AU Optronics (AUO) and PlayNitride have jointly announced a 9.4-inch high resolution flexible micro LED display with 228 PPI pixel density.
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) in the second half of 2020, according to industry observers.
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Supply chain expects strong demand pick-up for AirPods in 2Q20
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Huawei/HiSilicon to commercialize new NB-IoT chip solution in 4Q20
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UVAT seeing strong demand for notebooks
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Chinese vendors focus on affordable 5G smartphones
The handset market has been hit hard by the coronavirus pandemic, but China is banking on 5G smartphones to help reboot its economy. Chinese vendors are expected to roll out more inexpensive 5G smartphones to stimulate demand. For its 5G infrastructure deployments, China is relying more on Taiwan’s IC design houses for chip support in line with the country’s bid to cut reliance on US supplies. For Apple, its 5G iPhone may come later than expected because of the pandemic; so may its new AirPods Pro.
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Adata sees 1Q20 profit surge
Memory module maker Adata Technology saw its first-quarter 2020 net profits surpass those for all of 2019, driven by DRAM and NAND flash chip price rallies.
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Global semi capex forecast to drop 3% in 2020, says IC Insights
IC Insights has reiterated its semiconductor industry capital spending forecast for 2020 despite the coronavirus pandemic. Although essentially all of the risk to the current -3% semiconductor industry capital spending forecast for this year is to the downside, it is assumed that most spending will proceed as planned since the vast majority of the outlays are directed at long term goals of process technology advancements and/or additions to wafer start capacity, IC Insights indicated.
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