The US trade sanctions against Huawei are reshaping the Chinese smartphone market. Digitimes Reseach expects weak 5G mobile AP shipments to China in fourth-quarter 2020, with Huawei standing to lose more than half of its share in China's smartphone market to its domestic competitors. But Taiwanese PCB makers still expect steady shipments to China's 5G handset sector through November 2020, dismissing rumors about Chinese clients cutting orders. And IC substrate makers are set to scale up their shipments next yea to support AiP production for 5G mmWave phones.
US trade ban to impact China 5G smartphone AP shipments, says Digitimes Research: The US trade restrictions on Huawei are set to affect the overall shipments of 5G mobile APs to the Chinese market in fourth-quarter 2020, and to significant change the landscape of China's smartphone market in 2021, according to Digitimes Research.
PCB makers to see steady shipments for 5G handsets till November: PCB makers will enjoy steady seasonal demand from the handset sector through November as handset makers are expected to launch more 5G devices, according to industry sources.
Taiwan makers poised to scale up AiP substrate shipments in 2021: Taiwan-based IC substrate makers Unimicron, Nan Ya PCB and Kinsus Interconnect are expected to significantly scale up their AiP (antenna-in-package) substrate shipments in 2021, driven by demand for mmWave AiP modules rolled out by Qualcomm for 5G iPhones and by MediaTek for Chinese vendors, according to industry sources.
