Despite the intensifying COVID-19 pandemic that swept Taiwan in 2Q21, the domestic OSAT (outsourced semiconductor assembly and test) industry remained largely intact, according to TrendForce's latest investigations. Global sales of large-sized TVs were brisk thanks to major sporting events such as the Tokyo Olympics and UEFA Euro 2020. Likewise, the proliferation of WFH and distance learning applications propelled the demand for IT products, while the automotive semiconductor and data center markets also showed upward trajectories. Taking into account the above factors, OSAT companies raised their quotes in response, resulting in a 26.4% YoY increase in the top 10 OSAT companies' revenue to US$7.88 billion for 2Q21.

TrendForce indicates that, in light of the ongoing global chip shortage and the growing production capacities of foundries/IDMs in the upstream semiconductor supply chain, OSAT companies gradually increased their CAPEX and expanded their fabs and equipment in order to meet the persistently growing client demand. However, the OSAT industry still faces an uncertain future in 2H21 due to the Delta variant's global surge and the health crisis taking place in Southeast Asia, home to a significant number of OSAT facilities.

Having only recently transitioned its Mac ecosystem to the Arm machine architecture, away from x86-64, Apple is finding itself in a position where it must prepare for an eventuality where NVIDIA withholds cutting-edge development of the Arm IP to itself. The democratized nature of the current Arm IP enables licensees like Apple to stay on the cutting-edge; since its holding company SoftBank does not make chips of its own. Apple is turning its attention to open-source machine architectures such as RISC-V, and reported started foundational work on the architecture that could eventually result in its own high-performance SoCs powering the iPhone, other iOS devices, wearables, and future generations of the Mac.

Epic Games Store, one of the many products of the Epic Games company, is the current number one contender of Steam game store, which used to be Valve's monopoly in the gaming market. Having another contender is nice and competition is always welcome, however, it doesn't seem like running a games store is a cheap venture. In the recent legal dispute between Apple and Epic in California state, we have discovered some interesting details about Epic Games Store (EGS) and its financial background. According to the documents appearing in the court, EGS is not considered profitable until 2027, at least.

Apple has told the court that "Epic lost around $181 million on EGS in 2019. Epic is projected to lose around $273 million on EGS in 2020. Indeed, Epic committed $444 million in minimum guarantees for 2020 alone, while projecting, even with 'significant' growth, only $401 million in revenue for that year. Epic acknowledges that trend will continue in the immediate future: Epic projects to lose around $139 million in 2021." This information shows that Epic has sunk a lot of cash in the store, however, the company expects EGS to become profitable at some point, where the original investment will be returned.

NVIDIA at GDC dropped a major hint at where it wants to take PC gaming post the Arm acquisition. The company is demonstrating its RTX real-time raytracing technology, and the DLSS performance enhancement, on an Arm processor by MediaTek. To the PC, this means NVIDIA is laying the foundations of gaming in the post-x86 world where it holds Arm IP; foundations that were dug up by Apple and its mighty M1 chip, based on Arm CPU technology.

Making this unequivocal, was MediaTek. "RTX is the most groundbreaking technology to come to PC gaming in the last two decades," said PC Tseng, general manager of MediaTek's Intelligent Multimedia Business Unit."MediaTek and NVIDIA are laying the foundation for a new category of Arm-based high-performance PCs." The Taiwan-based Arm SoC major has developed a new Arm-based PC processor called Kompanio 1200, which it hopes will power PC platforms much like the Apple M1 or the Qualcomm Compute Platforms.

The recent wave of COVID-19 outbreaks in India has weakened sales of retail storage products such as memory cards and USB drives, according to TrendForce's latest investigations. However, demand remains fairly strong in the main application segments due to the arrival of the traditional peak season and the growth in the procurement related to data centers. Hence, the sufficiency ratio of the entire market has declined further. NAND Flash suppliers have kept their inventories at a healthy level thanks to clients' stock-up activities during the past several quarters. Moreover, the ongoing shortage of NAND Flash controller ICs continues to affect the production of finished storage products. Taking account of these demand-side and supply-side factors, TrendForce forecasts that contract prices of NAND Flash products will rise marginally for 3Q21, with QoQ increases in the range of 5-10%.

