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Thursday 5 August 2021
Views from Taiwan (8): MediaTek becomes largest supplier of handset APs to Samsung
According to DIGITIMES Research analyst Stella Weng's study, MediaTek's application processors (AP) were used in only 8% of Samsung's handsets in 2019, but the proportion shot up to 16% in 2020, with a chance of rising to 37% in 2021. The reason behind the rapid increase of MediaTek's share is related to the progress and yield rate of Samsung's 5nm/8nm nodes. As the most cost-effective solutions, MediaTek's 4G chips are favorites for Samsung, which has been very demanding in cost requirements. MediaTek's rise is heaping pressure on Qualcomm, which may be forced to adjust its strategy concerning partnerships with foundries in 2021. Starting second-half 2021, Qualcomm is likely to sharply increase its outsourcing to TSMC.
Tuesday 3 August 2021
Highlights of the day: Notebook shipments to see weak growth in 3Q21
Global notebook shipments wee weaker than expected in second-quarter 2021, thanks to components shortages. Global notebook shipments will see less than 2% sequential growth in the third quarter. Smartphone AP shipments into China grew about 3% sequentially in the second quarter, and will rise by anohter 7% in the third quarter. DIGITIMES recently talked to tech venture specialist Vitaly M Golomb about the EV trends ahead of his participation in the upcoming "Asia Venturing (II): Tech-Driven Mobility" event.
Tuesday 3 August 2021
Apple to sharply up components pull-ins for new iPhones in 2H21
Apple is expected to significantly increase its pull-ins of components shipments for new iPhones in the second half of the year, driven by its impressive growth in market share in China for high-end 5G models, according to industry sources.
Friday 30 July 2021
Micron launches 176-layer NAND in mobile solutions
Micron Technology has begun volume shipments of what it claims is the world's first 176-layer NAND Universal Flash Storage (UFS) 3.1 mobile solution.
Thursday 29 July 2021
Highlights of the day: EV market approaching sweet spot
EV development is fast acclerating. Jack Cheng, CEO of the Foxconn-led MIH Alliance, an open platofrm for EV development, believes the EV market may reach its sweet spot in 2025-2026. In the semiconductor sector, MediaTek has raised its outlook for for 2021, expecting its revenues to grow 45% this year. In China, Unisoc is seeing a sharp rise in adoption of its smartphone APs by Chinese phone vendors.
Thursday 29 July 2021
Taiwan supply chain gearing up shipments for new iPhones
TSMC and other Taiwan partners in the chips supply chain for iPhones are gearing up to start fulfilling initial orders for new iPhones slated for launch later this year including 60 million 5G mmWave models, but shortages of peripheral chips such as acoustic and display driver ICs (DDI) may constrain actual shipments for the devices, according to industry sources.
Thursday 29 July 2021
Unisoc growing smartphone AP market share in China
Unisoc will see shipments of its smartphone application processors for use by China-based handset companies climb 152% on year to 68.2 million units in 2021, enabling it to unseat HiSilicon as the third largest smartphone AP supplier, according to Digitimes Research.
Thursday 29 July 2021
MediaTek expects 45% revenue surge in 2021
MediaTek has revised upward its revenue growth forecast for 2021 to 45% from the 40% estimated previously, after reporting brisk revenue and gross margin results for the second quarter.
Wednesday 28 July 2021
RF connector maker EZconn poised for significant revenue growth in 2H21
EZconn, a specialist in RF connectors and optical fiber devices, has said its two-pronged strategies to shift its primary markets to the US and Europe from China and focus more on high-margin products have begun to pay off.
Monday 26 July 2021
Voice coil motor makers poised to see robust shipment momentum in 2H21
Taiwan-based voice coil motor (VCM) suppliers expect their shipments to gain momentum in second-half 2021, having already kicked off recently the related shipments for the next-generation iPhone devices slated for the launch in the latter half of 2021.
Monday 26 July 2021
Asian countries see mixed 5G progresses
5G subscriptions are growing at a rate of about one million per day. 5G is expected to become the fastest adopted mobile generation in history, compared to 4G LTE. It is estimated that by the end of 2021, 5G subscriptions will reach 580 million, according to the Ericsson Mobility Report 2021. However, the penetration rate of 5G in Asia still varies greatly from country to country and now many countries are aiming to win in this 5G rollout competition.
Friday 23 July 2021
China 5G base station buildups lagging behind schedule
Taiwan-based optical component suppliers are likely to brace for lower-than-expected sales in the third quarter of 2021 due to the low order visibility for their 5G optical components from telecom supply chain in China, according to industry sources.
