Insights
  • Korean panel makers raising OLED panel supply to smartphones
    Combined sales of OLED panels by Samsung Display and LG Display (LGD) for small- to medium-size applications are expected to reach KRW9.6 trillion (US$9.4 billion) in the fourth quarter of 2020, up 46.2% sequentially and 31.2% on year, according to an estimate by Digitimes Research.
  • Top-5 notebook brands saw November shipments reach the second highest level ever
    The global top-5 brands' combined notebook shipments in November 2020 remained robust, reaching the second highest-ever monthly level, thanks to strong sales in Europe and North America amid the resurging coronavirus pandemic, according to Digitimes Research's latest figures from the Notebook Tracke...
  • semi
    China's IC industry will register another growth in output next year, driven by the country's efforts in boosting its IC self-sufficiency, as well as international chipmakers' intention of expanding their factory sites locally in China, according to Digitimes Research.
  • EIH expanding e-paper ecosystem

    Tuesday 8 December 2020
    EIH
    E-paper solution provider E Ink Holdings (EIH) has managed to solicit more partners to join its e-paper application ecosystem, with an aim to jointly promote further adoption of e-paper solutions in hospitals, factories and retail stores, according to Digitimes Research.
  • dToF likely to be mainstream 3D depth-sensing technology in 2021
    Apple's adopting LiDAR based on dToF (direct time of flight) for iPhone 12 Pro, iPhone 12 Pro Max and iPad (2020) is expected to prompt Android smartphone vendors to follow suit, likely to replace indirect ToF (iToF) to become the mainstream 3D depth-sensing technology in 2021.
  • Global server shipments to grow in 2021
    Global server shipments will resume on-year growth in 2020, driven by rising demand for cloud computing services and work-from-home solutions amid the coronavirus pandemic. Related demand will continue rising in 2021 due to the lingering of the pandemic, drikving up shipments by another 5.6% on year...
  • Top-5 notebook brands enjoyed shipment growths in October
    The global top-5 notebook brands together shipped over 17 million notebooks in October, a new monthly record for 2020, as the consumer segments in Europe and North America have both entered the traditional peak season, and demand for notebooks has been driven by the resurging of COVID-19.
  • Top-5 notebook brands see combined shipments reaching new 2020 record in October
    The world's top-5 notebook brands saw their combined October shipments (excluding detachable models) hit another new monthly high for 2020 reaching over 17 million units, due mainly to consumer markets in the US and Europe entering a peak season and resurging pandemic further fueling demand for remote...
  • TSMC
    Combined revenue of TSMC, United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) are expected to grow over 3% sequentially in the fourth quarter after registering a 14.9% rise in the third, according to Digitimes Research.
  • lcd
    Taiwan's large-size panel shipments (excluding Sharp's) are expected to decline 4.1% sequentially but up 16.1% on year in the fourth quarter of 2020, after growing 11.2% on quarter and 20.7% on year to 71.58 million units a quarter earlier, Digitimes Research figures show.
  • Global server shipments went down on quarter in 3Q20
    Global server shipments, after reaching the peak of 2020 in the second quarter, are estimated to have slipped 6% sequentially in the third quarter as demand began to weaken, and will drop further in the fourth quarter, according to the latest figures from Digitimes Research's Server Tracker.
  • MediaTek was the top vendor
    Shipments of smartphone-use application processors (AP) to China, including those for handset exports, grew 13.4% sequentially but declined 9.5% on year to 192.6 million units in the third quarter of 2020, Digitimes Research has found.
  • Huawei saw share in China's smartphone market taken by competitors
    Smartphone shipments in the China market are expected to grow 25.4% sequentially in the fourth quarter of 2020 due to increasing shipments of Apple's iPhone 12 lineup and aggressive marketing by first-tier Chinese brands including Xiaomi, Oppo and Vivo for taking over the market share left over by...
  • Huawei
    China's handset vendors shipped a total of 182 million smartphones globally in the third quarter of 2020, up 10.6% sequentially but down 5.6% on year, Digitimes Research has found.
  • Global server shipments to drop in 3Q20 and 4Q20
    Global server shipments, after reaching the peak of 2020 in the second quarter, are estimated to have slipped 6% sequentially in the third quarter and to drop another 12% in the fourth quarter, as a result of the coronavirus pandemic disrupting the buying pattern, according to Digitimes Research.
  • Demand for smartphones is recovering
    Global smartphone shipments fell by slightly over 6% on year in the third quarter of 2020, improving significantly from the previous two quarters as demand for smartphones outside the China market rebounded, according to Digitimes Research.
  • Huawei to see tablet shipments slip in 2021
    Huawei will see its tablet shipments in 2021 undermined by the US trade sanctions as the Chinese brand is unable to obtain processors from Qualcomm or MediaTek, or outsource in-house developed chips to wafer foundries such as TSMC, according to Digitimes Research.
  • IT panels see growing demand
    Taiwan's panel makers will be able to maintain their shipment momentum for IT panels in the fourth quarter of 2020 although their combined ratio to global shipments is likely to edge down slightly in the quarter due to off-peak season effects and tight supply of some IC parts such as CPUs, power management...
  • Digitimes saw 3Q20 global notebook shipments grow 8.6% sequentially
    Worldwide notebook shipments climbed 8.6% sequentially to reach a record in the third quarter of 2020, according to Digitimes Research.
  • 5G
    A growing number of Taiwan-based network equipment suppliers have ramped up shipments of 5G CPE (customer premise equipment) products to the markets in Europe and the US starting third-quarter 2020 and are poised to further expand their shipments in 2021, according to Digitimes Research.
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