While the stay-at-home economy generated high demand for notebook computers from distance learning and WFH applications last year, global notebook shipment for 2020 underwent a nearly 26% YoY increase, which represented a significant departure from the cyclical 3% YoY increase/decrease that had historically taken place each year, according to TrendForce's latest investigations. The uptrend in notebook demand is expected to persist in 2021, during which notebook shipment will likely reach 236 million units, a 15% YoY increase. In particular, thanks to the surging demand for education notebooks, Chromebooks will become the primary growth driver in the notebook market. Regarding the shipment performance of various brands, Samsung and Apple will register the highest growths, with the former having Chromebooks account for nearly 50% of its total notebook shipment this year and the latter continuing to release MacBooks equipped with the M1 chip.

Qualcomm is trying to get into the PC space with their mobile Snapdragon chips, which offer great battery and decent performance. However, so far only Apple managed to get the right formula for developing custom low-power, high-performance chips. It is exactly Apple's M1 processor in question that Qualcomm intends to mimic. According to the recent interview with Qualcomm's new CEO Cristiano Amon, we are informed that Qualcomm plans to produce laptop chips that would directly compete with Apple's. That means that, despite the ecosystem differences of Apple M1 (macOS) and Qualcomm Snapdragon (Windows-on-Arm), the company wants to deliver equal if not better performance and great battery life.

With the recent acquisition of Nuvia, Qualcomm has a team of very talented engineers to back up its claims. The company also recently hired some of the developers behind Apple's M1 chip. The company notes that it will be using only the best solutions for its upcoming SoC, which will include a 5G modem. Mr. Amon has also noted the following:

We needed to have the leading performance for a battery-powered device. If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.

Microsoft has opened the floodgates, and allowed the huge PC and Apple devices market to enter the Xbox ecosystem via Cloud Gaming. Now you don't need to have a gaming PC or Xbox console. Now, you can be a part of Microsoft's ecosystem with whatever device you use - Xbox will always be there with you. This is the vision Microsoft is aiming at with the extension of Cloud Gaming to (almost) anything - with a simple browser, via its (currently Beta) xCloud for PC. Provided you subscribe to the Games Pass Ultimate subscription tier, of course. Which Microsoft is offering at $1 a month, with two extra free months, and then $12.99 a month.

However, there's a catch: if you want to be on the receiving end of Microsoft's franchises via Cloud Gaming, you have to possess a supported controller - Xbox offerings are the surest bets; however, PS4's controller is also supported). This happens because the stream is being originated in custom Xbox Series X consoles on the cloud - Microsoft's best performant hardware to date. However, it seems a way to adapt the stream from Xbox Series X's controller inputs and adapt them to the PC's native mouse and keyboard controller wasn't found. Streams will also be constrained by a less than optimal (but still very respectable) 1080p and 60 FPS limitations. Other than those caveats, if you don't have a gaming-capable PC or Microsoft's latest family of consoles, this is the way to enjoy gaming within Microsoft's franchises and all other partners through the ecosystem. Microsoft had already launched an xCloud app for Android smartphones, thus capturing most of the market in one fell swoop. The press release follows.

NVIDIA's $40 billion takeover of Arm Holdings plc from SoftBank, got a shot in the arm, as three major licensees of the IP came out in support of the bid. These include Broadcom, MediaTek, and Marvell Technology Group. This development is key for NVIDIA to fight the perception built up by a rival faction, that the democratized nature of the Arm IP would get lost if a chipmaker like NVIDIA owns it. This rival faction is primarily led by Qualcomm.

It's interesting to note the individual backers of the NVIDIA takeover. There is nothing but love between Broadcom and Qualcomm, especially after the former's failed bid to acquire the latter. MediaTek is a major smartphone and IoT SoC maker, dominating the low-cost and mainstream smartphone segments. Marvell is big in datacenter and storage IP. Each of the three are results of huge IP consolidation over the past decade.

