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IC design, distribution
  • Microcontroller unit specialist Holtek Semiconductor expects to see sales generated from the India market to grow robustly in 2019.
  • IC design house MediaTek has reported consolidated revenues of NT$16.24 billion (US$527.1 million) for January 2019, down 24.1% sequentially and reaching the lowest in 11 months.

  • Huawei has set ambitious goals for its smartphone operations in 2019, aiming to unseat Samsung as the world's largest smartphone vendor, according to industry sources.
  • tsmc
    Pure-play foundry Taiwan Semiconductor Manufacturing Company (TSMC) will soon kick off commercial production for Qualcomm's Snapdragon 855 processor designed for high-end smartphones, according to industry sources.
  • IC design house Novatek Microelectronics expects to post revenues of between NT$14.6 billion (US$473 million) and NT$15 billion in the first quarter of 2019, down 2-5% sequentially. During the quarter, sales of its display driver ICs will register flat sequential growth...

  • Robust demand for more content for mobile, Internet of Things (IoT), automotive and industrial applications will drive production of 700,000 200mm wafers from 2019 to 2022, a 14% increase, according to SEMI. The increase brings total 200mm wafer fab capacity to 6.5 million wafers per month as many...
  • Taiwan led all regions/countries in wafer capacity with 21.8% share, a slight increase from 21.3% in 2017, according to IC Insights. Taiwan first became the global wafer capacity leader in 2015.
  • IC design service company Global Unichip has reported net profits of NT$988 million (US$32 million) on consolidated revenues of NT$13.46 billion for 2018, with both results hitting record-high levels. EPS for the year came to NT$7.37.
  • mediatek
    MediaTek is expected to see its second-quarter revenues rebound to over NT$60 billion (US$1.95 billion), thanks to mass shipments of its new Helio P90 and P35 mobile SoCs, as well as growth in shipments of the company's non-mobile SoC products, according to market observers.
  • huawei
    Shipments of Android-based smartphones featuring 3D sensing technology are set to boom in 2019, propelled by the increasing adoption of back-end time-of-flight (ToF) sensor solutions, according to Digitimes Research.
  • Taiwan foundry houses see poor order visibility for the second quarter of 2019, as domestic and international IC design houses need more time to digest their chip inventories, according to industry sources.
  • Fading of cryptocurrency mining business hurting Taiwan supply chain
    Taiwan-based graphics card players, Nvidia and semiconductor players including Taiwan Semiconductor Manufacturing Company (TSMC), Global Unichip and Faraday Technology are expected to see their first-quarter financial results drop dramatically on year as a result of the fading of the cryptocurrency...
  • The global semiconductor industry posted sales of US$468.8 billion in 2018, the industry's highest-ever annual total and an increase of 13.7% compared to the 2017 total, according to Semiconductor Industry Association (SIA).
  • Samsung Electronics and Apple remained the top two semiconductor chip buyers in 2018, representing 17.9% of the total worldwide market, according to Gartner. Meanwhile, the top-10 OEMs increased their share of chip spending to 40.2%, up from 39.4% in 2017.
  • iphone
    Taiwan Semiconductor Manufacturing Company (TSMC) has given its cautious business and overall chip industry outlook this year, when the pure-play foundry is likely to remain the only supplier of Apple's A-series chips.
  • Taiwan-based Spirox, which distributes and sells packaging and testing equipment, has signed new supply contracts but will terminate its long-term agreement with Xcerra.
  • China-based IC production is forecast to exhibit a strong 2018-2023 CAGR of 15%, according to IC Insights. Considering that China-based IC production was only US$23.8 billion in 2018, the growth is starting from a relatively small base.
  • IC design houses are under increasing pressure to lower quotes as their downstream OEM and ODM clients in Taiwan and China have suspended taking shipments amid loosening wafer foundry capacity supply and inventory pressure, according to industry sources.
  • Nuvoton president Sean Tai
    MCU specialist Nuvoton Technology saw its net profits edge up 3% on year to an 8-year high of NT$711 million (US$23.12 million) in 2018. The earnings translated into an EPS of NT$3.42 for 2018 compared to NT$3.32 a year earlier.
  • qualcomm
    Worldwide shipments of smartphone application processors are expected to fall for the second consecutive year in 2019, as the outlook for the segment has weakened by uncertainty over the lingering US-China trade dispute, concerns of possible shifts of production capacity and volatile foreign exchange...
  • NAND flash prices will continue falling in the second half of 2019, but the pace will be more moderate, according to Wallace Kou, president and CEO of Silicon Motion Technology.
  • LandMark plans to build a new plant in 2019
    LandMark Optoelectronics, a maker of GaAs- and InP-based epitaxial wafers, expects its sales to remain on a growth track in 2019 despite an estimated 5-10% sequential setback in the first quarter of the year, according to company CFO Jerry Yang.
  • The Taiwan Semiconductor Research Institute (TRSI) was inaugurated on January 30 under the National Applied Research Laboratories (NARLabs), marking the world's only national tech research organization that integrates IC design, tape-outs and testing, and R&D of semiconductor components, materials...
  • Worldwide silicon wafer area shipments in 2018 increased 8% to a record high, while revenues jumped 31% on year exceeding the US$10 billion mark for the first time since 2018, according to SEMI.
  • mediatek
    MediaTek expects to post a revenue decline of 12-20% sequentially in the first quarter of 2019, and flat or slight revenue growth in all of the year.

Taiwan large-size LCD panels – 4Q 2018

Taiwan small- to mid-size LCD panels – 4Q 2018

China smartphone market and industry - 4Q 2018

Global server shipment forecast and industry analysis, 2019

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

iPhone shipment analysis and forecast, 2H18

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