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4-29 #BFF : Samsung has said that it is on track to start high-volume production using its 3GAE in 2Q22; Samsung is reportedly reviewing using batteries from ATL for its upcoming foldable smartphones; Foxconn has reportedly started assembling Apple iPhone 13 in Brazil; etc.

Snap is launching a new feature called Director Mode, aimed at providing easier access to Snapchat’s native creative tools for publishing video on its platform, including to its short-form video feature known as Spotlight. At launch, Director Mode will include… Read more ›

4-28 #Moved : TSMC may raise its foundry quotes in Jun 2022; OnePlus allegedly has more than 15 devices planned for release in 2022; Samsung plans to increase its OEM smartphone production in China by 20M units; etc.

According to Data.ai (formerly App Annie), mobile game spending topped a whopping USD22B in 1Q22. This includes both the Google Play Store and the iOS App Store. As expected, gaming made up the majority of mobile spending in 2022, and… Read more ›

4-24 #Thankful : TSMC will begin construction for a new chip plant in Japan’s Kumamoto Prefectur; Samsung is likely to use batteries from LGES on its new foldable smartphones; Semiconductor manufacturers worldwide are on track to boost 200mm fab capacity by 1.2M wafers; etc.

Morgan Stanley is cautious on consumer hardware, but are less cautious on data center infrastructure, autos, and industrials. Overall, commentary across the supply chain has been relatively consistent by end-market. In the smartphone and consumer electronics markets, supplier / ODM… Read more ›

4-23 #Home : Intel has announced that it has made silicon qubits with Qutech; Xiaomi’s former managing director is reportedly under investigation over possible breach of India’s foreign exchange laws; Amazon is creating a USD1B venture investment program; etc.

Manu Kumar Jain, former managing director of Xiaomi India, is reportedly under investigation over possible breach of India’s foreign exchange laws. India’s Enforcement Directorate is looking into the relationship between the Chinese company Xiaomi and its Indian division. Fund flows… Read more ›

4-22 #LaborDays : vivo has announced a new imaging chip V1+; Apple has allegedly struck a deal with BOE in 2022; Huawei has renamed the Huawei Consumer Business name to Huawei Smart Device Business; etc.

Almost half of Apple’s 200 top suppliers are based in Shanghai and other COVID-19 lockdown-hit areas of China, according to a Nikkei Asia analysis of Apple’s available supplier list. Over 70 of the firms directly supply Apple from their manufacturing… Read more ›

4-20 #Anxiety : Samsung’s 3nm GAA yield rates reportedly are still far behind target; Samsung is increasingly adopting Exynos chips for mid- to low-priced smartphones; Volvo Cars has invested in the Israeli battery developer StoreDot; etc.

Google has released a new app for iOS called “Switch to Android”, a counterpart to Apple’s “Move to iOS” app for moving important user data from an iPhone to an Android smartphone. The Switch to Android app from Google helps… Read more ›

4-17 #HappyEaster : TSMC is on track to move 3nm process technology to volume production in 2022; Samsung may have set the goal of completing the development of a 1c DRAM (11nm) by Jun 2022; Panasonic has indicated that the rising prices for raw materials, including nickel and copper; etc.

Worldwide semiconductor revenue totaled USD595B in 2021, an increase of 26.3% from 2020, according to final results by Gartner. According to the VP Andrew Norwood, the events behind the current chip shortage continue to impact original equipment manufacturers (OEMs) around… Read more ›

4-14 #WorkDream : BMW expects a shortage of semiconductors is likely to remain a problem for the auto industry into 2023; Samsung and LGD’s ongoing negotiation over the supply of TV OLED panel; Honda is spending JPY5T on its electrification efforts over the next 10 years; etc.

BMW’s Chief Executive Oliver Zipse has indicated that a shortage of semiconductors is likely to remain a problem for the auto industry into 2023. He expects to start seeing improvements at the latest in 2023, but will still have to… Read more ›

4-10 #Ahhhh : BOE may develop panels for Samsung’s entry-level models; BOE plans to increase OLED panel deliveries by nearly 70% in 2022; LGD has come up with two new projects recently; etc.

MediaTek has announced the Dimensity 1300. It is built on TSMC’s 6nm process, features an octa-core processor with four Cortex-A78 cores (one Ultra, running up to 3GHz, and three Super, up to 2.6GHz) and four Cortex-A55 efficiency cores, scaling up… Read more ›

4-7 #MovingAgain : OPPO to launch self-developed AP in 2023; Samsung may consider use MediaTek SoC on high-end Galaxy; Samsung is planning to develop chipsets exclusively for its smartphones; etc.

Spain plans to invest EUR11B (USD12.4B) to develop microchips and semiconductors in a bid to modernize its tourism-dependent economy. The investment is the latest effort to rebuild the economy, which suffered more than most European peers from the pandemic and… Read more ›

4-3 #KLGroningen : SK Hynix may consider acquiring Arm; TSMC has increased the shipments of its 5nm process technology family; Samsung is likely to step up its outsourcing of OLED display driver ICs in 2022 and 2023; etc.

Dutch semiconductor company ASM International has launched its Singapore manufacturing facility and operations hub today, along with the announcement of the addition of a second manufacturing floor to the facility. The facility and first manufacturing floor was completed in 2020,… Read more ›

4-1 #Home : LGD is developing foldable OLED with Apple; Apple is reportedly exploring new sources of the memory chips; Samsung and SK Hynix plan to cease production of DDR3 memory; etc.

Intel is launching its Arc Control graphics software suite for gamers and creators. The application will feature a modern overlay that will be instantly accessible anytime with the press of the Alt+I buttons (this can be configured). One thing that… Read more ›

3-30 #Dilemma : YMTC has allegedly entered Apple’s Flash supply chain; Leadcore Technology is exiting mobile phone SoC market; Apple allegedly plans to make about 20% fewer iPhone SE in 2Q22 than originally planned; etc.

Datang Telecom Technology has announced that it has agreed its subsidy Leadcore Technology to transfer part of the supporting assets related to LC1860 chip, LC1881 chip related technology and supporting assets to Morningcore Technology, a subsidiary of the company’s controlling… Read more ›

3-26 #School : Sony is reportedly working and testing a new sensor, the largest in the industry; Kioxia will will start constructing a new fabrication facility (Fab2) at its Kitakami Plant; Samsung is reportedly planning to locally manufacture its 4G and 5G gear in India; etc.

After the production of HiSilicon Kirin chips is discontinued, the supply pattern of smartphone SoCs changes in 2021, forming a competition pattern between MediaTek and Qualcomm duopoly. On the demand side, vendors overstocked in the 1H21. Under the circumstance of… Read more ›

3-25 #Turned45 : Samsung will allegedly launch scrollable smartphone this year; Samsung Display is reportedly developing a new UPC for Apple; Apple is reportedly working on a hardware subscription service; etc.

Nvidia CEO Jensen Huang has confirmed that his company is considering using Intel’s foundry to possibly make some of its chips. Intel is now a direct competitor with Nvidia on both the CPU and GPU fronts, but he has also… Read more ›

3-23 #MU5375 : ASML has said shortage of critical equipment over the next 2 years; Foxconn is reportedly planning to build a new USD9B facility in Saudi Arabia; Xiaomi will maintain its initial schedule of entering mass production in 1H24; etc.

The global Android smartphone AP (Application Processor) / SoC (System on Chip) sales grew 3.6% YoY in 2021, according to Counterpoint Research. MediaTek led the Android smartphone SoC market in 2021 with a 46% share, followed by Qualcomm with 35%.… Read more ›