7-30: A series of numbers — 2Q16 340mln smartphones shipped, Apple iPhone latest ASP USD595, Microsoft sold 13.8mln Lumia, etc.
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Chipset |
| TSMC, Samsung and Intel are competing aggressively on advanced manufacturing process node—after 14/16nm, now entering 10nm. Intel will be superior to TSMC and Samsung at 10nm as it was at 14nm, says Linley Gwennap of the Linley Group. TSMC’s emerging 10nm process leapfrogs Intel’s 14nm node, and TSMC is now moving at a faster pace than Intel, says G. Dan Hutcheson of VLSI Research. (TechNews, article, CW, Motley Fool, EE Times, article)
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| United Microelectronics (UMC) expects to post 2-3% sequential growth in wafer shipments for 3Q16, with wafer ASPs staying flat. They anticipate a slight increase to our overall foundry revenue, with 28nm revenue contribution expected to reach 20% or more. (Digitimes, press, EE Focus, China Times) |
| Qualcomm and Lear Corporation, a leading global supplier of automotive seating and electrical system, have entered into a Wireless Electric Vehicle Charging (WEVC) license agreement. (TechNews, Market Watch, PR Newswire) |
| SJ Semiconductor (SJSemi) has begun mass production of 14nm wafer bumping for Qualcomm, the companies have jointly announced. Mass production of 14nm wafer bumping in China is part of Qualcomm’s efforts to continuously drive the development of China’s IC industry. (EE Trend, Xinhuanet, My Drivers, PR Newswire, Digitimes)
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Touch Display |
| AU Optronics (AUO) will begin production at its 6G LTPS panel plant in Kunshan, eastern China, in 4Q16. The plant will have monthly production capacity of 25,000 glass substrates and will produce smartphone and notebook applications, with capacity to be fully utilized in 2Q17. (Digitimes, press, FPDisplay) |
| IHS analyst Kevin Wang indicates that Xiaomi Hongmi Pro’s AMOLED display is supplied by China panel makers BOE and Everdisplay (EDO). (OfWeek, FPDisplay, Toutiao)
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| Samsung has hinted it would invest about KRW26 trillion in 2016. In 1H16, it spent KRW8.8 trillion. Samsung will focus on 3-D NAND and OLED this year considering their soaring demand, indicates Lee Myung-jin, the company’s investor relation executive director. (Korea Herald, TechNews) |
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Camera |
| Daiwa Securities’ Kylie Huang expects Largan to enjoy a 10-15% ASP increase for the Apple iPhone 7 (4.7”) and a 100% ASP increase for the iPhone 7 Plus over current models. (Barron’s, blog) |
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Memory |
| The deals of Micron acquiring Inotera continue to proceed despite a delay in closing the transactions, according to Pei-Ing Lee, president of Nanya and chairman of Inotera. An update will be provided later in 2H16. (Digitimes, press, Hexun, OfWeek) |
| DRAM maker Nanya Technology net profits for 2Q16 declined 78.5% sequentially to NTD397 million (USD87.6 million). Nanya generated consolidated revenues of NTD8.93 billion in 2Q16, down 14.1% sequentially. (Digitimes, press, China Times, OfWeek) |
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Sensory |
| Google published details of a new method for delivering surround sound over the web — a system it calls Omnitone. (Omnitone, Tech Crunch, Inquirer, Leiphone)
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Battery |
| Sony has agreed to sell its battery business to Murata Manufacturing. Sony and Murata have signed a memorandum of understanding that the latter will absorb the former’s “Sony Energy Devices Corporation” as well as its operations in China and Singapore. (Android Headlines, CN Beta, Nikkei, The Times of India, Reuters, CN Beta) |
| Panasonic Corp announced plans to sell up to JPY400 billion (USD3.9 billion) in corporate bonds, with most of the funds being used for Tesla’s gigafactory for battery. (Reuters, Street Insider, CN Beta, Panasonic) |
| University of Illinois at Chicago has created a device that absorbs carbon dioxide from the atmosphere and uses sunlight to break it into a mix of carbon monoxide and hydrogen called synthesis gas or “syngas” that can be used directly or turned into diesel or other liquid fuels. (CN Beta, Phys, Gizmodo, Yahoo, Science)
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Smartphones |
| According to IDC, vendors shipped a total of 343.3 million smartphones worldwide in 2Q16. This was relatively flat, up 0.3% from 2Q15 when vendors shipped 342.4 million units. Samsung remained the leader in the worldwide smartphone market with 77 million units shipped. (IDC, press, CN Beta)
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| According to Strategy Analytics, global smartphone shipments grew 1% annually to reach 340 million units in 2Q16. Samsung maintained first position with 23% global smartphone market share, while OPPO grew 137% annually and was the star performer. (Strategy Analytics, press, CN Beta)
