by SemiMarketTrends | Oct 22, 2017 | Forecasts
16nm Wafer Starts For Mediatek Are Going to Global Foundry Over TSM Summary: Global Foundry IS Likely Gaining Market Share vs. TSM at MediaTek TSM’s 16nm Utilization Rate Has Been Driven by Mediatek’s P23 and P30 Global Foundry Is Increasing Capex and Should Gain...
by SemiMarketTrends | Oct 22, 2017 | Forecasts
Summary: Our recent field work leads us to believe AAPL is in the process of converting some iPhone 8/8+ production over to the iPhone X. This should help iPhone X production output as well as offset over builds for the iPhone 8 family. We believe this is in part due...
by SemiMarketTrends | Oct 22, 2017 | Forecasts
Samsung Smartphone Update _ Seeing slight decreases to C4Q17 with initial C1Q18 production significantly down y/y. Summary: Our latest Samsung checks indicates overall smartphone production for the balance of 2017 has decreased slightly to ~316mu vs. ~318mu...
