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.
中文简单结论：
1.半导体行业要再成长 只能靠5G
2.没想到IPHONE 11 销量这么好 看来台积电还能再爽好几个季度
3.中国手机厂商 OPPO VIVO 在这几个月 很有可能推出5G手机 呼应第一点（这个八卦来
自于台湾IC supply chain)