Highlights of the day: TSMC sees provide chain actively getting ready for 5G telephone launches
DIGITIMES workers
Smartphone gross sales have been weak within the wake of the cornavirus pandemic, however TSMC has disclosed it has seen the provision chain actively getting ready for brand new 5G smartphone launches. TSMC has seen sturdy demand for 5nm course of know-how pushed by 5G smartphones and HPC purposes, however because the pandemic has induced some delays to 5nm chip deliveries, contribution of the 5nm section to the foundry home’s gross sales in 2020 might be barely decrease than beforehand estimated. The second-half 2020 outlook for the passive parts market could have been dimmed the persisting pandemic, however Yageo’s chairman says there isn’t a have to be pessimistic.
TSMC raises forecast for 5G smartphone penetration: TSMC has revised upward its 5G smartphone penetration price forecast for 2020 to 17-19%, however expects the general smartphone shipments this 12 months to say no 11-13%.
TSMC expects 5nm to generate 8% of 2020 income: TSMC expects to see 5nm course of know-how account for about 8% of its whole wafer income in 2020, in contrast with the about 10% estimated beforehand. The foundry additionally confirmed it has stopped taking new orders from Huawei to adjust to US export laws.
Passive parts demand unclear in 2H20, however not pessimistic, says Yageo: The passive part market outlook for the second half of 2020 stays unsure, however there isn’t a have to be overly pessimistic about it, Yageo chairman Pierre Chen has mentioned.