Friday 23 July 2021
GSEO expects full capacity utilization to remain until early 4Q21
Smartphone-use lens module maker Genius Electronic Optical (GSEO), based on orders received, expects current full utilization of production capacity to continue until the beginning of the fourth quarter of 2021, according to company chairman Jones Chen.
Thursday 22 July 2021
Highlights of the day: Apple and carmakers seeking more IC supply
Chip shortage gas been serious, but Apple and carmakers are both asking for more ICs, the former looking to secure supply for its upcoming devices and the latter to prevent dirsuptions to their productions. Chinese IC designers are seeking more advanced manufacturing support from TSMC for their AI and HPC chips. Taiwan-based server makers are keen on expanding production capacity to meet strong demand.
Thursday 22 July 2021
Apple, carmakers vying for more ICs
Apple has stepped up its chip purchases for the upcoming iPhones, while first-tier automotive component vendors in the supply chains of carmakers in Japan are also vying for more available ICs, according to industry sources.
Thursday 22 July 2021
Smartphone AP suppliers begin a new round of competition in 2H21
Brand vendors of 5G smartphones have started building component inventory for their new models for the second half of 2021, but prices of AP solutions are facing difficulties to increase, despite the ongoing rising quotes for ICs that are in shortages, because of fierce competition among suppliers, according to sources from the upstream supply chain.
Wednesday 21 July 2021
China vendors re-adopt ToF cameras for new flagship handsets
While Apple is expected to have at least its new iPhone Pro series for 2021 feature ToF-based LiDAR scanners, some Android handset vendors including China's Honor are poised to resume adoption of ToF cameras for their new flagship models, according to industry sources.
Tuesday 20 July 2021
Highlights of the day: Foundry outlook remains robust
Strong demand and tight capacity are pushing up foundry serivce quotes. Major Taiwan-based foundry houses are expected to report record-high sales in third-quarter 2021. The overall handset market may be weak, but 5G smartphone demand is picking up. Smartphone chip vendors expect their sales to be fueled by 5G offerings in third-quarter 2021. Servers are also gearing up for the 5G edge computing boom.
Tuesday 20 July 2021
Chip orders for 5G smartphones picking up
Most Taiwan-based IC design houses are poised to see their revenues grow at least 10% sequentially in the third quarter of 2021, bolstered by a pick-up in chip orders for 5G smartphones, according to industry sources.
Monday 19 July 2021
Highlights of the day: China keen to improve IC self-sufficiency
China, which has been relying heavily on semiconductor imports, is keen to improve it IC self-sufficiency. But DIGITIMES Asia president Colley Hwang thinks the key for China is to keep the momentum for its economic growth. Apple reportedly will introduce the third-generation iPhone SE series in first-half 2022 adopting A14 Bionic, creating opportunities for its semiconductor supply chain. Thanks to WFH deeds, MIS has expects its shipments for IT devices to stay strong in 2021.
Thursday 15 July 2021
Largan sees 2Q21 foreign exchange loss of NT$1.23 billion
Smartphone-use lens module maker Largan Precision suffered loss of NT$1.23 billion (US$44.0 million) from foreign exchange in the second quarter of 2021, equivalent to eroding net EPS for the quarter by NT$9.17, according to company CEO Lin En-ping.
Tuesday 13 July 2021
Highlights of the day: TSMC mulls more overseas fabs
TSMC is mulling setting up more fabs overseas, apart from its exsiting facility in Nanjing, China and the one being built in the US. TSMC is looking at building new fabs in Japan and Germany for 28nm and 12/16nm chip output. Apple is keen on adopting miniLED backlighting for its devices, and is likely to add China-based Luxshare as a second supplier of SMT services for miniLED BLUs. Meanwhile, notebook component suppliers are turning cautious about building up inventory amid mixed signals about the notebook market's outlook.
Tuesday 13 July 2021
Asustek sees 2Q21 revenue beat guidance
Robust shipments of notebooks, motherboards and graphics cards boosted Asustek Computer's consolidated revenues to a 55-month high of NT$47.95 billion (US$1.71 billion) in June 2021. Consolidated sales for the second quarter of 2021 came to NT$128.1 billion, rising 39% on year and beating the company's estimate.
Friday 9 July 2021
Zhen Ding, Flexium to see strong shipments for new iPhones in 2H21
Flexible PCB specialists Zhen Ding Technology and Flexium Interconnect, reportedly among the suppliers of flexible antenna modules for the upcoming iPhones and other new Apple devices, are both poised to post strong sales results for the second half of 2021 with significant shipment increases, according to market sources.
Friday 9 July 2021
Samsung reportedly reconsidering smartphones with vapor chambers
Samsung Electronics reportedly is reconsidering adopting vapor chambers for its new smartphones for 2022, which could benefit cooling solution providers' sales, according to sources from the upstream supply chain.