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

Samsung Galaxy Note 7 Battery Explosion Case

Equity Bottom-Up

Taiwan Semiconductor (TSMC) / Equity Bottom-Up

<h2>What's new?</h2><p>Smartkarma Insight provider <a href="https://www.smartkarma.com/profiles/354" target="_blank" data-smartkarma-citation="accounts:354">Sanghyun Park</a> has published a quick note "<a href="https://www.smartkarma.com/insights/samsung-galaxy-note-7-battery-explosion-case" target="_blank" data-smartkarma-citation="insights:5617">Samsung Galaxy Note 7 Battery Explosion Case"   </a>to highlight Samsung SDI's smartphone battery used in Galaxy Note 7 causing more than 6 battery explosion cases and Samsung thus announced suspension domestic shipment of Note 7.</p><h2>Shipment impacts and teardow?</h2><p>As this is happening in Korea only, we believe still too early to call how will this incident to affect shipment of Note 7 in 2H16 vs. some analysts' estimate of…</p>

What's new?Smartkarma Insight provider Sanghyun Park has published a quick note "Samsung Galaxy Note 7 Battery Explosion Case"   to highlight Samsung SDI's smartphone battery used in Galaxy Note 7 causing more than 6 battery explosion cases and Samsung thus announced suspension domestic shipment of Note 7.Shipment impacts and teardow?As this is happening in Korea only, we believe still too early to call how will this incident to affect shipment of Note 7 in 2H16 vs. some analysts' estimate of…

Supply Chain Impacts Due to Note 7 Battery Explosion Case