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Huawei P9 smartphone teardown by IHS reveals strengths and some misses
The Huawei P9 smartphone leverages the Chinese telecom giant’s in-house system-on-chip (SoC) design with a Kirin 955 integrated apps processor and modem from HiSilicon—a Chinese fabless chip company...
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Is long-term declining capex the new norm?
After publishing a research note about China (see March 31, 2016, Market Insight: Expect Deep Capex Cuts in China This Year), I’ve been waiting for the three Japanese carriers to release their full...
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3D touch cover glass revenue to exceed that of 2D in 2018
For displays with a touch panel, there is a cover glass, or cover lens, that protects the display and touch system. The cover glass comes in different form factors to accommodate the design of the...
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Bundesliga TV rights deal analysis
The new Bundesliga deal will bring Germany into line with most other countries in that no single operator will hold exclusive rights to national league football.Sky Deutschland has retained most of its...
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QLED, quantum dot OLED or quantum dot LCD?
As we know, liquid crystal display (LCD) and organic light-emitting diode display (OLED) are two streams for displays now. Quantum dot technology has been ushered in to strengthen the color gamut of...
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Parts compliance: REACH legislation proves difficult for companies
In 2007 the European Union (EU) enacted the legislation known as REACH (Registration, Evaluation, Authorization and Restriction of Chemicals (EC) No 1907/2006), which was intended to ban harmful...
View ArticleWhy has the US been so vulnerable to cord-cutting?
For several years now, a number of pay TV operators have been suffering subscriber declines and subscription video-on-demand (SVoD) providers, in particular Netflix, have been the ones to blame. But...
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The tangible internet: bridging the infrastructure investment gap
After a flurried few months of relatively quiet investment in infrastructure, Facebook announced the big deal. Along with Microsoft, Facebook will be laying a new undersea fiber cable from the United...
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AMOLED tidal wave: technology revolution or investment bubble?
Until about a year ago, active-matrix organic light-emitting diode (AMOLED)–based smartphones remained Samsung’s niche. Almost all the AMOLEDs Samsung was making went into Galaxy products. AMOLED...
View ArticleThe return of big outsourcing deals
A bit more than one month after we shipped our annual Service Provider Outsourcing to Vendors Market Tracker(5/02/16) in which we forecast moderate growth due to the absence of a major multi-billion...
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VR market growing rapidly with AMOLED
The display is one of the most important elements of a virtual reality (VR) device.At SID 2016 (Society for Information Display), Samsung Display unveiled a 5.5-inch active-matrix organic...
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60-inch+ TV panels expected to exceed 5% of Displays market in 2017
According to the latest IHS Markit Display Long-Term Demand Forecast Tracker, TV panels 60 inches and larger are expected to reach 4.6% of the market in 2016. There is a trend toward larger-sized TV...
View ArticleIndia solar power industry trends
Tata Power, a subsidiary of Tata Group in India, has signed an agreement with Welspun Group, India, to acquire its subsidiary Welspun Renewables Energy Pvt Ltd.Estimated at US$1.4 billion (INR 10,000...
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Oculus Rift teardown shows VR headset design to be intricate
The Oculus Rift virtual reality (VR) headset sports a complex mechanical design with semiconductor content supplied by a wide array of manufacturers, and the headset accounts for the single biggest...
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LCD TV panel prices soar in Q3 as Samsung moves aggressively
LCD TV panel prices are expected to soar in Q3, as the makers of TV panels struggle to fill demand caused by aggressive panel buying from both Samsung and TV manufacturers in China. Prices are...
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Microsoft Xbox One S makes a play for the big time for only $24 more,...
For just a small increase in manufacturing and hardware costs over its predecessor, the newly released Xbox One S is Microsoft’s strategic attempt to position the game console as a strong alternative...
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New RoHS3 restrictions on banned chemicals can trip up the unprepared
As the European Union (EU) moves to tighten restrictions even more on hazardous chemicals in electrical and electronic equipment, four recently added substances could significantly impact companies...
View ArticleVital AMOLED encapsulation market is bound for huge growth
The market for active-matrix organic light-emitting diode (AMOLED) displays continues to grow, with its share of global display shipments reaching 11% in 2016 and then rising to a projected 22% in...
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LCD fab utilization to recover, passing 90% mark in Q3
LCD fab utilization rates are projected to rise 3.2 percentage points from the same time last year and reach 90.2% in Q3, marking the first time since Q1 2015 that fab operation rates exceeded the 90%...
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China’s top six TV makers continue with strong orders in Q2
Despite strong orders for TV panels in Q1, China's top six TV makers showed no qualms about restraining purchases in Q2. The result? A total volume of 18 million units during the quarter—about 2...
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