The M1 chip is usually found at a perception crossroads: fans of Apple tout its desktop CPU-level performance numbers in some workloads while comparatively sipping power (and even allowing for true fanless designs in the Apple Macbook Air), while non-fans are quick to point out that synthetic benchmarks aren't truly representative of performance. Whatever side of the fence you sit on (even if you straddle it by admitting that the M1 chip can actually outperform much more powerful and core-laden Ryzen CPUs in some specific workloads), the M1 has been a running success for the California-based company. So much so, in fact, that Apple more than doubled its shipments (a 111% increase) in 2021 compared to the previous year. The second manufacturer with the highest shipment growth is Acer, with 73% - and a slightly smaller overall shipment volume.

The success of Apple's M1 only served to increase Apple's confidence in its decision to abandon Intel, and the company is expected to announce the M1's successor sometime this year. Furthermore, a new version of MacOS further increases the divide to Intel-based Macs due to some features only working on their M1 counterparts. When you consider all of that, including the accelerating optimization of many applications for the platform (Capture One, Affinity, and most recently Adobe), the platform maturity that has been achieved in such a short while, and the announcement of even more powerful hardware for content creators, it may be the case that Apple actually keeps up its momentum and presents a rather competitive landscape to the Windows + x86 PC ecosystem (I won't use Wintel because that's, well, inaccurate and unfair to AMD). Apple is surely on the way to carve out more than its current 15,84% market share (which still places it in a second-place in the overall OS market).

Ming-Chi Kuo a renowned Apple analyst has recently predicted that we will see at least three new XR products from Facebook, Sony, and Apple in 2022. These predictions come from an analysis of recent lens orders from Taiwanese manufacturer Yujingguang by the three companies. Yujingguang is expected to supply the lenses used in the upcoming Oculus Quest 3, and PlayStation VR 2 along with being a "key-supplier" for Apple's headset. These new lenses will offer an increased field of view and improved image clarity over existing options. The company expects to supply 50% of the demand for Oculus Quest 3 equal to 22 million units while their exact supply for the devices from Sony and Apple is unknown.

When Intel launched its Tiger Lake processors for laptops, the company has foreseen a smooth integration by OEMs and plenty of design wins. While that has turned out to be true, there seems to be a big problem lurking in the OEM component supply chain. In the new Tiger Lake systems, the CPU carries support for Thunderbolt 4 and USB 4 technologies. However, these protocols can not work on their own, as they require external power delivery controllers (PDC) to function. These PDCs are used to regulate and control all of the power circulating in the USB specification, and they come in a form of a separate chip. This chip is later integrated into PCBs of various systems implementing these technologies.

Today, we have a report coming from Igor's LAB, in which we are told that the availability of these chips could be very bad. Intel's OEMs are using Texas Instruments (TI) 994AD PDC, however, as the supply of these chips becomes scarce, OEMs are turning to TI 993AC/994AC chips. Intel advises OEMs, carrying these chips in their systems, to only communicate benefits of Thunderbolt 4 and exclude USB 4 mentions, or to communicate benefits of Thunderbolt 4 and reference USB 4 "compatibility." This means that every OEM using the alternative chips will get Intel's Thunderbolt 4 certifications, as the company plans to temporarily issue certifications with these chips included, while the supply chain regulates. TI's 993AC/994AC are assumed to not have the power and regulation capability of the USB 4 as the 994AD PDC can.

According to Bloomberg, which first predicted the arrival of Apple custom processors in MacBooks, we have another piece of information regarding Apple's upcoming MacBook Pro lineup, set to arrive this summer. As you are aware, MacBook Pro right now comes in two different variants. The first is a smaller 13-inch design that is powered by Apple's M1 chip, while the second is a 16-inch design powered by an Intel Core processor. However, it seems like that will no longer be the case when the next-generation lineup arrives. Starting this summer, all of the MacBook Pro models will have Apple's custom silicon powering these devices, which bring Intel's presence to an end.

