Realtime news
Mobile components
  • The display industry has been hit hard by the pandemic
    The display industry is having a tough time this year thanks to the coronavirus pandemic. But makers in the upstream supply chain are having extra pressure from South Korean LCD panel vendors' moves to close production lines, reducing demand for glass...
  • Demand beyond 2Q20 remains opaque
    Taiwan's makers of handset-use HDI boards have yet to feel the pinch of waning handset sales so far this year and are expected to enjoy stable shipments through second-quarter 2020, but they are cautious about prospect for the second half of the year, according to industry sources.
  • ASE reportedly has expanded capacity for Apple's new TWS devices
    Apple is reportedly looking to incorporate ambient light sensors in new AirPods, with ASE Technology likely to land backend orders for packaging the ALS. ASE is poised to apply its SESUB-based...
  • Huawei bears the brunt of the US-China trade war
    The real target of the US sanctions against Huawei is its 5G equipment deployments, rather than its smartphone business, according to industry sources.
  • ASE is expected to land orders for new AirPods
    Apple is expected to incorporate ambient light sensors (ALS) in next-generation AirPods devices in the coming 1-2 years, and Taiwan's ASE Technology may handle the backend process for the new component, as it has moved to purchase more packaging machines, according to industry sources.
  • Handset camera lens sensor shipments will drop
    Sensor shipments for handset camera lens are expected to drop further in the second quarter of 2020, due to a plunge in end-market demand and excess inventory in the supply chain, according to industry sources.
  • Silicon Motion president and CEO Wallace Kou
    NAND flash device controller specialist Silicon Motion Technology expects sales of all its three major product segments to continue rising in 2020, when its overall revenue will still be able to register an on-year increase.
  • Apple reportedly will launch 4 new iPhones in October
    LG Innotek, Sharp and O-film Tech reportedly have landed camera module orders from Apple for the vendor's new iPhone devices, all equipped with AMOLED screens, to be released in the second half of 2020, according to sources from Taiwan's handset supply chain.
  • Huawei relies heavily on Taiwanese suppliers
    Taiwan's major IC substrate makers Unimicron Technology and Nan YA PCB have stressed that their investments in capacity expansion and R&D for ABF substrates will not be affected by US tighter trade ban on Huawei/HiSilicon, reportedly a major ABF substrate client for both makers.
  • Smartphone demand remains weak
    Prices for LCD and AMOLED panels for use in smartphones have all trended downward in May, as handset brands are adjusting their panel demand, while reeling from the adverse impacts of the pandemic, according to industry sources.
  • Huawei faces fresh sanctions by the US
    TSMC's 5nm fab to be built in the US may better serve its clients, including Apple, in the country and fall in line with the Trump administration's policy, but the foundry house's relationships with one of its biggest clients, namely Huawei,...
  • MediaTek has released its entry-level 5G SoC just days after Qualcomm did
    MediaTek has announced a new Dimensity chipset for smartphones, the Dimensity 820, supporting 5G and the latest multimedia and AI technologies. The new offering portends keen competition in the 5G mobile chipset segment as it comes just one week after rival player Qualcomm unveiled its Snapdragon 76...
  • SMIC still lags behind TSMC in terms of technology
    Semiconductor Manufacturing International (SMIC) is highly unlikely to replace TSMC as the major foundry partner of Huawei even if TSMC stops shipping to the China-based client due to unresolved US-China trade tensions, according to market observers.
  • Backend firms are not sure about Huawei's orders for 4Q20
    Taiwan-based OSAT firms will continue to fulfill chip orders from Huawei/HiSilicon in the third quarter of 2020, but are unsure about the orders in the fourth quarter as the Chinese client faces new trade restrictions from the US, according to industry sources.
  • TSMC
    TSMC already took 7nm and 5nm chip orders from Huawei in advance before stopping taking more orders from the China-based client in the wake of the US government's announcement of fresh sanctions on the Chinese tech giant, according to industry sources.
  • The company has reported strong results for 1Q20
    Active/passive optical filter maker Apogee Optocom has reported robust earnings growth for the first quarter of 2020, bolstered by increased shipments of its passive optical filters and an improvement of its products mix, according to company sources.
  • FoD demand from the smartphone sector has been growing fast
    Global shipments of fingerprint-on-display (FoD) sensors expanded by nearly a factor of eight in 2019 as these devices increasingly replace conventional silicon-based capacitive chips in smartphones, according to Omdia.
  • Chinese handset vendors have strong demand for CIS
    Taiwan-based IC distributors have recently received an influx of short lead-time orders for CMOS image sensors (CIS) from the smartphone sector in China, with prospects of landing additional follow-up orders in the second half of May, according to industry sources.
  • Taiwan is increasingly important for Micron in terms of manufacturing
    Taiwan plays an increasingly important role for Micron Technology, which is ramping up production for its DDR4 DRAM chips built using 1znm process technology at its fab in Taichung. Meanwhile, robust demand for enterprise-use notebkks...
  • MediaTek's sales declined in April
    MediaTek has reported consolidated revenues of NT$20.55 billion (US$688.6 million) for April 2020, down 4.7% sequentially and nearly 10% on year.
  • Tablet shipments are expected to pick up in 2Q20
    China-based first-tier IC design house Unisoc is eyeing business opportunity in the tablet market sparked by the coronavirus pandemic, according to the company's vice president of consumer electronics business Lu Guixun.
  • MediaTek unveils Dimensity 1000+
    An enhanced version of MediaTek's flagship Dimensity 1000 5G SoC series has been introduced, eyeing orders from China's first-tier smartphone vendors.
  • Alibaba's subsidiary Pingtouge is emerging as important player in the semiconductor sector
    Alibaba's subsidiary Pingtouge has devoted much effort developing AI and server chips. Pingtouge has been as keen to develop ties with TSMC, and has the potential to become one of the foundry house's major clients. Meanwhile, Alibaba...
  • Demand for Wi-Fi 6 devices is picking up
    A number of Taiwan-based suppliers for Wi-Fi 6 chips are bullish about their shipment prospects for the second quarter 2020 and beyond, as the emerging stay-at-home economy is flaring up demand for end-market devices supporting 802.11ax, according to industry sources.
  • Apple may have some of its suppliers move out of China
    Chassis maker, as an important supplier for Apple, is mulling plans to move production to Southeast Asia, with rumors claiming the maker is looking to sell its plants in China. This may be an inidcation that Apple's supply chain partners...

Taiwan LCD TVs – 1Q 2020

Taiwan large-size LCD panels – 1Q 2020

China smartphone AP shipments – 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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