SPL terminates its strategic alliance agreement with Tsinghua Unigroup; Motorola is sued for its poor customer service; This year AMOLED shipment would reach 395mln units; Samsung 1Q16 operating profit KRW6.68trn; LG Mobile suffered KRW200bln deficit due to marketing costs for G5;… Read more ›
Do enjoy International Labour Day, have a good break to come back to fight again. This week :– Some headlines: Apple has officially posted its 2Q16 (Jan-Mar 2016) earnings results with USD50.6 billion in revenue, a 13% drop YoY; Microsoft… Read more ›
334.9mln smartphones shipped worldwide in 1Q16; Intel says it is not a PC company anymore, staing 5 pillars; TSMC is highly likely taking up all orders of Apple processors in 2017, 2018; Microsoft is not giving up on smartphones; Samsung… Read more ›
Apple 2Q16 revenue USD50.55bln, YoY -13%; From 2017 all phones sold in India must have a panic button; Nokia acquires Withings; HTC launches APVRA and Vive X; DRAM will be severely undersupply in 2H17; SkullStruct could authenticate a person with… Read more ›
1Q16 global smartphone sales about 292mln units, down 18.6% YoY; Demand for mid-to-low end smartphones in China is increased in 2Q16, chipset vendors have received 170-180 million orders in 2Q16; Microsoft launch buy one get one free for Lumia to… Read more ›
Samsung new-gen 14nm and 2nd-gen 10nm; Apple brand awareness in India is low; 72% online and offline products are of the same price; LeEco expects to have more than CNY100 billion revenue in 2017; Some reckon Apple Watch a failure… Read more ›
In comparison with smartwatch / band, VR does not really attach to smartphone – from 2015-2018, the attach rate is virtually none (less than 1%). Conclusion: It is easy to enter smartphone VR segment, and they are cheap. Competition is… Read more ›
Huawei might consider 2K because of VR; China panel makers making OLEDs; Apple could skip the iPhone 7s in 2017 in favour of the iPhone 8; Google and Microsoft announced a mutual agreement to drop regulatory complaints against each other… Read more ›
Qualcomm hints Apple new iPhone might use Intel modem; No country in Latin America has reached the 1300MHz recommended by the International Telecommunications Union for 2015; Apple iPhone SE has squeezed market share from local brands; Xiaomi and China Unionpay… Read more ›
April 4 earthquakes strike Japan Kumamoto costing lives and shaking the supply chain. This week we have mainly bad news, but there is always tomorrow! Some headlines: Sony CIS production is impact, inventory could last till June, Nagasaki and Oita… Read more ›
Toshiba lays off 14450 employees; TSMC announced in 1H17 production trial of 7nm process; Intel 1Q16 fiscal revenue is USD13.7 billion; Qualcomm 2Q16 fiscal revenue is USD5.55 billion; Korean panel vendors moving OLED business to automotive; ZTE AMOLED is supplied by… Read more ›
Intel layoffs 12000; Sony has issued a statement disclosing its manufacturing sites in the Kumamoto region; Samsung develops new CIS of 1/1.7-inch; Samsung to get back Apple’s NAND orders; Feature phones still have demand in emerging markets; Huawei to focus… Read more ›
This quick report consolidates (most if not all) information related to OLED display (focusing on mid-to-small size) from Dec 2015 till Apr 2016 from two perspectives — OLED devices: shipments, vendors, prices, etc.; and OLED suppliers: production capacity, investment, planning,… Read more ›
Because of Japan earthquakes, Apple iPhone 7 might be facing the risk of delay; UMC is expanding its memory business; XMC broke ground on a new wafer fab in Wuhan to launch production of 3D NAND flash memory; Metallic low-end… Read more ›
Intel planning a big scale layoff, thousands of jobs might be cut ; Sony Nagasaki and Oita CIS plants fully resume operation, but Kumamoto plant is remained suspended; Apple might use all-glass enclosure with AMOLED display for 2017 iPhone; China… Read more ›
TSMC 1Q16 28nm share is 53%, benefiting MediaTek; TSMC is still the global biggest foundry vendor in 2015, revenue reached USD26.566bln; Apple is facing 3 threat 3C – China, chat bots, cheap phones; 3 big factors to Huawei success; Huawei leads… Read more ›
