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 | Jan 2, 2018 | Forecasts
The following views and opinions are based upon SemiMarketTrends’ ongoing research: Companies: Huawei, Oppo, Vivo, Xiaomi, Leica We favor: Huawei, Sony, Largan, Alps/TDK, LG Summary: Huawei is rapidly moving towards leading edge 24MP front cameras by 1Q18 Huawei...
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 | 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...
