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 ›

3-23 #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 ›

3-21 #Home : CATL is reportedly considering sites across North America; LG plans to drop its automotive wireless smartphone charging unit; GM is acquiring SoftBank Vision Fund 1’s equity ownership stake in Cruise; etc.

The market is fearing inventory pile-up due to long foundry lead times although on several key factors, chipset shipments look to be tracking not far off the handset shipment actuals: (1) Qualcomm mix over volume. Qualcomm’s entire 4Q21 YoY mobile Read more ›

3-14 #Exercise : Samsung has established a new semiconductor package process organization; Apple has reportedly made an estimated GBP5B by no longer providing chargers and earphones with its new iPhones; Foxconn has been forced to suspend production after China partially locked down the cities of Shenzhen; etc.

According to Brand Finance, AMD is identified as world’s fastest-growing semiconductor brand, brand value up 122% YoY. In addition, AMD Chair and CEO Dr. Lisa Su is highest-ranked female chief executive in Brand Guardianship Index 2022 of world’s top 250 Read more ›

3-12 #NoFreedom : BOE is allegedly in talks with Honor to make a two-stack tandem OLED panel; Samsung is pondering how to reorganize its TV lineup; LG Electronics is reportedly planning to license out its patents; etc.

According to Strategy Analytics, Apple, Intel, MediaTek, Qualcomm and Samsung LSI captured the top-five tablet AP revenue share rankings in 3Q21. Apple maintained its tablet AP market share leadership with a 60% revenue share, followed by Intel with 13% and Read more ›

3-10 #LockedDown : TSMC allegedly plans a 10-20% price hike for its 8” foundry services; OPPO and vivo would have 2 more foldable phones; Samsung will reportedly not ship A13 5G and A03s with a charger inbox in the U.S.; etc.

After dropping 2% in 2019, the foundry market logged a strong 21% rebound in 2020 as application processor and other telecom device sales into 5G smartphones acted as strong drivers. The foundry market continued its growth surge in 2021, registering Read more ›

3-5 #GreenCode : Panasonic allegedly plans to build a U.S. factory to supply Tesla with lithium-ion batteries; vivo Nex series will be carried by their flagship vivo X Series; Sony and Honda Motor would pair up to develop and sell battery-powered electric vehicles; etc.

OPPO’s President, Liu Bo has revealed that the Find X5 series sales are relatively higher than its predecessors. He has further added that the company has also placed 10M orders for its newly self developed NPU MariSilicon X with TSMC.(Gizmo Read more ›

3-1 #Poked : OPPO has announced 240W charging technology; realme has announced its new Dart charging system UltraDart; Diodes has acquired onsemi wafer fabrication facility; etc.

Qualcomm has announced its latest next-generation modem for smartphones, Qualcomm Snapdragon X70 5G. The Snapdragon X70 can offer up to 10Gbps downlink speed and a peak 3.5Gbps upload speed, ensuring maximum performance. It has an AI-based channel-state feedback and optimization Read more ›