by SemiMarketTrends | Feb 4, 2018 | Forecasts
(Suppliers, customers, unit estimates on supply and demand included below) Companies: Samsung, BOE, Sharp, Tianma, LG, Foxconn, AUO, Oppo, Vivo Notch design supply/demand is balanced in 2H17, but supply will tighten in 2018 After getting tighter in 1H18 we foresee a...
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...