3% on year to 39.65 million units a quarter earlier, according to Digitimes Research.

Smartphone application processor (AP) shipments to China are expected to grow 9.3% sequentially in the third quarter of 2020, driven by a pick-up in shipments of 5G-enabled phones in China and a mild improvement in overseas demand for smartphones, according to Digitimes Research.

Global shipments of 5G-enabled smartphones are expected to reach over 250 million units in 2020, accounting for over 20% of global smartphone shipments for the year, according to Digitimes Research's latest estimation.

Taiwan makers' share of global notebook panel shipments is expected to rise further in second-half 2020 after hitting a high of 43% in the second quarter of the year, according to Digitimes Research.

Global shipments of servers are estimated to contract 5.6% sequentially in the third quarter of 2020 due to a deceleration in demand for cloud servers from datacenter operators and for enterprise servers, according to Digitimes Research.

Global shipments of AIO (all-in-one) PCs increased 28.7% sequentially to three million units in the second quarter of 2020 thanks to fulfillment of orders deferred from the first quarter by production disruptions amid the coronavirus outbreak. But AIO PC shipments are expected to see a sequential growth...

Huawei is increasing the proportion of mobile application processors (APs) from third-party suppliers for its smartphones, reducing use of Kirin chips from its subsidiary HiSilicon Technologies, as a contigency against the US trade ban, according to Digitimes Research.

Smartphone shipments to the China market are expected to decline both sequentially and annually in the third quarter of 2020, after experiencing a robust on-quarter growth in the previous quarter, according to Digitimes Research.

Taiwan-based TV makers saw their shipments surge 33.8% sequentially to 6.22 million units in second-quarter 2020 as demand from clients in North America remained strong despite the coronavirus impacts, according to Digitimes Research.

China's upcoming 14th five-year plan (2021-2025) will continue to highlight technology and capacity upgrades as the core of its semiconductor self-sufficiency strategy, with foundry capacity projected to expand 40% from the preceding plan and fabrication process expected to advance to 7nm, according...

China's handset vendors as a whole are expected to see their combined shipments experience a double-digit decline annually in the second half of 2020 as their export shipments would be still constrained by the persistence of the coronavirus pandemic in some overseas markets, while domestic demand has...

China-based panel maker China Star Optoelectronics Technology (CSOT) has decided to invest in Japan-based JOLED, in a bid to develop inkjet printing technology for production of OLED TV panels in the next three years, according to Digitimes Research.

China's top-3 OSAT providers - Jiangsu Changjiang Electronics Technology (JCET), Huatian Technology and Tongfu Microelectronics - are expected to see their combined revenues increase 8% on year in 2020, mainly bolstered by 5G infrastructure construction, according to Digitimes Research.

The Chinese government's UHD (ultra high definition) industry policy promoting 4K display applications based on its homegrown standards will be instrumental to advancing the country's 8K content industry after 2022.

Nvidia is currently still ahead of competitors in the server GPU market and saw its revenues from the datacenter business reach US$2.98 billion in 2019, nearly three times those of AMD estimated at around US$1 billion.

Notebook demand from users working from home weakened in May, but devices supporting online learning remained robust. The top-5 notebook brands together witnessed a mild on-month shipment drop of 2% in May.

Notebook demand from users working from home weakened in May, but devices supporting online learning remained robust. The top-5 notebook brands together witnessed a mild on-month drop of 2% in May.

Global shipments of LCD panels for automotive dashboards are expected to decline 15.9% on year to 50.1 million units in 2020, as the coronavirus pandemic has crippled demand for automobiles, Digitimes Research estimates.

China's top-three handset ODMs - the Wingtech Group, Huaqin Telecom Technology and Longcheer - are expected to ship a total of 183 million ODM models to the world's four major brand vendors in 2020, decreasing 15.28% from the 216 million shipped a year earlier, Digitimes Research estimates.