IF / News – Page 2 – Daily News / Weekly Summary / Regular Discussion

4-20 #Anxiety : Samsung’s 3nm GAA yield rates reportedly are still far behind target; Samsung is increasingly adopting Exynos chips for mid- to low-priced smartphones; Volvo Cars has invested in the Israeli battery developer StoreDot; etc.

Google has released a new app for iOS called “Switch to Android”, a counterpart to Apple’s “Move to iOS” app for moving important user data from an iPhone to an Android smartphone. The Switch to Android app from Google helps… Read more ›

4-17 #HappyEaster : TSMC is on track to move 3nm process technology to volume production in 2022; Samsung may have set the goal of completing the development of a 1c DRAM (11nm) by Jun 2022; Panasonic has indicated that the rising prices for raw materials, including nickel and copper; etc.

Worldwide semiconductor revenue totaled USD595B in 2021, an increase of 26.3% from 2020, according to final results by Gartner. According to the VP Andrew Norwood, the events behind the current chip shortage continue to impact original equipment manufacturers (OEMs) around… Read more ›

4-14 #WorkDream : BMW expects a shortage of semiconductors is likely to remain a problem for the auto industry into 2023; Samsung and LGD’s ongoing negotiation over the supply of TV OLED panel; Honda is spending JPY5T on its electrification efforts over the next 10 years; etc.

BMW’s Chief Executive Oliver Zipse has indicated that a shortage of semiconductors is likely to remain a problem for the auto industry into 2023. He expects to start seeing improvements at the latest in 2023, but will still have to… Read more ›

4-10 #Ahhhh : BOE may develop panels for Samsung’s entry-level models; BOE plans to increase OLED panel deliveries by nearly 70% in 2022; LGD has come up with two new projects recently; etc.

MediaTek has announced the Dimensity 1300. It is built on TSMC’s 6nm process, features an octa-core processor with four Cortex-A78 cores (one Ultra, running up to 3GHz, and three Super, up to 2.6GHz) and four Cortex-A55 efficiency cores, scaling up… Read more ›

4-7 #MovingAgain : OPPO to launch self-developed AP in 2023; Samsung may consider use MediaTek SoC on high-end Galaxy; Samsung is planning to develop chipsets exclusively for its smartphones; etc.

Spain plans to invest EUR11B (USD12.4B) to develop microchips and semiconductors in a bid to modernize its tourism-dependent economy. The investment is the latest effort to rebuild the economy, which suffered more than most European peers from the pandemic and… Read more ›

4-3 #KLGroningen : SK Hynix may consider acquiring Arm; TSMC has increased the shipments of its 5nm process technology family; Samsung is likely to step up its outsourcing of OLED display driver ICs in 2022 and 2023; etc.

Dutch semiconductor company ASM International has launched its Singapore manufacturing facility and operations hub today, along with the announcement of the addition of a second manufacturing floor to the facility. The facility and first manufacturing floor was completed in 2020,… Read more ›

4-1 #Home : LGD is developing foldable OLED with Apple; Apple is reportedly exploring new sources of the memory chips; Samsung and SK Hynix plan to cease production of DDR3 memory; etc.

Intel is launching its Arc Control graphics software suite for gamers and creators. The application will feature a modern overlay that will be instantly accessible anytime with the press of the Alt+I buttons (this can be configured). One thing that… Read more ›

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 ›

3-25 #Turned45 : Samsung will allegedly launch scrollable smartphone this year; Samsung Display is reportedly developing a new UPC for Apple; Apple is reportedly working on a hardware subscription service; etc.

Nvidia CEO Jensen Huang has confirmed that his company is considering using Intel’s foundry to possibly make some of its chips. Intel is now a direct competitor with Nvidia on both the CPU and GPU fronts, but he has also… 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 ›

3-19 #Quarantine : Intel has announced the first phase of its plans of investment in Europe; Google has reportedly acquired Raxium; Samsung SDI is reviewing building a separate battery plant in the US; etc.

Intel has announced the first phase of its plans to invest as much as EUR80B (USD88B) in the European Union over the next decade. Intel announced that it would invest billions of euros into its research and development (R&D) facilities… 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 ›