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

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......»»

Taiwan Semiconductor Manuf.....»»

Notebook ODMs are expected to witness a completely different seasonal pattern in 2020 and will see shipments in April to remain at levels similar to those in March, according to sources from the notebook supply chain......»»

Shipments of 5G smartphones in the China market reached 14.06 million units in the first quarter of 2020, making it the world's largest 5G phone market, according to data compiled by China Academy of Information and Communications Technology (CAICT)......»»

Taiwan-based IC design houses remain optimistic about demand for server peripheral chips, which will be further strengthened in the second half of 2020, according to industry sources......»»

TSMC has seen utilization of its chip-on-wafer-on-substrate (CoWoS) packaging capacity rise substantially in the second quarter of 2020, and now runs the packaging production lines at full utilization, according to industry sources......»»

Robust demand for ABF substrates has significantly driven up first-quarter 2020 revenues at Nan Ya PCB and Kinsus Interconnect, with the growth momentum expected to last through at least the first half of the year, according to industry sources......»»

China-based lithium-ion battery makers are expected to delay shipments to clients in Europe and the US originally scheduled for second-quarter 2020, mostly in April and May, in the wake of the coronavirus pandemic, according to industry sources......»»

If the coronavirus outbreak fails to be under control by June, TSMC will likely revise its sales outlook this year despite its advanced technology leadership, according to market sources......»»

Global motherboard and graphics card shipments are set to drop to record-low levels in the first half of 2020, thanks to the quickly spreading coronavirus pandemic sweeping over 130 countries, according to sources from motherboard companies......»»

Epistar has obtained orders for mini LED chips with shipments scheduled until June 2020, according to industry sources......»»

Pure-play foundry TSMC has been expanding its presence in the advanced wafer-level packaging field, and is set to enjoy rising utilization of its backend capacity starting the second quarter of 2020, according to sources at dedicated OSAT companies......»»

The roll-outs of 5G-enabled phones in 2020 will benefit the supply chain engaging in antennas, RF modules, camera modules and batteries, according to industry sources......»»

The Trump administration is considering changing U.S. regulations to allow it to block shipments of chips to Huawei Technologies from companies such as Taiwan's TSMC , the world's largest contract chipmaker, two sources familiar with the matter said......»»

Smartphone shipments in China are likely to fall off a cliff in the first quarter of 2020 due to the coronavirus outbreak, according to industry sources......»»

Taiwan-based hinge makers are expected to ramp up substantially their output for foldable smartphones starting the second half of 2020, according to industry sources......»»

With TSMC - the world's top pure-play foundry - anticipating record-high capex levels this year, semiconductor equipment vendors particularly those engaged in TSMC's supply chain are gearing up for strong sales in 2020, according to industry sources......»»

Gold Circuit Electronics (GCE) is expected to resume growth momentum in 2020 from a rebound in shipments for server applications after ending 2019 with revenues falling 7.65% on year to NT$19.02 billion (US$635.27 million), according to industry sources......»»

Inventec has obtained orders for smart speakers from Google, with shipments set to kick off later in 2020, while Wistron has landed its first orders for smart speakers, according to industry sources......»»

TSMC is forecast to enjoy revenue growth of at least 15% in 2020, driven by robust 7nm chip sales and sales generated from its newer 5nm process node, according to industry sources......»»