6-20: Global semiconductor revenue fell by 2% in 2015 totaled USD347.3bln; Rumored Apple iPhone 7 to feature dual-SIMs support; etc.

Global semiconductor revenue fell by 2% in 2015 totaled USD347.3bln; Rumored Apple iPhone 7 to feature dual-SIMs support; The easy growth days for e-commerce may be over;  The global e-commerce deal activity is headed for a decline globally in 2016; There will be about 52.3mln VR headsets in U.S. by 2020; etc.

Chipset

According to Gartner and Seeking Alpha, Applied Material owns the biggest share in semiconductor equipment market with 19.1% share in 2015. And Lam Research Corp. thanks to its etching machine and thin film deposition equipment market size, it has 14.3% share ranked at number 2.  ASML used to be number 2 and in 2015 it fell to number 3 with 14.1% market share. (Seeking Alpha, TechNews, Gartner data)

gartner-2015-top-10-semiconductor-equipment-suppliers

Touch Display

Greubel Forsey unveiled its Double Tourbillon 30° Technique, a luxury watch featuring an all-sapphire, completely transparent face. (Digital Trends, Forbes)

double-tourbilon-transparent-sapphire

Memory

According to IHS, global revenue of semiconductor fell by 2% in 2015 totaled USD347.3 billion, down from USD354.3 billion in 2014, according to IHS. In particular, DRAM is estimated declined 9%, mainly because the pricing drop and shrinking of PC market. IHS points out that in the first three quarters of 2016 DRAM is declining with the speed of 10%. (TechNews, China Flash Market, Sohu, IHS, press, Business Wire)

ihs-ww-revenue-ranking-top25-semi-suppliers-2015

Material

University of Illinois at Chicago (UIC) and Korea University have invented a cheap ultra-thin film that is both transparent and highly conductive to electric current, offering promise for bendable, wearable electronic devices like smart watches. (CN Beta, Gadgets 360, UIC, New Kerala)

nano-conductive-film

Connectivity

Rock Fix, a smartphone repair shop based in China’s Ganzhou, has recently been posting photos of alleged Apple iPhone 7 components. The leaks show that iPhone 7 may keep the headphone jack and support dual SIMs. (Engadget, CN Beta)

iphone-7-dual-sim-leak

Uniloc  Corporation files a four count lawsuit against Apple over messages app. (Patently Apple, CN Beta)

Smartphones

The easy growth days for e-commerce may be over, finds new U.S. consumer research by The Boston Consulting Group (BCG). Even though more than 75% of Americans, ranging in age from 15 to 85, have bought something from Amazon.com in the last year, the overall move to online shopping is expected to slow considerably over the next 3 years, according to a BCG survey of more than 3,300 Americans completed this month. (Apparel, Fibre2Fashion, Market Wired, Yahoo, CN Beta)
According to Ipsos, Users ages 21 to 29 in tier 1 and 2 cities in China account for more than 2/5 of all mobile payment users in the country, and along with users in their 30s make up the vast majority of the mobile payment user base. (eMarketer, 199IT)

emarketer-mobile-payment-china

According to CB Insights, global e-commerce deal activity is headed for a decline globally in 2016, and dollar funding is on pace for its worst year since 2012. China and the US market, for example, are on pace for deal declines this year. However, there are bright spots for deal volume. India is an increasingly important contributor to e-commerce activity. (CB Insights, press, 199IT)

cbinsights-global-ecommerce-funding-deals-by-country-2012-2016 cbinsights-global-ecommerce-deal-share-by-country-by-year-2012-2016 cbinsights-ecomm-by-top-3-countries-w-projection

Production of Apple 4.7” version of the upcoming iPhone 7 is believed to have started at a Pegatron facility. The 5.5” iPhone 7 Plus is going to be assembled only by Foxconn. (CN Beta, VR-Zone, Softpedia)
Gartner unveils the 12th annual global Supply Chain Top 25 for 2016. For the first time, Unilever topped the ranking, followed by McDonald’s, Amazon, Intel and a newcomer to the top group, H&M. Apple and P&G continued to qualify for the Masters category recognizing sustained leadership over the last 10 years. (Gartner report, 199IT)

gartner-2016-top-25-supply-chain

LG K3 is launched in the US – 4.5” FWVGA IPS display, Qualcomm Snapdragon 210 processor, 5MP + VGA cameras, 1GB RAM, 8GB storage, Android 6.0, LTE, 1940mAh battery, USD80. (GSM Arena, CN Beta)

lg-k3

BLU Win HD LTE (X150E) is official – 5” HD IPS LCD display, Qualcomm Snapdragon 410 MSM8916 processor, 8MP + 2MP cameras, 1GB RAM, 8GB ROM, Windows 10 Mobile, LTE, dual-SIM, 2500mAh battery. (GSM Arena, MS Poweruser)

blu-win-hd-lte

UMi London is launched with DG Twin-Shield dual glass protection – 5” HD IPS display from Sharp, MediaTek MT6580 processor, 8MP + 2MP cameras, 1GB RAM 8GB storage, LTE, dual-SIM, 2050mAh battery. (Gizmo China, GizChina, UMI)

umi-london

Funker W6.0 Pro 2 is announced with Windows 10 Mobile – 6” FHD display, Qualcomm Snapdragon 617 processor, 13MP + 5MP cameras, 3GB RAM, 32GB ROM, LTE, USB Type-C, 3900mAh battery, EUR379.90. (Neowin, Funker, CN Beta)

funker-w6.0-pro-2

Wearables

Brian Blau, a Gartner analyst whose research areas include video games and virtual reality, is similarly optimistic about Sony’s prospects with PlayStation VR, predicting that the headset will take the lead over Rift and Vive not long after the launch date or early 2017. There are some potential pitfalls, however—Sony might not have enough good games to keep users interested in the headset over time. (MIT, article, CN Beta)
Currently, there are about 3.3 million VR headsets in the US, Forrester estimates. But that could spike to 52.3 million by the year 2020, according to Forrester, which did not include cardboard devices like Google Cardboard in its estimates.(Forrester, Yahoo, 199IT)

forrester-estimate-us-demand-for-high-end-vr-2016-2020 forrester-estimate-us-demand-for-mid-priced-vr-2016-2020

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