Coronavirus outbreak impact: Digitimes Research estimates impacts on major Chinese IT sectors
The coronavirus outbreak is hitting hard the ICT industries and markets in China. Digitimes Research provides a preliminary estimation on the impacts on four major sectors: semiconductors, display panels, handsets and notebooks. Many...
Faraday expects 10% revenue growth in 2020
Faraday Technology, a fabless ASIC service and silicon IP provider, expects to post an around 10% sequential decrease in first-quarter revenue. But revenue for the entire year is forecast to climb 10%, according to the Taiwan-based company.
IC design houses in Taiwan and China will see the coronavirus outbreak impact their revenues for the first quarter of 2020, and foundry and backend houses may take clearer hits starting in the second quarter, according to a study by Digitimes Research on impacts of the epidemic on semiconductor, panel,...
Apple's manufacturing partners may not be able resume normal production in China anytime soon in the wake of the coronavirus outbreak, but it does not seem to be derailing the vendor's plan of launching the next-generation iPhones in...
The world's top-five wafer capacity leaders each had capacity of more than 1,000,000 wafer starts per month, with their combined capacity representing 53% of the world's total wafer capacity at the end of 2019, according to IC Insights.
The ongoing coronavirus outbreak has had a negative impact on the world's economy and supply chain, but a rebound should take place in the latter half of 2020 thanks to a general recovery in demand and emerging applications enabled by 5G, according to SEMI.
Apple's demand for 5nm A14 mobile application processors (AP) to support its 5G devices is likely to be 50-60% higher than that for its 7nm A13, highlighting the vendor's determination to strengthen its market share in the 5G segment, according to industry sources.
Production disruption in China is everyone's nightmare in the IT supply chain in the wake of the coronavirus. Many makers are raising their production outside of China, and Apple reportedly is shifting its oreders to assembly lines in...
Global Unichip expects modest growth in 2020
IC design service company Global Unichip expects to enjoy modest revenue growth in 2020, driven by growing demand for 5G and AI related devices.
The coronavirus outbreak has posed mixed impacts on semiconductor firms operating in China, with backend service houses suffering the most, reaching average capacity utilization of only 50% due to labor shortages, according to industry sources.
Coronavirus outbreak impacts: TSMC unfazed by outbreak
The coronavirus outbreak in China is hitting hard many in the supply, but TSMC is a major exception. The world's top pure-play foundry has no plans to revise its sales guidance for the first-quarter, and reportedly none of its major clients are cutting orders despite the epidemic, with the foundry's...
TSMC continues to see its supply remain tight, with no cutbacks in orders from its major fabless clients such as Huawei's HiSilicon, according to sources familiar with the matter.
Many factories in China resumed work today after an extended Lunar New Year break, but many Taiwanese IT firms expected a low return rate of workers amid the ongoing coronavirus outbreak, which is showing no signs of abating. Some components firms have even decided to delay further their work...
MediaTek has adjusted downward its 2020 projection for the world's 5G handset shipments to 170-200 million units from over 200 million due to the coronavirus outbreak, with the Chinese market to absorb 100-120 million units for a global market share of over 60%.
Silicon Motion expects sales drop in 1Q20
NAND flash device controller specialist Silicon Motion Technology expects to post a revenue decrease of 10-15% sequentially in the first quarter of 2020, with gross margin ranging from 44% to 46%.
China's high-tech industry supply chains including the semiconductor sector are unlikely to return to normal operations on February 10, the date when the country's extended Lunar New Year holiday ends, according to industry sources.
Electronica China postponed
Electronica China originally scheduled to take place in Shanghai during March 18-20 has been postponed, according to the organizer.
Semiconductor merger and acquisition activity strengthened in 2019 after pulling back in the two previous years from historic high levels of M&A agreements in 2015 and 2016, according to IC Insights. Seven of the acquisition agreements in 2019 exceeded US$1.0 billion.
Leading original equipment manufacturers (OEMs) reduced their semiconductor spend in 2019, influenced by declining memory prices, according to Gartner. Apple took the top rank from Samsung, driven by its success in wearable products, namely Apple Watch and AirPods. Huawei retained the third position,...
Realtek remains positive
Networking IC specialist Realtek Semiconductor remains positive about its performance in the first quarter of 2020, with no substantial shifts in customer orders so far despite the coronavirus outbreak.
Holtek and other Taiwan-based MCU firms have landed an influx of short lead-time orders for healthcare applications, such as ear thermometers, as demand has been surging since the outbreak of the coronavirus, according to industry sources.
MediaTek 1Q20 sales likely to fall 15%
MediaTek is likely to post a revenue decline of as much as 15% sequentially in the first quarter of 2020, due mainly to a collapse in demand from China's handset market, according to market sources.
Silicon wafer shipments drop 7% on 2019, says SEMI
Worldwide silicon wafer area shipments in 2019 declined 7% from the 2018 record high, while revenues slipped 2% on year but remained above the US$11 billion mark, according to the SEMI Silicon Manufacturers Group (SMG).
The coronavirus outbreak is definitely having short-term impacts on the supply chain in China. The memory sector was heading for recovery before the outbreak, with prices on the rise. Now memory prices are likely to rise at a slower pace...
Sensor firm PixArt optimistic about 2020
Image sensor specialist PixArt Imaging is wary of the coronavirus impact on demand in China in the short term, but remains optimistic about the overall demand outlook this year.
Global server market – 4Q 2019
Global server shipments went up 13.4% sequentially in the fourth quarter of 2019 thanks to rising demand from US large datacenter...
China smartphone market and industry – 4Q 2019
Falling 1.5% sequentially and 7.2% annually, fourth-quarter 2019 smartphone shipments to China remained weak mainly because...
Taiwan handsets – 3Q 2019
Taiwan makers shipped 14.21 million handsets in third-quarter 2019, up 3% sequentially but down 34.8% on year.
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...
Mini/micro LED: Challenges and opportunities in the display industry
Mini LEDs and micro LEDs are expected to become improved backlighting solutions that can significantly enhance displays' quality...
Global LCD panel shipment forecast, 2020 and beyond
Global small- to medium-size LCD panel shipments are estimated to drop from 2020 to 2024, while large-size ones will continue...