TSMC more optimistic than others about 5G phone shipments in 2020, say sources

As mmWave 5G phone market will see limited development momentum in 2020, shipments of flexible LCP (liquid crystal polymer) antenna boards for mmWave 5G smartphones are expected to stay insignificant this year, according to industry sources......»»

Goodix Technology is set to ramp up shipments of its optical in-display fingerprint sensors in 2020, and has reportedly reserved sufficient 8-inch fab capacity from TSMC, according to industry sources......»»

No one could do better than TSMC when it comes to .....»»

TSMC will kick off volume shipments for Apple's next-generation iPhone processor dubbed A15 at the end of May ahead of schedule, according to industry sources......»»

MediaTek has obtained sufficient 6nm and 7nm process capacity at TSMC, which will allow the mobile SoC specialist to boost its 5G chip shipments in 2021, according to industry sources......»»

Asustek Computer and Micro-Star International (MSI) both saw shipments of their high-margin gaming notebooks hit record highs in 2020, with the strong shipment momentum set to carry on in the first half of this year, according to industry sources......»»

Semiconductor equipment and materials suppliers of TSMC are poised to embrace a strong first quarter of 2021, and they are also optimistic about their sales prospects this year, according to industry sources......»»

Taiwan-based CCL makers Elite Material (EMC), Iteq and Taiwan Union Technology (TUC) are guardedly optimistic about their 2021 sales prospects after ending 2020 with single-digit revenue increases, according to industry sources......»»

Taiwan's major HDI board makers have seen strong shipment pull-ins from Chinese handset vendors since fourth-quarter 2020, with the momentum expected to persist through at least the end of February, according to industry sources......»»

Production for Sony's PS5 game consoles is likely to reach 16.8-18 million units in 2021, fueled by additional capacity support from TSMC and backend services firms, according to industry sources......»»

Taiwan's CCL makers are cautious about their shipments for 5G base station applications in 2021 as speculation is emerging that China may see lower numbers of such stations established next year than in 2020, according to industry sources......»»

Despite speculation that 5nm chip orders for the world's top foundry house is slowing down, industry sources say TSMC is expected to see an about 20% rise in wafer shipments to the node segment in first-half 2021......»»

Active/passive optical filter maker Apogee Optocom has reported robust earnings growth for the first quarter of 2020, bolstered by increased shipments of its passive optical filters and an improvement of its products mix, according to company sources......»»

LED epitaxial wafer and chip maker Epistar has received rush orders for mini LED RGB fine-pitch displays from Europe and the US, with shipments scheduled for second-half 2020, according to industry sources......»»

Elitegroup Computer Systems (ECS) has seen orders increasing for educational notebooks and tablets from emerging markets in Latin America and Africa since March, with shipments scheduled until second-half 2020, according to industry sources......»»

Taiwan's shipments of small- to medium-size LCD panels will continue drifting downward in the second quarter of 2020 in the wake of coronavirus pandemic, with a-Si feature phone applications to be affected the most, according to Digitimes Research......»»

MediaTek is still upbeat about 5G in 2020 and its forecast for global 5G smartphone shipments to reach 170-200 million units in the year remains unchanged, according to company CEO Rick Tsai......»»

Taiwan-based MCU maker Holtek Semiconductor expects its revenues for the second quarter of 2020 to rise 17% sequentially to over NT$1.2 billion (US$39.98 million) on robust shipments for healthcare applications, according to company sources......»»

Asustek is expected to continue enjoying stable sales of monitors in 2020 as annual PC monitor shipments have remained stable since 2016, according to sources from the upstream supply chain......»»

A ramp-up in short lead-time orders placed by AMD and Nvidia will allow TSMC to post relatively strong results compared to other foundries in the first half of 2020, according to industry sources......»»