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

1-28 #HappyWorking : Google lays off about 12,000 jobs; Apple has allegedly halted the development of its own Wi-Fi chip for a while; Samsung and Qualcomm have struck a deal and the upcoming S23 series will use an exclusive chipset; etc.

Japanese government-backed chipmaker Rapidus plans to set up a prototype production line for cutting-edge 2nm semiconductors by 1H25, according to the President Atsuyoshi Koike. Rapidus plans to officially decide by Mar 2023 on a site for the prototyping facility, which… Read more ›

1-19 #CNY : Unigroup has discussed initial public offerings (IPOs) for 3 subsidiaries; Samsung and SK Hynix are planning to procure fewer silicon wafers; LGD may continue to scale down its LCD TV panel production; etc.

Worldwide semiconductor revenue increased 1.1% in 2022 to total USD601.7B, up from USD595B in 2021, according to Gartner. The combined revenue of the top 25 semiconductor vendors increased 2.8% in 2022 and accounted for 77.5% of the market. Samsung Electronics… Read more ›

1-18 #Nightmare : Samsung has introduced its latest 200Mp ISOCELL HP2; Google is rumored to be working on a Bluetooth tracking tag; Meituan has announced that it has completed more than 100,000 drone deliveries by 2022; etc.

Google is rumored to be working on a Bluetooth tracking tag similar to Tile, Apple’s AirTag, and Samsung’s Galaxy SmartTag. The device is currently in development under Google’s Nest team, which is generally the smart home division of Google’s hardware.… Read more ›

1-14 #LowBattery : Production costs for a TSMC 3nm wafer are estimated to exceed USD20,000; BOE is allegedly planning to build 2 new factories in Vietnam; Samsung seems to have shown interest in adopting a new mobile strategy; etc.

Alphabet’s Google has agreed to pay USD23M to resolve a long-running lawsuit brought by consumers who claimed its search engine shared their queries with advertisers or other third parties without their permission. The proposed settlement also requires Google to provide… Read more ›

1-8 #Tired : Qualcomm has announced Snapdragon Satellite; realme has detailed its new 240W charging standard; Motorola has announced that it has enabled Jio’s 5G on its 10 eligible devices sold in India; etc.

Google has filed a legal challenge in India’s Supreme Court to block a ruling by the country’s antitrust watchdog that will force the U.S. company to change how it markets its Android platform. The Competition Commission of India (CCI) in… Read more ›

1-4 #MyVIP : NVIDIA and Foxconn have announced a strategic partnership; LG Display showcases new foldable display; The Indian government is set to sweeten the deal to kickstart the coveted manufacturing of MacBooks and iPad; etc.

India and Vietnam are to become the biggest beneficiaries of smartphone supply chain migration out of China, according to DIGITIMES Research analyst Luke Lin, who estimates that India will produce 45-50% of Apple’s iPhones by 2027, on a par with… Read more ›

1-3 #My2022 : Huawei reportedly planning to make new chips that are based on the 12nm and 14nm process; OPPO is allegedly developing a smartphone application processor; Verizon finished shutting down its 3G network, 31 Dec 2022; etc.

Samsung is expecting its annual operating profit from semiconductor sales in 2023 to be around KRW13.1T. If Samsung’s own expectations are met, its operating profit in 2023 would be around half of its annual operating profit in 2022, which is… Read more ›

12-31 #Happy2023 : Qualcomm is likely to cut prices for its mid-range and entry-level Snapdragon; Qualcomm is making select head count reductions in certain functions; TSMC’s leading customers began to revise their orders to the company; etc.

The remaining buildings of OPPO Global Computing Power Center completed the complete acceptance and will soon be fully operational. The total investment is CNY4.5B, covering an area of 387 acres, which will be used to build chip research and development… Read more ›

12-27 #CoughCough : TSMC lowered its capital expenditure in 2022 to USD36B; Samsung to ramp up its wafer production capacities for memories and system semiconductors by around 10% in 2023; Huawei and Nokia have announced the extension of their patent license agreement; etc.

Affected by weak consumer demand and the upstream supply chain, TSMC lowered its capital expenditure in 2022 to USD36B, which was previously expected to be USD40-44B. In terms of demand, the company also expects that the industry’s inventory level will… Read more ›

12-24 #MerryXmas : TSMC’s new US fab in Arizona has obtained 4nm chip orders from Tesla; Micro has announced a host of cost-cutting measures; Xiaomi has begun laying off workers across several of its smartphone and internet services units; etc.

Google Pixel roadmap leaks, revealing every smartphone the company has planned from 2023 to 2025. For 2025, the company could go in different directions depending on how successful (or not) its strategy for 2023 and 2024 turns out to be.(Android… Read more ›

12-22 #Positive : Samsung allegedly plans to launch a foldable laptop in 2023; OPPO has showcased a series of integrated glass concept products; OnePlus and OPPO have announced a new strategic partnership for the coming years; etc.

OnePlus and OPPO have announced a new strategic partnership for the coming years which will see OPPO invest CNY10B (USD1.43B) in OnePlus over the next 3 years. The new “dual-brand” strategy will see OnePlus as the pioneer brand for flagship… Read more ›

12-14 #Reading : Apple may cancel iPad mini in 2025; LGD to halt TV LCD production in Korea within Dec 2022; Huawei has signed a patent licensing agreement with Samsung; etc.

The global smartphone market will see 2% YoY growth in 2023, according to Counterpoint Research. The latest forecast has been revised downwards from the previous forecast of 6% YoY growth in 2023, as macroeconomic headwinds and consumer weakness continue to… Read more ›

12-10 #VideoGames : TSMC’s overall fab capacity utilization rate in 1H23 is expected to drop to 80%; Dutch officials are allegedly planning new controls on exports of chipmaking equipment to China; Xiaomi, OPPO, and vivo have reportedly agreed to export devices made in India to their other markets; etc.

According to DigiTimes, TSMC’s overall fab capacity utilization rate in 1H23 is expected to drop to 80%, with the 7 / 6nm process capacity utilization rate falling further, and the 5 / 4nm capacity utilization rate declining MoM from Jan… Read more ›

12-9 #Defend : Apple will buy U.S.-made microchips; Foxconn is investing another USD500M in India; Apple has reportedly scaled back ambitious self-driving plans; etc.

Apple CEO Tim Cook has confirmed that Apple will buy U.S.-made microchips. The chip factories will be owned and operated by Taiwan Semiconductor Manufacturing Company (TSMC). The plants will be capable of manufacturing the 4nm and 3nm chips that are… Read more ›

12-6 #Freedom : TSMC’s new Arizona plant will allegedly offer advanced 4nm chips; TSMC will build 1nm fab in Longtan; Apple has reportedly accelerated plans to shift some of its production outside China; etc.

Intel Research has showcased how Moore’s Law is alive and how Intel plans to offer next-gen chips with a Trillion transistors by 2030. Intel targets new 10x density improvement in packaging technology and uses novel material just 3 atoms thick… Read more ›

12-3 #Codes : TSMC’s fab in Arizona will begin producing 4nm chips as soon as it opens in 2024; Samsung has removed BOE from its official suppliers’ list; OnePlus says it is committing to a 4-year plan for OS updates and a 5-year plan for security updates; etc.

Global semiconductor revenue is projected to decline 3.6% in 2023, according to the latest forecast from Gartner. In 2022, the market is on pace to grow 4% and total USD618B. Currently, the semiconductor market is polarized between the consumer-driven markets… Read more ›