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

6-23 #Airplane : Samsung is expected to announce mass production of 3nm next week; Apple will start evaluating BOE’s samples of OLED panels; Samsung Display may supply 80M OLED panels to Apple; Sony is reportedly developing 100MP sensor aiming; etc.

Apple’s AirTag could see a second-generation release, TF Securities analyst Ming-Chi Kuo suspects, but only if shipments of the tracking accessory continue to grow. The AirTag has gradually grown in shipments since its release. The shipment estimates for the tracker… Read more ›

6-18 #ShenzhenWeather : TSMC has formally unveiled its N2 (2nm class) fabrication technology; GlobalFoundries and STMicroelectronics are reportedly in talks to build a semiconductor factory in France; Sony Group and Honda Motor have announced that they have signed a joint venture agreement; etc.

The European smartphone market declined by 12% YoY in 1Q22, according to Counterpoint Research. There are 49M smartphones shipped in Europe in 1Q22, the lowest first quarter total since 1Q13. Samsung remained as the region’s top vendor, despite a significant… Read more ›

6-16 #BlindlyBusy : Samsung and LG have scaled down their planned procurements of LCD TV panels; SEMCO has reportedly signed a camera module supply with Tesla; Meizu is reportedly acquired by Chinese car maker Geely; etc.

Taiwan Semiconductor Manufacturing Co (TSMC) has said it has no concrete plans for factories in Europe – remarks that come amid efforts by the European Union to encourage Taiwanese firms to manufacture chips there. In Feb 2022, the EU unveiled… Read more ›

6-11 #HappyLife : Samsung may acquire NXP; Honda Motor and LGES are reportedly eyeing Ohio as location for a new battery plant; Samsung’s Vietnam factory will allegedly cut smartphone production; etc.

UFC, the world’s premier mixed martial arts organization, and OnePlus have announced a new marketing partnership in support of the North American launch of the OnePlus Nord N20 5G, a perfect entry-level mobile device that makes the power of 5G… Read more ›

6-8 #What’sLife : TSMC will spend NTD1T to expand the production capacity of the 2nm process in Taichung; Google reportedly work with Samsung again on the 2nd-genTensor chipset; TCL CSOT has announced its two new curved screen technologies; etc.

In 2019, Asurion published a study indicating that US residents checked their smartphones an average of 96 times per day, or about once every ten minutes (when accounting for eight hours of sleep). The company has recently done a follow-up… Read more ›

6-4 #Weekend? : Samsung is likely to join the competition of acquiring ARM; Samsung Display is likely to build its first Gen 8.5 OLED line; India’s 5G network is expected to be rolled out fully towards the end of 2022; etc.

ARM-related M&A issues have been ongoing for years. Nvidia announced in Sept 2020 that it would acquire the U.K.-based company, but the attempted failed after antitrust reviews in multiple countries. Then, SK Hynix, Intel and Qualcomm made the same announcements.… Read more ›

6-3 #DragonBoatFestival : Qualcomm would be interested in forming a consortium of some kind to acquire Arm; Panasonic plans to quadruple its production of electric vehicle batteries by fiscal 2028; Apple is moving some iPad production out of China and shifting it to Vietnam; etc.

According to IDC’s forecast, shipments of smartphones will decline 3.5% to 1.31B units in 2022. After three consecutive quarters of decline and increasing challenges in both supply and demand, IDC has significantly reduced its forecast for 2022 from the previous… Read more ›

6-1 #Dance : Samsung will reportedly collaborate with Google on the next Tensor chip; Samsung Display has decided to close its LCD business in Jun 2022; Sony has said it will increase production capacity at an image sensor plant in Nagasaki Prefecture; etc.

HSBC has lowered their global and 5G smartphone shipment forecasts by 5%-10% for 2022, to 1,30M-1,343M units, and by 5%-7% for 2023, to 685M-885Munits, to reflect weaker demand given the macro uncertainties. While overall smartphone demand has been weak for… Read more ›

5-29 #72hours : Qualcomm and MediaTek have both scaled back 5G chip orders for 2H22; Nokia expects 6G mobile networks to be in operation by the end 2030; Samsung has reportedly reduced its smartphone sales target for 2022 by 10%; etc.

