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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 30 September 2021
LCD panel prices unlikely to fall below cash cost levels, says Innolux
LCD panel prices are expected to fall at a slower pace in the fourth quarter of 2021 and become relatively stable in the first quarter of 2022 as China power restrictions will help...
Thursday 30 September 2021
Taiwan and Korea: A comparison of tech strengths and strategic backgrounds
According to SEMI, the world semiconductor equipment market is expected to exceed US$100 billion in 2022, with Korea and Taiwan ranked as the first and second in procurement amounts,...
Thursday 30 September 2021
Apple, MediaTek capture top unit share spots in 2Q21 tablet AP market
The tablet applications processor (AP) market grew 17% to US$737 million in the second quarter of 2021, according to Strategy Analytics. Apple, Intel, Qualcomm, MediaTek and Samsung...
Thursday 30 September 2021
Taiwan OSATs grab huge orders from Renesas
OSATs including Ardentec, ASE Technology, King Yuan Electronics (KYEC) and Powertech Technology (PTI) have landed significant backend orders for automotive MCUs from Japan's Renesas...
Thursday 30 September 2021
China power cuts may impact more than chips shortage
If China implements power restrictions as a long-term policy, its impact on the global semiconductor and electronics supply chains will be greater than that of chips shortage that...
Wednesday 29 September 2021
Highlights of the day: China power restrictions hitting notebook supply chain
Notebook component suppliers in China are making contigency plans to cope with the country's power restrictions and...
Wednesday 29 September 2021
Chip M&A deals reach US$22 billion in first 8 months of 2021
After a record-high start in the first quarter of 2021, semiconductor merger and acquisition announcements cool off a bit without the "megadeals" seen in 2020, according to IC Insi...
Wednesday 29 September 2021
LCD panel prices to continue slide in October
LCD panel prices will continue trending downward in October, despite suppliers' efforts to constrain their output, according to industry sources.
Wednesday 29 September 2021
Testing houses expect promising demand for MediaTek Wi-Fi chips
MediaTek has been improving its product mix by putting increased focus on Wi-Fi chip solutions to meet robust demand for networking devices, which will effectively bolster testing...
Wednesday 29 September 2021
Backend firms optimistic about demand for smartphone APs in 1Q22
Backend firms have received engineering samples of next-generation smartphone APs from vendors such as Qualcomm and MediaTek, and expect a particularly strong first-quarter 2022 for...
Wednesday 29 September 2021
China smartphone vendors cautious about placing orders, say component suppliers
PCB and other handset component suppliers continue to see their China-based brand customers remain cautious about placing orders thus far in the second half of 2021, with order visibility...
Wednesday 29 September 2021
Samsung: The possibility of a 'star alliance'
Samsung sold nearly 300 million handsets in 2019, a number Samsung regards as its last line of defense, hoping to sell no less than 300 million handsets a year to sustain its business...
Tuesday 28 September 2021
Sony tops smartphone CIS market in 1H21, says Strategy Analytics
The global smartphone image sensor market in the first half of 2021 clocked a total revenue of US$7 billion, with Sony capturing a 42% share, according to Strategy Analytics.
Tuesday 28 September 2021
PCB makers set to work overtime in China starting October 1
Taiwan PCB makers, particularly those in the supply chain of new iPhones, are set to step up overtime production starting October 1 to better fulfill orders from Apple following a...
Tuesday 28 September 2021
LCD panel prices to continue sliding
LCD panel prices will likely continue trending downward until the end of the first quarter or the beginning of the second quarter in 2022, according to industry sources in China.