by SemiMarketTrends | Feb 27, 2018 | Forecasts
Apple continues to test augmented reality glass prototypes (LCoS, MicroLED, glass, speaker and frame design technology below) Companies: Apple, Largan, Catcher, AAC, Corning, Himax, Schott, Jasper Augmented reality applications are planned post 2019 for Apple devices...
by SemiMarketTrends | Feb 25, 2018 | Forecasts
Our C4Q17 iPad production estimate finished ~13-14mu or down 4% y/y. CY17 production finished ~45mu which is up 4% y/y. Our current C1Q18 iPad production estimate is ~10.6mu vs. out previous 11m. This up from a C1Q17 production of 9.1mu or up 16% y/y. Apple is...
by SemiMarketTrends | Feb 22, 2018 | Trends
Application Processors builds YTD forebodes a likely inventory correction (total unit build numbers estimates, wafer builds, companies involved below) Companies: Apple, Qualcomm, MediaTek, Hisilicon, Spreadtrum, Pinecone AP supply chain pipeline inventory is 2-3...
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 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...
