Mobile components
  • China smartphone AP shipments grew in 1Q19
    Smartphone application processor (AP) shipments in China are forecast to increase 34.6% sequentially in the second quarter, following a 25.7% decline in the first quarter, according to Digitimes Research.
  • Samsung Electronics has announced that it has decided to postpone the Galaxy Fold's launch for an unspecified period of time, as the company will fully evaluate the feedback of damage reports from reviewers and run further internal tests.
  • Intel 9th Gen H series Core mobile processor
    Intel has launched its latest mobile processors: the 9th Gen Intel Core mobile H-series processors, designed for gamers and creators with demand for performance.
  • OLED smartphones with in-display sensing technology are gaining popularity
    The popularity of OLED panels paired with in-display fingerprint sensors in the smartphone segment will continue to expand in 2019, driven by the reduction in sensor prices and the price gap between OLED and LTPS LCD panels, according to industry sources.
  • Mobile modem chips are likely to become scarce strategic resources in the 5G era, now that Intel has decided to exit the 5G smartphone modem market to focus on 4G and 5G modems for PCs, IoT and smart home devices, according to industry sources.
  • apple
    TSMC and Samsung Foundry have both disclosed more updates on their EUV process technologies, and are gearing up for a pick-up in replacement demand for smartphones driven by 5G connectivity.
  • MediaTek expects 14% sequential growth in 2Q19 revenues
    MediaTek is expected to post revenues of between NT$56 billion (US$1.82 billion) and NT$61 million in the second quarter of 2019, representing a 7-14% sequential increase, with gross margin likely hitting 40%, according to industry observers.
  • Taiwanese semiconductor, communication and electronics firms have significantly increased their investments in Taiwan since the China-US trade war kicked off in 2018, but shortages in water, electricity, labor force, land and talent may affect the implementation of their investment projects, especially...
  • foldable
    Taiwan-based makers in the panel supply chain, including those producing OLED panels, polarizers, chemicals and masks, are gearing up efforts to develop related materials for the production of foldable smartphones, according to industry sources.
  • Largan Precision CEO Lin En-ping
    Smartphone-use lens module maker Largan Precision has reported first-quarter 2019 net EPS of NT$37.68 (US$1.22).
  • Nichia has indicated that the District Court of Dusseldorf in Germany in late March 2019 decided that its YAG patent, EP 0 936 682 (German patent code DE 697 02 929), was infringed by HTC from its use of white LEDs in some smartphone flash lights.
  • mediatek

    MediaTek has reported consolidated revenues increased 57.6% sequentially and nearly 11% on year to a six-month high of NT$22.32 billion (US$723.5 million) in March 2019.

  • iphone
    Driver-IC backend firm Chipbond Technology is set to land COF packaging orders from Apple for a LCD-based iPhone device to be launched in 2019, allowing it to continue enjoying brisk sales in the second quarter, according to industry sources.
  • imac
    Apple will adopt mini LED backlighting for a 31.6-inch iMac to be launched in the second or third quarter of 2019, a 10- to 12-inch iPad to be unveiled in fourth-quarter 2020 or first-quarter 2021, and a 15- to 17-inch MacBook to be introduced in first-half 2021, according to a analyst Kuo Ming-chi...
  • A surge in orders for Huawei's new smartphones and 5G base stations boosted March revenues at several Taiwan-based ecosystem partners, such as backend firm King Yuan Electronics (KYEC) and wafer probe card specialist Chunghwa Precision Test Tech (CHPT), market observers believe.
  • Smartphone-use lens module maker Largan Precision has reported consolidated revenues of NT$3.926 billion (US$127 million) for March, increasing 55.02% on month and 24.92% on year.
  • Flexible PCB and keypad maker Ichia Technologies has reported revenues of NT$500 million (US$16.22 million) for March, up 31% on month but down 19% on year.
  • apple
    Apple reportedly plans to launch three OLED-based new iPhone devices in 2020 available in 5.42-, 6.06- and 6.67-inch sizes, respectively, according to sources from Taiwan's handset component supply chain.
  • chip
    Huawei's IC design subsidiary HiSilicon may unseat Taiwan's MediaTek as the largest IC design house in Asia in 2019, as the China-based company is set to roll out diverse new chipset solutions to support its parent firm's aggressive deployments in 5G, AI and IoT applications and even to explore global...
  • Huawei has announced its latest flagship smartphones, the P30 and P30 Pro, targeting specifically consumers with high demands for photography. The P30 is equipped with a 6.1-inch OLED display and the P30 Pro a 6.47-inch one. The P30's panel reportedly is supplied by Samsung Display, while the panel...
  • foldable
    While foldable smartphones are the next big thing for handset brands, initial shipments of these foldable devices woud be limited because some key components such as OLED displays and hinges are scarce and pricy, according to industry sources.
  • An array of Samsung's products at MWC 2019
    Samsung Electronics' recent revelations of its Galaxy S10 lineup, Galaxy Fold and the presentation of its multifaceted 5G products and solutions at MWC 2019 not only demonstrated its prowess in the smartphone and 5G sectors, but also demonstrated its strategies to maintain its leadership in the fiel...
  • PCB maker Career Technology has decided to drop its plan of issuing common shares through private investment as it has to adjust its business operations to counter a substantial cut in orders from a major smartphone vendor, according to a recent company statement.
  • samsung
    General Interface Solution (GIS) is likely to be able to ramp up shipments of its in-display fingerprint sensors to Samsung Electronics starting the second quarter of 2019 after related shipments were delayed in the first quarter due to a yield rate issue, according to industry sources.
  • huawei
    Pure-play foundry Taiwan Semiconductor Manufacturing Company (TSMC) has started seeing chip orders for Android devices ramp up recently, with its fabless clients including HiSilicon, MediaTek and Qualcomm stepping up their pace of orders, according to industry sources.

Taiwan LCD TVs – 4Q 2018

Taiwan LCD monitors – 4Q 2018

Global tablet market – 4Q 2018

Global AP demand forecast, 2017-2022

Global server shipment forecast and industry analysis, 2019

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

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