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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Thursday 11 June 2020
PCB makers to see stable shipments for 5G iPhones in 3Q20
Taiwan's PCB makers in the supply of Apple are set to enjoy stable shipments for 5G iPhones in the third quarter of the year, but their shipment momentum for the fourth quarter will...
Thursday 11 June 2020
Novatek expects driver IC, TDDI chip orders to surge in 3Q20
LCD driver IC specialist Novatek Microelectronics expects orders to pick up starting the latter part of the third quarter, thanks to the launch of diverse ranges of new smartphones...
Thursday 11 June 2020
Largan conservative about 3Q20
Smartphone-use lens module maker Largan Precision is conservative about business operation in the third quarter of 2020 although the quarter is traditionally a booming season, according...
Thursday 11 June 2020
China top-3 handset ODMs receiving less orders from 4 major brands in 2020, says Digitimes Research
China's top-three handset ODMs - the Wingtech Group, Huaqin Telecom Technology and Longcheer - are expected to ship a total of 183 million ODM models to the world's four major brand...
Wednesday 10 June 2020
Highlights of the day: TSMC seeking US subsidies for Arizona fab project
TSMC has disclosed intentions to build a 5nm wafer fab in Arizona. But the foundry house is seeking US governmen subsidies that it says are needed to run the US...
Wednesday 10 June 2020
Quanta sees growth in May revenues, turns optimistic about 3Q20
Quanta Computer has reported consolidated revenues of NT$93.35 billion (US$3.12 billion) for May, up 11.9% on month and 5.3% on year. Quanta's consolidated revenues for the first...
Wednesday 10 June 2020
MediaTek 5G chip shipments may top 80 million units in 2020
MediaTek is likely to ship more than 80 million mobile SoCs for 5G handsets in 2020 mainly to Chinese handset vendors, which may push up its global market share in the segment to...
Wednesday 10 June 2020
Apple 5G iPhones expected to begin volume production in July
Apple is expected to complete its second-phase engineering validation and testing (EVT 2) for its upcoming 5G iPhone series by the end of June, paving the way for volume production...
Tuesday 9 June 2020
Highlights of the day: TSMC 3nm fab project on track
TSMC is fast advancing its manufacturing processes. The foundry maintains that its 3nm fab project remains on schedule,...
Tuesday 9 June 2020
Growing optical sensor applications to benefit Taiwan supply chain players
As optical sensors are increasingly applied to wearable devices, TWS (true wireless stereo) earphones, AR/VR headsets and healthcare devices, Taiwan's IC designers, III-V semiconductor...
Tuesday 9 June 2020
Digital transformation demand rising from manufacturing industry
With the coronavirus pandemic significantly impacting manufacturing operations, IBM has seen increasing demand from makers to help with their digital transformation, according to...
Tuesday 9 June 2020
FET, Delta Electronics, Microsoft team up to build first 5G smart plant in Taiwan
Far EasTone Telecommunications (FET), Delta Electronics and Microsoft Taiwan have teamed up to set up Taiwan's first 5G-enabled pilot smart manufacturing plant at Delta's production...
Tuesday 9 June 2020
Wistron, Inventec expect shipments to peak in 2Q20
Notebook ODMs Wistron and Inventec have announced on-year revenue growths for May and expect their shipments to peak for 2020 in the second quarter, with June shipments to stay hig...
Tuesday 9 June 2020
Supply of 5G optical filters becomes tight
Optical filter makers have seen their capacities become tight recently due to a pick-up in components demand for 5G base stations from a number of countries, including China, Korea...
Monday 8 June 2020
Highlights of the day: Smartphone memory to increase
Smartphone shipments may be declining this year due to the impacts of the coronavirus pandemic, but memory vendors expect robust demand from the hadnset space as phone vendors increase...