12-23 Week: Christmas coming, let’s review last week — ASUS, LeEco seems exiting India smartphone business; 1Q17 will be fill with smartphones inventory from 2016; etc.

Christmas is coming, let’s review last week

Headlines:

  • Harish Kohli, managing director, Acer India indicates that the company has put its smartphone business on hold in India
  • Nokia announced that it has filed a number of complaints against Apple in Germany and the U.S
  • LeEco has reportedly decided to minimize its activities in India in order to cut costs
  • China’s smartphone market will be flooded with unsold phones from this year in 1Q17, cautions Morgan Stanley
  • Major phone manufacturers to warn that there might be an increase in phone prices in 2017 because of CNY devaluation
  • Jeff Chang, the product manager of Android Wear at Google, has confirmed will launch 2 of its own Android Wear 2.0 smartwatches in early 2017
  • ZTE has bought stake in Zhuhai bus manufacturer Guangtong Bus with millions of yuan
  • TSMC and Samsung’s 10nm processes have reached lower-than-expected yield rates
  • MediaTek Helio X30’s market reaction reportedly has not been very positive so far
  • Sigma Intell estimates that, from the view of form factor, AMOLED is focusing on “curved and flexible”, while LCD is upgrading to “bezel-less and full display
  • Innovation Network Corp. of Japan (INCJ) will provide up to JPY75B (USD635M) in financial support to JDI
  • SK Hynix will invest KRW3.16T (USD2.7B) in South Korea and China to boost memory chip production

Numbers:

  • According to GfK, in 2016, China VR devices sales would reach CNY650M
  • Strategy Analytics’ “Top 10 Digital Media Predictions for 2017
  • The Top Seven Technology Trends for 2017, as identified by IHS Markit
  • According to IHS Markit, total shipments of AMOLED displays for smartphones set a new record of 101M units in 3Q16
  • The global NAND Flash industry will see an annual increase of just 6% in its total wafer capacity in 2017, according to TrendForce
  • Smartphones offering resistance against water damage (and other liquids) grew 45.2% YoY in the first 9 months of 2016 in Western Europe, according to IHS Markit

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