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Global supply chain: Internet trends
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Tuesday 3 December 2019
Handset vendors keen on camera upgrades
Handset vendors are demanding significant upgrades to camera lenses, screens, image resolutions and APs seeking to stand out in an increasingly competitive market.
Tuesday 3 December 2019
5G chip price to stay above US$100 in 1H20
5G mobile SoC unit price will stay above US$100 in the first half of 2020, several times that for 4G solutions, as tight capacity at TSMC's 7nm node is likely to keep production cost...
Monday 2 December 2019
Highlights of the day: Chipmakers keen to increase inventory for 5G
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...
Monday 2 December 2019
Cyntec to hike inductor capacity by 40% in 2020 for 5G applications
Taiwan-based inductor maker Cyntec will see its capacity increase by 40% in early 2020 when its new production lines become operational to fulfill ever-increasing orders, according...
Monday 2 December 2019
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...
Monday 2 December 2019
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...
Monday 2 December 2019
Small cell to have slower start in 5G, says Arcadyan president
The arrival of 5G commercialization will first boost smartphone demand, followed by customer premise equipment (CPE), with small cells to be the last to enjoy the benefits, according...
Monday 2 December 2019
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...
Friday 29 November 2019
Highlights of the day: 5G brings new demand
With the arrival of 5G's commercialization, Taiwan- and China-based makers of components including PCB and cooling modules, are expected to see rising orders from the segment, which...
Friday 29 November 2019
IC designers poised to reap well from 5G peripheral chips demand
Taiwan-based IC designers are gearing up to cash in on the growing demand for high-speed, high-performance peripheral chips including Type-C interface chipts, USB 4.0 chips, diverse...
Friday 29 November 2019
Chinese makers to see 2019 earnings double on strong HLC PCB demand
China's leading PCB makers Shennan Circuits and Wus Printed Circuit are expected to see their net earnings for 2019 double from 2018 on robust demand for high-layer-count (HLC) PCBs...
Friday 29 November 2019
Cooling module makers eyeing robust application demand for 5G devices
The commercialization of 5G communication networks will spur the growth of both base station and smartphone markets, which in turn will significantly drive demand for high-performance...
Friday 29 November 2019
PCL to ramp up 400G transceiver module shipments in 2020
Optical transceiver module maker PCL Technologies has begun small volume shipments of its 400G transceiver modules to clients for trial operations with prospects to ramp up shipments...
Friday 29 November 2019
Commercial applications essential to Taiwan 5G development
Smart-centric commercial applications derived and based on the traits of 5G networks such as IoT and smart manufacturing represent not only new business opportunities but also best...
Thursday 28 November 2019
Highlights of the day: UMC enters risk production for 5G RF switches
UMC may have quit the expensive race to advance manufactuing nodes, but it has been keen to develop specialty process. The latest development reportedly sees th pure-play foundry...