by SemiMarketTrends | Dec 20, 2017 | Forecasts
Summary: Our overall server production estimates versus 30-days ago have decreased slightly for CQ417 and C1Q18 and now shows 6% and 7% y/y growth, respectively. CY17 server production growth should likely finish in the +8% range, while we project CY18 will be in the...
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...