6-26: China government subsidy reached 20-50% of companies recurring net income in the latest 3 years; Xiaomi 2Q16 monthly shipment reached 6mln; This year wearables ASP reached USD218; etc.

China government subsidy reached 20-50% of companies recurring net income in the latest 3 years; Xiaomi 2Q16 monthly shipment reached 6mln; This year wearables ASP reached USD218; Ignis will provide LGD with access to its circuit technology to enhance the performance of OLED displays; etc.

Chipset
According to Digitimes, the amount of government subsidies received by major players in China’s flat panel, semiconductor and LED industries reached 20-50% of their recurring net income in the latest 3 years thanks to the China government’s subsidy policy. (Digitimes, press, PCB Tech, HC360)

digitimes-government-subsidy

Touch Display

IHS expects 830,000 OLED TVs to ship in 2016. The market will grow to 1.4 million in 2017 and 5.8 million in 2020. IHS lowered its OLED TV forecasts as it does not see Samsung returning to the OLED TV market, and because of limited mass production capacity. (OLED-Info, Business Korea, IT Home)

ihs-oled-tv-shipment-2016

According to Digitimes, while Apple adopted OLED panels for Apple Watch, it is developing Micro LED panels, which may be used in place of OLED at the earliest in 2H17. Apple acquired US-based Micro LED developer LuxVue Technology in May 2014 and set up a laboratory in northern Taiwan specifically for R&D of new display technologies in April 2015. (Digitimes, press, iFeng, IT Home)
Korea Electronics and Telecommunications Research Institute (ETRI) has developed the world’s first transparent OLED prototype that uses a graphene transparent electrode. The prototype display was 26×26mm in size, with a resolution of 155×60 (121ppi). (OLED-Info, Graphene-Info, Nikkei, East Day, Toutiao)

etri-transparent-oled-display-graphene-electrodes

Incipio, which makes everything from phone cases to smart plugs, has agreed to purchase headphone and audio-tech developer Skullcandy for about USD177 million. (Android Headlines, Fonearena, CNET, Globe Newswire, Cailiao)
IGNIS Innovation announced that it has signed a non-exclusive patent license agreement with LG Display. Ignis will provide LGD with access to its circuit technology to enhance the performance of OLED displays. (OLED-Info, Ignis, Huanqiu)

ignis-technology

Smartphones

According to Mercer’s 2016 Cost of Living Survey, Hong Kong tops the list of most expensive cities for expatriates, pushing Luanda, Angola to second position. Zurich and Singapore remain in 3rd and 4th positions, respectively, whereas Tokyo is in 5th, up six places from last year. Kinshasa, ranked 6th, appears for the first time in the top 10, moving up from 13th place. (Mercer, list, Sina, Winshang)

mercer-top-10-cost-of-living-cities

Xiaomi’s shipment in 2Q16 has increased, thanks to the CEO Lei Jun heading the supply department of the company. Now every month there is around 6 million shipment. (IT Home, IT168, Gizmo China)

xiaomi-shipment-supply-chain-leijun

Foxconn Electronics chairman Terry Gou and a number of top executives of the EMS giant have recently visited an experience shop of the “LeEco ecosystem” operated by China-based conglomerate LeEco in Shenzhen to tap the possibility of enhancing cooperation between the two companies, according to LeEco chairman and CEO Jia Yueting. (CN Beta, Digitimes, press)

foxconn-leeco

Microsoft’s next phone will be a high-end device aimed at the enterprise market, according to the company’s Corporate VP of Windows Kevin Gallo. He also claimed that the handset would be “category innovating”. (GSM Arena, MS Poweruser, IT Home, Wper, 163)

Tablets

Microsoft has confirmed that it will stop producing the Surface 3 tablet by the end of 2016. (AnandTech, GSM Arena, ChinaZ, Tencent)

Wearables

According to Futuresource Consulting, in 1Q16 worldwide revenue for wearable devices surged 133% to nearly USD6 billion (at retail) year-on-year, fuelled by connected watches, notably as Apple Watch passes its 1st birthday. Units grew significantly less than value, representing 50% uplift in the average price paid for a wearable device, to USD218. (Futuresource Consulting, press, Apple Insider, 199IT)
TrendForce forecasts that shipments of VR devices (excluding mobile-based products) will grow at a CAGR of 53.5% from 9 million units this year to 50 million units in 2020. (TrendForce, press, 199IT, TrendForce[cn], press)

trendforce-vr-2016-2020

Microsoft head of operations at Xbox, Dave McCarthy, indicates that they are excited about VR. (Kit Guru, MCV, Baidu)

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