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Global supply chain: Key components
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IN THE NEWS
Friday 14 February 2020
Innolux to see double-digit fall in panel shipments in 1Q20
Innolux has said that its panel shipments for all sizes are likely to fall by a double-digit rate in the first quarter of 2020 due to decreased working days during an extended Lunar...
Friday 14 February 2020
Coronavirus potentially impacting 5G deployment, says Omdia
The coronavirus is spreading through global technology supply chains, impacting diverse and interconnected sectors of the electronics industry. With the epidemic arriving at dawn...
Thursday 13 February 2020
Coronavirus outbreak impact: Apple iPhone plan reportedly unaffected
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...
Thursday 13 February 2020
Top-5 semiconductor firms hold 53% of global wafer capacity
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...
Thursday 13 February 2020
Post-coronavirus rebound to take place in 2H20, SEMI believes
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...
Thursday 13 February 2020
III-V semiconductor makers gearing up for new iPhone production
Taiwan-based compound semiconductor components makers are gearing up to fulfill shipments of PA (power amplifier), RF (radio frequency) and VCSEl devices for a new iPhone model, tentatively...
Thursday 13 February 2020
Taiwan hinge makers resuming operations in China
Taiwan-based hinge makers are resuming production in China after extended Lunar New Year holidays in the wake of the coronavirus outbreak but some clients prefer to have their products...
Thursday 13 February 2020
Apple reportedly in high demand for 5nm A14 to support 5G devices
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...
Wednesday 12 February 2020
Coronavirus outbreak impact: Apple reportedly raising production in Taiwan
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...
Wednesday 12 February 2020
BOE to lose out handset panel shipment race to Samsung Display in 2020
BOE Technology is likely to lose out to Samsung Display in a shipment race for handset panels in 2020 as most of China's panel makers are to be forced to delay their production due...
Wednesday 12 February 2020
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.
Wednesday 12 February 2020
Taiwan large-size panel shipments to contract 7.8% in 1Q20, says Digitimes Research
Taiwan's shipments of large-size panels in 9-inch and above sizes (excluding Sharp's) are expected to contract 7.8% sequentially in the first quarter of 2020 if the coronavirus outbreak...
Wednesday 12 February 2020
Outbreak posing mixed impacts on different semiconductor segments in China
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...
Tuesday 11 February 2020
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...
Tuesday 11 February 2020
PCB makers see workers return slowly, but shipments transportation OK
Taiwan-based PCB makers operating plants in China are seeing a low return rate of workers amid the ongoing coronavirus outbreak but they have secured smooth transportation for products...