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 Computer, now predicts the stay-at-home economy to become a new normal, promising long-term opportunities for the notebook and cloud server sectors. The pandemic has hit hard the handset market, slowing down the progress of 5G commercialization. But 5G remains promising, with Taiwan showing strong potential to become a mmWave development base, according to the president of Qualcomm Taiwan and Southeast Asia. In China, its semiconductor firms are striving to improve the country's IC self-sufficiency. One of the areas is the CIS sector.
Notebook sector turning around with robust momentum, says Quanta: The notebook industry is turning around significantly with pandemic-spurred stay-at-home economy emerging as a new normal and likely to persist as a long-term trend, promising good opportunities for both notebook and cloud server segments, according to Quanta Computer chairman Barry Lam.
Taiwan could develop into a mmWave industry base, says Qualcomm executive: 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.
China pushing for homegrown CIS sector: China has stepped up the development of its homegrown CMOS image sensor (CIS) industry sector as part of the country's ambitions to achieve self-sufficiency in chips, with SmartSens Technology and GalaxyCore being among the beneficiaries.