Semiconductor Unit Shipments Exceeded 1 Trillion Devices in <span style='color:red'>2018</span>
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Semiconductor Unit Shipments Exceeded 1 Trillion Devices in 2018

　　Semiconductor units forecast to increase 7% in 2019 with IC units rising 8%, O-S-D units growing 7%.　　Annual semiconductor unit shipments, including integrated circuits and optoelectronics, sensors, and discrete (O-S-D) devices grew 10% in 2018 and surpassed the one trillion unit mark for the first time, based on data presented in the new, 2019 edition of IC Insights’ McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry. As shown in Figure 1, semiconductor unit shipments climbed to 1,068.2 billion units in 2018 and are expected to climb to 1,142.6 billion in 2019, which equates to 7% growth for the year.  Starting in 1978 with 32.6 billion units and going through 2019, the compound annual growth rate for semiconductor units is forecast to be 9.1%, a very impressive growth figure over 40 years, given the cyclical and often volatile nature of the semiconductor industry.Figure 1　　Over the span of just four years (2004-2007), semiconductor shipments broke through the 400-, 500-, and 600-billion unit levels before the global financial meltdown caused a big decline in semiconductor unit shipments in 2008 and 2009.  Unit growth rebounded sharply with 25% growth in 2010, which saw semiconductor shipments surpass 700 billion devices. Another strong increase in 2017 (12% growth) lifted semiconductor unit shipments beyond the 900-billion level before the one trillion mark was achieved in 2018.　　The largest annual increase in semiconductor unit growth during the timespan shown was 34% in 1984, and the biggest decline was 19% in 2001 following the dot-com bust.  The global financial meltdown and ensuing recession caused semiconductor shipments to fall in both 2008 and 2009; the only time that the industry experienced consecutive years in which unit shipments declined.  The 25% increase in 2010 was the second-highest growth rate across the time span.　　The percentage split of total semiconductor shipments is forecast to remain heavily weighted toward O-S-D devices in 2019 (Figure 2).  O-S-D devices are forecast to account for 70% of total semiconductor units compared to 30% for ICs.  This percentage split has remained fairly steady over the years.  In 1980, O-S-D devices accounted for 78% of semiconductor units and ICs represented 22%.  Many of the semiconductor categories forecast to have the strongest unit growth rates in 2019 are those that are essential building-blocks for smartphones, automotive electronics systems, and devices that are used in computing systems essential to artificial intelligence, “big data,” and deep learning applications.Figure 2
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Release time：2019-01-24 00:00 reading：4278 Continue reading>>
Impacts on Global PV Industry Were Not As Severe As Anticipated in <span style='color:red'>2018</span>; PV Demand to Reach a New High in 2019
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Impacts on Global PV Industry Were Not As Severe As Anticipated in 2018; PV Demand to Reach a New High in 2019

　　2018 brought the PV industry many ups and downs, including influences from Section 201 and 301 of the US Trade Act, the “531 New Policy” from China, safeguard tariff in India, and the termination of MIP undertaking in the EU. The industry’s extreme uncertainty had impacted every section of the PV supply chain. However, EnergyTrend, a division of TrendForce, points out that the overall market situation will improve in 2019 and demand will reach a new high throughout the year.　　According to Rhea Tsao, an analyst at EnergyTrend, China’s “531 New Policy” has certainly impacted the PV industry in 2018; however, the impact was partially offset by the growing demand in the overseas market, and was not as severe as originally anticipated. By the end of the year, the industry’s demand did not fall as sharply as expected. In 2018, the newly added PV capacity is estimated to have experienced a hike of 4.9% YoY, reaching 103GW.　　In 2019, with the momentum from the industry’s encouraging policies and more competitive product prices, the new grid-connected capacity is expected to reach a new high at 111.3GW, with an increase of 7.7% YoY, in 2019. In particular, EU market has seen recovery since 2018 with the implementation of Accord de Paris and decreased module prices. For 2019, the demand in the EU will see the most growth, which will possibly surpass 50%. 
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Release time：2019-01-17 00:00 reading：1248 Continue reading>>
Qualcomm refused modems for <span style='color:red'>2018</span> iPhone models: Apple
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Qualcomm refused modems for 2018 iPhone models: Apple

　　Taking its legal battle with chip making giant Qualcomm to the next level, Apple has claimed it wanted to use Qualcomm modems in its 2018's iPhone models but the chip maker refused to sell them after being sued by the iPhone maker over its licensing practices.　　The US Federal Trade Commission(FTC) has accused Qualcomm of operating a monopoly in wireless chips, forcing companies such as Apple to work with it exclusively and charging excessive licensing fees for its technology.　　According to Apple Chief Operating Officer Jeff Williams's testimony in court during the FTC trial against Qualcomm, the latter refused to sell its 4G LTE modems to Apple because of the companies' licensing dispute, the CNET reported late on Monday.　　The chip making giant continues to provide the iPhone maker with chips for its older models, including the iPhone 7 and 7 Plus.　　"The strategy was to dual-source in 2018 as well. We were working toward doing that with Qualcomm but in the end they would not support us or sell us chips," the report quoted William as saying.　　Apple reportedly dialled Intel's CEO at the time, Brian Krzanich, to ask the company to supply all modems needed for the iPhone instead of only half the volume.　　However, Williams' comments appear to contradict testimony from Qualcomm's CEO Steven Mollenkopf.　　Mollenkopf on Friday had said on the stand that as of spring 2018, Qualcomm was still trying to win a contract supplying chips for iPhones but that it hadn't "had any new business" from Apple since its previous contracts expired, the report added.
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Release time：2019-01-16 00:00 reading：3479 Continue reading>>
China Market Drives Essentially All Pure-Play Foundry Growth in <span style='color:red'>2018</span>
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China Market Drives Essentially All Pure-Play Foundry Growth in 2018

