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...
by SemiMarketTrends | Feb 4, 2018 | Forecasts
(Suppliers, customers, unit estimates on supply and demand included below) Companies: Samsung, BOE, Sharp, Tianma, LG, Foxconn, AUO, Oppo, Vivo Notch design supply/demand is balanced in 2H17, but supply will tighten in 2018 After getting tighter in 1H18 we foresee a...
by SemiMarketTrends | Jan 14, 2018 | Forecasts
Qualcomm and MediaTek are competing head-to-head in all smartphone model tiers (for models, pricing, wafer start estimates, launch and end customers see below) Companies: Qualcomm, MediaTek, TSMC, Xiaomi, Oppo, Vivo Qualcomm is more competitive down market, while...
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...