Asia and Global Semiconductor and Tech Research

Andrew Lu

Former Head of Asia ex-Japan Semiconductor and TFT-LCD/Touch Research at Barclays and Citi Bank, Former Head of Technology at 國金證券

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

Equity Bottom-Up

<div class="content-highlight"><p><em>After MediaTek reported 25% q/q sales growth in 2Q16 and commented stronger demand from China smartphone vendors, we see no surprise that Qualcomm reported 9% better on MSM shipment to 201mn units in 2Q16. Despite 2Q16 strengths, Qualcomm guides much flattish 3Q16 MSM shipment of 2% q/q up with 4% q/q sales decline comparing to more positive demand comments from MediaTek smartphone semi CEO earlier, implying MediaTek continues to gain shares from peers during 2Q-3Q16. Healthy months of inventory</em>…</p></div>

After MediaTek reported 25% q/q sales growth in 2Q16 and commented stronger demand from China smartphone vendors, we see no surprise that Qualcomm reported 9% better on MSM shipment to 201mn units in 2Q16. Despite 2Q16 strengths, Qualcomm guides much flattish 3Q16 MSM shipment of 2% q/q up with 4% q/q sales decline comparing to more positive demand comments from MediaTek smartphone semi CEO earlier, implying MediaTek continues to gain shares from peers during 2Q-3Q16. Healthy months of inventory…

Implications to Supply Chain from Qualcomm Results

Qualcomm Inc

Implications to Supply Chain from Qualcomm Results