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Thursday 17 September 2020
Apple orders to fill up TSMC 5nm process capacity
TSMC's 5nm process capacity will be fully utilized through the end of 2020, thanks particularly to strong orders for Apple's new iPad Air and upcoming iPhones, as well as the Mac,...
Wednesday 16 September 2020
GIS, TPK to see shipments for new iPad expand
Touch panel makers General Interface Solution (GIS) and TPK Holding are both expected to see their shipments for Apple's new iPad Air gradually ramp up in both September and October,...
Wednesday 16 September 2020
New Apple Watch, iPad models launched
Apple has unveiled the Apple Watch Series 6 and Apple Watch SE, two new iPad models. The Apple Watch Series 6 expands the health capabilities of previous Apple Watch models with a...
Wednesday 9 September 2020
Taiwan flexible PCB firms post on-year revenue drops in August
Major Taiwan-based flexible PCB makers in Apple's supply chain all saw their August revenues decline from the same month in 2019 as their shipments for new iPhones had yet to ramp...
Monday 31 August 2020
LiDAR to see increasing penetration in consumer electronics devices
LiDAR (light detection and ranging) technology, now mostly applied to the automotive electronics sector, is expected to be increasingly adopted for consumer electronics applications,...
Wednesday 19 August 2020
Global tablet market, 2Q 2020

Introduction

Wednesday 12 August 2020
PCB maker Unitech regaining growth momentum in 3Q20
Taiwan's PCB maker Unitech expects its business performance to return to normal in the third quarter of 2020 as its HDI and rigid-flex board production lines have been running at...
Thursday 23 July 2020
O-Film camera module shipments for iPhones unlikely to be affected by trade ban on subsidiary
China-based O-Film Group's wholly-owned subsidiary Nanchang O-Film Optical Display Technology is among the 11 Chinese firms newly blacklisted by the US for alleged human rights violations,...
Thursday 16 July 2020
Supply chain to kick off component shipments for new MacBook and iPad in 3Q20
Taiwan's supply chain will kick off shipments in third-quarter 2020 of related parts and components such as backlit units (BLUs) for next-generation MacBook and iPad products slated...
Thursday 16 July 2020
TSMC to see orders increase for Arm-based Macs in 2H21
TSMC is expected to see orders for Apple's Macs based on its Arm-based silicon ramp up and contribute substantially to the foundry's wafer sales starting the second half of 2021,...
Tuesday 14 July 2020
PCB makers to see 3Q20 shipments pick up for new MacBook series
PCB makers in the supply chain of new MacBook Pro seies will see their shipments for the Apple notebooks surge more than 20% sequentially in the third quarter, according to industry...
Thursday 2 July 2020
Zhen Ding, Flexium to supply mini LED-backlit boards for new Apple devices
Taiwan's flexible PCB makers Zhen Ding Technology and Flexium Interconnect reportedly have entered the supply chain of Apple's upcoming mini LED-backlit iPad Pro and MacBook series...
Friday 12 June 2020
Radiant ready to ship BLUs for new iPads, iMacs, say sources
Backlit unit (BLU) supplier Radiant Opto-Electronics is said to be ready to ship BLUs for Apple's upcoming iPad and iMac products slated for launch in the second half of 2020, according...
Thursday 28 May 2020
Global tablet market, 1Q 2020

Introduction

Tuesday 12 May 2020
PCB maker Zhen Ding sees profit double in 1Q20
Flexible PCB specialist Zhen Ding Technology saw its net profit surge nearly 100% on year to NT$1.26 billion (US$42.2 million) in the first quarter of 2020 on revenues of NT$17.512...
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Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research