IF / News – Daily News / Weekly Summary / Regular Discussion

5-16 #EmbraceMondays : Apple has allegedly teamed up with E Ink; Micron has announced the industry’s first 3D NAND memory device featuring 232 layers; SpaceX has announced its satellite internet service Starlink is now available in 32 countries around the world; etc.

Apple assembly partner Pegatron has advised production at a factory in Shanghai has been impacted by the COVID-19 lockdown, a warning that could harm the manufacturing of iPhones and other products. Pegatron assembles between 20% to 30% of all iPhone… Read more ›

5-14 #PerfectFriday : Samsung Electronics is reportedly talking with foundry clients about charging as much as 20% more; Samsung Display has demonstrated a wide range of new innovative display; Xiaomi’s Surge C2 ISP has allegedly appeared in the code related to the Xiaomi Mi 12 Ultra; etc.

According to TrendForce, global smartphone production volume in 1Q22 was 310M units, a QoQ decrease of 12.8%, primarily attributed to ongoing inventory adjustments in various distribution channels performed by a number of brands and the cyclical off-season, which led to… Read more ›

5-11 #NoWar : TSMC will allegedly raise the wafer foundry quotation in an all-round way from 2023; Apple has begun the development of an OLED panel that does not use a polarizer; Panasonic is allegedly considering building a new battery plant in the U.S. to supply electric car maker Tesla; etc.

Apple frequently introduces new offerings to its collection of services, as well as expanding the features of existing products. Bloomberg’s Mark Gurman has indicated that two of the most immediate services Apple could offer are a potential iPhone hardware subscription… Read more ›

5-8 #Home : Huawei’s mobile phone production capacity has resumed; CATL plans to officially release “Qilin” batteries in 2Q22; Tesla plans to sell 20M electric vehicles per year by 2030; etc.

According to Newzoo, revenues are still growing in 2022 and will reach USD203.1B via consumer spending (+5.4% YoY)—a new record. The global player numbers will also have a breakthrough in 2022, passing the 3B mark to reach 3.09B players by… Read more ›

5-7 #AfterHoliday : ISMC plans to invest USD3B in a chip fab in Karnataka, India; Applied Materials plans to invest over INR1,800 crore in India; Google has acquired microLED startup Raxium; etc.

SoundCloud has announced it has acquired Musiio, the artificial intelligence company at the forefront of machine learning technology. Musiio will amplify SoundCloud’s existing music intelligence capabilities and allow the company to further leverage its vast data to identify what’s next… Read more ›

5-1 #LaborDay : Intel CEO expects the semiconductor industry to suffer supply shortages until 2024; Samsung Display CEO has allegedly met with Apple CEO; The Indian Enforcement Directorate has annoucned that it has seized bank accounts of Xiaomi India; etc.

Apple plans to increase the production of the iPhone 13 Pro and ‌iPhone 13 Pro‌ Max by 10M units for 2Q22, according to Digitimes. The report suggests an improving situation with Apple’s supply chain, which has been struggling to meet… Read more ›

4-29 #BFF : Samsung has said that it is on track to start high-volume production using its 3GAE in 2Q22; Samsung is reportedly reviewing using batteries from ATL for its upcoming foldable smartphones; Foxconn has reportedly started assembling Apple iPhone 13 in Brazil; etc.

Snap is launching a new feature called Director Mode, aimed at providing easier access to Snapchat’s native creative tools for publishing video on its platform, including to its short-form video feature known as Spotlight. At launch, Director Mode will include… Read more ›

4-28 #Moved : TSMC may raise its foundry quotes in Jun 2022; OnePlus allegedly has more than 15 devices planned for release in 2022; Samsung plans to increase its OEM smartphone production in China by 20M units; etc.

