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China Smartphones Are 41% Of The Market

China smartphone-makers shipped 41.5% of all smartphones in Q1, reports Digitimes Research. Huawei 27.5 Oppo 15 BBK 12.5 Xiaomi 9.2 TCL 8 ZTE 6.2 Coolpad 6 GiONEE 5.9 Lenovo 5.4 Meiji 3.8 Collectively the China companies shipped 128.6 million smartphones – 20.2% down on Q4 but 33% up on Q1 2015. Of the 128.6 total, 45.6 million units were shipped ...

Samsung Ponders China Deficiency

Samsung is concerned that only 15% of its chip sales are in China, reports the Korea Times Korean rival Hynix has 24% of its sales in China, Samsung’s DRAM competitor Micron has 41% of its sales there, wireless rival Qualcomm has 53% of its sales in China, Broadcom has 60% of its sales there, NXP has 51% and TI has ...

ST Drops Down League Of Industrial Semi Suppliers

Intel passed ST to become the third largest vendor of industrial semiconductors, says Semicast Research. No,1 was TI and No.2 was Infineon. Renesas was No.5. Semicast defines the industrial sector to include traditional areas such as factory automation, motor drives, lighting, building automation, test & measurement and power & energy, as well as medical electronics and industrial transportation; the aerospace ...

German Government Starts Electric Car Push

This month Germany’s electric car subsidy programme kicks off. The project gives subsidies to people buying electric cars and contributes to the installation of charging sites. Baader Bank reckons that the growth in electric and hybrid car manufacturing will add $300 million to the automotive IC TAM by 2019 with the main beneficiary being, of course, Infineon. The German government ...

AMD Licenses x86 To China

AMD has licensed x86 technology to China. Under a deal with Tianjin Haiguang Advanced Technology Investment Co (THATIC), AMD will set up a joint venture company to make x86-based processors for servers made and sold in China. In return, AMD gets a licensing fee of $293 million plus royalties of which it has already had $52 million. Intel will not ...

Are Drones Going To Be A Big Deal?

Could drones really be a big deal? Well Intel and Qualcomm certainly seem to think so and a report from Business mIntelligenceg forecasts  19% CAGR for the drone market between 2015 and 2020 with some hefty numbers. They’re talking about a $9 billion market this year. In the US, BI believes that the law will  allow low-altitude flights of small ...

Cellphone Apps Processors and Signal Conversion ICs to lead 2016 market

The fastest growing IC product of 2016 will be Cellphone Application MPUs and Signal Converstion (DACs, ADCs) devices, says IC Insights which will each grow at 10% this year. The market for 32-bit MCUs is forecast to increase 8% with “intelligent” cars the catalyst for much of this growth. Driver information systems and many of the increasing number of semi-autonomous ...

Foundry Grew 4.4%; GloFo No.2.

The foundry market grew 4.4% in 2015 to $48.8 billion, says Gartner. “Foundry growth was only possible from the high wafer demand by Apple and the revenue conversion of a few integrated device manufacturers (IDMs) to foundries,” says Gartner’s Sam Wang. TSMC, grew 5.5% in 2015, driven by the success of 20 nm planar and 16 nm FinFET. GloFo was ...

ST’s MEMS Business Keeps On Declining

ST’s declining position in MEMS, once the jewel in its crown, sees no sign of ending. According to Yole Development, ST’s MEMS revenues have declined for three years running. For ST, which had been given the No.1 position in the MEMS industry because Pasquale Pistorio had invested in MEMS development several years ahead of the market, this is a humiliation. ...

March Bounce For TSMC

Industry bellwether TSMC had a revenue bounce in March with sales of $2.26 billion which is 22.7% up on February’s sales of $1.86 billion. TSMC’s March revenue was pretty well flat with the $2.23 billion of March 2015. TSMC’s YTD revenues of $6.3 billion are 8.3% down on the Jan-March 2015 revenues of $6.9 billion. By contrast, UMC’s March revenues ...