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Wireless networking
  • The optical communication equipment industry is expected to resume growth momentum in 2020
    The optical communication equipment industry is expected to resume growth momentum in 2020 after three years of lackluster demand, as new 5G infrastructure construction projects kicking off in late 2019 are expected to spur upgrades in optical fiber networks, according to Taiwan-based Ezconn, a supplier...
  • TSMC with its competitive 7nm process technology has obtained orders for made-for-AI chip processors
    It is not just application processors vendors that have been scrambling to secure production capacity for making their 5G offerings at TSMC's 7nm node, which is also catering to AI processors developers, such as Nvidia, Xilinx and Bitmain...
  • Global demand for 5G chips supporting the sub-6 GHz standards is likely to gain momentum
    Global demand for 5G chips supporting the sub-6 GHz standards is likely to gain momentum as telecom operators in China, which has the potential to become the world's largest market for 5G phones, have given the priority to the development of related sub-6 GHz technology instead of mmWave one, according...
  • IC vendors are ready to ramp up their output of Wi-Fi 6 wireless chips
    Taiwan's IC-design houses including MediaTek and Realtek Semiconductors have been placing more orders for testing gauges such as IC test sockets as these IC vendors are ready to ramp up their output of Wi-Fi 6 wireless chips, according to industry sources.
  • The penetration rate of Wi-Fi 6 technology is expected to reach 10% in 2020
    The penetration rate of Wi-Fi 6 technology is expected to reach 10% in 2020, with smartphone applications pioneering the adoption, followed by notebooks and smart household devices, according to industry sources.
  • qualcomm
    Qualcomm is deepening its deployment in the Wi-Fi space as demand for IoT-related transmissions is ready for a jump-start, according to Dino Bekis, the firm's vice president and mobile and compute connectivity general manager.
  • Qualcomm CTO Jim Thompson
    While AI and 5G technologies will closely complement each other in a variety of applications, edge computing will play the most critical role in the complementarity of both technologies, prompting Qualcomm to focus its AI R&D on edge computing solutions, according to Jim Thompson, the firm's engineering...
  • Qualcomm
    Construction of 5G mmWave base stations has been slow worldwide except in the US due to some major challenges affecting the development of related technologies, but Qualcomm has come up with solutions to address the challenges and expects to fast develop 5G mmWave business in the US, Japan and Korea...
  • CHT is teaming up with electronic map and navigation software provider Kingwaytek
    Chunghwa Telecom (CHT) is teaming up with electronic map and navigation software provider Kingwaytek Technology to build a local government-backed 5G test field in northern Taiwan for the development of IoV and autonomous solutions, according to Tsai Min-hung, a section chief of CHT's mobile business...
  • MediaTek chairman Tsai Ming-kai showcasing its first 5G SoC
    MediaTek is on track to enter volume production of its first 5G SoC for sub-6GHz networks in January 2020, having begun sampling the chips in the third quarter of 2019, according to company CFO and spokesman David Ku.
  • Qualcomm has announced it has completed the acquisition of the remaining interest in RF360 Holdings
    Qualcomm Incorporated has announced it has completed the acquisition of the remaining interest in RF360 Holdings Singapore, a joint venture with TDK Corporation. Together with Qualcomm Technologies, the joint venture has produced RF front-end (RFFE) filters which enable Qualcomm Technologies to deliver...
  • PCL Technologies will team up with Malaysia-based Inari Amertron Bhd
    PCL Technologies will team up with Malaysia-based Inari Amertron Bhd to set up a joint venture to manufacture optical transceiver products in Malaysia, according to a PCL filing with the Taiwan Stock Exchange (TWSE).
  • Accton saw revenues increase 29.6% on month
    Networking device maker Accton Technology saw revenues increase 29.6% on month and 37.02% on year to an 8-month high of NT$5.918 billion (US$189.68 million) in August.
  • Global demand for 5G CPE is expected to grow rapidly to 120 million units in 2025
    Global demand for 5G CPE (customer premise equipment) is expected to grow rapidly to 120 million units in 2025 from 100,000 units in 2019, prompting chipmakers such as Qualcomm and Huawei HiSilicon to step up rolling out relevant chip solutions, which in turn will provide new business opportunities...
  • Worldwide Ethernet switch and router markets see moderate growth in 2Q19
    The worldwide Ethernet switch market (Layer 2/3) recorded revenues of US$7.07 billion in the second quarter of 2019, an increase of 4.8% on year. Meanwhile, worldwide total enterprise and service provider (SP) router market revenues grew 3.4% on year in the second quarter of 2019 to US$3.96 billion,...
  • Unizyx CEO Golden Yang
    Taiwan-based networking devices and solutions provider Unizyx Holding has adjusted its operations over the past two years and also expanded its business scopes spanning telecom, end-market devices, information security and IoT solutions.
  • Taiwan-based component makers have found new opportunities from 5G and foldable devices
    Taiwan-based component makers, despite seeing shrinking demand for notebooks, have found new opportunities from emerging businesses such as foldable smartphones, foldable-screen notebooks and 5G applications, according to sources from the upstream supply chain.
  • Wus enjoyed a strong profit growth in 1H19
    PCB manufacturer Wus Printed Circuit saw its net profits shoot up over 100% on year in the first half of 2019, thanks mainly to sharp increases in PCB demand for networking equipment, according to company sources.
  • Development of 5G products and technologies is a key direction for Huawei
    Development of 5G technologies and products has become a key direction for Huawei's operation with its orders for 5G-related chips to upstream suppliers expected to rise dramatically over the next two years, while Huawei's chipmaking...
  • Hisilicon is expected to become TSMC's biggest client in 2020
    Huawei's chipmaking arm Hisilicon is expected to become not only the largest Asia-based fabless chipmaker but also TSMC's biggest client in 2020, according to industry sources.
  • Advantest Taiwan chairman CH Wu
    Testing demand for high-end 5G SoCs has emerged and that for memory chips is set to pick up in early 2020, which will drive revenue increases at Advantest, a major Japan-based supplier of semiconductor testing equipment, according to company sources.
  • Huawei raising chip orders for 5G base stations
    Huawei has been ramping up orders for chips used in its 5G base station equipment, according to sources at backend houses, which expect the China-based player's chip demand to remain robust over the next two years.
  • Global sales of 5G smartphones will reach 160 million in 2020
    Global sales of 5G smartphones will reach 160 million in 2020 if 5G takes off as expected in China, according to Strategy Analytics. Huawei is best positioned to capture the majority of China's 5G smartphone sales and could leverage that success to regain its global smartphone standing.
  • Chipmakers pushing up production
    Following the trial production of 1znm DRAM chips at the fab in Japan, Micron is expected to begin mass production of the chips at plants in Taiwan in the first half of 2020, while MediaTek's first...
  • Unit prices for SoC chips used in true wireless stereo earbuds have been falling
    Unit prices for SoC chips used in true wireless stereo (TWS) earbuds have been falling, due mainly to stiff competition among chip suppliers, according to industry sources.

Global notebook shipment forecast, 2020 and beyond

Global server shipment forecast, 2020 and beyond

Taiwan handsets – 2Q 2019

Taiwan semiconductor foundry sector, 2Q19

Global AIO PC shipment forecast and industry analysis, 2019

Global AP demand forecast, 2017-2022

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