Wireless networking
  • 5G
    A growing number of Taiwan-based network equipment suppliers have ramped up shipments of 5G CPE (customer premise equipment) products to the markets in Europe and the US starting third-quarter 2020 and are poised to further expand their shipments in 2021, according to Digitimes Research.
  • Compal smart devices EVP SH Peng (left) and Cisco Taiwan GM George Chen
    Taiwan's Compal Electronics and US networking specialist Cisco Systems have newly formed a strategic alliance to explore the 5G AIoT market and serve enterprise clients with diverse integrated network solutions.
  • Asia Optical
    Asia Optical is gearing up its R&D efforts developing new products such as optical modules to tap business opportunities in the 5G, datacenter, cloud and smart medical care sectors, according to company optical business chief Chen Cheng-yu.
  • Innolux showcasing LC metasurface antenna and micro/mini LED display products
    Innolux is showcasing its LC (liquid crystal) metasurface antenna products, co-developed with Kymeta, a startup for satellite communication devices, at the OPTO Taiwan tradeshow being held in Taipei from October 21-23.
  • China to spend more effort in building small cells in 2021
    Telecom operators in China, after slowing down construction of 5G base stations in fourth-quarter 2020, are expected to reactivate new infrastructure projects in 2021 with focus placed on small stations, and optical communications equipment with 10G and 25G specs to become the mainstream, according...
  • IC substrate suppliers expects increasing SiP orders from Apple
    The market for system-in-package (SiP) substrates is already tight and will become tighter as Apple is looking to adopt SiP technology in more of its AirPods series, according to sources at Taiwan-based IC substrate suppliers.
  • The iPhone 12 series will boost demand for Bluetooth earphones
    Apple's decision of not providing wired earphones for its iPhone 12 series is expected to create a wave of Bluetooth earphone demand, according to sources from the upstream supply chain.
  • Wi-Fi 6
    Taiwan's network device makers have managed to ramp up their shipment volumes of Wi-Fi 6-based networking devices, such as access points (AP) and routers, to a meaningful scale, according to Digitimes Research.
  • IT companies pushing into the 5G notebook market
    First-tier chip designers and PC brand vendors have begun cooperation to develop notebooks with integrated antenna-in-package (AiP) modules to support both sub-6GHz and mmWave 5G technologies, according to sources from the upstream supply chain.
  • Accton to move to production of 800G switches soon
    Taiwan's network equipment vendor Accton Technology will kick off volume production of 400G switches in late 2020 or early 2021, and will soon move to develop 800G models in cooperation with hyperscle datacenter clients, according to the firm's president Edgar Masri.
  • Sercom gains approval from FCC for 5G mmWave small cell
    Networking device maker Sercomm has announced that its 5G enterprise mmWave small cell, the SCE5151C-B261, has been granted FCC Part 30 validation.
  • Emerging countries are acting keenly in adopting 5G
    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 revving up 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...
  • Taiwan exports hit high in August
    Taiwan's exports totaled US$31.17 billion in August 2020, the highest-eve monthly level with growths of 10.6% sequentially and 8.3% on year, while imports reached US$24.71 billion, rising 8.2% sequentially and 8.5% on year, according to the Ministry of Finance (MOF).
  • Handsets are likely to experience weak demand in 4Q20
    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...
  • Unizyx CEO Golden Yang
    Networking device provider Unizyx Holding saw its gross margin improve in the first half of 2020 and expects its earnings to continue moving upward in the second half of the year thanks to improving operating efficiency, according to company CEO Golden Yang.
  • AMD-powered notebooks have seen a market share of 15%
    AMD and MediaTek reportedly will start their collaboration with the development of customized Wi-Fi 6 ASIC chips for notebook applications seeking to break the dominance of the Wi-Fi chips segment by Intel and Realtek Semiconductor and further strengthen its competitiveness in notebook chips platforms,...
  • MediaTek has introduced a new 5G CPE chipset
    MediaTek has announced its T750 5G chipset designed to power next-generation 5G CPE wireless products, such as fixed wireless access routers (FWA) and mobile hotspots.
  • Worldwide enterprise WLAN market declines moderately in 2Q20
    The combined consumer and enterprise worldwide wireless local area network (WLAN) market segments rose 7.1% on year in the second quarter of 2020, according to IDC. The enterprise segment declined 9.5% on year in the second quarter of 2020 with US$1.4 billion in revenues.
  • Apple new AirPods to drive up global TWS earbuds shipments
    Shipments of true wireless stereo (TWS) earbuds have started picking up with order visibility stretched through the end of 2020, according to industry sources.
  • PC components to enjoy a strong 2H20
    The stay-at-home economy continues to boost demand for PCs and related components such as motherboards and graphics cards with major vendors and makers all expected to see rising shipments in the second half of 2020. However, Taiwan-based...
  • Aeon Motor CEO Tony Lin (right) and Taiwan Mobile president Jamie Lin
    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.
  • Huawei is being denied access to major chip support
    Huawei, hit hard by the US trade ban that is depriving it of support from various semiconductor companies, including TSMC, has slowed down its pace of orders to its handset ODMs. Huawei now stands to lose a major portion of its shares...
  • ONF has unveiled 5G SD-RAN project
    The Open Networking Foundation (ONF) has announced a SD-RAN (software defined radio access network) project to pursue the creation of open source software platforms and multi-vendor solutions for mobile 4G and 5G RAN deployments. Initially, the project will focus on building an open source near real-time...
  • Major chip vendors are keen on developing Wi-Fi 6 applications
    Global shipments of end-market devices supporting the latest Wi-Fi 6E standards are expected to reach 310-320 million units in 2021, according to industry observers.

Global notebook shipment forecast, 2021 and beyond

Taiwan LCD monitors – 2Q 2020

Global tablet market – 2Q 2020

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

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