by SemiMarketTrends | Jan 14, 2018 | Forecasts
New iPhone models in 2018 should include new features, upgraded components, glass casings Companies: Apple, Corning, Foxconn, Jabil, Catcher, Casetek, Biel Crystal 5.85” AMOLED, 6.46” AMOLED, 6.06’ LCD iPhone model likely next year Display/cover, 3D sensing and...
by SemiMarketTrends | Jan 13, 2018 | Forecasts
Qualcomm is focused on dominating the mobile Application Processor market Companies: Qualcomm, Leadcore, JLQ Technology I like: QCOM (market share gains and technology execution) I dislike: Mediatek (lack of technology leadership and technical issues, share loss in...
by SemiMarketTrends | Jan 13, 2018 | Forecasts
Apple’s A11 and new iPad launch are leading to 7/10nm capacity load changes Companies: Apple, TSM, Qualcomm, Samsung I like/dislike: none in this scenario. Apple is potentially benefiting but I believe that the parallel product launch will cause phones to cannibalize...
by SemiMarketTrends | Jan 11, 2018 | Forecasts
TSM’s utilization rate outlook by node; 7nm and 16nm outlook is up, while 10nm outlook declines Companies: TSM, Mediatek, Spreadtrum, Hisilicon, QCOM 10nm capacity is being transformed towards 7nm nodes starting January 16nm (including 12nm) should have strong...
by SemiMarketTrends | Jan 4, 2018 | Forecasts
Summary: Our latest Samsung checks indicates overall smartphone production for C4Q17 finished slightly up to ~317mu vs. ~312mu in CY16. Our C1Q18 estimate went down to ~73mu vs. 76mu previously. We are starting to see builds for the early launch of the S9/S9+. Key...
