Mobile devices
  • HTC U12
    HTC has introduced its new flagship smartphone, the HTC U12+, in the Taiwan market, priced at NT$23,900 (US$798) for a 6GB RAM/64GB ROM version and NT$24,900 for another 6GB RAM/138GB ROM version. The company has begun taking pre-orders with availability in mid-June.
  • Sales of smartphones in the Taiwan market have continued to drop for the fifth consecutive month to 490,000 units in April 2018, according to data compiled by local retail channels.
  • HTC has announced that it is ready to launch its first blockchain-enabled phone, Exodus, which will support a number of cryptocurrencies including Bitcoin, Lightning Networks, Ethereum and Dfinity.
  • Demand for multi-lens camera modules is likely to heat up as Huawei reportedly plans to extend the adoption of triple-lens cameras to other series of its high-end smartphones, according to industry sources.
  • Non-operating losses eroded Asustek's earnings in 1Q18
    Asustek Computer saw its net profit dip 41% on quarter and 35% on year to NT$2.38 billion (US$80.03 million) in the first quarter of 2018, due to non-operating losses. EPS for the first quarter stood at NT$3.20, lower than market expectations of NT$4.20.
  • IT and consumer electronics channel distributor Synnex Technology International has reported net EPS of NT$1.35 (US$0.05) for first-quarter 2018.
  • Asustek expects its smartphone shipments to soar starting 2Q18
    Asustek Computer expects its smartphone shipments to grow 25-35% sequentially in the second quarter of 2018, buoyed by strong sales of its newly released ZenFone 5 and ZenFone Max Pro, according to company CEO Jerry Shen.
  • tpk
    Taiwan-based touch panel makers TPK and General Interface Solution (GIS), both iPhone supply chain partners, have mixed prospects for the second quarter of 2018, with the former likely to suffer operating losses and the latter to see a 10% sequential revenue increase, due mainly to mixed sales performances...
  • China-based smartphone vendors Xiaomi Technology and Oppo have both launched their latest flagship models in Taiwan as they gear up efforts to ramp up their market shares there.
  • HTC has reported net profits of NT$21.1 billion (US$707.69 million) or NT$25.7 per share for the first quarter of 2018, ending its 11 consecutive quarterly losses.
  • IT and consumer electronics channel distributor Synnex Technology International has reported consolidated revenues of NT$27.68 billion (US$940 million) for April, decreasing 17.79% sequentially but increasing 18.69% on year.
  • huawei
    Taiwan Semiconductor Manufacturing Company's (TSMC) 7nm FinFET process has obtained orders for the production of AI-capable SoCs from a number of China-based chip firms, such as Huawei's HiSilicon and Cambricon Technologies, and is expected to attract more orders from other companies specializing in...
  • smartphone
    Shipments of smartphone-use application processors in China are expected to increase 17% sequentially to 173.8 million units in the second quarter of 2018, Digitimes Research estimates.
  • HTC saw its consolidated revenues decline 24.2% on month and 55.4% on year to NT$2.099 billion (US$70.71 million) in April, the company's lowest monthly figures since August 2004.
  • HTC has sent out invitations for a product event to be held on May 23, with market watchers indicating that the vendor is likely to introduce its new flagship model, the U12+, and other members of its Desire-lineup.
  • huawei
    Smartphone shipments in China fell 34% sequentially and 13.4% on year to below 90 million units in the first quarter of 2018, affected by reduced production during the Lunar New Year holidays, inventory clear-up at channels as well as slower sales of new iPhone devices, according to Digitimes Resear...
  • mediatek
    About half of new smartphone models launched by China's smartphone vendors, including the top-four players Huawei, Xiaomi Technology, Oppo and Vivo, as well as other brands, by the year-end 2018 will come with enriched AI applications, according to sources from Taiwan's IC-design houses.
  • Vivo launches its X21 in Taiwan
    China-based smartphone vendor Vivo has launched its Vivo X21, the company's first model with an under-display fingerprint sensor, in the Taiwan market with the availability to begin on May 4 at NT$16,990 (US$570).
  • egis
    Egis Technology (Egistec) and Goodix have both obtained fingerprint sensor orders for Samsung's Galaxy smartphones with shipments already kicking off, according to industry sources.
  • Goodix Technology has announced its entry into the supply chain for Samsung's smartphones.
  • apple
    Apple has announced financial results for its fiscal second-quarter 2018 (ended March 31, 2018), posting quarterly revenues of US$61.1 billion, an increase of 16% from the year-ago quarter, and quarterly earnings per diluted share of US$2.73, up 30%.
  • Huawei's shop in Taipei
    China-based smartphone vendors including Oppo, Huawei and Xiaomi Technology are gearing up their promotion campaigns in Taiwan aiming to further ramp up their local market shares, according to market sources.
  • xiaomi
    Including exports, shipments of smartphones by China-based vendors totaled 141.1 million units in the first quarter of 2018, decreasing 1.2% from a year earlier, Digitimes Research estimates.
  • Xiaomi
    More Taiwan-based players in the IT supply chain, including Foxconn Electronics, Inventec, Largan Precision and Taiwan Semiconductor Manufacturing Company (TSMC), are eyeing orders from Xiaomi Technology as the China-based smartphone vendor has continued to ramp up its shipments globally, according...
  • Smartphone brands are expected to increase their adoption of under-display fingerprint sensors, which allow phones to have full-screen displays with an invisible fingerprint feature, according to IHS Markit.

Taiwan large-size LCD panels – 1Q 2018

China smartphone AP shipments – 1Q 2018

Taiwan small- to mid-size LCD panels – 1Q 2018

Global AP market, 2017-2021

Taiwan server shipment forecast and industry analysis, 2018

China AMOLED panel capacity expansion forecast, 2016-2020

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