ZDNet — The trend of a wide availability of cost-effective LTE modem chips and mobile carriers’ moves to change their business model to offer low-cost bandwidth will allow the public to truly feel the advent of Interent of Things (IoT) by 2018, according to Eran Eshed, co-founder and VP of worldwide sales and marketing of Israeli firm Altair Semiconductor, which specializes in LTE solutions for IoT.
Digi Times — Having digested their excessive inventory, smartphone vendors have stepped up the pace of placing chip orders in the second quarter of 2016, according to Digitimes Research. Smartphone vendors are also gearing up for the upcoming roll-outs of their new models.
Digi Times — The production value of Taiwan’s IC design industry is expected to increase 6.7% sequentially in the second quarter of 2016, thanks to a pick-up in handset demand, according to Digitimes Research. Demand in China’s smartphone market is picking up, and device vendors have started to replenish inventory since March, Digitimes Research indicated.
Digi Times — The board of Taiwan Semiconductor Manufacturing Company (TSMC) has approved capital appropriations of approximately US$4.101 billion to expand capacity for advanced-node manufacturing, as well as converting certain logic capacity to specialty technologies, and R&D capital investments and sustaining capital expenditure.
Times of India — NEW DELHI: Samsung today launched its EVO Plus 256GB microSD card for $249.99, which roughly translates to around Rs 16,730. Samsung claims that the new memory card can offer up to 12 hours of 4K UHD or 33 hours of Full HD video recording on smartphones.
Digi Times — Orders placed by China-based Oppo, Gionee and Vivo are set to boost revenues at smartphone-chip provider MediaTek in the second quarter of 2016, according to industry sources. Oppo, Gionee and Vivo are all expected to enjoy as much as 30% shipment growth in 2016, which will buoy related chip and component suppliers’ sales performance, said the sources.
Digi Times — The Semiconductor Industry Association (SIA) has announced worldwide sales of semiconductors reached US$26.1 billion for the month of March 2016, a slight increase of 0.3% compared to the previous month’s total of US$26.0 billion. Semiconductor sales for the first quarter of 2016 totaled US$78.3 billion, down 5.5% compared to the previous quarter and 5.8% lower than the first quarter of 2015, according to SIA.
MIS Asia — Semiconductor company AMD has pointed to using a marriage between AI (artificial intelligence) and silicon as the future of smart data security strategies. “Data security is at an inflection point,” AMD’s chief technology officer and senior vice president, Mark Papermaster, said to Computerworld Malaysia. “As the threats faced by consumers, businesses and countries continue to grow, the need for smart security solutions that incorporate silicon and software becomes even more important.”
Digi Times — China-based smartphone vendors including Huawei, Xiaomi and TCL have stepped up their pace of placing chip orders in the second quarter of 2016, according to industry sources. The May 1 holiday season encouraged China-based smartphone vendors to build inventories. Meanwhile, the vendors are gearing up for the upcoming roll-outs of their new models, said the sources.
Digi Tiems — The global semiconductor materials market decreased 1.5% in 2015 compared to 2014 while worldwide semiconductor revenues decreased 0.2%, according to SEMI. The impact of exchange rate changes, coupled with lower overall semiconductor unit growth, contributed to the year-over-year revenue decline.
Digi Times — The worldwide smartphone shipments totaled 292 million units in the first quarter of 2016, down 18.6% from the previous quarter and 1.3% from a year earlier, according to TrendForce. The decrease was mainly attributed to saturating market conditions with leading brands such as Samsung and Apple no longer enjoying the same growth momentum as before, and overall shipments depended on contributions from China-based brands and rising demand in India and other emerging markets, said the market research firm.
Digi Times — MediaTek is expected to see record shipments of 4G phone chips in the second quarter of 2016 with revenues rising 15-20% on quarter, according to industry sources. MediaTek’s shipments of 4G phone chips are expected to rise 20-30% sequentially in the second quarter, buoyed by replenishment demand prior to China’s May 1 holiday, as well as customers’ roll-outs of new models, said the sources.
Digi Times — Taiwan Semiconductor Manufacturing Company (TSMC) is expected to detail its roadmap for 7nm process, including a revised production schedule for the node technology, at an investors meeting on April 14, according to a Chinese-language Economic Daily News (EDN) report.
Digi Times — Global semiconductor revenues fell by 2% in 2015, according to IHS. Sequential quarterly growth was weak throughout every quarter of 2015, especially in the first quarter when the market declined 8.9% over the previous quarter – the deepest sequential quarterly decline since the semiconductor market collapsed in the fourth quarter of 2008 and first-quarter 2009.
Digi Times — Taiwan Semiconductor Manufacturing Company (TSMC) announced on March 28 that the company and the municipal government of Nanjing, China have signed an investment agreement. This agreement affirms that TSMC will make an investment in Nanjing valued at US$3 billion to establish TSMC (Nanjing) Co., a wholly-owned subsidiary managing a 12-inch wafer fab and a design service center.
