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 | Dec 18, 2017 | Forecasts
Summary: Our C4Q17 iPhone production estimates increased slightly from ~74-75mu to ~76-77mu mostly due to increases in the IP7 family. We believe AAPL has not totally finalized their build plans for C1Q18. It appears they may be planning on increasing production on...
by SemiMarketTrends | Dec 13, 2017 | Trends
The following views and opinions are based upon SemiMarketTrends’ ongoing research: We favor: Sony (CIS), Largan (Lens), TDK/Alps (voice coil motors); LG (module assembler) Summary: We think that Apple could be ~40% of dual-camera smartphone shipments this year. Apple...
by SemiMarketTrends | Dec 2, 2017 | Forecasts
Q1 Models for Oppo are Likely the R13 and R13+ (20MP); Vivo Will Likely Release the X30 (est 12 or 16MP); Xiaomi Could Release the Mi7 with an 8MP Front Camera The following views and opinions are based upon SemiMarketTrends’ ongoing research: Companies: Vivo, Huawei,...
by SemiMarketTrends | Dec 2, 2017 | Forecasts
Summary: Based on our most recent research, we believe both C4Q17 & C1Q18 OEM shipments and OEM production decreased slightly (~1-2%) vs. our previous estimates. Our C1Q18 production estimates are still up upper single digits y/y (~8%); yet the OEM shipments are...