6-29 #RolePlay : TSMC will start building 5 new factories in Taiwan and overseas in 2022; Xiaomi is allegedly looking to bring LTPO displays that go down to 1Hz to its mid-range smartphones; Sharp has turned LCD factory operator Sakai Display Products into a wholly owned subsidiary; etc.

TSMC President C. C. Wei has mentioned that TSMC will start building 7 factories in 2021, and will start building 5 new factories in Taiwan and overseas in 2022. TSMC’s gigafab expansion plans typically include adding 2 new fabs per Read more ›

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 ›

6-8 #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 ›