IF / News – Daily News / Weekly Summary / Regular Discussion

11-26 #FU : EU to unlock the EUR43B funding intended to boost research and development; Qualcomm has announced a name for its custom Arm cores, Oryon; Micron will reduce wafer production for DRAM and NAND memory by about 20%; etc.

EU ambassadors gave their unanimous backing to an agreement that could unlock the EUR43B (USD44.8B) funding intended to boost research and development and deliver greater self-reliance in semiconductor supplies for European nations. This is the latest move in the saga… Read more ›

11-25 #Thanksgiving : OPPO to continue to invest in the underlying technology of chipsets; OPPO claims they do not have inventory problem in 2022; Xiaomi has revealed that the current inventory in China has returned to the health level; etc.

SuperGaming, a Pune-based game development firm, has announced that it is collaborating with Google’s cloud unit Google Cloud to bring its game engine SuperPlatform to developers worldwide, allowing them to create better games. The platform will be available to game… Read more ›

11-23 #FFF : TSMC is developing a new USD12B investment in a new plant in Phoenix; TSMC’s wafer prices for 3nm topping USD20,000; Samsung halts Vietnam smartphone factory for a fortnight in Dec 2022; etc.

Facebook will enable more private settings by default for anyone under the age of 16 who signs up for the platform. As for teens who already have accounts, Facebook will display a prompt encouraging them to use these settings, as… Read more ›

11-20 #AllCodes : Qualcomm’s series of announcements; Samsung is working with Google and AMD for next-gen SoC; The world’s population is reaching 8B people; etc.

Qualcomm has unveiled its new flagship, Snapdragon 8 Gen 2. Qualcomm has focused on improving power efficiency, but the new chip still brings appreciable speed-ups. The new Kryo CPU trio delivers up to 35% higher performance with up to 40%… Read more ›

11-15 #VIP : TSMC’s plan to build an advanced 7nm fab in Kaohsiung is delayed; Samsung will continue to diversify its global production bases; Samsung will reportedly complete the construction of its new P3 foundry fab in 2023; etc.

The global smartphone applications processor (AP) market grew 26% to USD8.9B in 2Q22. Strategy Analytics estimates that Qualcomm, MediaTek, Apple, Samsung LSI and Unisoc captured the top-5 revenue share rankings in the smartphone applications processor (AP) market in 2Q22. Qualcomm… Read more ›

11-12 #Dream : LGD has unveiled a new stretchable display that is highly durable; SDC is reportedly considering expanding its QD-OLED production capacity; Foxconn is reportedly planning to greatly increase Apple iPhone production in India; etc.

Sony is reportedly working on at least 5 new phones set to release in 2023. The models comprise the Xperia 5 V, Xperia 1 V, Xperia PRO-II, Xperia 10 V, and Xperia ACE IV. The flagship models Xperia 1 V,… Read more ›

11-6 #Suggest : Xiaomi invests in Aoxin Technology; AUO and Innolux pay attention on Mini-LED and Micro-LED; Tianma introduces the latest LCD CUP full-screen solution; etc.

China’s high-reliability automotive chip design company Aoxin Technology has announced to add Xiaomi as a new investor with revised registered capital, according to Tianyancha, China’s corporate information platform. Founded in 2021, Aoxin Technology focuses on high-reliability automotive chips, covering digital-analog… Read more ›

11-3 #Thankful : Qualcomm will continue to provide the modem chips for the “vast majority” of Apple iPhones in 2023; Xiaomi unveils concept phone with an interchangeable lens camera; Samsung believes the foldable smartphone market will have a CAGR of 80% up to 2025; etc.

Samsung has shared with suppliers that it believes the foldable smartphone market will have a CAGR of 80% up to 2025. Samsung has also shared its expectation that Apple will join the foldable space in 2024 but with notebooks and… Read more ›

11-1 #Quarantine : TI is rumored to have adopted a more flexible pricing strategy for PMICs; Samsung has reportedly set a target to ship 270M smartphones in 2023; Autonomous vehicle company Argo AI is shutting down; etc.

India’s smartphone shipments in 3Q22 were 44.6M units, a 6% decline from the previous year dragged by a lackluster low-end segment. Xiaomi held onto first place with 9.2M units as the brand gained traction from July’s online sales ahead of… Read more ›

10-31 #VIP : Intel will begin targeted layoffs and will make other adjustments; SK Hynix would consider selling its memory chip production facilities in China; Google to focus on its core products and self-made hardware; etc.

Intel CEO Pat Gelsinger has said that the company will begin targeted layoffs and will make other adjustments. These include reducing factory hours, in response to the economic downturn. According to the company, it is working to achieve USD3B in… Read more ›

10-23 #Kopitiam : Samsung Display is expected to ramp up its production of QD-OLED; Qualcomm and Samsung have agreed to extend their patent license agreement to cover 6G; Google has announced Android 13 Go Edition; etc.

STMicroelectronics (ST) has revealed that it will build a silicon carbide wafer plant in Italy with an investment of EUR730M (USD728M) as part of expanding its semiconductor manufacturing. The new integrated silicon carbide (SiC) substrate manufacturing facility at its Catania… Read more ›

10-20 #Wallet : Apple will likely launch an iPad with a foldable display in 2024; Nokia has announced that it has won a multi-year deal with Reliance Jio; Samsung Electronics has announced an expanded partnership with Google; etc.

According to Waste Electrical and Electronic Equipment (WEEE) Forum, roughly 5.3B mobile / smartphones will drop out of use in 2022. Stacked flat atop one another at an average depth of 9mm that many disused phones would rise roughly 50,000… Read more ›

10-12 #Normalcy : TCL CSOT has showcased its new 17” foldable monitor; Apple, Google and Samsung will roll out software updates to enable 5G support on their respective handsets in India; Google partners with Acer, Lenovo, Asus on new cloud gaming Chromebooks; etc.

According to TF Securities analyst Ming-Chi Kuo, Apple’s global supply chain management strategy continues to change in response to the de-globalization trend, mainly to reduce the assembly business in China. The Indian company Tata Group may cooperate with Pegatron or… Read more ›

10-9 #VIP : Apple’s iPhone models in 2024 to use Qualcomm Snapdragon X75 modem; Google’s foldable device is still in the pipeline for a release in 2023; AT&T is partnering with AST SpaceMobile to provide connectivity in dead zones in the U.S.; etc.

Haitong International Securities analyst Jeff Pu expects Apple’s iPhone models released in 2024 to use Qualcomm‘s as-yet-unannounced Snapdragon X75 modem. Like the Snapdragon X70, the X75 is expected to be manufactured based on TSMC’s 4nm process, contributing to power efficiency… Read more ›

10-7 #NationalHolidays : Huawei is planning a secret chip startup that can unleash it from the US Sanctions to some extent; Samsung has begun production of 89” MicroLED TVs during 3Q22; Google has reportedly requested more than 8M units for its Pixel 7; etc.

Google says the Tensor G2 processor can give the phone twice the speed of night vision processing and sharper photos (Face Unblur), as well as improved Super Resolution scaling (up to 30x on the Pixel 7 Pro). Google seems to… Read more ›

10-6 #UncertaintyFear : SK Hynix will reportedly cut capital expenditures by 70-80% next year; Samsung is not considering a cut in production of its memory chips; CATL is considering a third factory in Europe; etc.

Qualcomm has announced that the Company’s automotive design-win pipeline has grown to USD30B, driven by increased adoption of its Snapdragon/ Digital ChassisTM solutions across the auto industry. The increase represents a greater than USD10B expansion since the Company’s fiscal 3Q22r… Read more ›