iPhone 11 series fuels TSMC sales - 工程師

Highlights of the day: iPhone 11 series fuels TSMC sales

DIGITIMES staff Tuesday 15 October 2019 0 Toggle Dropdown


Strong demand from the 5G sector is apparently not the only factor driving TSM
C's sales growth. The foundry house is gaining growth momentum from better-tha
n-expected sales of Apple's iPhone 11 series for fourth-quarter 2019, and firs
t-quarter 2020. But the semiconductor industry is definitely relying on 5G app
lications to fuel its next wave of growth. And smartphone vendors are rushing
to release 5G devices to gain a head start in the market, with Chinese brands
Oppo and Vivo said to be rolling out their 5G phones ahead of schedule.


TSMC sales outlook brightens: Sales of the iPhone 11 series have been better-t
han-expected, brightening the outlook for TSMC's sales performance in the foll
owing quarters, according to market observers.


Taiwan chipmaking industry gearing up for next stage growth: Taiwan's chipmaki
ng industry, led by TSMC, is gearing up to enter its next stage of growth as c
hip demand for 5G applications is set to start ramping up substantially next y
ear, according to industry observers.


Oppo, Vivo to roll out 5G phones ahead of schedule: China-based handset vendor
s Oppo and Vivo both are reportedly accelerating the developments of 5G smartp
hones and are expected to roll out their respective 5G phones at the end of 20
19 or in early 2020, which will be about 2-3 months ahead of schedule, accordi
ng to sources from Taiwan's IC supply chain.


中文簡單結論：

1.半導體行業要再成長 只能靠5G

2.沒想到IPHONE 11 銷量這麼好 看來台積電還能再爽好幾個季度

3.中國手機廠商 OPPO VIVO 在這幾個月 很有可能推出5G手機 呼應第一點（這個八卦來
自於台灣IC supply chain)


--