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 | 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 | Nov 19, 2017 | Trends
TSM’s A11 wafer starts for the iPhone 8/8Plus/X are skewing their capacity utilization rate TSM aggressively started A11 wafers in advance of Apple’s new iPhone unit builds The capacity build by TSM was originally based on Apple’s forecast of 90-95mu for C4Q17 TSM’s...
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...
by SemiMarketTrends | Oct 31, 2017 | Forecasts
Summary: We believe QCOM’s weak MSM growth for C3Q finished flat y/y at ~210-215mu driven by AAPL. For C4Q, we see MSM shipments ~220-225MU or down 1% y/y. While QCOM’s Snapdragon has been the incumbent AP for Oppo for nearly two years, we believe MTK will regain...
