12-16 Week: Monday is coming, summary last week – TCL and BlackBerry, Qualcomm and Google, INCJ and JDI, Sharp and Samsung; etc.

It is another busy week, and let’s take a look at this week summary:

Headlines:

  • BlackBerry announced the major global partner in its shift toward a solely software and service company is TCL
  • Apple has reportedly held talks to invest up to USD1B in SoftBank’s USD100B technology fund
  • Samsung is reportedly considering a reorganization of the System LSI division to grow the semiconductor business
  • Qualcomm Technologies plans to add support for Google Android Things to its flagship Snapdragon mobile processor
  • Many brand vendors have already started developing and testing Microsoft Windows 10 products using Qualcomm Aps
  • Japan Display Inc. (JDI) will reportedly raise its stake in JOLED from 15% to over 50% by the end of 2017
  • Sharp has reportedly informed Samsung that from 2017 Sharp will not supply TV LCD panels to Samsung
  • Foxconn Electronics and Sharp plan to cooperatively set up a 10.5G or 11G LCD TV panel factory in China
  • Samsung is allegedly to give its lower-cost Galaxy A5 phone for 2017
  • LG is reportedly making some major changes in its display businesses to prepare for the future, which it thinks will be all about OLED
  • LG Display has reportedly partnered up with Apple and Google and is developing ‘out-foldable’ displays for smartphones
  • InvenSense’s electronic image stabilization (EIS) solution adopted for the recently-released OPPO R9S and R9S Plus smartphones
  • SK Hynix is reportedly preparing for mass-production of 1x DRAM, which has a project name of Alius
  • Japanese electronic parts maker TDK Corp is reportedly in talks to acquire InvenSense
  • Kyocera announced that it has developed one of the smallest known optical blood-flow sensors

Numbers:

  • According to IHS Markit, shipments of flexible displays are expected to reach 139M units in 2017
  • According to IHS Markit, the 3 China-based makers EverDisplay Optronics (Shanghai), Tianma Micro-electronics and Kunshan Govisionox Optoelectronics together shipped 1.41M units AMOLED panels
  • Touch Display Research forecasts that sensors for AR, VR, and AI market will be USD97B in 2017
  • Gartner forecasts that by 2019, 1B people will use biometric authentication without a password
  • Canalys predicts shipments will exceed 2M units worldwide in 2016

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