ICT-industrie nieuws
Digitimes
« CIS backend firm Kingpak sees order visibility through 1H19
CMOS image sensor (CIS) backend service firm Kingpak Technology has seen its order visibility extend to the first half of 2019, and will see its capacity utilization rate rebound to over 80% in December from 60-70% in the preceding months, according to industry sources.
« Notebook ODMs see low order visibility for 1H19 on Intel CPU shortages
Taiwan notebook ODMs see low order visibility for the first half of 2019, as the market is expected to continue to suffer from Intel's CPU shortages and uncertainties from the US-China trade war, according to industry sources.
« ABF substrate demand remains robust, says Unimicron
Demand for ABF (ajinomoto build-up film) substrates continues to be strong while demand for other IC substrate and PCB products is being affected by seasonal factors, according to Unimicron Technology.
« BLU makers Radiant, Coretronic see strong sales for November
Backlit unit (BLU) suppliers Radiant Optoelectronics and Coretronic both have reported revenue gains for November, bucking off-peak season trends.
« Lens makers see increased November revenues
Optical lens makers Asia Optical, Kinko Optical and Newmax Technology have reported consolidated revenues of NT$1.65 billion (US$53.6 million), NT$299.2 million and NT$150.9 million respectively for November.
« Backend houses see orders from MediaTek slow down
Taiwan-based backend firms have seen orders from MediaTek fall around 10% sequentially in the fourth quarter of 2018, but expect them to start rebounding in January with substantial increases in second-quarter 2019, according to industry sources.
« Delta Electronics November revenues hit record
Power supply maker and energy management solution provider Delta Electronics has reported consolidated revenues of NT$22.126 billion (US$718 million) for November, the highest-ever monthly level with growth of 3.88% sequentially and 4.80% on year.
« Taiwan science parks record NT$2,109 billion in revenues for January-October 2018
Government-run Hsinchu Science Park (HSP), Southern Taiwan Science Park (STSP) and Central Taiwan Science Park (CTSP) generated revenues totaling NT$2,109.441 billion (US$68.43 billion) in January-October 2018, growing 5.57% on year, according to the Ministry of Science and Technology (MOST).
« Lite-On Tech sees decreased November revenues
EMS provider Lite-On Technology has reported consolidated revenues of NT$16.732 billion (US$543 million) for November, decreasing 4.94% sequentially and 9.69% on year.
« MediaTek revenues fall to 9-month low in November
MediaTek has reported November consolidated revenues fell 10.4% sequentially to a nine-month low of NT$18.67 billion (US$604.2 million). Consolidated sales for the first 11 months of 2018 slipped 1.3% from a year earlier to NT$216.67 billion.
« JMC posts record November revenues
JMC Electronics, an affiliate of Chang Wah Electromaterials (CWE) specializing in the manufacture of chip-on-film (COF) packaging substrates, has announced consolidated revenues for November 2018 rose 15.1% sequentially and nearly 84% on year to a record high of NT$237 million (US$7.67 million).
« PSI ventures RF wafer thinning service into China 5G equipment supply chain
Taiwan-based Phoenix Silicon International (PSI) has indirectly tapped into the supply chains of major China telecom equipment makers by providing wafer thinning service for radio frequency (RF) devices used in 5G base stations, according to industry sources.
« Impelex Data Transfer rolls out versatile smart machine boxes
Smart machine boxes can be integrated with order management system to better monitor dynamic conditions at production lines and realize the true value of data collection and management associated with the boxes, according to JY Huang, vice president of Impelex Data Transfer, a Taiwan-based system integrator and smart machine box supplier.
« Component, material suppliers cautious about installation of 5G base stations in China
The arrest of Huawei's CFO Meng Wangzhou by the authorities of Canada could undermine the deployments of 5G base stations and networks in China, delaying demand for related components and materials for 5G equipment, according to sources at Taiwan's supply chain.
« UnlimiterHear and Airoha to jointly develop Bluetooth chips with hearing protection technology
UnlimiterHear, a Taiwan-based hearing technology specialist, has teamed up with Airoha Technology to develop Bluetooth chips for hearing aids.
« MLCC makers do not expect much from wireless charging sector in 2019
Wireless charging devices for smartphones have experienced a remarkable decline in demand in 2018 due to poorer charging performance than traditional charging, and Taiwan MLCC suppliers do not expect the 2017 wireless charging fever to stage a comeback in 2019, when Apple is reportedly likely to launch AirPods bearing wireless charging function,according to industry sources.
