Highlights of the day: Arm faces risks in China market
Emerging markets have always been behind developed countries in adopting the latest generation mobile networks, with a few exceptions. While it would be safe to assume that emerging markets would also lag in 5G adoption, ABI Research finds that emerging countries will have faster than expected 5G subscriber...
Comtrend gearing up for DPU business
Networking solution provider Comtrend is striving to expend its integrated DPU (distribution point unit) and CPE (customer premise equipment) solutions for FTTH applications to Europe and North America, having established a foothold for related products in the Asia-Pacific region, according to company...
HTC teams up with FET for 5G, VR developments
HTC has signed a MOU with Taiwan's Far EasTone Telecommunications (FET) to jointly develop related 5G and VR hardware devices, applications and services.
FET, APT sign 5G spectrum-sharing deal
Taiwanese telecom operators Far EasTone Telecommunications (FET) and Asia Pacific Telecom (APT) have announced a collaborative deal marking the first 5G spectrum sharing project in Taiwan.
Open architecture 5G networks gaining momentum
The development of open architecture 5G networks has been gaining momentum recently as telecom operators worldwide are under pressure to reduce capital expenditure amid slower-than-expected penetration in the 5G subscriber market, according to Digitimes Research.
Handset shipments in the fourth quarter of 2020 are likely to slip from the third quarter as Huawei is said to have cut 30% of its component orders for the upcoming Mate 40 series flagship smartphones, having anticipated troubles for...
Talent drain rising as biggest woe to Huawei
Talent drain has emerged as the largest woe plaguing Huawei/Hisilicon, and whether the Chinese tech group can stage a comeback in the wake of tough US trade sanctions will hinge on whether it can retain R&D talent, according to industry sources.
DRAM spot prices rise
DRAM spot market prices have rallied over 5% since last week amid speculation about Huawei building up inventory prior to new US sanctions against it.
Aeon Motor developing tricycle electric scooter
Taiwan-based motorcycle maker Aeon Motor is developing the Ai-2 Gather, a tricycle electric scooter mainly for business use, and plans to launch it in 2021, according to company CEO Tony Lin.
Demand for optical components from the datacenter and 5G sectors has been slow in third-quarter 2020, but order momentum may start picking up in the fourth quarter, according to industry sources.
Win Semi reiterates positive 3Q20 outlook
GaAs foundry Win Semiconductors has reiterated its third-quarter 2020 revenues will post a sequential growth of 4-6% with gross margin staying at over 40%, despite uncertainty in demand from a major Chinese client.
Shipments of optical components by Taiwan's makers for 5G applications to China are likely to slow down in August-September as Chinese telecom operators are adjusting designs of some devices for 5G base station applications, according to industry sources.
Several Taiwan-based IC design houses and power semiconductor device suppliers have said their sales targets for 2020 remain unchanged despite recent reports indicating that Huawei and ZTE have slowed down their 5G base station buildups, which could affect their businesses, according to industry sou...
Highlights of the day: HiSilicon engineers abandon ship
Taiwan's PCB supply chain is trying to identify clients who may replace Huawei and HiSilicon, both of whom face tough US trade restrictions, according to industry sources.
Chunghwa Telecom (CHT), ASE Technology Holding and Qualcomm Technologies will join forces to build Taiwan's first smart factory based on 5G mmWave designated enterprise networks in Kaohsiung, southern Taiwan, according to a joint announcement of the companies.
HiSilicon team in Taiwan shrinking
Huawei's chipmaking subsidiary HiSilicon has seen many of its staff in Taiwan leaving amid increasingly tough trade sanctions from the US on the Chinese tech group, according to industry sources.
The coronavirus pandemic is definitely changing the dynamics of the market and ecosystem, but at the start few would have foreseen the coming of a stay-at-home economy strong enough to turn around the notebook sector. Barry Lam, chairman of notebook ODM Quanta...
The number of 5G service subscribers in the Taiwan market is expected to total 14.3 million by 2025, representing a penetration rate of 48%, higher than a global average of nearly 30% projected for the year, according to Cliff Lai, president of Taiwan Star Telecom.
Taiwan has an opportunity to become a base for the development of mmWave technology, leveraging its established industry foundations, OEM/ODM technologies and related talent, according to ST Liew, president of Qualcomm Taiwan and Southeast Asia.
Sercomm net earnings hit high in 2Q20
Networking device maker Sercomm has reported strong earnings for second-quarter 2020, driven by increased shipments of high-margin products and Wi-Fi AP devices supporting work-from-home activities.
Taiwan's Industrial Development Bureau has teamed up with Cisco to set up the country's first 5G open networking experiment platform, gathering heavyweight server and networking firms to jointly tap the lucrative market for white-box 5G telecom network equipment.
Taiwan makers eyeing Open RAN
Open RAN (Open Radio Access Network) is one of the options for telecom operators' deployments in the 5G era. As Open RAN can adopt COTS (commercial off the shelf) or GPP (general purposed processor) hardware, such as x86 servers, Taiwan's makers may be able to seize the chance and carve out a piece...
Taiwan LCD monitors – 2Q 2020
Taiwan's second-quarter 2020 PC monitor shipments grew 24.8% sequentially.
Global tablet market – 2Q 2020
Second-quarter 2020 global tablet shipments amounted to 39.65 million units, surging 60.5% from a quarter ago and 21.4% from...
Taiwan LCD TVs – 2Q 2020
Taiwan makers' TV shipments reached 6.28 million units in the second quarter of 2020, growing 35.1% sequentially.
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...