Apple Beats on Results but Misses on Guidance; Can IPhone 8 and Lawsuit Help?
Summary Guidance misses: Apple guides 1Q17 sales of US$51.5-53.5bn, -32% to -34% q/q and 2-6% y/y, 3% worse than Bloomberg consensus'. Also,...
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Samsung's Long-Term Survival Plan for Semiconductor Business - Focus on Foundry Rather Than SoC
I said in my previous insight that Samsung is still far from having a robust business foundation in the semiconductor area, which can...
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Fragmented Terror Threat
Bill Udell and Jonathan Wood talk about how companies are becoming susceptible to a more fragmented, less predictable global terrorism threat in...
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LG Display's Struggle with P-OLED for Apple - Short-Term & Long-Term Impacts
According to Korea's local economic newspaper "Maeil Economic Daily", a senior executive of LG Display confirmed on Wednesday that the company...
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Qualcomm - Licensing Is the Main Driver in 1Q17 but More Lawsuits Are Coming if No Rate Cut
The points should be highlighted after the results Licensing (QTL) business seems to be the primary driver in 1Q17 but more lawsuits are coming if...
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