Mobile – SemiAnalysis

Semi Supply Chain Cutting Expectations as Phone Sales Plummet

May 11, 2021 Dylan Patel 0 Comments Apple, India, mobile, Oppo, OSAT, Realme, Samsung, semiconductor, Taiwan, Vivo, Xiaomi

SemiAnalysis total phone sales projections for the year have dropped by roughly 50 million units! Not everything is peachy keen in the year 2021, for the darling semiconductor industry.

Apple Mobile Qualcomm

Qualcomm Lost the iPhone 12 mmWave Antenna Module Contract to a Chinese Company

October 25, 2020January 10, 2021 Dylan Patel 4 Comments Apple, mmWave, Qualcomm, USI

iFixit’s teardown of the iPhone 12 has revealed that there are 3 mmWave antenna modules built by USI. USI is a Shanghai based SiP design and manufacturing company. This would be their first design win in the space. Apple ditching Qualcomm on this component despite using the rest of the Qualcomm X55 5G Modem RF system is quite the shocker. To emphasize the magnitude of this design win, every US phone shipment which included 5G mmWave to date has used antennas from Qualcomm.

Logic Mobile

Mediatek Stands to Gain the Most from the New Cold War

May 22, 2020January 10, 2021 Dylan Patel 0 Comments China, Huawei, Mediatek, Qualcomm

The new cold war between the US and China is heating up again with Huawei being banned from having their