Largan 3Q20 business outlook too conservative?
The conservative business outlook given recently by smartphone camera lens module maker Largan Precision for third-quarter 2020 has raised concern.
MediaTek sees 2Q20 revenue beat guidance
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 to intro entry-level 5G mobile SoC in July
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 to see weak 3Q20
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.
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...
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 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...
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.
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...
MediaTek to push back launch of mmWave 5G chips
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.
Asia Optical 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.
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.
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.
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 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....
Largan sees increased June revenues
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.
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 eyes potential of e-SIM in M2M
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...
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...
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.
TLC NAND flash prices under downward pressure
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 remains dominant in 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...
Highlights of the day: MediaTek has advantage in 5G
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 poses growing threat to Qualcomm
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 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
Taiwan's PC monitor shipments in the first quarter of 2020 went down 20.5% sequentially.
Global tablet market – 1Q 2020
Global tablet shipments are forecast to climb 45.5% sequentially and 9.9% on year in the second quarter of 2020 thanks to a...
Taiwan LCD TVs – 1Q 2020
Taiwan makers shipped a total of 4.65 million LCD TVs in the first quarter of 2020.
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...