And the successor to the now-famous M1 chip seems to be very good. As per the report, Apple is upgrading the architecture and the total core count. There are two different chips, codenamed Jade C-Chop and Jade C-Die. Both are 10-core designs, equipped with two small and eight big cores. The difference between the two is the total number of graphics cores enabled. The smaller version will have 16 graphics cores, while the bigger one will have 32 graphics cores. On the SoC, there will be an updated Neural Engine, for better AI processing. These new processors will come with up to 64 GB of RAM in selected configurations as well. The report also notes the arrival of HDMI port, SD card slot, and MagSafe for charging.

Nintendo Switch is one of the most successful gaming console launches in the past few years. It has seen massive consumer adoption, and Nintendo is even expanding its production. The only logical thing for other companies watching this would be to step in the game and launch their console. That is exactly was the latest rumor suggests about Apple. According to a rumor coming from the South Korean forum, Apple could be preparing a Switch-like design, just with its custom Apple ecosystem surrounding it. As the rumors suggest, the fruit company could get into the console gaming market by launching a product based on custom hardware. Rumors suggest that Apple could use a custom processor to power the console, which wouldn't be like M or A versions the company currently uses. Of course, this is just a rumor and it should be treated as such.

Since lobbying is both legal and regulated in the US (an attempt to bring attempts of influencing political power by corporations under legal boundaries, as opposed to being done in the dark), it feels like it was only a matter of time before big tech attempted to join under one banner. As such, the Semiconductors in America Coalition (SIAC) has now been put together, and boasts of 64 members including Microsoft, Apple, TSMC, Intel, AMD, NVIDIA, Arm, and Samsung. It seems that all of these companies - which are often at odds with one another when it comes to competing for consumers' choice and money - have found enough similarities to get organized in an attempt to nudge political power in their favor.

SIAC said in a press release that its mission is to "advance federal policies that promote semiconductor manufacturing and research in the U.S. to strengthen America's economy, national security, and critical infrastructure." The first announcement from the SIAC following its foundation was its intention to support the CHIPS for America Act. The Act (supported by The Semiconductor Industry Association (SIA) and President Joe Biden) has already been approved by the House and the Senate as part of the National Defense Authorization Act for 2021 but has not yet been funded. It seems that SIAC's first mission is to get the government to open up its $50 billion-deep pockets.

Today, Apple is awarding $45 million from its Advanced Manufacturing Fund to Corning Incorporated, a supplier of precision glass for iPhone, Apple Watch, and iPad. The funding will expand Corning's manufacturing capacity in the US and drive research and development into innovative new technologies that support durability and long-lasting product life, building on both Apple and Corning's deep commitment to protecting the environment.

Corning has already received $450 million from Apple's $5 billion Advanced Manufacturing Fund over the last four years. Apple's investment helps support more than 1,000 jobs across Corning's US operations in Kentucky and other facilities. The investment has also helped facilitate research and development into state-of-the-art glass processes, which led to the creation of Ceramic Shield, a new material that is tougher than any smartphone glass.

Apple's M1 custom processor has been widely adopted among the developer community. However, it is exactly this part of the M1 customer base that wants something different. For months, various developers have been helping with the adoption of the M1 processor for the Linux Kernel, which has today received preliminary support for the processor. The latest 5.13-RC1 release of the Linux Kernel is out, and it adds some basic functionality for the M1 processor. For now, it is some basic stuff like a simple bring up, however, much more has to be added. For example, the GPU support is still not done. Not even half-done. The M1 SoC is now able to boot, however, it takes a lot more work to get the full SoC working correctly.

Mr. Linus Torvalds, the Linux kernel developer, and its creator highlights that "This was - as expected - a fairly big merge window, but things seem to have proceeded fairly smoothly. Famous last words." According to one of the main activists for Linux on M1, Mr. Hector Martin, "This is just basic bring-up, but it lays a solid foundation and is probably the most challenging up-streaming step we'll have to do, at least until the GPU stuff is done." So it is still a long way before the M1 processor takes a full Linux kernel for a spin and the software becomes usable.

