Realtime news
Mobile components
  • Optical transceiver module maker PCL Technologies expects its sales to rebound strongly in the fourth quarter of 2018 following a slump a quarter earlier when some of its shipments were delayed due to labor shortages at its plant in China.
  • The chip-on-film (COF) substrate market continues to be dominated by Korea- and Taiwan-based firms, and is considered to be niche with a high barrier of entry for startup companies, according to JMC Electronics chairman Chia-neng Huang.
  • Touch panel suppliers sees weakening orders for iPhone XR in 1Q19
    TPK Holding and General Interface Solution (GIS), two major touch module suppliers for Apple's iPhone devices, may see slower shipment momentum in the first quarter of 2019, as analysts and other sources have warned of weaker than expected sales of iPhone XR, according to industry sources.
  • Qualcomm is taking the lead to incorporate its Snapdragon 850 series mobile chips into thin and light notebooks adopting Microsoft Windows operating system, and other handset SoC developers including Apple, Samsung, MediaTek, HiSilicon and Unisoc (Spreadtrum and RDA) may follow suit to roll out a spate...
  • MediaTek saw its October revenues decline nearly 10% sequentially to NT$20.84 billion (US$675.6 million).
  • Samplo chairman Raymond Sung
    Battery maker Simplo Technology has reported improved earnings and gross margin for the third quarter of 2018, buoyed by optimized product mix and expanding business scale.
  • FTC chairperson Huang Mei-ying  (left) and vice economic minister Kung Ming-hsin
    Increasing investments by Qualcomm in Taiwan coupled with collaborative efforts between the US-based chipmaker and Taiwan's networking device makers in the 5G area will create a production value of up to NT$600 billion (US$19.56 billion) in the local market in the next five years, according to Taiwan's...
  • Catcher chairman Allen Hung
    Catcher Technology is developing new casing materials and structures to meet higher performance requirements for casing products in the 5G era, as it aims to continue to sharpen its market leadership in the sector, according to company chairman Allen Hung.
  • Qualcomm is expected to significantly enhance its partnership with Taiwan Semiconductor Manufacturing Company (TSMC) for the production of high-performance computing (HPC) chips for 5G, IoT and AI applications, as it is expected to release the new-generation Snapdragon 8-series SoCs fabricated on 7nm...
  • tsmc
    Global heavyweight customers of TSMC are rushing to highlight the foundry giant's 7nm process support as a major booster for their new products, the latest case being AMD announcing the adoption of foundry house's 7nm node for fabricating its new-generation EPYC server processors, at its Next Horizon...
  • Samsung unveils Infinity Flex Display
    Samsung Electronics has unveiled a flexible display along with new developer tools for its Bixby and SmartThings platforms.
  • Digital camera and optical lens maker Asia Optical has reported consolidated revenues of NT$1.549 billion (US$50.1 million) for October, slipping 3.25% sequentially and 0.02% on year, and those of NT$15.824 billion for January-October grew 1.52% on year.
  • fingerprint
    Qualcomm and MediaTek's China-based subsidiary Goodix Technology are expected to dominate the supply of fingerprint sensors for Android-based smartphones in 2019. This may prompt most Taiwan chipmakers to explore other niche application markets, according to industry sources
  • Touch panel makers TPK Holding and General Interface Solution (GIS) have both recorded strong sales for October, driven by increased shipments of touch solutions for new iPhone devices.
  • Metal alloy chassis maker Cather Technology has reported consolidated revenues of NT$12.844 billion (US$416 million) for October, hitting a monthly record and increasing 39.03% sequentially and 3.63% on year.
  • Zhen Ding Technology, Flexium Interconnect and Career Technology all enjoyed revenue increases In October. The three Taiwan-based flexible PCB specialists are reportedly among Apple's suppliers.
  • qualcomm
    Having posted a sequential gain of 13.9% in the third quarter of 2018, shipments of smartphone-use application processors in China are expected to decrease 4.6% in the fourth quarter as smartphone vendors have become more conservative on pulling in orders due to lower visibility in demand in the end...
  • Smartphone lens module maker Largan Precision has reported consolidated revenues of NT$5.21 billion (US$169 million) for October, decreasing 5.57% sequentially and 6.95% on year.
  • Qualcomm constructing new technology and testing centers in Taiwan
    Qualcomm has announced that it will set up three technology and testing centers in Taiwan as it deepens its collaborative efforts with the local government and business concerns to accelerate the commercial realization of 5G and other advanced technologies.
  • Taiwan-based cooling module maker Taisol Electronics has reported consolidated revenues of NT$1.01 billion (US$32.33 million) for the third quarter, up 37% sequentially and 17% on year, a new record high in the company's history. Its net profits surged 113% sequentially and 135% on year to arrive at...
  • Lite-On at Sigfox Connect 2018 annual event
    Lite-On Technology has rolled Sigfox Monarch-certified wireless module, the WSG309S, built based on STMicroelectronics' ST S2-LP ultra-low-power sub-1 GHz RF transceiver and BlueNRG-2 Bluetooth low energy SoC chipset for seamless global long-range wireless IoT connectivity, according to a company an...
  • MediaTek has announced the launch of the Helio P70 system-on-chip (SoC), with an enhanced AI engine combined with CPU and GPU upgrades. The Helio P70 also comes with upgraded imaging and camera support, a gaming performance boost and advanced connectivity features.
  • Shipments of chip solutions for all-screen smartphones, such as TDDI solutions, optical fingerprint identification chips and touch controller chips, have started growing fast as chipmakers gear up for the upcoming rollouts of new full-screen models, according to industry sources.
  • qualcomm
    As leading brand vendors are set to roll out 5G-based smartphone models in the first half of 2019, chipmakers such as Qualcomm and MediaTek have advanced the launch schedules for related chip solutions and platforms by at least one quarter, with market opportunities likely to take off earlier than...
  • Qualcomm Technologies has announced what it calls the smallest additions to its QTM052 mmWave antenna module family of fully-integrated 5G NR millimeter wave (mmWave) modules for smartphones and other mobile devices.

Taiwan handsets – 3Q 2018

Taiwan large-size LCD panels – 3Q 2018

Taiwan small- to mid-size LCD panels – 3Q 2018

Global mobile device shipment forecasts, 2019 and beyond: Smartphones, notebooks and tablets

iPhone shipment analysis and forecast, 2H18

Global smartphone AP demand forecast till 1Q19

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