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...
316 Views
Qualcomm Guides Flattish 4Q16 After Losing Apple and Samsung Orders
Summary Beat in 3Q16 results but miss in 4Q16: Qualcomm reports a stronger 3Q16 EPS of US$1.07 due to 3% better in MSM shipment, 22% higer device...
206 Views
MediaTek Sees Six Catalysts Beyond the Short-Term Miss
Summary Miss in 3Q16 results and likely miss in 4Q as well: MediaTek reports a worse 3Q16 EPS of NT$4.92 due to 2% lower sales on the shortage of...
214 Views
Qualcomm Buys NXP; from News to a Fact with Our Takeaways
Summary From news to a fact: Qualcomm today announce will acquire all of NXP shares at US$110 per share in cash (11.5% premium to the latest...
265 Views
Reasons Why DRAM Price Might Be Better than NAND in 2017
Executive summary DRAM spot price much stronger than NAND's in 4Q16: After over 10% hike in DRAM/NAND spot/contract price in 3Q16, we see another...
303 Views