Taiwan IC design houses gearing up for 5G smartphone market boom
Cage Chao, Taipei; Jessie Shen, DIGITIMES
Taiwan-based IC design houses are gearing up for a boom in 5G smartphone shipments starting the fourth quarter of 2020, according to industry sources.
Global 5G smartphone shipments will peak for 2020 in the fourth quarter, said the sources, adding that shipments are expected to continue ramping up throughout 2021.
Mobile processor vendor MediaTek, display driver IC company Novatek Microelectronics, networking chipmaker Realtek Semiconductor, RF component specialist RichWave Technology, fingerprint sensor suppliers Egis Technology (EgisTec) and FocalTech System, power management IC designers Leadtrend Technology, Fitipower Integrated Technology and Global Mixed-mode Technology (GMT), USB chip supplier Genesys Logic, and ZillTek Technology specializing in MEMS microphones are all poised to enjoy a particularly strong fourth quarter of 2020, thanks to a strong pull-in of orders for 5G smartphones, the sources indicated.
MediaTek is scheduled to discuss its financial results for the third quarter of 2020 and provide a business outlook at an earnings conference call on October 30. MediaTek’s September revenue hit a record high of NT$37.87 billion (US$1.32 billion), with sales results for the third quarter also beating its guidance given previously.
A strong 4Q20 for Taiwan IC design houses
Photo: Digitimes file photo