According to Data.ai (formerly App Annie), mobile game spending topped a whopping USD22B in 1Q22. This includes both the Google Play Store and the iOS App Store. As expected, gaming made up the majority of mobile spending in 2022, and… Read more ›

4-24 #Thankful : TSMC will begin construction for a new chip plant in Japan’s Kumamoto Prefectur; Samsung is likely to use batteries from LGES on its new foldable smartphones; Semiconductor manufacturers worldwide are on track to boost 200mm fab capacity by 1.2M wafers; etc.

Morgan Stanley is cautious on consumer hardware, but are less cautious on data center infrastructure, autos, and industrials. Overall, commentary across the supply chain has been relatively consistent by end-market. In the smartphone and consumer electronics markets, supplier / ODM… Read more ›

4-23 #Home : Intel has announced that it has made silicon qubits with Qutech; Xiaomi’s former managing director is reportedly under investigation over possible breach of India’s foreign exchange laws; Amazon is creating a USD1B venture investment program; etc.

Manu Kumar Jain, former managing director of Xiaomi India, is reportedly under investigation over possible breach of India’s foreign exchange laws. India’s Enforcement Directorate is looking into the relationship between the Chinese company Xiaomi and its Indian division. Fund flows… Read more ›

4-22 #LaborDays : vivo has announced a new imaging chip V1+; Apple has allegedly struck a deal with BOE in 2022; Huawei has renamed the Huawei Consumer Business name to Huawei Smart Device Business; etc.

Almost half of Apple’s 200 top suppliers are based in Shanghai and other COVID-19 lockdown-hit areas of China, according to a Nikkei Asia analysis of Apple’s available supplier list. Over 70 of the firms directly supply Apple from their manufacturing… Read more ›

4-20 #Anxiety : Samsung’s 3nm GAA yield rates reportedly are still far behind target; Samsung is increasingly adopting Exynos chips for mid- to low-priced smartphones; Volvo Cars has invested in the Israeli battery developer StoreDot; etc.

Google has released a new app for iOS called “Switch to Android”, a counterpart to Apple’s “Move to iOS” app for moving important user data from an iPhone to an Android smartphone. The Switch to Android app from Google helps… Read more ›

4-17 #HappyEaster : TSMC is on track to move 3nm process technology to volume production in 2022; Samsung may have set the goal of completing the development of a 1c DRAM (11nm) by Jun 2022; Panasonic has indicated that the rising prices for raw materials, including nickel and copper; etc.

Worldwide semiconductor revenue totaled USD595B in 2021, an increase of 26.3% from 2020, according to final results by Gartner. According to the VP Andrew Norwood, the events behind the current chip shortage continue to impact original equipment manufacturers (OEMs) around… Read more ›

4-14 #WorkDream : BMW expects a shortage of semiconductors is likely to remain a problem for the auto industry into 2023; Samsung and LGD’s ongoing negotiation over the supply of TV OLED panel; Honda is spending JPY5T on its electrification efforts over the next 10 years; etc.

BMW’s Chief Executive Oliver Zipse has indicated that a shortage of semiconductors is likely to remain a problem for the auto industry into 2023. He expects to start seeing improvements at the latest in 2023, but will still have to… Read more ›

4-10 #Ahhhh : BOE may develop panels for Samsung’s entry-level models; BOE plans to increase OLED panel deliveries by nearly 70% in 2022; LGD has come up with two new projects recently; etc.

MediaTek has announced the Dimensity 1300. It is built on TSMC’s 6nm process, features an octa-core processor with four Cortex-A78 cores (one Ultra, running up to 3GHz, and three Super, up to 2.6GHz) and four Cortex-A55 efficiency cores, scaling up… Read more ›

4-7 #MovingAgain : OPPO to launch self-developed AP in 2023; Samsung may consider use MediaTek SoC on high-end Galaxy; Samsung is planning to develop chipsets exclusively for its smartphones; etc.

Spain plans to invest EUR11B (USD12.4B) to develop microchips and semiconductors in a bid to modernize its tourism-dependent economy. The investment is the latest effort to rebuild the economy, which suffered more than most European peers from the pandemic and… Read more ›