Demand for TSMC's advanced process support has been strong. The foundry is set to move the 3nm node to volume production in 2022, with monthly output expected to reach 100,000 wafers in 2023. It remains to be seen whether Huawei - banished...
Huawei Kirin-powered smartphone prices hiking in China
Retail channel operators for Huawei's smartphones in China are hiking prices of the vendor's models powered by HiSilicon's Kirin chips that are expected to become obsolete in the wake of the US sanctions against the Chinese tech giant, according to industry sources.
Both Intel and AMD reportedly have resumed shipments to Huawei after obtaining export permits from US authorities, but Taiwan's IC substrates do not expect their revenues to receive much of a boost as a result, according to industry sources.
The intensifying US-China tensions are driving Beijing to accelerate its push for semiconductor self-sufficiency. China's 14th 5-year plan running 2021-2025 will focus its IC industry development on third-generation semiconductors such...
PCB makers are cautious about their ASP growth this year due to insignificant specs upgrades in flagship smartphones rolled out by their China-based clients, according to industry sources.
Asia Optical develops G+P periscope zoom lens modules
Asia Optical is promoting adoption of G+P periscope zoom lens modules for high-end smartphones, according to company chairman Robert Lai.
Audix sees VCM orders from Apple picking up
IC distributor and component maker Audix has seen demand for its VCM (voice coil motor) components for camera module applications pick up in the third quarter of 2020, with its EPS likely to hit a record high in the quarter, according to industry sources.
Non-Huawei Chinese handset vendors are significantly scaling up orders with Taiwanese makers of HDI boards for midrange and high-tier handsets, seeking to snatch more market shares in China at the expense of the tech giant, according to industry sources.
Highlights of the day: TSMC 5nm capacity fully occupied
TSMC is on track to reaping impressive gains in 2020, as signficant orders from Apple will make sure the foundry house's 5nm process capacity will be fully occupied through the end of the year. And for its 7nm process, yield rates have...
SiP substrates adopted for processing core processors and peripheral components for new Apple Watch models reportedly will be all supplied by three Taiwanese makers, Unimicron Technology, Nan Ya Technology and Kinsus Interconnect, according to industry sources.
ASE Technology and its EMS subsidiary Universal Scientific Industrial (USI) have reportedly grabbed major system-in-package (SiP) orders for the new Apple Watch Series 6 and Apple Watch SE, according to industry sources.
Apple orders to fill up TSMC 5nm process capacity
TSMC's 5nm process capacity will be fully utilized through the end of 2020, thanks particularly to strong orders for Apple's new iPad Air and upcoming iPhones, as well as the Mac, according to industry sources.
Huawei's woes seem to have been compounded by Chinese chipmakers who, wary of breaching the US trade sanctions that took effect on September 15, have reportedly suspended shipments to the tech giant. Huawei had been aggressively building...
China chipmakers suspend shipments to Huawei
China-based chipmakers have quietly suspended their shipments to Huawei, as well as the joint development projects they had been working with the Chinese vendor, amid concerns about being targeted for breaching US trade restrictions, according to industry sources.
Highlights of the day: Arm faces risks in China market
Arm may lose China market after Nvidia takeover
Arm stands to lose its Chinese clients by becoming a part of the US-based Nvidia amid China's campaign to shed its reliance on American IC suppliers.
Merry to see full recovery by year-end 2020
Headset and acoustic device supplier Merry Electronics has seen sales improving, likely to bottom out for a full recovery in the latter half of the year, according to company chairman Lu-lee Liao.
Apple is reportedly working with its heat dissipation solution providers on production line automation with aims to automize manufacturing processes for heat pipe production initially, according to industry sources.
Total microprocessor sales are forecast to grow 1.4% in 2020 to nearly US$79.3 billion, following a 2.4% decline in 2019, which was the first revenue drop in the worldwide MPU market in 10 years, according to IC Insights.
MediaTek posts record August revenue
IC design house MediaTek saw its August revenue climb to a record high of NT$32.72 billion (US$1.12 billion).
Graphics cards vendors have seen impressive shipments in the first three quarters of 2020, thanks to demand generated by the stay-at-home economy in the wake of the coronavirus pandemic. They now expect the new Nvidia GPUs to further boost their graphics...
Upcoming iPhone devices are expected to feature 7P lens modules, which will prompt Android smartphone vendors to follow suit and heat up competition among Taiwanese and Chinese optical lens module makers, according to industry sources.
Apple to increase 5nm wafer starts at TSMC in 4Q20
Apple will kick off its 5nm wafer starts at TSMC for its new Apple Silicon processors starting the fourth quarter of 2020, with monthly output estimated at 5,000-6,000 wafers, according to industry sources.
Orders for components and materials from makers of consumer electronics products such as true wireless stereo (TWS) earbuds, wearables and smartwatches have begun picking up, as previously deferred demand from the end-market for these devices is recovering, according to sources from the upstream supply...
Taiwan LCD monitors – 2Q 2020
Taiwan's second-quarter 2020 PC monitor shipments grew 24.8% sequentially.
Global tablet market – 2Q 2020
Second-quarter 2020 global tablet shipments amounted to 39.65 million units, surging 60.5% from a quarter ago and 21.4% from...
Taiwan LCD TVs – 2Q 2020
Taiwan makers' TV shipments reached 6.28 million units in the second quarter of 2020, growing 35.1% sequentially.
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...