Apple Beats on Numbers, Driven by Seasonal or Structural?
Summary 3Q17 sales guidance beat but weaker margin: Apple guides 3Q17 sales of US$49-52bn, 8% to 15% q/q and 5-11% y/y, which is 3% better than...
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MediaTek Refocuses on Margin, Defocuses on the High-End Smartphone After the Management Changed
MediaTek is changing its focuses after the new Co-CEO Rick Tsai on board Refocuses on margin: Apart from the gross margin improvement in 3Q17 to...
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Will US Court's Order Give a Chance to WD to Join Toshiba Memory Corp Sale?
What's new?Based on an agreement between the two companies to remove a preliminary injunction request by WD on Toshiba Memory Corp sale, the...
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The Week that Was in Greater China @Smartkarma: JD.com Doubts, One Belt One Road, Fishy Wanda
This is the 11th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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The Week That Was in NorthAsia@Smartkarma: Sanghyun Charts OLED Supply Demand and Auto Earnings
KoreaSanghyun's OLED MasterclassIn his usual coherent and lucid style Sanghyun Park breaks down the outlook for smartphone OLED panel supply and...
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