Sector Capsule: Wearable Electronics in China
Smart wearables sees 28% retail volume growth in 2017, to reach 12 million units The limited technological innovation in new smart wearables...
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Samsung & LG's F-OLED Fab Status - No Need to Worry About Oversupply
This year (2017) would be fine for Apple. But starting next year, Apple will have to find another flexible OLED panel supplier as it will need 50...
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Smartphone Activation Monthly Data => April Smartphone Activation Down 4% Y/Y and Down 9% M/M
In April, ~30.3 mm smartphones were activated in China, representing a ~4.4% decline year-over-year. For the period, January - April 2017, ~139 mm...
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China Smartphone - Huawei/Oppo/Vivo Gained Shares from Global Brands
What's new?According to the latest research from IDC, China smartphone shipments grew only 1% y/y to 104mn units with stronger y/y growth from...
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Japan Display Inc: The Anti-OLED Play
We visited Japan Display Inc (6740 JP) and came away re-assessing some of our initial assumptions. The most significant impression we had was of...
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