The prospect of 5G definitely looks promising, but players in the supply chain have to make sure they have sufficient support from one another in order to fully enjoy the opportunities promised by the arrival of 5G. Chipmakers and their partners are gearing up to build key components inventory. UMC also sees strong growth momentum coming from the 5G sector, expecting explosive expansion in demand for foundry services in 2020. The memory sector is also anticipating a recovery driven by demand from the 5G and server sectors. Now the memory sector is expecting double-digit supply shortfalls for DRAM and NAND flash in the second-half of 2020.
Chipmakers, partners moving to secure 5G key components inventory: Mobile chipmakers are gearing up to secure stronger support from supply chain partners aiming to gain a greater presence in the market for 5G smartphones whose shipments are estimated to reach at least 200 million units in 2020, according to industry sources.
UMC sees clear growth momentum for 5G in 2020: Taiwan's pure-play foundry UMC will see clear growth momentum in 2020 come from ever-increasing chips foundry demand for 5G applications, with clients moving actively to pull in shipments to build up inventory, according to company co-president SC Chien.
DRAM, NAND flash supply may see double-digit shortfalls in 2H20: The memory sector is expected to resume growth momentum in 2020 thanks to steady increase in demand for 5G and server applications, with DRAM and NAND flash to see supply shortfalls in second-half 2020, accoding to industry sources.