© blotty-dreamstime.com Analysis | November 13, 2013
Smartphone shipments keep growing
TrendForce: Q3 global smartphone shipments meet seasonal expectations at 250 million units, 11.6% QoQ growth
Smartphone shipments have been strong as several smartphone manufacturers introduced new devices in the third quarter. As Apple’s new iPhone 5S and 5C hits the market, Android makers like Samsung, Sony, LG, and less well-known Chinese brands are also releasing new smartphone models in the second half of the year. TrendForce projects smartphone shipments will reach 250 million units in the third quarter, representing 11.6% quarter-over-quarter and 36% year-over-year growth. Yearly smartphone shipment volume is forecast at 940 million units, a 33.2% increase over 2012. © TrendForce Apple’s latest iPhone arrives, Samsung steps up with large displays Of the top ten smartphone brands worldwide, only Samsung, Apple, and LG experienced shipment growth in the third quarter. Taking a look at Apple, TrendForce analyst Wilson Miao indicates the Cupertino company tried something new in the third quarter due to unrelenting pressure from Android makers in the first half of the year; with the release of two new iPhone models at once, Apple states it sold 9 million smartphones within the first week. The smartphone maker calculated total iPhone sales at 33 million units for the third quarter. As the iPhone 5C’s price tag is higher than previously expected, iPhone sales are only expected to grow 2.2% in the fourth quarter, with a projected 46 million shipments. Samsung broke records in the third quarter, shipping a total of 78 million smartphones. Sporting 3GB of mobile memory and a 5.7-inch display, Samsung’s Galaxy 3 differentiates itself from its Apple competitor. According to Miao, with a solid grasp on marketing channels and a clear price strategy, Samsung’s dominance of the global smartphone market is unshakable for the time being. Huawei remains number one Chinese smartphone marker as big gets bigger Benefitting from strong domestic demand, Chinese smartphone makers experienced the highest shipment growth worldwide, with a 20.5% increase in the third quarter. Supported by MediaTek and Qualcomm’s reference design products, Chinese brands have been taking the domestic market by storm, producing devices with high price-performance ratios. Huawei came in first again in the third quarter, shipping 15 million smartphones, 2 million more than runner-up Lenovo. Miao notes, Huawei’s performance on the domestic market is not particularly impressive – it is foreign market sales, which make up 30% of the maker’s shipments that place Huawei a cut above its competitors and put the Chinese brand in third place globally. The Chinese smartphone market will see the arrival of around 180 new models in the second half of 2013. Although stocking for the October 1 national holiday was not as strong as in previous years, the top four smartphone manufacturers still managed to ship an average of approximately 10 million units in the third quarter. However, with tough competition when it comes to smartphone price, device makers’ margins are not as high as they once were. Furthermore, as China continues to struggle with cash flow issues, small smartphone makers that are unable to achieve economies of scale are forced to withdraw from the market, with some staying on to provide low-cost manufacturing for large companies. TrendForce expects next year will see a wave of China’s white-box smartphone makers exiting the market as they succumb to the pressures of competing against leading domestic and foreign brands.
Big Ass Fans adds third Hentec/RPS machine Complementing the purchase of two Hentec Industries/RPS Automation Vector 300 selective soldering machines in 2018, Big Ass Fans (BAF), a high-volume, low- speed (HVLS) airflow manufacturer, has just added a third machine to its factory in Newman Lake, Washington.
CE3 Electronics Inc. taps MIRTEC for 3D AOI technology Canada-based CE3 Electronics has purchased a MIRTEC MV-6 OMNI 3D AOI machine.
Gémosz is still looking to grow – but the pandemic brought new perspectives Winston Churchill famously said, “Never let a good crisis go to waste”. While this was said in a vastly different context than the current crisis of the COVID-19 pandemic, there is still truth to the fact that a crisis not only allows for change – but sometimes forces it.
North American PCB industry sales up 4.3% in April The IPC says that total North American PCB shipments in April 2020 were up 4.3% compared to the same month last year. Compared to the preceding month, April shipments fell 18.2%.
