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Thursday 28 October 2021
High costs leave major brands unenthusiastic about 5G notebooks
Despite 5G gradually becoming more common, 5G notebooks are still rare in the market. This is because the cost of 5G notebooks is simply too high. From the processors to the mechanical components, 5G notebooks are not cost-effective for brand vendors, according to notebook supply chain sources.
Thursday 28 October 2021
Backend firms gearing up to embrace chip demand boom for 5G Android phones
OSATs and IC test solutions providers are all gearing up for a boom in flip-chip (FC) packaging and high-end testing demand for 5G smartphone application processors (APs) featured in the upcoming Android models slated for launch in the first quarter of 2022, according to industry sources.
Wednesday 27 October 2021
Highlights of the day: Foundry prices likely to rise further in 2022
Despite a slowdown in demand for cnsumer electronics applications, other IC segments still see strong momentum, giving room for foundries to further raise their service quotes next year, according to PSMC chairman Frank Huang. MediaTek expects its fourth-quarter sales to drop, but sales for all of 2021 will surge 52%. Electrum Charging Solution is a Canadian startup that provides end-to-end electrical infrastructure solutions to corporations, governments, utilities, developers, and OEM manufacturers first as an infrastructure installer and now by being a system integrator. It is participating in the 2035 E-Mobility Taiwan exhibition in Taipei. The company's CEO Broderick (Brodie) Gunning talked to DIGITIMES about the company's vision as a total solution provider to the EV ecosystem in North America and Asia.
Wednesday 27 October 2021
MediaTek expects up to 8% revenue drop in 4Q21
MediaTek expects to post flat growth or an up to 8% sequential decrease in fourth-quarter revenue, and has revised its revenue growth outlook for all of 2021 to a 52% surge.
Friday 22 October 2021
Highlights of the day: Micron stepping up capacity advancements
Micron is stepping up expansions of its production capacity, with plans to install EUV tools at its Taiwan fabs in 2024. In China, smartphone shipments to the domestic market slipped 5.4% in September, with local brands accounting for over 90% of the shipments. And supply side issues, such as component shortages, may hinder 5G smartphone shipment growth globally in 2022.
Thursday 21 October 2021
New MediaTek 5G modem chip built using TSMC 4nm process
MediaTek will enter volume shipments of its new-generation 5G modem based on the latest 3GPP 5G R16 standard in 2022, gearing up for a boom in demand for flagship 5G smartphones, according to the mobile SoC company.
Thursday 21 October 2021
Audix sees 3Q21 profit growth
Audix, a Taiwan-based component maker and distributor, has reported EPS of NT$4.17 (US$0.15) for the third quarter with consolidated revenues rising 12% sequentially to come to NT$1.84 billion.
Wednesday 20 October 2021
MediaTek gearing up for new flagship smartphone chip rollout
MediaTek will soon launch its Dimensity 2000 series application processors designed for flagship smartphones, with the new chipset to be featured in a number of new models slated for launch in the first quarter of 2022, according to industry sources.
Monday 18 October 2021
Highlights of the day: Components suppliers see little change to iPhone 13 orders
Makers in Apple's supply chain have seen no major changes to orders for iPhone 13 devices despite speculation about the US vendor looking to cut production for the new smartphones. The memory sector is entering a period of correction, with commodity DRAM prices likely to fall 15-20% in first-quarter 2022. Rising components, production and logistic costs are heaping pressure on notebook vendors.
Monday 18 October 2021
Orders for iPhone 13 series see no major changes until mid-November
Despite reports claiming Apple would cut its orders for the iPhone 13 series, sources from related camera module component suppliers have pointed out that their orders for October and early November have not seen any major changes.
Monday 18 October 2021
India roundup: Ather, Tata gear up for EV
Ather Energy and Tata Motors are making substantial investments in electric vehicle businesses, but India's car production and sales both decreased in September compared to the same month in 2020.
Thursday 14 October 2021
Highlights of the day: TSMC expects 24% sales growth in 2021
TSMC has narrowed its revenue growth outlook this year to 24%, based on its forecast of 4.5% sales rise at the midpoint of the foundry house's latest guidance for fourth-quarter 2021. Despite a media report's claims that Apple is cutting its production goals for iPhone 13 seies for 2021, components suppliers have disclosed hey have not seen any reductions in orders from the client for the new smartphones. In China, manufacturers are making contingency plans to cope with power restrictions, which they expect will become a long-term policy of the country.
