Asia and Global Semiconductor and Tech Research

Andrew Lu

Event-Driven

<h2>What's new?</h2>After Nikkei News reported <a href="https://www.smartkarma.com/entities/666" target="_blank" data-smartkarma-citation="entities:666:1">Apple Inc (AAPL US)</a> is designing its own main power management chips for use in iPhones as early as in 2018, cutting dependence on <a href="https://www.smartkarma.com/entities/21607" target="_blank" data-smartkarma-citation="entities:21607:1">Dialog Semiconductor PLC (DLG GR)</a> (please see our earlier report "<a href="https://www.smartkarma.com/insights/nikkei-said-apple-cuts-dialog-on-power-ics-supply-we-highlighted-this-in-may-and-more-to-come" target="_blank" data-smartkarma-citation="insights:15823">Nikkei Said Apple Cuts Dialog on Power ICs Supply; We Highlighted This in May and More to Come</a> " dated 1 Dec 2017, and then Dialog confirmed Apple could potentially design in-house power management IC for iPhone in few years but not to impact Dialog in 2018…

What's new?After Nikkei News reported Apple Inc (AAPL US) is designing its own main power management chips for use in iPhones as early as in 2018, cutting dependence on Dialog Semiconductor PLC (DLG GR) (please see our earlier report "Nikkei Said Apple Cuts Dialog on Power ICs Supply; We Highlighted This in May and More to Come " dated 1 Dec 2017, and then Dialog confirmed Apple could potentially design in-house power management IC for iPhone in few years but not to impact Dialog in 2018…

Dialog Might Become the Next Imagination; A New Acquisition Target for China

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

Thematic (Sector/Industry)

The Semiconductor Industry Association yesterday reported worldwide sales of semiconductors reached $37.1 billion for the month of October 2017, an increase of 21.9% from the October 2016 total of $30.4 billion and 3.2% more than last month’s total of $36.0 billion. Based on this latest update, the World Semiconductor Trade Statistics (WSTS), which compiles the semiconductor sales numbers on behalf of the SIA, now forecasts that 2017 annual semiconductor sales will reach a whopping $408.7…

The Semiconductor Industry Association yesterday reported worldwide sales of semiconductors reached $37.1 billion for the month of October 2017, an increase of 21.9% from the October 2016 total of $30.4 billion and 3.2% more than last month’s total of $36.0 billion. Based on this latest update, the World Semiconductor Trade Statistics (WSTS), which compiles the semiconductor sales numbers on behalf of the SIA, now forecasts that 2017 annual semiconductor sales will reach a whopping $408.7…

Tech Wreck Rout Coincides With Record Semiconductor Sales Creating The Perfect Storm

Equity Bottom-Up

<h2>What's new?</h2>Nikkei News reported <a href="https://www.smartkarma.com/entities/666" target="_blank" data-smartkarma-citation="entities:666:1">Apple Inc (AAPL US)</a> is designing its own main power management chips for use in iPhones as early as in 2018, cutting dependence on <a href="https://www.smartkarma.com/entities/21607" target="_blank" data-smartkarma-citation="entities:21607:1">Dialog Semiconductor PLC (DLG GR)</a>, according to industry sources, as shares in the U.K. developer plunged after the news out. The main power management chip controls an iPhone's charging function, battery management, and energy consumption. "Based on Apple's current plan, they are set to replace partially, or around half of its power…

What's new?Nikkei News reported Apple Inc (AAPL US) is designing its own main power management chips for use in iPhones as early as in 2018, cutting dependence on Dialog Semiconductor PLC (DLG GR), according to industry sources, as shares in the U.K. developer plunged after the news out. The main power management chip controls an iPhone's charging function, battery management, and energy consumption. "Based on Apple's current plan, they are set to replace partially, or around half of its power…

Nikkei Said Apple Cuts Dialog on Power ICs Supply; We Highlighted This in May and More to Come

Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Asean (Thailand) Focused Independent Research

M Corp Review

M Corp is led by Athaporn Arayasantiparb who served as Head of Research for UOB and ANZ in Thailand and was an award-winning telecoms analyst at UBS in 2010 (AsiaMoney Thailand category) and Regional Strategist for DMG in Singapore. Prior to that, he also served as Kasikornbank credit analyst and scholar. He has a total work experience of 17 years, of which 14 were in research and 4 in research management roles. He started his career as an engineer for PTT and currently manages family investments. He holds an MBA from Stern (NYU) and CFA Charter since 2006. Apart from IPO Radar, which focuses on future listings, MCorp Review also provides six on-going thematic series ranked by frequency in descending order, namely: 1) Silicon Stories (technology) 2) Sathorn Series (financial services) 3) Thai-Coons (billionaire origin stories) 4) Reality Check (data-driven, investigative) 5) Thai Media Spotlight; and 6) Thai Macro Watch (global market drivers).

