by SemiMarketTrends | Jan 10, 2025 | Category 2
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by SemiMarketTrends | Feb 5, 2018 | Category 2
Notch design yields are currently ~60%, but should improve to 70% or higher next year (yields, companies, company-relations below) Companies: Samsung, Sharp, LG, JDI, Tianma, BOE, Foxconn, AUO, DPT, Truly Holitech Notch design yields should improve to 70% or higher by...
by SemiMarketTrends | Nov 19, 2017 | Category 2
AAPL _ Increased iPad and Watch production for C4Q We are raising our C4Q iPad production estimate to ~15-16mu vs. our previous estimate of ~13mu. This now represents a y/y increase of 9%. Our CY17 production estimate is now ~47mu vs. our previous ~44-45mu which is...
by SemiMarketTrends | Nov 14, 2017 | Category 2
(AAPL, Samsung, Oppo, BBK, Xiaomi, Huawei) Seeing Further Increases to China Smartphone Production for C4Q and C1Q18, Concerns over Looming Inventory Buildup Summary: Our C4Q forecast increased another ~3-4% vs. our previous estimates which makes the 2nd consecutive...
by SemiMarketTrends | Nov 6, 2017 | Category 2
O-Film and Sunny Optical Increasing Camera Sensor Module Capacity By 15%+ O-Film Capacity Up By 15%+ to 75M Units/mo By Year End (Apple Front Camera Demand) Sunny Optical Capacity Up to 63M Units/mo (Huawei, Oppo, Vivo Dual Camera Demand) Camera Module Makers Are...
by SemiMarketTrends | Nov 4, 2017 | Category 2
Apple’s A11 wafer starts for the iPhone 8/8Plus/X are skewing TSM’s capacity utilization rate TSM aggressively input A11 wafers in advance of Apple’s new iPhone unit builds The capacity build by TSM has been based on Apple’s sell-in forecast of 90-95M units TSM’s A11...