Samsung is readying a powerful Arm-based SoC rivaling Apple's groundbreaking M1 silicon, under its Exynos brand. This chip is being designed for thin-and-light notebooks, as well as premium tablets, essentially letting Samsung target Apple's MacBook (M1) and iPad Pro form-factors. Unlike Apple, Samsung won't be burdened with having to rally its ISV partners to develop specifically for its hardware; the company is preparing to launch notebooks in the second half of 2021 that are powered by a Windows 10 on Arm derivative. This would give the notebook access to all of the applications already developed for the OS, including Office and certain Adobe Creativity Suite apps. The M1-rivaling Exynos chip will pack the latest-generation 64-bit Arm CPU cores, as well as an integrated GPU designed by AMD.

TrendForce's investigations find that India has become the second largest market for smartphones since 2019. However, the recent worsening of the COVID-19 pandemic in the country has severely impaired India's domestic economy and subsequently dampened various smartphone brands' production volume and sales (sell-in) performances there. TrendForce is therefore revising the forecasted YoY growth in global smartphone production for 2021 from 9.4% down to 8.5%, with a yearly production volume of 1.36 billion units and potential for further decreases going forward.

TrendForce further indicates that the top five smartphone brands (Samsung, Apple, Xiaomi, OPPO, and Vivo) have either set up assembly plants in India or sought assistance from EMS providers with operations in the country. Hence, the share of made-in-India smartphones has been on the rise over the years, even though the majority of the domestically manufactured devices are still for meeting the demand of the home market. Judging from the current state of Indian smartphone manufacturing, TrendForce expects the second wave to reduce the country's smartphone production volume for 2Q21 and 3Q21 by a total of 12 million units, in turn resulting in a 7.5% YoY decrease in smartphone production in India for the whole year.

Apple today announced a new $410 million award from its Advanced Manufacturing Fund for II-VI, a leading manufacturer of optical technology. Today's award builds on an initial $390 million awarded from Apple's Advanced Manufacturing Fund in 2017. The expansion of the company's long-standing relationship with II-VI will create additional capacity and accelerate delivery of future components for iPhone, with 700 jobs in Sherman, Texas; Warren, New Jersey; Easton, Pennsylvania; and Champaign, Illinois.

II-VI manufactures vertical-cavity surface-emitting lasers (VCSELs) that help power Face ID, Memoji, Animoji, and Portrait mode selfies. Apple also works with II-VI to manufacture lasers used in the LiDAR Scanner—technology that helps deliver faster, more realistic augmented reality experiences and improves autofocus in low-light scenes in photos and videos.

Apple's M1 processors are a big success. When Apple introduced the M1 processors in the MacBook lineup, everyone was impressed by the processor performance and the power efficiency it offered. Just a few days ago, Apple updated its Mac lineup to feature these M1 processors and made it obvious that custom silicon is the way to go in the future. Today, we have information coming from Nikkei Asia, that Apple's next-generation M2 chip has entered mass production and that it could be on the way for as early as July when Apple will reportedly refresh its products. The M2 chip is made inside TSMC's facilities on a 5 nm+ N5P node. While there is no more information coming from the report about the SoC, we can expect it to be a good generational improvement.

Recently, Apple has updated its macOS operating system to support the next generation of GPUs for Mac devices, coming from AMD. The upcoming RDNA 2 GPU lineup in Macs will bring all the enhancements AMD made to the architecture, and pack it inside Apple's signature designs. Today, we have received information that Apple could refresh its Mac Pro lineup with AMD's Radeon Pro GPU based on RDNA 2 architecture. On Geekbench 5, there was a test run that was conducted on Apple Mac Pro "7.1" revision, that features not only Intel Cascade Lake-X processor but AMD's unreleased Radeon Pro W6900X graphics card designed for professional users.

