IC design, distribution
  • oppo
    Taiwan-based suppliers of smartphone solutions, LCD driver ICs, analog and power management (PWM) chips, are expected to post double-digit sequential revenue growth in the second quarter of 2018 thanks to a significant pick-up in orders from China's smartphone vendors, according to industry sources.
  • NAND flash device controller supplier Phison Electronics is expected to see its shipments for SSDs grow nearly 100% in 2018 topping 40 million units, according to company sources. Robust shipments for SSDs will also enable Phison to maintain its gross margin at a high level, the sources indicated.
  • North America-based manufacturers of semiconductor equipment posted US$2.42 billion in billings worldwide in March 2018 (three-month average basis), according to SEMI. The billings figure is 0.4% higher than the revised February 2018 level of US$2.41 billion, and 16.7% above the March 2017 billings...
  • Seen as an extension to the ongoing bilateral trade spats, the US Department of Commerce has imposed a ban on ZTE for sanctions violations, prohibiting American firms from selling components to the China telecom equipment maker for seven years. The move has not only dealt a heavy blow to ZTE, but may...
  • The competition among wireless charging standards did not come to an end when Apple decided to choose Qi of the WPC (Wireless Power Consortium) for iPhone X and iPhone 8 devices in 2017. Instead, the move has pushed the member companies in the AFA (AirFuel Alliance) to exert efforts to develop magnetic...
  • Networking IC design specialist Realtek Semiconductor has reported net profits for the first quarter of 2018 increased 5.4% sequentially and 65.8% from a year earlier to NT$841 million (US$28.4 million).
  • apple
    Speculation about Apple cutting back its orders for iPhone devices and related components has been fueled by revelations by more Taiwan-based suppliers that their orders from the US client for its smartphones have been reduced or delayed, according to industry sources.
  • Driven by strong growth in the memory market, worldwide semiconductor revenues totaled US$420.4 billion in 2017, a 21.6% increase from 2016 revenues of US$345.9 billion, according to Gartner.
  • Taiwan-based CPU IP provider Andes expects to see shipments of its silicon IP chips hit the 800 million mark in 2018, according to company president Frankwell JM Lin.
  • umc
    As IoT (Internet of Things) chips currently rely largely on 8-inch wafer fabs for fabrication, the increasing demand for such chips will keep such fabs in Taiwan and China running at full capacity through the end of 2018, with the capacity supply likely to fall short of demand by 2020 at least due...
  • oled
    The increasing popularity of all-screen and AMOLED smartphone panels will boost global shipments of TDDI (touch and display driver integration) chips and AMOLED driver ICs in 2018 and beyond, according to China-based CINNO Research.
  • With silicon carbide (SiC) emerging as an increasingly popular third-generation semiconductor material for car-use power devices and 5G networks, international major IDMs such as Japan's Rohm Semiconductor and Taiwan players are aggressively moving to develop SiC-based devices.
  • Phison Electronics has enjoyed a pull-in of short lead-time orders for NAND flash products, and is optimistic that demand will continue to improve later in the second quarter, according to the supplier of memory device controllers.
  • Texas Instruments (TI) and member firms of a new generation driver platform R&D alliance set up in Taiwan three years ago have jointly developed a spate of automotive electronics solutions particularly including ADAS (advanced driver assistance systems), which are expected to enter the supply chains...
  • smartphone
    The world's first Android-based smartphone with 3D facial recognition technology is unlikely to hit the market until the third quarter of 2018 due to insufficient capability to integrate related hardware and software at 3D sensing solution providers, according to Digitimes Research.
  • Taiwan-based IC design houses have received requests from customers in the cryptocurrency mining sector to defer shipments of mining ASICs amid lackluster replacement demand for mining machines, casting clouds over their business performance for the second quarter of 2018, according to industry sour...
  • Global semiconductor revenues derived from chip usage in electronic equipment and devices amounted to US$111.4 billion at the end of first-quarter 2018, up a significant 17% from US$95.2 billion during the same quarter a year ago, according to IHS Markit.
  • Touch and fingerprint sensor supplier Elan Microelectronics has disclosed its board of directors has approved a plan to reduce paid-in capital by NT$1.302 billion (US$44.3 million), or about 30%, to NT$3.038 billion.
  • Taiwan IC designer MediaTek will see its 2018 chip shipments for smart voice assistant surge at least 50% from 2017 as it has secured stable orders from heavyweight clients such as Amazon, Google, Alibaba and Tencent, further consolidating its leadership in the market for such chips, according to industry...
  • MediaTek and Microsoft have teamed to deliver the first-ever Azure Sphere chip
    MediaTek has announced it is teaming up with Microsoft to deliver the first ever Azure Sphere chip, the MT3620, which will drive IoT innovation with built-in security and connectivity.
  • MediaTek enjoys ramp-up of AI-capable chip orders from China smartphone vendors
    MediaTek is expected to post more than 20% sequential revenue growth in the second quarter, with higher margins, driven by a pick-up in orders from its China-based handset clients, according to market watchers.
  • oppo
    China-based handset brands have ramped up their chip orders since March with the demand momentum likely to continue into early May, according to sources from Taiwan's IC suppliers.
  • automotive
    Zeroing in on automotive electronics as a new "blue ocean" market, Taiwan's IC design houses are expected to tap deeper into the sector in 2018 by enhancing innovative functions of their in-house developed chip solutions and offering high product quality and yield rates achievable via the sound domestic...
  • The world's leading semiconductor suppliers have significantly increased their combined market share over the past decade. According to IC Insights, the top-5 semiconductor suppliers accounted for 43% of the world's semiconductor sales in 2017, an increase of 10pp from 10 years earlier.
  • China-based Unigroup Spreadtrum & RDA, a merger of IC designers Spreadtrum Communications and RDA Microelectronics under China's state-owned Tsinghua Unigroup, has set a goal of becoming a leading global 5G chip vendor over the next three to five years.

Global server market – 4Q 2017

Taiwan LCD monitors – 4Q 2017

Taiwan handsets – 4Q 2017

Global AP market, 2017-2021

Taiwan server shipment forecast and industry analysis, 2018

China AMOLED panel capacity expansion forecast, 2016-2020

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