Is LG Electronics' Smartphone Biz Really Recovering or Just Profit Improvement by Cost Savings?
LG Electronics Inc (066570 KS) is one of the hot stocks in Korea in recent days. LGE's premium TVs are selling well. In fact, HE's 1Q17 OPM is up...
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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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Is Apple Not Paying Royalties to Qualcomm Just a One off or All Others Will Follow Apple?
Summary What's new? In less than ten days, Qualcomm cuts 2Q17 sales, and GAAP EPS guidance due to Apple is withholding royalty payments to its...
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Sony - Upward Revision Exceeding Even Our Expectations
Traditionally, Sony's business model was to pile them high in the Christmas quarter and write down inventory losses in the March quarter, so that...
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Future of Logistics: Electronics Production Transition to SEA Changes Global Logistics Directions
For a decade, the global logistics industry for electronics was driven by strengthening ties between China and other regions, which mostly included...
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