Taiwan PCB makers eyeing demand from China 5G sector
Demand for high multilayer PCB products for the production of 400G switches for 5G networks in China is expected to emerge in 2020 when China Mobile starts switching its non-standalone (NSA) 5G networks to SA ones, according to industry sources.
Demand for GaN-based components set for long-term growth
Demand for GaN-based RF components and power amplifiers (PAs) is heading for long-term growth along with the establishment of 5G networks, according to industry sources.
HannStar Board steps up investment in Taiwan
HannStar Board has disclosed plans to invest about NT$1.5 billion (US$47.8 million) in its factory site in Taoyuan, northern Taiwan where the PCB manufacturer will build additional production lines dedicated to producing high-end products for servers, network communication, industrial PC and electric...
Apple is expected to launch its new iPhones soon, but it seems few would expect strong sales or major spec upgrades for the new phones. News from the supply chain has claimed that PCB order momentum ahead of the new iPhone launch has...
HDI PCB orders for automotive applications have picked up recently, and major makers Tripod Technology and Chin Poon Industrial are moving to increase their production ratio for such HDI boards with higher prices and gross margin to meet the growing demand in the 5G era, according to industry source...
GaAs foundry Win Semiconductors, and backend houses Xintec and ShunSin Technology have started ramping up shipments for structured light 3D sensing components in the third quarter of 2019, according to industry sources.
Orders for upcoming iPhones conservative, say PCB firms
Orders for the iPhones slated for launch in September have thus far been weaker compared to the momentum in previous years, according to sources at PCB makers.
PCB maker Dynamic to shift Taiwan production to China
PCB maker Dynamic Electronics has decided to sell its factory site in northern Taiwan and shift all its production capacity there to the firm's Kunshan plant in China, according to a company statement.
Zhen Ding profit soars in 2Q19
Flexible PCB specialist Zhen Ding Technology (ZDT) saw its net profit for the second quarter of 2019 surge 77.62% on year to NT$1.785 billion (US$56.85 million) on revenues of NT$23.08 billion, up 11.46% from a year earlier.
PCB and IC substrate supplier Unimicron Technology has set aside a capex of approximately NT$16.2 billion (US$514.5 million) for 2020, up from NT$9.2 billion for 2019, to strengthen its deployment in high-end IC substrates for processing high performance computing (HPC) 5G and AI chips, according to...
CCL maker Ventec positive about 3Q19
Taiwan-based niche-type CCL maker Ventec International is expected to see revenues and profit for the third quarter of 2019 hit record highs on sharp increases in orders from makers of both optical display PCBs and aluminum base thermal conductive boards, according to industry sources.
Apex sees revenues, profit hit record high in 2Q19
PCB maker Apex International has reported record high revenues and profit for the second quarter of 2019, buoyed by an influx of new orders and effective production cost control.
Tripod Tech seeing customers step up pace of orders
PCB manufacturer Tripod Technology has seen short lead-time orders from customers ramp up recently, and expects the pull-in of orders to carry on until later in the third quarter when new tariffs imposed by the US government on imports from China take effect.
Compeq order visibility for 4Q19 unclear
PCB firm Compeq Manufacturing has said its order visibility for the fourth quarter of 2019 remains unclear, although the pull-in of orders from clients still maintains a robust pace in the third quarter.
Diodes to acquire Lite-On Semi
Diodes and Lite-On Semiconductor (LSC) have entered into an agreement that provides for the acquisition of the Taiwan-based discrete and analog chipmaker by the US vendor, according to the companies.
GaAs epi-wafer maker IntelliEPI positive about 2H19
Intelligent Epitaxy Technology (IntelliEPI), which supplies compound semiconductor epi-wafers, expects a seasonal pick-up in orders for GaAs devices, InP and GaN products to drive the company's revenue growth in the second half of 2019, according to company president YC Kao.
Among Taiwan IC substrates makers, Unimicron and Na Ya PCB are expected to benefit the most from AMD release of its EPYC Rome 7002 server CPU adopting TSMC 7nm node and supporting PCIe 4.0 transmission specs, as they both have developed mature technology for producing high-performance ABF substrates...
As AMD has newly launched second-generation EPYC processors, dubbed Rome 7002 series, as the world's first 7nm x86 server CPUs that support PCIe 4.0, Taiwan-based CCL makers ITEQ and Elite Material (EMC) are poised to embrace new business opportunities arising from the new server transmission architecture...
The new tariffs set to be imposed by the US government on imports from China will encourage device vendors to request chip and component deliveries in advance, according to sources at Taiwan-based PCB makers, who expect their shipments to peak this year in the third quarter.
Samsung has just launched its Galaxy Note 10, with its suppy chain partners expecting the new smartphone series to prompt rivals to adopt similar specs for their offerings, including slim vapor chamber. The new Samsung Galaxy Note 10...
High-end CCL demand from Huawei ramping up
High-end CCL demand from Huawei has been rising due to a major redesign of its 5G base station infrastructure, prompting Taiwan CCL makers to upgrade their CCL specs to meet the demand, according to industry sources.
Drill bit maker Topoint optimistic about 3Q19
PCB drill bit maker Topoint Technology has seen orders for 5G base station equipment start generating revenues, and expressed optimism about its performance in the third quarter of 2019.
VPEC enjoys robust demand for VCSEL components
Epitaxial wafer supplier Visual Photonics Epitaxy Company (VPEC) has enjoyed a ramp-up in demand for vertical-cavity surface-emitting laser (VCSEL) components for use in smartphones and other mobile devices, and will see revenues generated from orders for VCSEL chips climb dramatically in 2019, according...
PCB makers increasing ABF substrate capacity
IC substrate suppliers are moving to allocate part of their substrate-like PCBs (SLP) capacity to support production of ABF substrates that see robust demand, according to industry sources.
Worldwide sales of semiconductors reached US$98.2 billion during the second quarter of 2019, a small increase of 0.3% over the previous quarter, but 16.8% less than the second quarter of last year, according to SIA. Sales for June were US$32.7 billion, down 0.9% on month and 16.8% from the same period...
China smartphone AP shipments – 2Q 2019
Second-quarter 2019 smartphone application processor (AP) shipments to China showed 39.1% sequential growth, higher than previously...
China smartphone market and industry – 2Q 2019
Smartphone shipments by China-based vendors in second-quarter 2019 topped 180 million units, soaring 26.7% on quarter and 5.6%...
Taiwan LCD TVs – 2Q 2019
Taiwan's LCD TV shipments grew 14.4% sequentially, but dropped 6.4% on year to arrive at 7.16 million units in the second quarter...
Global AIO PC shipment forecast and industry analysis, 2019
Global all-in-one (AIO) PC shipments will continue shrinking in 2019, following 2018's around 2% on-year drop. With issues such...
Global AP demand forecast, 2017-2022
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange...
Global server shipment forecast and industry analysis, 2019
According to Digitimes Research statistics and analyses, Taiwan-based server vendors, including suppliers of motherboards, end...