by SemiMarketTrends | Feb 8, 2018 | Trends
Oppo and Vivo larger screen design activities for phones and notch design (design activity, models, supplier included below) Companies: Oppo, Vivo, Samsung Oppo’s new R13 series will have a 6.28” display screen with a notch design Vivo’s new X22 series will have a...
by SemiMarketTrends | Jan 13, 2018 | Forecasts
Apple’s A11 and new iPad launch are leading to 7/10nm capacity load changes Companies: Apple, TSM, Qualcomm, Samsung I like/dislike: none in this scenario. Apple is potentially benefiting but I believe that the parallel product launch will cause phones to cannibalize...
by SemiMarketTrends | Jan 4, 2018 | Forecasts
Summary: Our latest Samsung checks indicates overall smartphone production for C4Q17 finished slightly up to ~317mu vs. ~312mu in CY16. Our C1Q18 estimate went down to ~73mu vs. 76mu previously. We are starting to see builds for the early launch of the S9/S9+. Key...
by SemiMarketTrends | Nov 14, 2017 | Category 2
(AAPL, Samsung, Oppo, BBK, Xiaomi, Huawei) Seeing Further Increases to China Smartphone Production for C4Q and C1Q18, Concerns over Looming Inventory Buildup Summary: Our C4Q forecast increased another ~3-4% vs. our previous estimates which makes the 2nd consecutive...
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...
