IC design, distribution
  • Nvidia has reported revenues for the third quarter ended October 28, 2018, of US$3.18 billion, up 21% from US$2.64 billion a year earlier, and up 2% from US$3.12 billion in the previous quarter.
  • NAND flash device controller supplier Phison Electronics has announced net profits increased 13.5% sequentially to NT$1.4 billion (US$45.4 million) for the third quarter of 2018. EPS for the quarter came to NT$7.12.
  • intel
    Intel will scale down its processor shipments to the PC DIY distributor market by as many as two million units in the fourth quarter of 2018, which may lead to a 10-20% decline in the quarter's motherboard shipments by Taiwan makers, according to industry sources.
  • IC design house ALi, which specializes in set-top box (STB) chipset solutions, has reported an 11th consecutive quarterly loss in the third quarter of 2018 in which net losses came to NT$206 million (US$6.67 million) or NT$0.70 per share.
  • The world's top-15 semiconductor companies are forecast to see their combined sales climb 18% in 2018, according to IC Insights, which estimated the overall semiconductor industry will register a 16% increase this year. Nine of the top-15 companies are expected to post double-digit sales gains in 20...
  • Qualcomm is taking the lead to incorporate its Snapdragon 850 series mobile chips into thin and light notebooks adopting Microsoft Windows operating system, and other handset SoC developers including Apple, Samsung, MediaTek, HiSilicon and Unisoc (Spreadtrum and RDA) may follow suit to roll out a spate...
  • CMOS image sensor (CIS) backend service firm Kingpak Technology saw disappointing October revenues, as clients' requests to defer some of their shipments reduced its production capacity utilization.
  • intel
    Most Taiwan-based PC-related IC suppliers are expected to see their sales retreat by a double-digit in the fourth quarter of 2018, affected by the short supply of CPUs from Intel, according to industry sources.
  • MediaTek saw its October revenues decline nearly 10% sequentially to NT$20.84 billion (US$675.6 million).
  • IC distributor WT Microelectronics has reported net profits of NT$990 million (US$32.3 million) for the third quarter of 2018, up 59% sequentially and 29% on year, and hitting a record high. EPS for the quarter came to NT$1.79.
  • mediatek
    Taiwan chipmaker MediaTek is developing at full throttle ASICs for customers, posing increasing competition pressure to IC design service providers including Global Unichip and Alchip in the country, according to industry sources.
  • FTC chairperson Huang Mei-ying  (left) and vice economic minister Kung Ming-hsin
    Increasing investments by Qualcomm in Taiwan coupled with collaborative efforts between the US-based chipmaker and Taiwan's networking device makers in the 5G area will create a production value of up to NT$600 billion (US$19.56 billion) in the local market in the next five years, according to Taiwan's...
  • Qualcomm is expected to significantly enhance its partnership with Taiwan Semiconductor Manufacturing Company (TSMC) for the production of high-performance computing (HPC) chips for 5G, IoT and AI applications, as it is expected to release the new-generation Snapdragon 8-series SoCs fabricated on 7nm...
  • tsmc
    Global heavyweight customers of TSMC are rushing to highlight the foundry giant's 7nm process support as a major booster for their new products, the latest case being AMD announcing the adoption of foundry house's 7nm node for fabricating its new-generation EPYC server processors, at its Next Horizon...
  • fingerprint
    Qualcomm and MediaTek's China-based subsidiary Goodix Technology are expected to dominate the supply of fingerprint sensors for Android-based smartphones in 2019. This may prompt most Taiwan chipmakers to explore other niche application markets, according to industry sources
  • IC design house Novatek Microelectronics expects to post revenues of between NT$14.6 billion (US$475.5 million) and NT$15 billion in the fourth quarter of 2018, down 5-7% sequentially.
  • qualcomm
    Having posted a sequential gain of 13.9% in the third quarter of 2018, shipments of smartphone-use application processors in China are expected to decrease 4.6% in the fourth quarter as smartphone vendors have become more conservative on pulling in orders due to lower visibility in demand in the end...
  • Rohm president Tadanobu Fujiwara
    Kyoto-based Rohm Semiconductor has been keen on expanding its overseas sales, but the electronic components maker remains focused on the market segments where they have advantages to avoid head-on clashes with big competitors.
  • Advantech showcasing innovations
    NAND flash solution provider Phison Electronics during a recent forum hosted by Advantech in Suzhou, China, announced its latest high-speed SSD storage controller chips will support Advantech's new edge computing smart software platform.
  • Worldwide sales of semiconductors reached US$122.7 billion during the third quarter of 2018, an increase of 4.1% over the previous quarter and 13.8% more than the third quarter of 2017, according to the Semiconductor Industry Association (SIA).
  • China crypto mining chipmakers Bitmain Technologies and Innosilicon Technology are racing to roll out 7nm mining ASICs seeking to revive the mining sector, but industry sources said the past mining boom could hardly stage a comeback.
  • Leading international IDMs including Texas Instruments (TI), Infineon and Rohm are aggressively developing GaN (gallium nitride) power devices to meet the growing demand for high power-density devices using the third-generation semiconductor material for application to datacenters, servers, and electrical...
  • John Ronco, vice president and general manager for Embedded and Automotive at Arm
    Arm has unveiled its latest client CPU roadmap in Taiwan, seeking to boost processor performance by at least 15% annually by 2020 to brace for the data-centric computing era and help clients better tap business opportunities in the era.
  • Qualcomm constructing new technology and testing centers in Taiwan
    Qualcomm has announced that it will set up three technology and testing centers in Taiwan as it deepens its collaborative efforts with the local government and business concerns to accelerate the commercial realization of 5G and other advanced technologies.
  • IC design service company Global Unichip has reported net profits increased 24.8% sequentially to NT$280 million (US$8.96 million) in the third quarter of 2018. EPS for the quarter came to NT$2.09.

Taiwan handsets – 3Q 2018

Taiwan large-size LCD panels – 3Q 2018

Taiwan small- to mid-size LCD panels – 3Q 2018

Global mobile device shipment forecasts, 2019 and beyond: Smartphones, notebooks and tablets

iPhone shipment analysis and forecast, 2H18

Global smartphone AP demand forecast till 1Q19

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