Notebook brand vendors who hesitated about moving production out of the China in the wake of the trade war are now determined that they need to do so, as the disputes between the two superpowers are unlikely to end anytime soon. The vendors are now asking their ODMs to accelerate the relocation of their production out of the world's factory. While the notebook market is unlikely to see any major growths next year, the smartphone market is expected to see strong stimulation from 5G commericalization. MediaTek has become more upbeat about 5G smartphone shipments in 2020, and has increased its orders for 5G SoCs to be manufactured at TSMC.
Notebook brand vendors accelerating production relocation out of China: The ongoing trade tensions between the US and China is prompting notebook brand vendors to have their ODMs accelerate production relocation out of China, with Compal Electronics to expand capacity in both Taiwan and Vietnam, according to sources from the upstream supply chain.
MediaTek increases wafer start orders for 5G chips at TSMC: MediaTek reportedly has increased its wafer start orders for 5G chips at TSMC as more of its handset clients in China have taped out 5G-focused smartphones using its SoC solutions, according to industry sources.