2018 IPhone EVT Update: Prioritizing Cost Reduction, Expecting Another Muted Cycle
2018 iPhones EVT:According to our extensive checks with the component suppliers that are participating in the upcoming iPhone 2018 EVT (Engineering...
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How Can Apple Guide Stronger 4Q17 on Back of IPhone X Production Delay?
How can Apple guide stronger 4Q17 on back of iPhone X production delay?After Apple Inc (AAPL US) reports 4% stronger 3Q17 sales than Bloomberg...
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ASE Guides Below Seasonal 4Q17; Fingerprint SiP Is Replaced by Face ID
Fingerprint SiP is replaced by face IDBy factoring in the following guidance from Advanced Semiconductor Engr (2311 TT) , we estimate ASE trying to...
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Semiconductor - Couple of Early Signs Confirm a Seasonal Correction to Kick In
Couple of Early Signs Confirm a Seasonal Correction to Kick InAfter 37% ytd performance on Phila semiconductor index (SOX) at 23x P/E and 34% ytd...
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Himax - What if 50% of Android Smartphones Need Face ID by 2021?
What triggers our idea?Among all of the new features we have highlighted in Apple Inc (AAPL US) new iPhone X (please see "Apple New IPhones and...
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