Anything Really New at IPhone 7 and Watch 2 Launch Event?
SummaryApple just introduced its new iPhone 7 and 7 Plus by adding some new features. However, we do not see these new features are big enough to...
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Likely Stronger Demand on Apple Watch 2 for Longer Battery Life and Built-In GPS
What's New?On September 1, Byte Technology (UK based company) released Apple Inc (AAPL US)Â Watch 2 and Watch 1 components comparison video, which...
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Supply Chain Impacts Due to Note 7 Battery Explosion Case
What's new?Smartkarma Insight provider Sanghyun Park has published a quick note "Samsung Galaxy Note 7 Battery Explosion Case"Â Â to highlight...
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Implications to Supply Chain from Qualcomm Results
After MediaTek reported 25% q/q sales growth in 2Q16 and commented stronger demand from China smartphone vendors, we see no surprise that Qualcomm...
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Looking Long or Short Term on TSMC?
Taiwan Semiconductor Mfg. Co. Ltd. reports a better 2Q16 and guides a stronger 3Q16 but hints 4Q16 inventory and demand adjustment. We believe most...
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