Realtime news
Mobile components
  • Largan CEO Lin En-ping
    The conservative business outlook given recently by smartphone camera lens module maker Largan Precision for third-quarter 2020 has raised concern.
  • MediaTek set to ride first 5G wave in China
    MediaTek has reported consolidated revenue climbed 11.1% sequentially to a 14-quarter high of NT$67.6 billion (US$2.3 billion) in the second quarter of 2020. The results beat its guidance range of NT$62.1 billion to NT$66.9 billion.
  • MediaTek gearing up for 5G smartphone market boom in China
    MediaTek will introduce a new 5G mobile chip series designed for entry-level smartphones later in July, according to industry sources. The new series will further enhance its 5G mobile SoC offering for smartphones, which already includes the Dimensity 1000 flagship series and 800 series for mid-range...
  • Largan Precision CEO Lin En-ping
    Smartphone-use lens module maker Largan Precision expects demand in July and August to remain as weak as that in June, and business outlook for September is uncertain, according to company CEO Lin En-ping.
  • Outlook for the 2H20 smartphone market remains unclear
    The outlook for the handset market in second-half 2020 remains highly uncertain and messages coming from the supply chain have been rather mixed. Samsung's upstream partners have disclosed that Samsung is rather cautious about placing...
  • FPCB makers to see strong shipments for new iPhones in second-half 2020
    Taiwan's flexible PCB makers Zhen Ding Technology and Flexium Interconnect, and flexible CCL supplier Taiflex Scientific are all gearing up to ready new capacity in the second half of 2020 to support shipments for new iPhones, according to industry sources.
  • Handset mainboard suppliers have reported clear order visibility from Apple for 5G iPhone
    Handset mainboard makers such as Compeq Manufacturing and CCL suppliers including Elite Material (EMC) still expect a pick up in seasonal demand in the second half of 2020 with better visibility for shipments to Apple, though Chinese vendors have yet to provide clear estimates for their demand, according...
  • The smartphone market has been hit hard by the coronavirus pandemic
    Samsung Electronics appears to have become cautious about placing component orders for its upcoming Galaxy Note 20 5G lineup, showing concerns about the prospects of the global smartphone market amid the coronavirus pandemic, according to sources from Taiwan's handset supply chain.
  • 5G got off to a slower-than-expected start thanks to the pandemic
    The penetration of mmWave in the 5G market will be slower than expected. MediaTek reportedly has decided to push back its launch of mmWave 5G SoC lineup to 2021, with Chinese handset vendors now mainly focusing on sub-6GHz. It remains...
  • Chinese vendors are keen on sub-6GHz
    MediaTek has decided to push back the launch of its mmWave 5G SoC lineup to 2021, with mass production unlikely to take place until the second half of next year, according to industry sources.
  • The lens maker is expanding capacity in Myanmar
    Asia Optical has dicclosed it is expanding production capacity mainly for high-end zoom, G+P and periscope lenses at its factory in Myanmar.
  • 5G phones
    DRAM and NAND flash memory prices will turn weak and start falling over the next two to three quarters, if smartphone sales buck seasonal trends and disappoint in the second half of 2020, according to industry sources.
  • Shipments for 5G applications are rising
    Taiwan-based optical component suppliers have seen shipments for 5G base station and other applications start gaining momentum thanks to an acceleration of 5G infrastructure construction in China, according to industry sources.
  • Chip vendors still have high hopes for 5G phones this year
    Taiwan's first-tier IC design houses, such as MediaTek, have demanded more capacity support from their foundry partners recently, according to industry sources.
  • TSMC's InFO_SoW technology targets supercomputer chips
    TSMC has also developed InFO_SoW (system-on-wafer) technology mainly for processing supercomputing AI chips. Demand for such extremely costly chips may be limited, but TSMC looks to commercialize the InFO_SoW technology in two years....
  • The smartphone lens module maker saw growth in June sales
    Smartphone-use lens module maker Largan Precision has reported consolidated revenues of NT$4.136 billion (US$139 million) for June, increasing 6.99% on month and 1.48% on year.
  • PCB makers
    Taiwan's PCB makers have turned cautious about their shipments for non-Apple handset applications in the second half of the year as most Chinese vendors have yet to give clear shipment estimates so far although traditional seasonal demand should still arrive, according to industry sources.
  • Infineon manager of digital security solution business Kuo-Yang Chiang
    Adoption of e-SIM technology is expected to be driven mainly by handset applications in the next few years as consumers can switch their telecom service providers easily with the technology, but the machine to machine (M2M) sector is where the e-SIM technology can demonstrate its full potential, according...
  • Xiaomi is relying more on MediaTek
    In the competitive smartphone maket, product differentiation is one of the crucial factors to attract customers. Handset vendors are now looking to customized chips to achieve such production differentiation, with Xiaomi reportedly working...
  • Xioami is expected to rely more on MediaTek chips
    Chinese handset vendor Xiaomi reportedly will work more closely with MediaTek to jointly develop customized SoCs for 5G smartphones after having its Redmi 10X series adopt the chipmaker's Dimensity 820 mobile processor, according to industry sources.
  • xxx
    NAND flash contract prices are expected to hold flat in the third quarter of 2020, but prices for 3D 3bits/cell (TLC) NAND chips have come under increasingly downward pressure due to a further slowdown in consumer SSD demand, according to industry sources.
  • Samsung leads the smartphone memory market
    Samsung Electronics maintained its lead in the smartphone memory market with 50% revenue share in the first quarter of 2020, followed by SK Hynix and Micron Technology, according to Strategy Analytics. Samsung, SK Hynix and Micron captured almost 84% revenue share in the global smartphone memory market...
  • MediaTek currently focuses on sub-6GHz
    The 5G era may not be getting off to a flying start, thanks to the coronavirus pandemic, but the unexpected development - plus the US-China trade war - is giving MediaTek an advantage over its major competitor Qualcomm in 2020 because...
  • MediaTek potentially to be 5G mobile chip leader
    MediaTek's focus on the sub-6GHz segment and the China market is putting the Taiwan-based company in a better position to march into the 5G mobile chip market, according to market observers.
  • MediaTek has launched new solutions for gaming phones
    MediaTek has launched its newest chips in the smartphone gaming-focused G series - the MediaTek Helio G25 and G35. The latest chips feature MediaTek HyperEngine game technology for faster, smoother performance, enhanced power efficiency, and brilliant graphics.

Taiwan LCD monitors – 1Q 2020

Global tablet market – 1Q 2020

Taiwan LCD TVs – 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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