Digi Times — TSMC and MediaTek have announced their commitment to a long-term partnership to continue developing innovative products for Internet of Things (IoT) and wearable device applications based on TSMC’s ultra-low power (ULP) technology platform. Under the ULP platform, TSMC offers multiple processes to provide significant power reduction benefits for IoT and wearable products and a comprehensive design ecosystem to accelerate time-to-market for customers.
Digi Times — ARM and TSMC have announced a multi-year agreement to collaborate on a 7nm FinFET process technology which includes a design solution for future low-power, high-performance compute SoCs. The new agreement expands the companies’ long-standing partnership and advances leading-edge process technologies beyond mobile and into next-generation networks and data centers.
Digi Times — Pure-play foundry Taiwan Semiconductor Manufacturing Company (TSMC) is expected to see 50% of its 2016 revenues generated from orders placed by its fabless customers based in China and Taiwan, according to industry sources. TSMC used to have more than 80% of its total revenues generated from orders placed by its non-Greater China customers, but the proportion has declined in recent years, said the sources.
Total unit shipments of semiconductors which include ICs and opto-sensor-discrete (O-S-D) devices are forecast to continue their upward march and top one trillion units for the first time in 2018, according to IC Insights. Semiconductor shipments in excess of one trillion units are forecast to be the new normal beginning in 2018.
Times of India — Qualcomm has agreed to pay $7.5 million to settle charges it violated US anti-bribery laws by hiring relatives of Chinese officials to obtain business, the US Securities and Exchange Commission said on Tuesday. The Chinese officials related to Qualcomm’s new hires were deciding whether to select the company’s mobile technology products amid growing competition in the global telecommunications market, the SEC said.
Digi Times — As of December 2015, Taiwan led all regions/countries in wafer capacity with nearly 22% of worldwide IC capacity installed in the country, according to IC Insights. Taiwan surpassed South Korea in 2015 to become the largest capacity holder after having passed Japan in 2011.
Enterprise Innovation — MediaTek announced at the Mobile World Congress in Barcelona its first bio-sensing analog front-end (AFE) chip designed for health and fitness devices. The MT2511 enables bio signal acquisition through electrocardiography (ECG) and photoplethysmography (PPG) simultaneously. It is extremely power efficient and provides lower active mode power consumption of less than 0.6mA while capturing PPG.
Digi Times — China- and Taiwan-based IC design houses including MediaTek, HiSilicon Technologies and Spreadtrum Communications have placed 16nm chip orders with Taiwan Semiconductor Manufacturing Company (TSMC) and begun to step up their pace of orders, according to industry sources. Apple is another key customer of TSMC’s 16nm technology for 2016, the sources indicated. Orders from Apple, and TSMC’s other main mobile SoC clients based in China and Taiwan, will fill the foundry’s 16nm process capacity in 2016, the sources said.
Digi Times — The MediaTek Helio P20 system-on-chip has been announced as the latest addition to the company’s top-tier Helio family of mobile processors. The Helio P20 is a follow up to the Helio P10, MediaTek noted. The P20-series, manufactured using 16nm process technology, is 25% more power efficient than the previous generation, the company claimed. The new MediaTek Helio P20 features upgraded CPU and GPU capabilities with its True Octa-Core architecture clocked up to 2.3GHz and Mali T880 graphics unit clocked at 900MHz.
Digi Times — The global application processor (AP) market will grow 8.5% in 2016, reaching 1.78 billion units, according to a recent Digitimes Research Special Report. The growth rate in 2016 will surpass the annual growth of 7.9% seen in 2015. Intel is expected to show the strongest growth among vendors with 25% growth in 2016, as it launches new low-cost 4G solutions.
Next Platform — It would be far beyond the purview of The Next Platformto have deep insight to the complexity, scope, and scale of the Chinese economy. All the same, what does – and does not – happen in China over the next several years is going to help determine the key aspects of the platform on which many organizations will run their applications, whether or not they are located in China.
Digi Times — China’s state-backed Tsinghua Unigroup reportedly plans to build its own DRAM fab and invite Micron Technology to be a shareholder of the fab, according to a report by Taiwan’s Central News Agency (CNA), which cited market rumors. The plan is also to have Micron transfer its DRAM technology in exchange for a stake in the fab, said the report.
DigiTimes — Taiwan-based IC design houses, particularly LCD driver IC vendors, are eyeing orders from Huawei and Lenovo to sustain sales growth and market share in 2016, according to industry sources. Huawei led all China-based vendors to ship a record 108 million smartphones in 2015, making it the top smartphone vendor in China and also the world’s third-largest for the year, the sources.
Digi Times — The global semiconductor industry posted sales totaling US$335.2 billion in 2015, a slight decrease of 0.2% compared to the 2014 total, which was the industry’s highest-ever sales total, according to SIA. Global sales for December 2015 reached US$27.6 billion, down 4.4% compared to the previous month and 5.2% lower than sales from December 2014, SIA said.
PR Newswire — BOSTON: The global tablet Applications Processor (AP) market declined -38 percent year-over-year to reach $828 million in Q3 2015, according to Strategy Analytics Handset Component Technologies service report, “Tablet Apps Processor Market Share Q3 2015: Apple and MediaTek Take Top Spots.”