by SemiMarketTrends | Feb 20, 2018 | Forecasts
Apple’s design and quality specs leading to further delays for AirPower Companies: Apple, AirPower, Jabil, ShinEtsu, Pegatron AirPower’s MP schedule now likely delayed until February 2018 Jabil’s casing seems to be the key gating factor on AirPower’s MP Based on our...
by SemiMarketTrends | Feb 19, 2018 | Forecasts
Bitmain ASICs fills TSMs 16nm with large orders (Bitmain, TSM, NVDA, XLNX) Companies: Bitmain, TSM, NVDA, XLNX Summary: Bitmain, not NVDA is likely the company placing large orders with TSM. The order magnitude might be large enough to cause TSM to increase capacity...
by SemiMarketTrends | Feb 14, 2018 | Trends
Xiaomi will have larger OLED display screens, but may not be notch-based designs in 2018 Companies: Xiaomi Q118 Mi7 is likely to feature a 6.3” LTPS display Xiaomi’s Mix3 is still being evaluated for notch design (model launch in 2H18) Xiaomi’s next major smartphone...
by SemiMarketTrends | Feb 8, 2018 | Trends
Oppo and Vivo larger screen design activities for phones and notch design (design activity, models, supplier included below) Companies: Oppo, Vivo, Samsung Oppo’s new R13 series will have a 6.28” display screen with a notch design Vivo’s new X22 series will have a...
by SemiMarketTrends | Feb 6, 2018 | Forecasts
Huawei focuses on larger screen AMOLEDs ahead of Apple’s 2018 iPhone models (design activity by phone, involved companies below) Companies: Apple, Huawei, SDC, Sharp, JDI, LGD, BOE Huawei launching 5.87” LTPS and 6.1” G-OLED (Glass/Rigid AMOLED) displays Huawei’s...
