Apple is expected to launch its new iPhones soon, but it seems few would expect strong sales or major spec upgrades for the new phones. News from the supply chain has claimed that PCB order momentum ahead of the new iPhone launch has...
Orders for upcoming iPhones conservative, say PCB firms
Orders for the iPhones slated for launch in September have thus far been weaker compared to the momentum in previous years, according to sources at PCB makers.
Taiwan-based fingerprint ID chip designer Egis Technology (EgisTec) expects to enjoy higher revenue growth for the fourth quarter of 2019 than the third quarter thanks to growing adoption of in-display fingerprint sensors by vendors in Korea and China.
IT product developments in 5G era
The recent unveiling of Samsung Electronics' Galaxy Note 10 lineup and Huawei's Harmony OS seems to have pointed out a direction for IT products' development in the 5G era.
Asia Optical has been developing F2.2 droplet lens modules for use in front cameras of all-screen smartphones with two potential clients and expects shipments to begin in first- or second-quarter 2020, according to company chairman Robert Lai.
Samsung intros 108Mp image sensor for smartphones
Samsung Electronics has introduced 108-megapixel (Mp) ISOCELL Bright HMX, claiming it is the first mobile image sensor in the industry to go beyond 100 million pixels.
Despite lackluster memory demand likely to persist till the end of 2019, the memory industry is expected to see a brighter prospect starting 2020 when 5G services kick off commercial runs driving the popularity of 5G terminal devices that will in turn generate strong growth for memory products, according...
Compeq order visibility for 4Q19 unclear
PCB firm Compeq Manufacturing has said its order visibility for the fourth quarter of 2019 remains unclear, although the pull-in of orders from clients still maintains a robust pace in the third quarter.
TSMC gearing up for another semiconductor supercycle
The global semiconductor market is set to enter a dynamic new phase of growth, as the era of 5G network looms around the corner. TSMC, the world's largest pure-play foundry, is also eyeing opportunities arising from 5G with its competitive 7nm and more advanced process technologies.
Samsung has just launched its Galaxy Note 10, with its suppy chain partners expecting the new smartphone series to prompt rivals to adopt similar specs for their offerings, including slim vapor chamber. The new Samsung Galaxy Note 10...
Demand for vapor chambers (VCs) from smartphone vendors will grow exponentially in the next few years to support high heat-sinking performance required for 5G smartphones, according to YS Lin, chairman of Taiwan-based thermal solutions provider.
Samsung Electronics has taken the lead to adopt 0.35mm vapor chambers (VC) in its newly released Galaxy Note 10 series, which may become mainstream smartphone heat-sinking spec in 2020 as many other vendors including Huawei, Oppo and Vivo are expected to follow suit, according to industry sources.
5G deployments, availability of 5G phones to drive demand for power semiconductor components
The ongoing deployments of 5G infrastructure and promising demand for 5G-focused phones that will come along with the commercial runs of 5G networks will continue to spur demand for semiconductor components including RF ICs, networking chips and power amplifiers (PAs), according to industry sources.
VPEC enjoys robust demand for VCSEL components
Epitaxial wafer supplier Visual Photonics Epitaxy Company (VPEC) has enjoyed a ramp-up in demand for vertical-cavity surface-emitting laser (VCSEL) components for use in smartphones and other mobile devices, and will see revenues generated from orders for VCSEL chips climb dramatically in 2019, according...
Touch panel suppliers have started ramping up output since to support Samsung Electronics' commercial production for its just-unveiled Galaxy Note 10 devices, which will come in two sizes, according to industry sources.
Highlights of the day: Is Huawei overconfident?
Huawei's handset shipments seem to have defied the US trade ban, registering strong growth in the second quarter and sending the vendor setting an even more ambitious goal for the entire year. Its impressive shipments have been bolstered...
Accton, Sercomm poised for strong sales in 2H19
Networking device makers Accton Technology and Sercomm are expected to maintain their sales momentum in the second half of 2019, buoyed by equipment upgrades at telecom operators worldwide.
One of the top-four handset brands in China reportedly has decided to adopt Samsung Electronics' Exynos platforms for the production of 5G smartphones, according to industry sources.
HiSilicon Technologies, a chipset solution arm of Huawei, has been ramping up its chipset orders for 7nm and other advanced node products at Taiwan Semiconductor Manufacturing Company (TSMC), as the firm is gearing up efforts to build up its in-house IC development capability, according to industry...
TSMC enjoys robust 7nm chip demand
Taiwan Semiconductor Manufacturing Company (TSMC) has enjoyed strong demand for 7nm chips and already utilized 100% of the process capacity since the third quarter of 2019, with orders placed by not only its major clients including Apple, Huawei and AMD but also crypto mining chipmaker Bitmain Technologies,...
Largan July revenues hit 10-month high
Smartphone-use lens module maker Largan Precision on August 5 reported consolidated revenues of NT$5.473 billion (US$176 million) for July, the highest monthly level since October 2018, increasing 34.28% sequentially on month and 3.03% on year.
Apple has started making preparations since July ahead of the launch of new iPhones in September, but order momentum for touch panels and other components has been weak, according to industry sources.
Unitech profit hikes in 2Q19
PCB manufacturer Unitech Printed Circuit Board has reported net profit hiked 147% sequentially and 423% from a year earlier to NT$505 million (US$16.1 million) in the second quarter of 2019. Net profit for the first half of 2019 totaled NT$709 million, rising 387% on year.
The Taiwan government-backed Information and Telecommunications Research Laboratories (ITRL) is working with a number of local companies to develop 5G small-cell base stations, with an aim to sell devices directly to telecom operations in the global market in 2020.
Genius Electronic Optical sells factory buildings
Optical lens module maker Genius Electronic Optical has sold factory buildings with total floor area of 19,122 square meters in Central Taiwan Science Park (CTSP) for NT$668 million (US$21.5 million) to IC packaging and testing service provider Siliconware Precision Industries (SPIL).
China smartphone market and industry – 2Q 2019
Smartphone shipments by China-based vendors in second-quarter 2019 topped 180 million units, soaring 26.7% on quarter and 5.6%...
Taiwan LCD TVs – 2Q 2019
Taiwan's LCD TV shipments grew 14.4% sequentially, but dropped 6.4% on year to arrive at 7.16 million units in the second quarter...
Global tablet market – 2Q 2019
Global tablet shipments amounted to 32.66 million units in second-quarter 2019, down 8.7% on quarter and 11.9% on year due to...
Global AIO PC shipment forecast and industry analysis, 2019
Global all-in-one (AIO) PC shipments will continue shrinking in 2019, following 2018's around 2% on-year drop. With issues such...
Global AP demand forecast, 2017-2022
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange...
Global server shipment forecast and industry analysis, 2019
According to Digitimes Research statistics and analyses, Taiwan-based server vendors, including suppliers of motherboards, end...