Title Optical Communication Industry: 5G development largely immune to coronavirus
  2020 IPC Industry Outlook
  2020 IC Design Industry Outlook
  2020 Semiconductor Industry Outlook
  SinoPac In-depth F&B report
  2020 CCL Industry Outlook
  Financials: Banks face slowing growth; life insurers more resilient
  Server CPU: AMD vs. Intel positive for Taiwan¡¯s server supply chains
  Apple¡¯s fall event & 5G handset projections
  China Communication Industry
 
More Titles
Title:2020 IC Design Industry Outlook
Download File:IC Design industry report_200107--sinopac.pdf 
 
Summary:SinoPac View: China leads other countries in 5G infrastructure building. Considering the number of 5G base stations in China and information gleaned from our survey of the supply chains, we estimate 255mn 5G handsets will ship globally in 2020, including ~180mn non-Apple handsets, >70% of which will carry Chinese brands. The business opportunity brought by 5G handsets and infrastructure buildout will be the highlight of the market in 2020. We expect all 5G smartphones to be introduced by Chinese brands in 1Q20 will adopt OLED panels to meet product positioning and low power consumption requirements. They will also support WiFi 6, which is supported by flagship models launched in 4Q19 and by 5G SoC products and new chips recently launched by Qualcomm and Mediatek. NB and peripheral network communication equipment will need to be upgraded quickly to create the best environment for high-speed internet access.

  
Date:2020/01/07
Author:TaiwanResearch.com
Register online at Become Member to receive Taiwan research services. For more information, contact TaiwanResearch.com. Tel (8862) 2316-5181
©2001, 2000, 1999 SinoPac All rights reserved. Additional copyright information applies.