by SemiMarketTrends | Feb 27, 2018 | Forecasts
Apple continues to test augmented reality glass prototypes (LCoS, MicroLED, glass, speaker and frame design technology below) Companies: Apple, Largan, Catcher, AAC, Corning, Himax, Schott, Jasper Augmented reality applications are planned post 2019 for Apple devices...
by SemiMarketTrends | Feb 25, 2018 | Forecasts
Our C4Q17 iPad production estimate finished ~13-14mu or down 4% y/y. CY17 production finished ~45mu which is up 4% y/y. Our current C1Q18 iPad production estimate is ~10.6mu vs. out previous 11m. This up from a C1Q17 production of 9.1mu or up 16% y/y. Apple is...
by SemiMarketTrends | Feb 24, 2018 | Forecasts
MediaTek _ Incremental Cuts to Wafer Starts for P23 and P30 at TSM Driving TSM’s 16nm Utilization Rates Lower Key Takeaways: MediaTek likely reduced wafer-in volumes on the P23 and P30 application processors in 1Q18 from ~46K to ~42K on the P23 and from ~30K to ~26K...
by SemiMarketTrends | Feb 14, 2018 | Trends
Xiaomi will have larger OLED display screens, but may not be notch-based designs in 2018 Companies: Xiaomi Q118 Mi7 is likely to feature a 6.3” LTPS display Xiaomi’s Mix3 is still being evaluated for notch design (model launch in 2H18) Xiaomi’s next major smartphone...
by SemiMarketTrends | Jan 14, 2018 | Forecasts
Qualcomm and MediaTek are competing head-to-head in all smartphone model tiers (for models, pricing, wafer start estimates, launch and end customers see below) Companies: Qualcomm, MediaTek, TSMC, Xiaomi, Oppo, Vivo Qualcomm is more competitive down market, while...
