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Global supply chain: Key components
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IN THE NEWS
Wednesday 22 April 2020
Taiwan cooling module firms see keener competition in handset space
Taiwan-based cooling module specialists including Auras Technology expect ASPs for handset-use solutions to drop about 10% in the second half of 2020, due to competition from Chinese...
Wednesday 22 April 2020
PC, CE chip demand may disappoint in 3Q20
Chip demand for PCs and consumer electronics devices may disappoint in the third quarter of 2020 despite the period being a traditional peak season for the two sectors, thanks to...
Wednesday 22 April 2020
Faraday releases licensable Gigabit Ethernet PHY on UMC 40LP platform
Faraday Technology and United Microelectronics (UMC) have jointly announced that Faraday's Gigabit Ethernet PHY IP is now licensable on UMC's 40LP process. This silicon-proven Gigabit...
Tuesday 21 April 2020
UVAT seeing strong demand for notebooks
Taiwan-based UVAT Technology, a Foxconn affiliate dedicated to vacuum sputtering equipment and coating services, has seen growing demand for notebooks recently despite the ongoing...
Tuesday 21 April 2020
Highlights of the day: Chinese vendors focus on affordable 5G smartphones
The handset market has been hit hard by the coronavirus pandemic, but China is banking on 5G smartphones to help reboot its economy. Chinese vendors are expected to roll out more...
Tuesday 21 April 2020
Supply chain expects strong demand pick-up for AirPods in 2Q20
AirPods shipments have started gaining momentum though second-quarter 2020 volumes may still be unable to match the peak season levels of 2019, according to industry sources.
Tuesday 21 April 2020
Huawei/HiSilicon to commercialize new NB-IoT chip solution in 4Q20
Huawei/HiSilicon will commercialize a new NB-IoT chipset, dubbed Boudica 200, by the end of 2020, which will support 3GPP R15 standards and offer lower latencies and more integrated...
Tuesday 21 April 2020
Taiwan PCB makers eyeing 5G infrastructure, HPC applications for 2020 growth
Taiwan-based PCB makers are expected to see robust demand for 5G base stations, servers, networking equipment and HPC devices significantly drive up their shipments in 2020 while...
Tuesday 21 April 2020
China PCB makers seeking HDI orders for entry-level handsets
China-based PCB makers, including Dongshan Precision Manufacturing (DSBJ) and Kinwong Electronic, are vying for HDI board orders for entry-level smartphones destined for emerging...
Tuesday 21 April 2020
Affordable sub-6 GHz 5G phones to hit market in 2H20
China-based handset makers have been keen on developing 5G phones supporting sub-6GHz technology, with prospects to see some brands roll out 5G models priced below CNY3,000 (US$424)...
Tuesday 21 April 2020
Taiwan IC firms see orders for 5G infrastructure pull in from China
Taiwan-based IC design houses have landed a pull-in of orders for 5G base-station and customer-premise equipment (CPE) from China, according to sources at Taiwan's IC distributors.
Tuesday 21 April 2020
Global semi capex forecast to drop 3% in 2020, says IC Insights
IC Insights has reiterated its semiconductor industry capital spending forecast for 2020 despite the coronavirus pandemic. Although essentially all of the risk to the current -3%...
Monday 20 April 2020
Highlights of the day: Notebook ODMs see seasonal pattern change
The coronavirus pandemic is disrupting not only production but also the seasonal patterns for many manufacturers. Notebook ODMs are expecting strong shipments for April, a month that...
Monday 20 April 2020
Samsung LCD TV panel orders up for grabs
LCD panel makers in China and Taiwan are expected to gear up efforts to grab TV panel orders to be released by Samsung Electronics after its associate company Samsung Displays stops...
Monday 20 April 2020
TSMC optimistic about HPC products in 2020
Taiwan Semiconductor Manufacturing Company (TSMC) expects significant sales from the the high performance computing (HPC) sector in 2020, an indication that chip vendors are still...