Empowering display industry professionals with cutting-edge insights and analysis
by Bob Raikes
Every week we see some articles that don’t really need comment or are just plain interesting. Here are a few from the second part of this week. The Biography of the Pixel = a …
Tags:China| Desktop Monitors| Financial Data| Germany| Google| Graphics Processing| LG Electronics (LGE)| Outdoor Displays| Roku| Semiconductor Market| Smartphones
by Artem Alekseenko
The worldwide semiconductor shortage will persist through 2021, and is expected to recover to normal levels by the second quarter of 2022, according to Gartner, Inc. “The semiconductor shortage will severely disrupt the supply …
Tags:Analytics & Tools| Gartner| Semiconductor Market
by Artem Alekseenko
IC Insights is currently assembling its 1Q21 top-25 semiconductor supplier ranking, which includes company sales forecasts for 2Q21 that will be presented later this month in the May Update, the third monthly Update to …
Tags:Forecasts| Samsung| Semiconductor Market| Semiconductors
by Milos Pavlovic
What They Say IC Insights forecast that the improving DRAM market will mean that Samsung goes back past Intel as the largest semiconductor supplier again. The firm was ahead of Samsung in 2017 and …
Tags:Intel| Market Data| Samsung| Semiconductor Market
by Artem Alekseenko
Worldwide semiconductor revenue totaled $466.2 billion in 2020, an increase of 10.4% from 2019, according to final results by Gartner, Inc. “Memory, GPUs and 5G chipsets led semiconductor growth, driven by hyperscale, PC, ultramobile …
Tags:Gartner| Semiconductor Market
by Bob Raikes
What They Say The Nikkei said that it had seen a letter from TSMC to clients asking them to accept higher prices so that it can ramp up investments as it has seen a …
Tags:Investment| Semiconductor Market| TSMC
by Bob Raikes
What They Say Reuters reported that Samsung Electronics said that its chip fab in Austin, Texas had recovered to ‘near-normal’ levels after four weeks of disruption. Quoting TrendForce, Reuters said that 65% of the …
Tags:Samsung| Semiconductor Market
by Bob Raikes
I was recently able to attend an online webinar organised by Sigmaintell, a market research company in China and SID China. There were two sessions, one on large area displays and one on mobile …
Tags:Semiconductor Market| Smartphone Market| Smartphones| SOCs
by Bob Raikes
What They Say According to our friend, Dr. Jon Peddie, Intel’s new CEO, Pat Gelsinger, has rapidly set-out what is being called his “Integrated Device Manufacturing 2.0” (IDM 2.0) plan. Under the plan. the …
Tags:Intel| Semiconductor Market
by Bob Raikes
What They Say Renesas has suffered a fire at is plant in Naka, (located in Hitachinaka, Ibaraki Prefecture). The damage was limited to around 5% of the clean room area, and the plant’s 300mm …
Tags:Renesas| Semiconductor Market
by Bob Raikes
What They Say Reuters reports that Qualcomm is ‘struggling to keep up with demand’. Samsung is said to be short of enough APUs for its mid-range and low end smartphones. Qualcomm is said to …
Tags:Qualcomm| Samsung| Semiconductor Market| Smartphones
by Bob Raikes
What They Say The Nikkei has published a report on supply chain issues for technology companies, with quotes from Acer. Issues that are impacting device and display makers include: Semiconductors, water & glass (as …
Tags:Glass| Polarisers| Production Equipment| Semiconductor Market
Jon Peddie Research
4 St. Gabrielle Ct.
Tiburon, California 94920
415-435-9368
© 2024 Jon Peddie Research
