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!

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