4-22 Week: April 4 earthquakes strike Japan Kumamoto costing lives and shaking the supply chain. This week we have mainly bad news, but there is always tomorrow!

April 4 earthquakes strike Japan Kumamoto costing lives and shaking the supply chain. This week we have mainly bad news, but there is always tomorrow!

  • Some headlines: Sony CIS production is impact, inventory could last till June, Nagasaki and Oita fab resumed operation but Kumamoto still suspended; Intel is laying off 12,000 employees globally; Toshiba is to cut over 14,000 positions; Samsung Display will reportedly provide Apple with 100 million 5.5” OLED panels per year; UMC is expanding its memory business; XMC announced total investment of USD24 billion; EU might fine Google for anti-trust;
  • Other information: Tsinghua Unigroup has accumulated a 6% stake in Lattice Semiconductor; Qualcomm Snapdragon 830 MSM8998 information leaked; Qualcomm has signed a new 3G and 4G Chinese patent license agreement with Yulong; TSMC 7nm trial production in 1H17; Sunny Optical makes the camera module with Leica lens and provide Huawei; Apple has recovered 61,357,800 pounds of raw materials out of its discarded devices, including 2,204 pounds worth of gold; Three factors contributing to Huawei’s success;
  • Some numbers: Worldwide semiconductor foundry market grew 4.4% in 2015 to achieve USD48.8 billion in revenue; The number of operating fab for 12” (300mm) wafers expects to reach 100 in 2016; The shipments of IGZO panels worldwide totaled 5.05 million units in 2015; AMOLED enjoys 54% YoY growth shipment in 2015;
  • New products: LG “Made in India” K7 LTE and K10 LTE; LeEco three new smartphones; ZTE two AMOLED smartphones; Huawei VR headset; Pico Neo VR headset; LeEco LeSEE super car; etc.

Please click this link to download the PDF version. Thank you!

Slide1 Slide2 Slide3 Slide4 Slide5 Slide6 Slide7 Slide8 Slide9 Slide10 Slide11 Slide12 Slide13 Slide14 Slide15 Slide16 Slide17 Slide18 Slide19 Slide20 Slide21 Slide22 Slide23 Slide24 Slide25 Slide26 Slide27 Slide28 Slide29 Slide30 Slide31 Slide32 Slide33 Slide34 Slide35 Slide36 Slide37 Slide38 Slide39 Slide40 Slide41 Slide42 Slide43 Slide44 Slide45 Slide46 Slide47

Leave a Reply

Your email address will not be published. Required fields are marked *