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  • 5G and 4G phones to jointly boost handset market in 2020
    The handset market is welcoming the arrival of 5G smartphones, shipments for which may range from 200 million to 300 million units in 2020. Such volumes for 5G smartphones mean 4G devices will still be here to stay. IC desingers believe 4G phone replacement demand from users not yet ready to upgrade...
  • Prospects dim for Taiwan handset ODMs
    Prospects are dismal for Taiwan-based handset ODMs as their rivals in China, including the Wingtech Group, Huaqin Telecom Technology and Longcheer, have continued growing their prowess thanks to the rise of Chinese handset vendors in the global handset market, according to industry watchers.
  • Handset shipments by Taiwan's brand vendors and ODMs are expected to grow
    Handset shipments by Taiwan's brand vendors and ODMs are expected to grow by a single-digit rate sequentially in the fourth quarter of 2019 after seeing their combined shipments edge up 3% on quarter to 14.21 million units a quarter earlier, Digitimes Research estimates.
  • The handset market is expected to rebound in 2020
    The global handset market is likely to stage an upturn in terms of industry value and unit shipments driven by the release of more 5G phones and continued availability of multiple 4G models with high price/performance ratios, according to sources from Taiwan's IC design sector.
  • Taiwan's manufacturing sector has seen three consecutive quarters of on-year declines in production
    Production of Taiwan's manufacturing industry totaled NT$3.37 trillion in the third quarter of 2019, down 7.01% on year, making the third consecutive quarter of on-year declines due mainly to the US-China trade tensions, according to figures from Taiwan's Ministry of Economic Affairs (MOEA).
  • Anylayer HDI boards demand rising
    Chinese handset vendors are eager to adopt anylayer HDI boards for their high-end smartphones, but they currently have to source such boards from outside of China despite the country's bid to raise self-sufficiency for electronics components. Taiwan-based PCB makers Compeq...
  • Koobee to intro phone with 108-megapixel camera in 2Q20
    Following in the step of Xiaomi, which unveiled recently its high-end CC9 Pro handset featuring a 108-megapixel camera, Koobee Communication Equipment has also unveiled a comparable model, F3R, with plans to begin marketing the product in the second quarter of 2020.
  • Competition for foldable smartphone market in China heating up
    The competition in China's foldable smartphone market is heading up after Huawei officially released its first foldable model, Mate X, in China on November 15, one week after Samsung Electronics began selling its Galaxy Fold there on November 8.
  • Chinese handset vendors are relying more on local ODMs
    First-tier Chinese handset ODMs including the Wingtech Group, Huaqin Telecom Technology and Longcheer have emerged as the leading group in the field thanks to the rise of China-based handset brands in the global market, according to industry observers.
  • Apple to capture top spot in 5G smartphones in 2020
    Apple is expected to enter the 5G race in the third quarter of 2020, leapfrogging to the top in 5G smartphones market, according to Strategy Analytics.
  • Catcher has seen orders from the smartphone sector continue ramping up
    Metal-alloy chassis maker Catcher Technology has seen orders from the smartphone sector continue ramping up, with the momentum likely to last into the first quarter of 2020, according to company chairman Allen Hung. Catcher is reportedly among the suppliers for Apple's iPhone 11 lineup.
  • Supply of HDI boards has fallen short of demand in the second half of 2019
    Supply of HDI (high-density interconnect) boards has fallen short of demand in the second half of 2019, with Taiwan makers having to reschedule shipments to fulfill mounting orders. HDI boards, now mostly used in handsets, are expected to see a major rise in demand after entering the IoT era to support...
  • 5G service subscribers in South Korea is expected to reach over five million by the end of 2019
    The number of 5G service subscribers in South Korea is expected to reach over five million by the end of 2019, a significant growth from four million at the end of July, according to Samsung Electronics.
  • Asustek expects sales drop for PC business in 4Q19
    Asustek Computer expects to post flat growth or an up to 5% sequential decrease in PC sales in the fourth quarter, while sales of its component products including motherboards and graphics cards will drop 5% on quarter.
  • Samsung
    Samsung Electronics has managed to become a leading provider of 5G network equipment, with its global market share reaching nearly 28% in the first half of 2019, according to Daijun Zhang, president of Samsung R&D Institute China-Beijing (SRC-B).
  • Inventec expects server sales to rise in 2020
    Inventec expects to post a significant increase in its server business revenues next year when server shipments worldwide are expected to rebound by 4-6%, according to company president Maurice Wu.
  • Smartphone shipments to China dropped in 3Q19
    Sales of smartphones in China retreated 7.5% sequentially in the third quarter of 2019 after registering a sequential 22.4% growth in the previous quarter, Digitimes Research has found. On a yearly basis, third-quarter shipments were down 14.2% from a year earlier.
  • The ongoing trade disputes continue to affect negatively China's datacenter market
    The US-China trade war may be hurting the economy of both countries, but as far as the server industry is concerned, the impact on the Chinese market seems greater than that on the US. It may take a few more months before China's server market...
  • 4G is still very much alive and kicking
    There has been much hype about the arrival of the 5G era, but 4G is still very much alive and kicking. Global smartphone sales have slowed down in 2019, but Taiwanese IC designers have seen demand for 4G smartphone chips rebound in the...
  • TPK wins deals for silver nanowire touch solutions
    TPK Holding's small-size silver nanowire-based touch solutions have entered design-in processes of 1-2 foldable handsets, according to Leo Hsieh, president of the touch module and sensor maker.
  • Pegatron sees net profits more than doubled on year in 3Q19
    Pegatron has reported third-quarter consolidated revenues picked up 18.5% sequentially and 10.2% on year to come to NT$354.8 billion (US$11.58 billion), while the gross margin was around 3.8% with net profit reaching NT$6.3 billion, up 18.7% on quarter and 122.5% on year.
  • A decline in chip demand for 4G smartphones seems to have bottomed out
    A decline in chip demand for 4G smartphones seems to have bottomed out, according to industry sources in Taiwan.
  • Huawei has slowed down the pace of orders for Taiwanese chip suppliers in the forth quarter
    Following several months of aggressive inventory build-up in the wake of the US trade ban, Huawei has slowed down the pace of orders for Taiwanese chip suppliers in the fourth quarter, as it conducts year-end stock-taking. But Huawei's order...
  • Acer enjoyed rising profits in 3Q19
    Acer has announced consolidated revenues of N$62.87 billion (US$2.05 billion) for the third quarter of 2019, growing 14% sequentially with gross margin of 10.6%. Net profit for the quarter came to NT$1.18 billion, up 187.8% sequentially and 29% on year with EPS reaching NT$0.39.
  • Samsung Electronics is mulling using ToF-based 3D sensing technology for facial recognition
    Samsung Electronics is mulling using ToF-based 3D sensing technology for facial recognition for its upcoming Galaxy Note 11 slated for the second half of 2020, instead of in-display ultrasonic fingerprint sensors used in Galaxy S10 and Note 10 lineups that have been hit by security issues recently,...

China smartphone market and industry – 3Q 2019

Taiwan notebooks – 3Q 2019

China smartphone AP shipments – 3Q 2019

Global LCD panel shipment forecast, 2020 and beyond

Global mobile device shipment forecasts, 2020 and beyond: Smartphones, notebooks and tablets

Taiwan semiconductor foundry sector, 2Q19

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