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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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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XiaoMi Is a Threat to Amazon and Alibaba, Not Samsung
Global sales of XiaoMi’s smartphones are projected to hit 65.6 million units in 2016, a 5% decline over the previous year. The decline contrasted...
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Huawei Might Be the Next One See Y/Y Decline After Apple and Xiaomi in China
Summary What's new? Strategy Analytics reported China smartphone shipments grew 15% y/y and 11% q/q to 121mn units in 3Q16 and Huawei maintained...
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Hurting Apple and Huawei if Open Market for Smartphone Is Emerging
An interview conducted by EE Times China with MediaTek Co-COO Jeffrey Ju has revealed the following points, which we see as possible multi-year...
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