« TSMC and UMC revenues down in November, VIS up
Taiwan Semiconductor Manufacturing Company (TSMC) and United Microelectronics (UMC) have reported sequential decreases in November consolidated revenues of 3.1% and 8.1%, respectively, while revenues at Vanguard International Semiconductor (VIS) increased 2.4% on month.
« Semiconductor Moonshot Project in full swing to sharpen AI edge, says science ministry official
The government in Taiwan, quite concerned about the future development of small- and medium-sized IC design houses in the country, is seeking to leverage academic forces to help them develop AI edge technologies and foster first-class design talent in the next few years through a US$132 million Taiwan AI semiconductor project, according to Shawn SH Hsu, director general of the Ministry of Science and Technology (MOST) Department of Engineering and Technologies.
« Taiwan panel makers brace for slow sales in December
Having reported decreased sales for November, most Taiwan-based flat panel makers are expected to see their revenues continue to drift downward in December due to dwindling demand and falling panel prices, according to industry sources.
« Optical lenses not to be in oversupply, says GEO chairman
Although Taiwan-based optical lens suppliers have been expanding production capacities amid growing competition from China makers, there will not be oversupply as demand is growing sharply, according to Jones Chen, chairman of Genius Electronic Optical (GEO).
« Acer and university jointly developing self-driving farming vehicle
A Taiwan univeristy has unveiled a self-driving farming vehicle prototype jointly developed with Acer.
« Taiwan server revenues and shipments to continue rising in 2019
Overall revenues from Taiwan's server sector are expected to rise over 20% on year in 2018 with server shipments increasing over 10% on year, according to Digitimes Research figures. For 2019, Taiwan's server shipments will pick up another 7% on year.
« Taiwan November export value down
Taiwan's exports totaled US$27.81 billion in November 2018, dropping 5.9% sequentially and 3.4% on year, while the month's imports reached US$23.16 billion, falling 11.6% sequentially but rising 1.1% on year, according to the Ministry of Finance (MOF).
« China January-October software revenues estimated at CNY5.051 trillion
China's software industry consisting of 39,211 companies generated revenues of CNY5.051 trillion (US$752.4 billion) in January-October 2018, growing 15.1% on year, according to China's Ministry of Industry and Information Technology (MIIT).
« China leadframe supply chain not gaining ground, says Chang Wah chairman
Chances are not high for leadframe suppliers to score double-digit revenue increases in 2019, and China leadframe supply chain can hardly emerge to threaten Taiwan peers, according to CN Huang, chairman of Taiwan's leadframe maker Chang Wah Technology.
« Winbond, Macronix post revenue drops in November
Winbond Electronics and Macronix International have reported sequential decreases in November consolidated revenues of 3.2% and 21.8%, respectively.
« Mobvoi touts disruptive man-machine interaction
New-generation man-machine interaction in the post-smartphone era will be dominated by mobile + voice, with voice-control mobile devices to enjoy huge sales opportunities, according to Li Zhifei, founder and CEO of China AI startup Mobvoi.
« Realtek revenues increase in November
Networking IC design specialist Realtek Semiconductor has reported consolidated revenues of NT$4.05 billion (US$131 million) for November 2018, up 2.2% on month and 7.6% on year.
« Zhen Ding reports flat results for November
PCB manufacturer Zhen Ding Technology has reported revenues of NT$14.92 billion (US$483.2 million) for November 2018, down 0.8% sequentially but up 0.1% on year.
« Taiwan MOSFET firms post increased November revenues
Taiwan-based MOSFET chip firms Excelliance MOS and Sinopower Semiconductor have reported sequential increases in November revenues of 14% and 2%, respectively.
« Passive component makers post decreased November revenues
Taiwan-based passive component companies saw their November revenues decrease on month as a result of disappointing demand from the handset and PC segments.
« Accton, Sercomm report strong sales for November
Networking device makers Accton Technology and Sercomm have both reported strong sales for November, buoyed by inventory build-ups by clients amid US-China trade disputes.
« Foxconn chairman encourages firms to help balance US-China trade
Foxconn Group chairman Terry Guo has urged businesses to play a role in balancing US-China trade, disclosing that his company will begin helping import more quality products to China.