Thursday 14 October 2021
Component suppliers see no cutback in orders for iPhone 13
Component suppliers for Apple's new iPhones have seen no cutback in orders thus far this year, in contrast to a media report indicating Apple may slash its projected iPhone 13 production targets for 2021 by as many as 10 million units due to chip shortage, according to industry sources.
Wednesday 13 October 2021
Demand for data centers creates opportunities for connectors, cable supply chain
As cloud and 5G applications continue to grow, the demand for data centers remains high, opening up opportunities for related supply chains such as connectors.
Tuesday 12 October 2021
MediaTek posts record revenues for September, 3Q21
IC design house MediaTek has reported sales results for September and the third quarter of 2021 both hit record highs.
Friday 8 October 2021
Highlights of the day: Notebook ODMs, Largan see weak 2H21
Notebook ODMs may experience a weak fourth quarter of 2021 with their feeble sales in China during the National Day holiday and possible low sales momentum during the year-end holidays in Europe and North America. Largan Precision also saw its gross margin hit the lowest in 25 quarters, but the percentage was still well above 59%. PCB maker Zhen Ding is also prepared to start making BT and ABF substrates in China in 2022.
Friday 8 October 2021
Largan Precision 3Q21 gross margin hits 25-quarter low
Smartphone-use lens module maker Largan Precision released a financial report for the third quarter of 2021 at an October 7 investor conference, with a gross margin of 59.33% being the lowest quarterly level since the third quarter of 2015.
Thursday 7 October 2021
Highlights of the day: Foundry houses to see strong profits in 2022
Tight fab capacity has been sending foundry quotes rising, which is expected to continue boosting profits for foundry houses in 2022. For the backend sector, supply of packaging leadframes is expected to remain tight with order visibility already extending to 2023. Networking device vendors are wary that chip and component shortages could curb their sales growth in the fourth quarter of 2021.
Wednesday 6 October 2021
Largan September revenues hit 8-month high
Smartphone-use lens module maker Largan Precision has reported consolidated revenues of NT$4.172 billion (US$150 million) for September, the highest monthly figure since February 2021.
Monday 4 October 2021
Highlights of the day: TSMC to achieve 2021 sales target
Despite speculation that TSMC has seen Apple and MediaTek cut orders for its 5nmand 7nm processes, the wolrd's top foundry house should still be able to achieve its sales targets in 2021, sources at its suppliers have maintained. And sources from the PCB sector have disclosed that order momentum from Appel for iPhone 13 remains normal. Meanwhile NOR flash supply is expected to remain tight through 2022.
Monday 4 October 2021
PCB suppliers see normal order momentum for iPhone 13 series
Apple reportedly is cutting component orders for iPhones by up to 25%, but Taiwan's PCB makers in the supply chain for the new iPhone 13 have stressed their order momentum from the US vendor remains quite stable, according to industry sources.
Monday 4 October 2021
TSMC on track to meet revenue goal this year
Speculation has emerged in the chipmaking market that cutbacks in 5nm and 7nm chip orders placed by Apple and MediaTek could result in TSMC missing its revenue target for 2021 of over 20% growth. Nevertheless, sources at TSMC's suppliers remain upbeat about the foundry's sales prospects for the rest of this year.
Friday 1 October 2021
JioPhone Next faces increasing costs of components
India's Reliance Group might have to increase subsidies for its low-cost smartphone JioPhone Next more than it has previously estimated due to shortages of semiconductors and higher costs of components.
Thursday 30 September 2021
GSEO says China factories not impacted by electricity restrictions
Optical lens module maker Genius Electronic Optical (GSEO) has indicated its factories in Xiamen, southeastern China, have not been affected by the local government's restriction on power supply.
Wednesday 29 September 2021
Highlights of the day: China power restrictions hitting notebook supply chain
Notebook component suppliers in China are making contigency plans to cope with the country's power restrictions and they are expecting production costs to rise as a result. China's smartphone vendors are cautious about demand in the second half of the year, and remain slow in placying orders for components. But backend firms are upbeat about demand from smartphone processor vendors starting first-quarter 2022.