IC design, distribution
  • Handset vendors are expected to roll out more 5G phones in 2020
    The roll-outs of 5G-enabled phones in 2020 will benefit the supply chain engaging in antennas, RF modules, camera modules and batteries, according to industry sources.
  • The coronavirus outbreak has sparked strong demand for healthcare applications
    Taiwan-based MCU specialists have seen orders for healthcare applications ramp up substantially, and therefore are striving for more capacity support from their 8-inch foundry partners, according to industry sources.
  • Semiconductor shipments are expected to be strong in 2020
    Annual semiconductor unit shipments including integrated circuits and optoelectronics, sensors and discrete (O-S-D) devices are forecast to rise 7% in 2020 and surpass one trillion units for the second time in history, according to IC Insights.
  • Sercomm is among the firms that have adopted Qualcomm's 5G RAN platform
    Qualcomm Technologies has announced its 5G RAN platform (FSM100xx) has been adopted by many manufacturers and cellular infrastructure providers around the world, including Taiwan-based Sercomm.
  • Unisoc has launched its second-generation 5G smartphone chip
    Unisoc has launched its new-generation 5G SoC series built using 6nm EUV process technology. Codenamed T7520, the new Unisoc 5G SoC enables an optimized 5G experience with substantially enhanced AI computing and multimedia imaging processing capabilities while lowering power consumption, according...
  • Handset inventory pressure is mounting in China
    The coronavirus outbreak is hitting hard the smartphone market, with Chinese brand vendors facing mounting inventory pressure in their domestic market. Xiaomi reportedly is cutting IC orders for its Taiwanese suppliers. Huawei is no better...
  • Backend firms still see significant demand from the handset sector
    The supply of 8-inch wafer fabrication services remains tight, due to robust demand for fingerprint-on-display (FoD) solutions, CMOS image sensors and power management ICs, according to sources at backend houses.
  • Handset inventory in China remains high
    In the wake of the coronavirus outbreak that have disrupted business as well as consumer activities, China-based smartphone vendor Xiaomi is cutting back orders to its IC suppliers in Taiwan, with fellow vendors Oppo and Vivo likely to follow suit, according to sources from Taiwan-based IC suppliers...
  • Huawei braces for more US trade sanctions
    Huawei has placed more chip orders with fabs in China, including TSMC's 12-inch wafer plant in Nanjing and SMIC's facilities, over the past half year, according to industry sources.
  • Padauk chairman Tang Tsan-bih
    Taiwan-based MCU maker Padauk Technology expects its shipments of MCU products to grow by over 20% on year to reach 1.3 billion units in 2020, according to company Tang Tsan-bih.
  • China to see the releases of inexpensive 5G smartphones in 2Q20
    Digitimes Research has revised downward its 5G smartphone shipment forecast for the second quarter and also all of 2020 in the wake of the coronavirus impact.
  • 5G deployments in China still on track
    The coronavirus outbreak may have created a temporary set in the development of 5G in China, but Digitimes Research believes construction of 5G infrastructure is a long-term bid that that will not be derailed. In fact, Taiwan's semiconductor...
  • Taiwan IC designers are concerned about US trade sanctions on Huawei
    Taiwan's semiconductor supply chain players are bracing for stricter trade restrictions being mulled by the US against Huawei, which could create even worse impacts than those brought by the coronavirus outbreak, according to industry sources.
  • WTM and ASMedia will swap shares to enhance mutual cooperation
    WT Microelectronics and ASMedia Technology have agreed to exchange shares to tighten collaboration. Both companies plan to issue new shares, with one ASMedia common share to be exchange 19 WTM shares. After completion of the shares exchange, ASMedia will own 22.39% of WTM shareholdings and WTM will...
  • MediaTek relies heavily on the coronavirus-hit China market
    Everyone in the ICT sector had expected the 5G era to get off to a flying start in 2020 when the coronavirus hit. Major players continue to make deployments for 5G, but cannot be sure when the momentum will actually pick up. Now Taiwan-based chip vendor MediaTek,...
  • AMD is likely to see profit growth in 2020
    Demand for AMD's new 7nm EUV processors remains robust, with development projects for the chips commenced by PC, motherboard and graphics card makers this year set to be 10-20% higher than the levels in 2019, according to industry sources.
  • Image
    The coronavirus epidemic has cast a shadow over MediaTek's competitiveness in the 5G SoC market this year, as China is the chipmaker's largest market, according to market observers.
  • AUO focuses on niche applications
    Taiwan-based panel maker AUO suffered heavy losses in 2019, but shipments of large-size niche applications gew sharply during the year. AUO now is banking on 8K large-size panels to rejuvenate its business in 2020. For many, 8K displalys...
  • Many IC designers are migrating to sub-10nm nodes
    Many IC companies are now designing high-performance microprocessors, application processors, and other advanced logic devices based on 10nm and 7nm process technology, according to IC Insights.
  • The PC market is being impacted by the coronavirus outbreak
    Global shipments of PC products (desktops and notebooks) are expected to retreat to a sliding path in the first quarter of 2020 as PC brands have slowed down their orders for ICs and related components due to the impacts of the coronavirus outbreak, according to sources from Taiwan-based IC-design...
  • ASE is set to become a backend partner for Qualcomm's 5nm 5G modem chip
    Qualcomm has newly unveiled the world's first 5nm 5G modem-RF system, the Snapdragon X60, to be paired with its latest, third-generation 5G mmWave antenna module, QTM 535, with Taiwan's major OSAT firm ASE Technology Holding set to enter the backend supply chain for both new offerings, according to...
  • Foundries in China remain operational
    The semiconductor industry appears to have escaped the direct impact of the coronavirus crisis so far, but the market is likely to suffer the repercussions as the outbreak slows or suspends production among electronics manufacturers, according to Omdia.
  • TSMC reportedly is moving reduce reliance on Huawei's orders
    The US has been mounting pressure on its allies over its trade ban on Huawei, which has in turn been shaking the IT supply chain. The world's top pure-play foundry TSMC, with Huawei being one of its major clients, reportedly is moving...
  • Driver IC suppliers expect demand from Chinese clients to drop in 1H20
    Taiwan-based handset display driver IC backend specialists have seen customer orders slow down, with poor order visibility for the next several months, but they expect demand to rebound in the second half of this year, according to industry sources.
  • TSMC reportedly is seeking to reduce its reliance on Huawei
    TSMC has started reducing its chip capacity support for Huawei, but is still working closely with the China-based vendor in the development for advanced 5nm and 3nm chip solutions, according to industry sources.

Global tablet market (outbreak updates) – 4Q 2019

China smartphone market and industry (outbreak updates) – 4Q 2019

Taiwan small- to mid-size LCD panels – 4Q 2019

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

Mini/micro LED: Challenges and opportunities in the display industry

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