Empowering display industry professionals with cutting-edge insights and analysis
What They Say Intel has had a horrible week after announcing last week that Mediatek would become a customer for its foundry business. (Intel and MediaTek Form Foundry Partnership) First, the firm reported sales down 17% year on year and 22% QoQ at $15.3 billion, but with a drop in gross margin from 57.1% last … Read more
Every week we see some articles that don’t really need comment or are just plain interesting. Here are a few from the first part of this week. (I’m still catching up after Display Week!) Qualcomm, Samsung Extend Snapdragon XR Partnership Sony’s PSVR 2 to Offer VR Passthrough, Streaming Updates See exactly what Samsung’s next foldables … Read more
What They Say 9to5Mac reports that the iPhone 14 Pro’s ‘always on’ screen will show background images, but with reduced brightness and contrast, in sleep mode. That is in contrast to Android, where the background screen is not shown. The iPhone 14 Pro is expected to run iS16 and may be able to operated at … Read more
What They Say There has been a flurry of news and releases in the last few days as the big research companies send out their Q2 data. A particularly interesting topic is the smartphone market in China and we have seen news and comments from Strategy Analytics (SA), Counterpoint and others. China saw smartphone sales … Read more
What They Say Counterpoint Research published its outlook on the economic situation with a rating of its ‘Macro Index’ at 82.86, the lowest since June 2020. The index takes into account geopolitical and supply chain issues and the firm has revised its forecast for the end of the year from nearly 100 to 91.79. What … Read more
Global PC shipments fell 11.1% YoY in Q2 2022 to reach 71.2 million units and record the largest YoY decline since Q2 2013, according to Counterpoint data. The Q2 2022 decline was largely due to lockdowns in China’s Shanghai and Kunshan, which hit the PC supply chain. However, as the OEMs’ inventory continues to accumulate … Read more
China’s smartphone sales decreased 14.2% YoY in Q2 2022, according to Counterpoint’s Market Pulse report. The quarter’s volumes were 12.6% lower than the level seen during the severe pandemic-hit Q1 2020, and less than half of the historical peak of Q4 2016. The last time the sales were lower than this point was nearly a … Read more
What They Say TCL in its half year business update quoted by HDGuru, said that it has sold 10.15 million sets in the first half after Q2 2022 was up 8.9% on Q1. In 2021, the company shipped a total of 23.58 million. The company said that it did specially well in its China market, … Read more
What They Say Galaxy Club in the Netherlands reported a couple of new Samsung Korean patents that show how a smartphone screen could have several zones that could be updated at different refresh rates. What We Think This is an intriguing idea. I’m assuming that the different zones would be fixed and not variable – … Read more
What They Say BMW has shown a Mini concept, the Aceman that is an ‘all electric crossover model’. The concept includes a large circular OLED and a projector that can put designs on the dashboard as well as data such as maps or messages and navigation prompts. What We Think This is an intriguing display. … Read more
According to Omdia’s smartphone preliminary shipment report for the second quarter of 2022, global smartphone shipments totaled 293.7 million units, a decrease of 3.2% compared to the same period last year – and a 4.6% decrease compared to the previous quarter. Although the growth rate from the same period of the previous year was significantly … Read more
Worldwide tablet shipments reached 40.5 million units during the second quarter of 2022 (2Q22), posting year-over-year growth of 0.15%, according to preliminary data from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker. Smoother deployments into education projects and several promotional sales, such as the “618” online promotion days in China and Amazon’s … Read more
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