Samsung’s ups and downs (2): A reexamination of Samsung’s biz structure from a Taiwanese perspective

To understand Samsung Electronics, it is important to look at its business structure. Samsung’s revenue is forecast to reach US$240 billion in 2022, of which nearly 40% will come from its mobile communications division – formed by mainly handsets – and about 30% from semiconductors, with memory being the bulk of the semiconductor revenue.

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Tablet shipments in India rise close to 70% on year in 1Q22, says DIGITIMES Research

India’s tablet shipments went up nearly 70% on year in the first quarter of 2022 with Samsung Electronics being the largest tablet brand, followed by Lenovo. The two vendors together contribute over 50% of India’s overall tablet shipments, according to DIGITIMES Research’s latest figures. India-based Lava was the third largest tablet brand in the quarter.

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SiFive launches RISC-V automotive CPU portfolio to address unmet performance and feature needs

SiFive, the leading RISC-V computing startup, has launched three automotive solutions – E6-A, X280-A, and S7-A – to meet the critical needs for current and future applications such as infotainment, cockpit, connectivity, ADAS, and electrification as manufacturers require the energy efficiency, simplicity, security, and software flexibility that RISC-V offers, and the market is transitioning to zonal architectures.

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韩媒:三星有望获得更多iPhone 14 LTPO OLED订单

韩媒The Elec报道,三星有望获得更多iPhone 14 Pro用LTPO(低温多晶氧化物)OLED订单。

iPhone 14系列取消mini,四机型改为iPhone 14、iPhone 14 Plus、iPhone 14 Pro及iPhone 14 Pro Max。iPhone 14 Pro系列搭配LTPO薄膜晶体管(TFT) OLED,iPhone 14入门款则为低温多晶硅(LTPS)TFT OLED。

LTPO可降低功耗,支持120Hz屏幕更新率,所以给更高阶的Pro系列。消息人士透露,竞争对手高阶LTPO OLED面板产量很低,所以苹果可能给三星更多订单,而三星也从供应商订购更多设备,以扩大产能。

图片来源:拍信网正版图库

不过The Elec指出,目前面板供应商最大变化,应该是来自iPhone 14 Pro Max,因采用LTPO TFT挖孔显示屏幕。

三星8月底向AP Systems、HB Solution和Philoptics订购更多设备,预计将设备送至三星越南厂。此外,苹果需求增加,三星将iPhone OLED出货目标从1.3亿台提高到1.49亿台。

三星是生产LTPO OLED面板最悠久的公司。早在2020年就为Galaxy Note 20 Ultra生产第一块LTPO OLED,也出现良率问题,但之后生产便趋稳定。(来源:TechNews)

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