Samsung has reportedly reduced its smartphone sales target for 2022 by 10%. Samsung is now aiming to sell around 270M smartphones in 2022. It has initially set a target of 300M units. It will proportionally reduce the production of budget,… Read more ›

5-27 #Home : Broadcom has agreed to buy VMware; Google has allegedly postponed the launch of its first foldable smartphone again; Samsung is planning to exit the high volume but low value feature phone business in India gradually; etc.

Samsung is planning to exit the high volume but low value feature phone business in India gradually, with the last batch of the devices for the country set to be manufactured by contract manufacturing partner Dixon in Dec 2022. Samsung… Read more ›

5-25 #Coding : imec has recently shared its sub-‘1nm’ silicon and transistor roadmap; Samsung Group has pledged KRW450T in chip, bio, and IT sector over the next 5 years; Xiaomi and Leica have officially confirmed a partnership; etc.

Interuniversity Microelectronics Centre (imec) has recently shared its sub-‘1nm’ silicon and transistor roadmap. The roadmap contains breakthrough transistor designs that evolve from the usual FinFET transistors that may final till 3nm, to new Gate All Round (GAA) nanosheets and forksheet… Read more ›

5-22 #IdealWeekend : YMTC has delivered samples of its in-house developed 192-layer 3D NAND flash memory; Apple has reportedly told some of its contract manufacturers that it wants to increase production outside China; Google’s Russian subsidiary plans to file for bankruptcy after authorities seized its bank account; etc.

Apple has reportedly told some of its contract manufacturers that it wants to increase production outside China.India and Vietnam, which are already sites of Apple production, are among the countries short-listed by the company as alternatives. Apple is citing China’s… Read more ›

5-21 #Loosen : TSMC is reportedly in talks to build a major new fabrication facility in Singapore; BOE is yet to receive approval from Apple to manufacture OLED panels for the upcoming iPhone 14 series; China’s leading smartphone makers have allegedly told suppliers to scale back orders for the coming quarters by around 20% from previous plans; etc.

According to Counterpoint Research, Xiaomi passed a significant milestone in 1Q22. Xiaomi has crossed the 500M smartphone installed base mark early in the quarter to join Samsung and Apple in the elite club. Theoretically, Xiaomi’s large user base can (1)… Read more ›

5-16 #EmbraceMondays : Apple has allegedly teamed up with E Ink; Micron has announced the industry’s first 3D NAND memory device featuring 232 layers; SpaceX has announced its satellite internet service Starlink is now available in 32 countries around the world; etc.

Apple assembly partner Pegatron has advised production at a factory in Shanghai has been impacted by the COVID-19 lockdown, a warning that could harm the manufacturing of iPhones and other products. Pegatron assembles between 20% to 30% of all iPhone… Read more ›

5-14 #PerfectFriday : Samsung Electronics is reportedly talking with foundry clients about charging as much as 20% more; Samsung Display has demonstrated a wide range of new innovative display; Xiaomi’s Surge C2 ISP has allegedly appeared in the code related to the Xiaomi Mi 12 Ultra; etc.

According to TrendForce, global smartphone production volume in 1Q22 was 310M units, a QoQ decrease of 12.8%, primarily attributed to ongoing inventory adjustments in various distribution channels performed by a number of brands and the cyclical off-season, which led to… Read more ›

5-11 #NoWar : TSMC will allegedly raise the wafer foundry quotation in an all-round way from 2023; Apple has begun the development of an OLED panel that does not use a polarizer; Panasonic is allegedly considering building a new battery plant in the U.S. to supply electric car maker Tesla; etc.

Apple frequently introduces new offerings to its collection of services, as well as expanding the features of existing products. Bloomberg’s Mark Gurman has indicated that two of the most immediate services Apple could offer are a potential iPhone hardware subscription… Read more ›