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Outbreak impact: Handset, networking and digital home
The 5G era has gotten off to a woeful start
IN THE NEWS
Monday 4 May 2020
CyberLink sees strong 1Q20 demand for remote work software
Digital multimedia software solution developer CyberLink saw booming sales of its U Meeting and U Messenger cloud-based software solutions for remote working and learning in first-quarter...
Monday 4 May 2020
Taiwan 1Q20 economic growth estimated at 1.54%
Taiwan's economic growth rate for first-quarter 2020 is preliminarily estimated at 1.54%, 0.26pp lower than the 1.80% forecast in February 2020 and the lowest quarterly level since...
Thursday 30 April 2020
Smartphone shipments by Chinese vendors fall in 1Q20, says Digitimes Research
Shipments of smartphones by China's handset makers totaled 108 million units in the first quarter of 2020, declining 26.2% from a year earlier, Digitimes Research has found.
Monday 27 April 2020
Global smartphone shipments to dip to 1.15 billion units in 2020
Global smartphone shipments are expected to contract by 15% on year to 1.15 billion units in 2020, as major brands including Samsung Electronics, Huawei and Apple all have slashed...
Friday 24 April 2020
VCM component makers may see slowdown in shipments for iPhones in 2Q20
Shipments of voice coil motors (VCMs) used in camera modules for Apple's upcoming 5G iPhones are likely to see a slowdown around the middle or the latter half of the second quarter,...
Thursday 23 April 2020
Rigid-flex PCB makers gearing up to diversify applications
Taiwan-based rigid-flex PCB specialists, particularly those in the supply chain for Apple's AirPods 2, are looking to diversify their businesses this year aiming to offset the impact...
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
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
Apple likely to defer new AirPods Pro launch
Apple may have to defer the launch of its new AirPods Pro to the second half of 2020 or even 2021, according to sources at related suppliers.
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.
Monday 20 April 2020
BLU supplier Radiant Opto sees revenues rally in March
Backlit unit (BLU) maker Radiant Opto-Electronics has reported that its revenues surged 95.5% sequentially to NT$3.364 billion (US$111.96 million) in March, reflecting improving capacity...
Friday 17 April 2020
Pegatron 2Q20 revenues to be boosted by new iPhone SE
With Apple's new iPhone SE set to hit the store shelves soon, the smartphone's major maker Pegatron is expected to see its second-quarter revenues climb substantially, according to...
Friday 17 April 2020
Competition in 5G chip market to heat up as phone shipment outlook turns weak
Competition in the 5G SoC solution and related chip segments is set to become fiercer in the second half of 2020 as demand for 5G phones has been deferred and the forecasts of global...
Thursday 16 April 2020
AiP substrate shipments for mmWave 5G handsets may not take off in 2020
It remains premature for Taiwan's IC substrate makers to expect AiP (antenna in package) substrate shipments for mmWave 5G smartphones to contribute positively to their revenues in...
Thursday 16 April 2020
5G phones key to chip market recovery
The coronavirus pandemic has had an adverse impact on the global IC market, particularly the smartphone segment, but sales of 5G smartphones will be key to the overall demand recovery...