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| Zopo has identified place in Noida for setting up its manufacturing unit with production capacity of 200,000 units per month. The company has plans to invest INR100 crore to start this plant by end of 2016, said Advantage Computers (ADCOM) Managing Director Sanjeev Bhatia. ADCOM manage business for Zopo in India. (Gizmo China, Indian Express) |
| Apple revealed that revenue in China had fallen to USD8.8 billion over the last quarter, a 33% YoY decrease. Over the past 3 months, Apple’s revenue in Europe totaled USD9.6 billion, overtaking China for the first time since the second quarter of fiscal 2015. (CN Beta, YiCai, GB Times)
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| Apple iPhone average selling price was USD595 in the latest quarter, which is down from nearly USD700 just two quarters ago. That was due in large part to strong sales of the iPhone SE launched in March. Apple believes that the iPhone SE is to bring new people into the iOS ecosystem, which further push the revenues of their services. (CN Beta, Computer World, Market Watch)
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| Sony for the quarter ending in June, announcing USD205 million (JPY21.2 billion) operating profit. Sony Mobile unit saw a 33% decrease in sales, with the division netting revenue of USD1.8 billion (JPY185 billion). (Android Central, Sony, Tech Times, The Verge, Android Headlines, CN Beta)
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| On average, Android smartphone users touch their phones 2,617 times a day, according to Dscout. The heaviest users — the top 10% — were found to touch their phones almost twice as much, at 5,427 touches per day. Over the course of a year, this accounts for nearly 1 million touches on average, per user. (Android Headlines, Network World, Business Insider, Indian Express, Dscout, report, 163)
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| Powered by Google, Alphabet earned USD4.9 billion during the April-through-June quarter, up 24% increase from the same quarter last year. After subtracting ad commissions, Alphabet’s revenue climbed 22% to USD17.5 billion. (USA Today, LA Times, Sina, 163, TechNews, Alphabet)
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| Microsoft has sold 13.8 million Lumia phones and 75.5 million other phones in fiscal year 2016, compared with 36.8 million and 126.8 million sold, respectively, in fiscal year 2015. (CN Beta, WinBuzzer, WinBeta, Pocket Now)
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| Microsoft is planning to lay off 2,850 more employees in the next 12 months or so, according to a filing it just made with the US Securities and Exchange Commission. (TechNews, Business Insider) |
| Samsung is planning to bring its Tizen-powered phones to African countries like South Africa, Nigeria, and Kenya with Samsung Z2. (GSM Arena, ET News) |
| Huawei plans to sell a whopping 140 million smartphones in 2016, and to achieve this goal, it is reportedly ready to open as many as 15,000 new retail stores worldwide. (Android Headlines, Phone Arena, SCMP, Android Authority, 163, China Times, Sohu)
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| Taiwan-based ODMs / OEMs shipped 12.06 million smartphones in 2Q16, slipping 13.5% on quarter and 43.5% on year, according to Digitimes Research. (Digitimes, press, TechNews)
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Internet of Things |
| Ceewa Intelligent Drones Technology based in Nanjing, eastern China, a start-up cultivated by an incubation center jointly established by Foxconn Electronics and Alibaba Group, has launched its first sports drone. (Digitimes, Leiphone)
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| Aerix Vidius VR, which is the world’s smallest VR done measures 4.3×4.3×2.5cm, priced at USD75. It is capable of flying up to 100ft away and performing 360° flips and rolls, while streaming and recording live video, which can be viewed using Aerix VR Goggles. (CN Beta, Digital Trends)
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| Google has revealed that the total sales of its Chromecast dongle has sold 30 million units. IHS pointed out in June 2016 that in 1Q16 about multimedia device shipment, Google Chromecast has shipped 3.2 million units, whereas Apple TV has shipped 1.7 million units. (Android Headlines, Re/Code, GSM Arena, CN Beta, Android Central) |
| Alphabet’s recent partnership with Fiat Chrysler to build self-driving car technology into a Chrysler mini van will be the first of many such deals. (CN Beta, PC World) |
| Samsung Strategy and Innovation Center and Nestlé Institute of Health Sciences have announced a digital health collaboration to harness the healthcare IoT and nutrition science to provide deep insights into healthy living. (Android Headlines, HIT Consultant, Yahoo, Sohu) |