What do you think you can buy for Bt41k in Thailand? Well, that depends on whether you are a:<ul>
<li>
Couch potato: 42 screen flat screen UHD Curved TV from Samsung;</li>
<li>
Average Joe: 2 months rent at a 40 sqm condo plus all electricity and water paid;</li>
<li>
Watch afficionado: 3 Emporio Armani and 5 Casio watches;</li>
<li>
Car lover: One-year first class car insurance for a Camry plus surveillance cameras (back and front);</li>
<li>
Samurai groupie: Package tour to Japan (Tokyo, Nagoya, Fuji)...Osaka will cost more;</li>
<li>
Movie addict: 10…</li>
</ul>

What do you think you can buy for Bt41k in Thailand? Well, that depends on whether you are a:

Couch potato: 42 screen flat screen UHD Curved TV from Samsung;

Average Joe: 2 months rent at a 40 sqm condo plus all electricity and water paid;

Watch afficionado: 3 Emporio Armani and 5 Casio watches;

Car lover: One-year first class car insurance for a Camry plus surveillance cameras (back and front);

Samurai groupie: Package tour to Japan (Tokyo, Nagoya, Fuji)...Osaka will cost more;

Movie addict: 10…


The IPhone X Hits Thailand in Another Stalemate

Thematic Investing in Tech and Media, CM Research

Cyrus Mewawalla

Thematic Investing in Tech and Media

Thematic TMT investing

CM Research

CM Research is an independent research house based in London, England. We provide global thematic research in the Technology, Media and Telecoms (TMT) sectors. 

Our focus is on disruptive technologies: how will they unfold; which industries will be impacted; and who will be the ultimate winners and losers. 

Our aim is to help investors predict share prices and corporate executives stay one step ahead of the technology trends that are shaping their industry. 

We research technology investment themes in detail and then feed the results into a scorecard system to quantify the impact of several conflicting themes on individual stocks. 

Recent themes covered include internet TV, the Internet of Things, Big Data, Mobile payments, crowdfunding, artificial intelligence, the cloud, software defined networking and Generation Hashtag.

We cover the top 500 global TMT stocks by market capitalisation and several technology start-ups and pre-IPO companies too. 

In 2015, CM Research analysts outperformed the Bloomberg Benchmark Analyst Index - which measures how good analysts are at predicting stock prices - by 7.1%.

The mega-themes that will drive earnings in the global tech hardware space over the next 12 to 24 months are: artificial intelligence, the Cloud, internet of things, digital media, fintech, advanced manufacturing, macroeconomic issues and regulation.Below, we split these “umbrella” themes into over 30 sub-themes and summarise their impact on the consumer electronics sector worldwide.

The mega-themes that will drive earnings in the global tech hardware space over the next 12 to 24 months are: artificial intelligence, the Cloud, internet of things, digital media, fintech, advanced manufacturing, macroeconomic issues and regulation.Below, we split these “umbrella” themes into over 30 sub-themes and summarise their impact on the consumer electronics sector worldwide.

United States

Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related accessories. The Company also offers payment, digital content, cloud and advertising services. Apple Inc.'s customers are primarily in consumer, small & mid-sized business, education, enterprise and government markets worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Apple (AAPL US)

Dialog Might Become the Next Imagination; A New Acquisition Target for China

What's new?After Nikkei News reported Apple Inc (AAPL US) is designing its own main power management chips for use in iPhones as early as in 2018,...

Andrew Lu

Tech Wreck Rout Coincides With Record Semiconductor Sales Creating The Perfect Storm

The Semiconductor Industry Association yesterday reported worldwide sales of semiconductors reached $37.1 billion for the month of October 2017, an...

William Keating

Nikkei Said Apple Cuts Dialog on Power ICs Supply; We Highlighted This in May and More to Come

What's new?Nikkei News reported Apple Inc (AAPL US) is designing its own main power management chips for use in iPhones as early as in 2018,...

Andrew Lu

The IPhone X Hits Thailand in Another Stalemate

What do you think you can buy for Bt41k in Thailand? Well, that depends on whether you are a: Couch potato: 42 screen flat screen UHD Curved TV...

Athaporn Arayasantiparb, CFA

Tech Hardware Themes

The mega-themes that will drive earnings in the global tech hardware space over the next 12 to 24 months are: artificial intelligence, the Cloud,...

CM Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)