Volkswagen intensifies e-mobility activities in China Volkswagen has initiated the next chapter for its business in China. The automotive giant plans to increase its share in JAC Volkswagen, its joint venture for e-mobility.
GPV Selects Aegis as global smart factory partner Driven originally by accelerating customer expectations for traceability, GPV has selected Aegis’ FactoryLogix Smart digital manufacturing solution, targeting multiple values and benefits.
REDCOM EMS expands certification for medical device manufacturing New York-based REDCOM EMS has secured ISO 13485:2016 certification, complementing the company’s existing ISO 9001:2015 and AS9100D certifications.
Ozark Integrated Circuits nabs U.S. Air Force grant Arkansas-based Ozark Integrated Circuits Inc., located in the Arkansas Research and Technology Park at the University of Arkansas, has received a USD 750,000 award from the U.S. Air Force.
Norwegian EMS adds employees to Polish unit The last couple of months Norautron has welcomed three new colleagues at its office in Sdunska Wola, Poland.
Daimler’s battery production in Kamenz gradually increases production Local battery production is described as an important success factor for Mercedes-Benz AG’s electric offensive and a key element to flexibly and efficiently meet the global demand for electrified vehicles.
Tepcomp invests in new additional production line Finnish EMS provider, Tepcomp Group, has made a significant investment at its production plant in Turku. The new surface mount technology production line will significantly improve the productivity and energy efficiency of the plant.
Valoe is on schedule with both production and expected deliveries Valoe says it will start manufacturing IBC test modules in Juva, Finland in June and cell deliveries from Lithuania to customers is scheduled to start according to plan.
AMTE Power and Britishvolt sign MoU for GigaFactory AMTE Power and Britishvolt plans to investigate collaborating to build the UK’s first full cycle battery cell GigaPlant, servicing the automotive and energy storage markets.
ALLPCB’s new SMT factory has launched production On May 10 2020, ALLPCB’s new – self-operated – SMT factory in Guangde, Anhui Province, China was officially put into production.
Schweizer starts production at its new location in China Following a construction period of one and a half years, production has now started at the company’s new high-tech printed circuit board plant in Jiangsu, China.
Jenoptik supplies generators to a US customer Through its Vincorion investment, Jenoptik received a long-term order for generators that an unnamed US customer is integrating into military vehicles.
Rolls-Royce takes heavy hit from COVID-19 – reduces workforce by 9000 The impact of COVID-19 on Rolls-Royce and the whole of the aviation industry is unprecedented. RR has already taken action to strengthen the financial resilience of its business and to reduce cash expenditure in 2020. However, this will not be enough.
Data Link Solutions to provide MIDS cabinet terminals to US Navy The U.S. Navy has awarded a USD 3.2 million production contract to Data Link Solutions (DLS), a joint venture between BAE Systems and Collins Aerospace, for new Multifunctional Information Distribution System (MIDS) cabinet terminals.
Incap restarts production in India In a move to contain the COVID-19 pandemic, the government of India instructed all state governments to introduce a lockdown in March. As a consequence, Incap had to close its factory in Karnataka, India on 23 March.
NAND Flash Revenue Undergoes 8.3% QoQ Growth in 1Q20 NAND Flash bit shipment in 1Q20 was relatively on par with 4Q19, says the DRAMeXchange research division of TrendForce. The overall ASP of NAND Flash products also climbed during the period. As a result, the global NAND Flash revenue for the quarter went up by 8.3% QoQ to USD 13.6 billion.
Gorenje reduces the number of layoffs At the end of April, due to a sharp drop in orders and revenues as a result of the COVID-19 pandemic, the Hisense Europe Group launched a redundancy program in four companies in Slovenia.
NA semiconductor equipment industry posts April 2020 billings North America-based manufacturers of semiconductor equipment posted USD 2.26 billion in billings worldwide in April 2020 (three-month average basis), according to SEMI.
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