While we don't know much about the exact specifications, we know that it features a Navi 21 GPU SKU. Judging by the naming scheme, the Radeon Pro W6900X is representing an Apple-exclusive GPU variant designed only for Mac Pro devices. A Chiphell leak has given us a sneak peek at the alleged card look, which you can see below. When it comes to performance, the Geekbench result measures Metal API performance and the Radeon Pro W6900X has managed to score 171448 points, which is even higher than the Radeon RX 6900 XT GPU, which tops out at 164294 points. Of course, this is representing a professional SKU, so there could be some tuning present as well.

Apple has quietly added a new M1 Mac Mini configuration option to their website with an optional upgrade from the internal 1 Gbps Ethernet to 10 Gbps Ethernet at the time of purchase for 100 USD. The upgrade is only available as a factory option and cannot be added after purchase so those who require 10 GbE will want to purchase the upgrade at the time of purchase. For existing M1 Mac Mini owners it is possible to get 10 GbE with a USB 4 / Thunderbolt 3 dongle such as the OWC Thunderbolt 3 10G which retails for 149 USD. Why Apple has only just now decided to include this 10 GbE upgrade as an option and not with the original launch is unknown.

Apple today introduced an all-new iMac featuring a much more compact and remarkably thin design, enabled by the M1 chip. The new iMac offers powerful performance in a design that's just 11.5 millimeters thin, with a striking side profile that practically disappears. Available in an array of vibrant colors to match a user's personal style and brighten any space, iMac features a 24-inch 4.5K Retina display with 11.3 million pixels, 500 nits of brightness, and over a billion colors, delivering a brilliant and vivid viewing experience.

The new iMac also includes a 1080p FaceTime HD camera, studio-quality mics, and a six-speaker sound system—the best camera and audio ever in a Mac. Also, Touch ID comes to iMac for the first time, making it easier than ever to securely log in, make purchases with Apple Pay, or switch user profiles with the touch of a finger. Combining the power and performance of M1 and macOS Big Sur, apps launch with blazing speed, everyday tasks feel incredibly fast and fluid, and demanding workloads like editing 4K video and working with huge images are faster than ever. The new iMac joins the incredible family of Mac models powered by M1, including MacBook Air, 13-inch MacBook Pro, and Mac mini, marking another step forward in Apple's transition to Apple silicon. iMac is the most personal, powerful, capable, and fun it has ever been, and customers can order it beginning Friday, April 30. iMac will be available in the second half of May.

Apple today announced the most powerful and advanced iPad Pro ever, pushing the limits of what's possible on iPad. The addition of the Apple-designed M1 chip delivers a massive leap in performance, making iPad Pro the fastest device of its kind. The 12.9-inch iPad Pro features a new Liquid Retina XDR display that brings extreme dynamic range to iPad Pro, offering a stunning visual experience with more true-to-life details to the most demanding HDR workflows. Cellular models with 5G deliver even faster wireless connectivity when on the go, and to provide users with pro-level throughput for high-speed accessories, iPad Pro now includes support for Thunderbolt. Additionally, an all-new Ultra Wide front camera enables Center Stage, a new feature that automatically keeps users perfectly framed for even more engaging video calls. The new iPad Pro is available to order beginning Friday, April 30, on apple.com, and will be available in the second half of May.

"The revolutionary M1 chip has been a breakthrough for the Mac, and we're incredibly excited to bring it to iPad Pro," said Greg Joswiak, Apple's senior vice president of Worldwide Marketing. "With M1's huge jump in performance, a groundbreaking extreme dynamic range experience on the 12.9-inch Liquid Retina XDR display, up to 2 TB of high-speed storage, Thunderbolt expansion, a four-speaker audio system, pro cameras with LiDAR Scanner, blazing-fast 5G connectivity, an amazing video-calling experience with Center Stage—combined with the advanced features of iPadOS and a powerful pro app ecosystem all in a device users can hold in one hand—there's nothing else like iPad Pro."