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5-29 #72hours : Qualcomm and MediaTek have both scaled back 5G chip orders for 2H22; Nokia expects 6G mobile networks to be in operation by the end 2030; Samsung has reportedly reduced its smartphone sales target for 2022 by 10%; etc.

Samsung has reportedly reduced its smartphone sales target for 2022 by 10%. Samsung is now aiming to sell around 270M smartphones in 2022. It has initially set a target of 300M units. It will proportionally reduce the production of budget, Read more ›

5-27 #Home : Broadcom has agreed to buy VMware; Google has allegedly postponed the launch of its first foldable smartphone again; Samsung is planning to exit the high volume but low value feature phone business in India gradually; etc.

Samsung is planning to exit the high volume but low value feature phone business in India gradually, with the last batch of the devices for the country set to be manufactured by contract manufacturing partner Dixon in Dec 2022. Samsung Read more ›

5-25 #Coding : imec has recently shared its sub-‘1nm’ silicon and transistor roadmap; Samsung Group has pledged KRW450T in chip, bio, and IT sector over the next 5 years; Xiaomi and Leica have officially confirmed a partnership; etc.

Interuniversity Microelectronics Centre (imec) has recently shared its sub-‘1nm’ silicon and transistor roadmap. The roadmap contains breakthrough transistor designs that evolve from the usual FinFET transistors that may final till 3nm, to new Gate All Round (GAA) nanosheets and forksheet Read more ›

5-22 #IdealWeekend : YMTC has delivered samples of its in-house developed 192-layer 3D NAND flash memory; Apple has reportedly told some of its contract manufacturers that it wants to increase production outside China; Google’s Russian subsidiary plans to file for bankruptcy after authorities seized its bank account; etc.

Apple has reportedly told some of its contract manufacturers that it wants to increase production outside China.India and Vietnam, which are already sites of Apple production, are among the countries short-listed by the company as alternatives. Apple is citing China’s Read more ›

5-21 #Loosen : TSMC is reportedly in talks to build a major new fabrication facility in Singapore; BOE is yet to receive approval from Apple to manufacture OLED panels for the upcoming iPhone 14 series; China’s leading smartphone makers have allegedly told suppliers to scale back orders for the coming quarters by around 20% from previous plans; etc.

According to Counterpoint Research, Xiaomi passed a significant milestone in 1Q22. Xiaomi has crossed the 500M smartphone installed base mark early in the quarter to join Samsung and Apple in the elite club. Theoretically, Xiaomi’s large user base can (1) Read more ›

5-16 #EmbraceMondays : Apple has allegedly teamed up with E Ink; Micron has announced the industry’s first 3D NAND memory device featuring 232 layers; SpaceX has announced its satellite internet service Starlink is now available in 32 countries around the world; etc.

Apple assembly partner Pegatron has advised production at a factory in Shanghai has been impacted by the COVID-19 lockdown, a warning that could harm the manufacturing of iPhones and other products. Pegatron assembles between 20% to 30% of all iPhone Read more ›

5-14 #PerfectFriday : Samsung Electronics is reportedly talking with foundry clients about charging as much as 20% more; Samsung Display has demonstrated a wide range of new innovative display; Xiaomi’s Surge C2 ISP has allegedly appeared in the code related to the Xiaomi Mi 12 Ultra; etc.

According to TrendForce, global smartphone production volume in 1Q22 was 310M units, a QoQ decrease of 12.8%, primarily attributed to ongoing inventory adjustments in various distribution channels performed by a number of brands and the cyclical off-season, which led to Read more ›

5-11 #NoWar : TSMC will allegedly raise the wafer foundry quotation in an all-round way from 2023; Apple has begun the development of an OLED panel that does not use a polarizer; Panasonic is allegedly considering building a new battery plant in the U.S. to supply electric car maker Tesla; etc.

Apple frequently introduces new offerings to its collection of services, as well as expanding the features of existing products. Bloomberg’s Mark Gurman has indicated that two of the most immediate services Apple could offer are a potential iPhone hardware subscription Read more ›

5-7 #AfterHoliday : ISMC plans to invest USD3B in a chip fab in Karnataka, India; Applied Materials plans to invest over INR1,800 crore in India; Google has acquired microLED startup Raxium; etc.

SoundCloud has announced it has acquired Musiio, the artificial intelligence company at the forefront of machine learning technology. Musiio will amplify SoundCloud’s existing music intelligence capabilities and allow the company to further leverage its vast data to identify what’s next Read more ›

5-1 #LaborDay : Intel CEO expects the semiconductor industry to suffer supply shortages until 2024; Samsung Display CEO has allegedly met with Apple CEO; The Indian Enforcement Directorate has annoucned that it has seized bank accounts of Xiaomi India; etc.

Apple plans to increase the production of the iPhone 13 Pro and ‌iPhone 13 Pro‌ Max by 10M units for 2Q22, according to Digitimes. The report suggests an improving situation with Apple’s supply chain, which has been struggling to meet Read more ›