IT components, peripherals
  • O-film sees strong demand from phone vendors
    China-based camera module maker O-film Tech has reported net profit of CNY360 million (US$51.9 million) for second-quarter 2020, up 156% sequentially and 30.1% on year, driven by robust sales of its camera module and 3D sensor products.
  • Largan's revenues went up sequentially in July
    Smartphone-use lens module maker Largan Precision has reported consolidated revenues of NT$4.612 billion (US$156 million) for July 2020, increasing 11.51% sequentially but decreasing 15.17% on year.
  • PS5 is coming soon
    Sony is expected to introduce its PS5 later this year, with Taiwanese backend service providers already starting delivering shipments for the new games consoles. Construction of 5G infrastructure may still be going on in China, but PCB...
  • Sony is launching PS5 later this year
    Backend houses including ASE Technology and Greatek Electronics have kicked off shipments for Sony's new-generation PS5 game console series slated for launch later this year, according to industry sources.
  • Apple seems to be building a supply chain specifically for the Chinese market
    Apple is seemingly continuing to recruit more Chinese suppliers for iPhones, judging from Chinese EMS provider Luxshare Precision Industry and handset cover glass maker Lens Technology's aggressive moves seeking to acquire metal chassis plants operated in China by Taiwan-based makers, reportedly under...
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    Taiwan's ecosystem is able to supply 90% of the key technologies needed to support development of a space industry, according to Lin Chun-liang, director general for National Space Organization under National Applied Research Laboratories (NARLabs).
  • Epson Taiwan Technology
    Seiko Epson aims to ship 400,000 printers in the Taiwan market in 2020, approximately remaining unchanged on year, according to James Lu, president for Epson Taiwan Technology & Trading.
  • Taiwan semiconductor companies see strong orders from Huawei in 1H20
    Shipment momentum for servers, datacenter servers, notebooks and tablets has shown signs of deceleration as many countries begin lifting coronavirus-induced lockdowns, according to Taiwan Institute of Economic Research (TIER)
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    Power supply maker and energy management solution provider Delta Electronics has reported its second-quarter 2020 gross margin of 32.87% and operating profit margin of 13.11% both hit quarterly records.
  • Apple Watch 6 development is said to be on schedule
    ASE Technology has obtained major backend orders for Apple Watch 6 slated for launch later this year, according to industry sources.
  • Nvidia sees rising revenues from datacenter business
    Nvidia is enjoying rising demand for its Ampere-based A100 GPUs from datacenter operators including Amazon Web Services (AWS), Baidu and Microsoft, and saw revenues from the datacenter business come close to those from gaming.
  • Microsoft Surface series shipments to pick up 30% in 2020
    Following a wave of rush orders in April-May, Taiwanese suppliers of protective components for notebooks and tablets have seen orders pick up again starting July, as brand vendors including Microsoft have moved to place additional orders to support increased shipments for remote work and education...
  • TSMC unlikely to build extra capacity for Intel orders
    With Intel planning to outsource parts of its processor production to outside foundries, TSMC will not place extra effort to handle the CPU giant's orders if they come as TSMC believes these orders will not be for the long term. However,...
  • Economic Affairs Minister Mei-hua Wang (first from left)
    Ministry of Economic Affairs (MOEA) is implementing a 3-year (January 2019 to December 2021) incentive program to encourage Taiwanese enterprises that have invested in China for over two years to return and make investment domestically amid US-China trade tensions. As of July 24, 2020, the ministry...
  • Unimicron to begin mass production of ABF substrates for Intel in early 2022
    IC substrate maker Unimicron Technology is slated to complete construction of a new plant in Yangmei, northern Taiwan by the end of 2020, followed by process optimization and validation in 2021 before starting commercial production of IC substrates in early 2022 for Intel, industry sources said, adding...
  • The ceremony for the foundation of space industry alliance
    The Southern Taiwan Science Park (STSP) administration has formed a space industry alliance in a bid to upgrade the development of Taiwan's aerospace industry.
  • TSMC unlikely to build new capacity for Intel orders
    TSMC internally does not consider orders for Intel's processors as long-term ones, and therefore is unlikely to build additional production capacity for the new contract, according to industry sources.
  • Young Optics suffers net loss in 2Q20
    Optical module maker Young Optics released financial results for the second quarter of 2020, seeing a net loss of NT$36 million (US$1.2 million) for the third consecutive quarter.
  • TSMC EUV nodes may attract orders from Intel
    As Intel is facing troubles to improve its manufacturing processes, the CPU giant is now seeking outside help in production of some of its processors with TSMC having a high chance to be one of the partners. Meanwhile, PCB...
  • Taiwan ICT exports see potential negative variables in 2H20
    Taiwan's ICT exports are expected to gain growth momentum in the second half of the year from rollouts of new consumer electronics devices, acceleration of 5G infrastructure construction, and proliferation of HPC and IoT chips applications as well as persistent demand for remote services equipment,...
  • Taiwan chipmakers expect growing demand from the PC segment
    Taiwan's designers of peripheral chips for PCs and notebooks are trying hard to vie for more capacity support from foundry partners seeking to meet strong replacement demand in the third quarter, according to industry sources.
  • TSMC may land orders from Intel
    Intel at its recent earnings call disclosed that its next-generation 7nm processors, including the company's first 7nm datacenter GPU design, would rely on external and internal process technologies, sparking speculation about TSMC being its potential foundry partner.
  • Sinbon 2Q20 net profits hits record
    Cable assembly and connector maker Sinbon Electronics has released financial results for the second quarter of 2020, with net profits hitting NT$587.1 million (US$19.8 million), a new quarterly record.
  • Intel reports 2Q20 financial results
    Intel achieved record second-quarter revenues with 34% data-centric revenue growth and 7% PC-centric revenue growth on year. These results were driven by strong sales of cloud, notebook, memory and 5G products in an environment where digital services and computing performance are essential to work...
  • Amularie Thermal Technology chairman Lin Chi-sheng
    Amularie Thermal Technology, a maker of thermal modules for inverters and IGBTs (insulated gate bipolar transistors) used in electric vehicles, expects listing on the Taiwan Stock Exchange (TWSE) in August 2020, according to company chairman Lin Chi-sheng.

Global server market – 2Q 2020

Taiwan LCD monitors – 1Q 2020

Global tablet market – 1Q 2020

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

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