5-2: LG Innotek announced an under glass fingerprint sensor module; 1Q16 global smartphone shipped 335mln; 1Q16 105mln smartphones shipped in China; etc.
LG Innotek announced an under glass fingerprint sensor module; 1Q16 global smartphone shipped 335mln; 1Q16 105mln smartphones shipped in China; 1Q16 global tablet shipped 46.5mln units; Huaqin smartphone shipment forecast 52mln-57mln units globally; etc.
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Display |
| China has developed a new electronic paper, a huge breakthrough that will catapult the material to a new level. The new material has been heralded as “the world’s first graphene electronic paper”, by Chen Yu, general manager of Guangzhou OED Technologies, which developed it in partnership with a company in Chongqing. (Engadget, DNA India, Xinhua, Xinhua, OfWeek)
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| Magic Leap’s solution is an optical system that creates the illusion of depth in such a way that your eyes focus far for far things, and near for near, and will converge or diverge at the correct distances. (TechNews, The Verge, The Verge, Wired) |
| Korea Advanced Institute of Science and Technology (KAIST) has published a paper on the firefly-inspired OLEDs in a recent issue of Nano Letters. This work reports the first observation of hierarchical structures, i.e., inclined microstructures with nanostructures existing on the cuticular ultrastructures of a firefly’s lantern. (CN Beta, PhysOrg, IEEE, Yahoo, Toutiao)
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| Tianma and BOE RD lines are expected to have Flexible AMOLED equipment move-in within 2Q16. Isaiah Research anticipates China panel makers Tianma, BOE, EverDisplay, CSOT, and Visionox to expand flexible AMOLED capacity in 2016-2017. (Isaiah Research report)
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| JDI is internally targeting to supply total up to around 80 million units of Pixel Eye in-cell panel shipments in 2016, according to Isaiah Research. (Isaiah Research report)
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| JDI is planning to start selling 1st generation Pixel Eyes (PE1) open-cell panels to Chinese module houses Holitech, O-Film, and Truly in 2016. Isaiah Research suspects that 5” FHD, 5.2” FHD and 5.5” FHD are the undergoing open cell projects. (Isaiah Research report)
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Camera |
| Isaiah Research forecast overall China vendors’ dual camera smartphone models to achieve 40 million units in 2016. (Isaiah Research report)
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Biometrics |
| LG Innotek announced an under glass fingerprint sensor module. LG Innotek cut a shallow furrow of 0.01” (0.3mm) thick on the lower backside of the cover glass and installed the fingerprint sensor inside of it with using their supreme precision and combination technology. (Ubergizmo, Android Central, Korea Times)
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Smartphones |
| According to Strategy Analytics, global smartphone shipments fell 3% annually to reach 335 million units in 1Q16. It is the first time ever in history the global smartphone market has shrunk on an annualized basis. Samsung maintained first position with 24% global smartphone market share. (199IT, Strategy Analytics, press)
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| According to Strategy Analyitcs, China smartphone shipments declined 5% annually to hit 105 million units in 1Q16. Huawei maintained first position and captured 16% smartphone market share in China, followed by fast-growing OPPO in second place. (Strategy Analytics, press)
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| Isaiah Research slightly revises down the smartphone shipments forecasts of Huawei, Xiaomi, Coolpad and Meizu in 2016 to 125~130 million units, 65~70 million units, 25~30 million units and 25~30 million units, respectively in 2016. (Isaiah Research report)
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| According to Isaiah Research, overall smartphone shipments of Huaqin may increase to 52~57 million units in 2016 from 50 million in 2015 thanks to Xiaomi (Hongmi series) and Meizu (m series). In addition, Wingtech and Longcheer total smartphone shipments are forecasted to be 45~50 million units and 25~30 million units in 2016. (Isaiah Research report)
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| Attribute to Xiaomi and Meizu ODM projects, Isaiah Research projects that Huaqin may have increase the sell-in shipments to China market. Thus, they forecast Huaqin’s allocation to worldwide market to decrease to 20~30% in 2016 compared to 30~40% in 2015. (Isaiah Research report)
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| Analysts on Wall Street were pushing optimism after Apple’s disappointing fiscal 2016 second quarter earnings, saying they expect that the company will continue to innovate and will return to growth over 2017. (Apple Insider, Business Insider, press, Tencent) |
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Tablets |
| Tablet shipments fell 10% to 46.5 million units during 1Q16, according to Strategy Analytics. Huawei cracked the top five vendors globally with an impressive 66% YoY growth during 1Q16. (Strategy Analytics, press)
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