9-23 Week: 1-Oct long holiday is coming, and this week summary comes with MediaTek 4G/3G shortage, Huawei Leica collaboration, EDO investing in G6 OLED; etc.

10/1 long holiday is impending, and before that let’s take a look at this week summary:

Headlines:

  • MediaTek 4G chipsets will be in tight supply till 2017,
  • MediaTek 3G chipsets have a huge gap in Aug / Sept 2016, and the gap is as large as 50%
  • Shanhai Capital will acquire all of the outstanding shares of Analogix for over USD500 million
  • IBM’s computer chip called TrueNorth is designed to emulate the functions of a human brain
  • BOE has stopped investing in new LCD projects, but turning to OLED
  • LG Display is looking into a way of halting part G6 (P6) lines and producing additional OLEDs
  • General Interface Solution (GIS) announced plans to setup a new display factory in Chengdu
  • EverDisplay Optronics will invest CNY27.278 billion (USD4.09 billion) to set up a 6G AMOLED factory
  • Huawei and Leica have created a new R&D center to create better camera modules
  • Huawei will start to manufacture smartphones in India from next month, in partnership with Flex
  • BlackBerry may announce an exit from the smartphone hardware market soon

Numbers:

  • IHS Markit indicates BOM of Apple iPhone 7 (32GB) is USD219.8
  • Chipworks indicates BOM of Apple iPhone 7 (128GB) is USD292

 

Products:

  • Samsung mid-range Galaxy J7 Prime, J5 Prime, On7 (2016) and On5 (2016)
  • HTC Desire 10 Pro and mid-range Lifestyle
  • LeEco flagship Le Pro 3

slide1slide2 slide3 slide4 slide5 slide6 slide7 slide8 slide9 slide10 slide11 slide12 slide13 slide14 slide15 slide16 slide17 slide18 slide19 slide20 slide21 slide22 slide23 slide24 slide25 slide26 slide27 slide28 slide29 slide30 slide31 slide32 slide33 slide34 slide35 slide36 slide37 slide38 slide39 slide40 slide41 slide42 slide43 slide44 slide45 slide46 slide47 slide48 slide49 slide50

Leave a Reply

Your email address will not be published. Required fields are marked *