Insights
  • China is keen to buildup its foundry capacity
    China with its 14th Five-year Plan (2021-2025) will assist its domestic foundries in the development of advanced 7nm and FD-SOI fabrication process technologies, according to Digitimes Research.
  • Server shipments to Facebook will rise in 3Q20
    Server shipments to Facebook are forecast to register a 15% sequential increase in the third quarter of 2020, when the social network giant is expected to absorb over 15% of total global server sales, according to Digitimes Research.
  • Taiwan makers eyeing Open RAN

    Monday 10 August 2020
    Taiwan makers keen to develop solutions for private networks
    Open RAN (Open Radio Access Network) is one of the options for telecom operators' deployments in the 5G era. As Open RAN can adopt COTS (commercial off the shelf) or GPP (general purposed processor) hardware, such as x86 servers, Taiwan's makers may be able to seize the chance and carve out a piece...
  • Taiwan makers saw impressive large-size LCD shipments
    Taiwan's shipments of large-size panels (excluding Sharp's) are expected to grow 6.7% sequentially in third-quarter 2020 after registering a robust growth in the previous quarter, according to Digitimes Research.
  • Taiwan SMLCD shipments, 2020
    Taiwan's shipments of small- to medium-size LCD panels improved significantly in second-quarter 2020 thanks to rush orders from end-market device makers following a resumption of manufacturing activities, mainly in China, according to Digitimes Research.
  • Taiwanese panel makers are shifting their focuses to niche market segments
    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.
  • Tablet demand is being boosted by stay-at-home needs
    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.
  • China smartphone AP market share, 2Q20
    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.
  • China will account for the majority of 5G smartphone shipments in 2020
    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 notebook panel shipments, 2Q20
    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 server shipment growth, 2Q20-3Q20
    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.
  • AIO PC shipments rose in 2Q20
    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 making contingency plans against fresh US trade bans
    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.
  • China smartphone shipments 2Q20
    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.
  • TV shipments from Taiwanese makers increased
    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 has been investing heavily in its semiconductor sector
    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 smartphone brands see shipments weakening in 2H20
    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...
  • CSOT is developing inkjet-printed OLED for TV
    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 OSAT providers see sales driven by 5G applications
    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.
  • China is keen on setting its own 4K standards
    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.
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