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...
by SemiMarketTrends | Nov 15, 2017 | Forecasts
(AAPL, HPQ, Compal, Quanta) PCNB Update: C4Q17, C1Q18 and CY17 Production Forecasts Improved Y/Y Summary: Based on our most recent research, we believe both C4Q17 OEM shipments and OEM production increased ~4% vs. our previous estimates. Our initial C1Q18 production...