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...
by SemiMarketTrends | Oct 30, 2017 | Forecasts
The following views and opinions are based upon SemiMarketTrends’ ongoing research: Key Takeaways: TSMC’s 16nm process is still the main technology being used by Mediatek for P20+P30 Mediatek is likely evaluating Global Foundry as a second source for 16nm products...