Cryptocurrency boom in 1H18 helped China’s pure-play foundry market surge 41% last year.IC Insights is in the process of completing its forecast and analysis of the IC industry and will present its new findings in The McClean Report 2019, which will be published later this month.  Among the semiconductor industry data included in the new 400+ page report is an in-depth analysis of the IC foundry market and its suppliers.With the recent rise of the fabless IC companies in China, the demand for foundry services has also risen in that country.  In total, pure-play foundry sales in China jumped by 30% in 2017 to $7.6 billion, triple the 9% increase for the total pure-play foundry market that year.  Moreover, in 2018, pure-play foundry sales to China surged by an amazing 41%, over 8x the 5% increase for the total pure-play foundry market last year.As a result of a 41% increase in the China pure-play foundry market last year, China’s total share of the 2018 pure-play foundry market jumped by five percentage points to 19% as compared to 2017, exceeding the share held by the rest of the Asia-Pacific region (Figure 1).  Overall, China was responsible for essentially all of the total pure-play foundry market increase in 2018!All of the major pure-play foundries registered double-digit sales increases to China last year, but the biggest increase by far came from pure-play foundry giant TSMC.  Following a 44% jump in 2017, TSMC’s sales into China surged by another 61% in 2018 to $6.0 billion.  The China market was responsible for essentially all of TSMC’s sales increase last year with China’s share of the company’s sales doubling from 9% in 2016 to 18% in 2018.A great deal of TSMC’s sales surge into China in 2018 was driven by increased demand for custom devices going into the cryptocurrency market.  While TSMC enjoyed a great ramp up in sales for its cryptocurrency business through 2Q18, the company encountered a slowdown for this business in the second half of last year, which was apparent in its slower sales to China in 3Q18 and 4Q18.  The 2018 plunge in the price of Bitcoins (from over $15K per Bitcoin in January of 2018 to less than $4K in December of 2018) and other cryptocurrencies lowered the demand for these ICs.Figure 1With China’s share of the pure-play foundry market quickly growing (going from representing 11% of the total pure-play foundry market in 2015 to a 19% share in 2018) it comes as no surprise that many of the pure-play foundries are planning to locate or expand IC production in Mainland China.  Notably, each of the top seven pure-play foundries has plans for increasing China-based wafer fabrication production, including the five non-Chinese foundries of TSMC, GlobalFoundries, UMC, Powerchip, and TowerJazz.
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Release time：2019-01-09 00:00 reading：1202 Continue reading>>
Total Consumption of Driver IC Grew by 8.4% YoY in <span style='color:red'>2018</span>, but Growth Would Slow Down to 3% in 2019
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Total Consumption of Driver IC Grew by 8.4% YoY in 2018, but Growth Would Slow Down to 3% in 2019

According to the latest report by WitsView, a division of TrendForce, increasing penetration of UHD display panels has driven the consumption of driver IC in the past few years. The total consumption grew by 8.4% YoY in 2018, but the growth would slow down to 3% this year due to technology variation in designs of large-size panels and falling shipments of small-size panels.As for the breakdown of driver IC consumption by types of application, TV panels would consume around 35% of all the driver ICs, remaining the major growth momentum in 2019, says Julian Lee, the assistant research manager of WitsView. However, with growing demand for narrow-border products and wider adoption of the Gate on Array technology in new devices, growth in the consumption of driver ICs by large-size panels would be moderated this year. In the segment of small-size panel, the consumption of driver ICs would drop due to weak sales in the global smartphone market and the decrease in tablet market size. Overall speaking, growth in the driver IC market would slow down compared with past few years, before momentum appears again after 2021, when electronic devices anticipate a new wave of specs upgrade due to higher transmission speed in the maturing 5G network. By then, the next wave of replacement demand for smartphones, higher penetration of 8K TV, and the emergence of new applications like Internet of Vehicle and IoT would again trigger growth in the driver IC market.Film for Chip-on-Film packaging would see undersupply in 2019As 18:9 becomes the mainstream aspect ratio for new generation smartphones, phone makers have been working to make bezels narrower. Therefore, smartphones, such as the three new iPhones launched last year, have been switching from solutions based on Chip-on-Glass (COG) packaging to those on Chip-on-Film (COF) packaging. On the other hand, new production capacity of large-size panels in China has pushed up the shipments of TV panels, increasing the demand for films used in COF packaging as well. However, in the past few years, makers of the film for COF packaging have not invested new capacity due to weak profitability, so the recent demand increase may result in a tight supply of films.WitsView notes that TVs and LCD monitors also use COF packaging, but the profits are lower than COF packaging for smartphones. Since the number of smartphones using COF packaging is highly likely to double in 2019, the supply of film for TVs and LCD monitors may be squeezed. The global shipments of panel would also be influenced as films in COF packaging for large-size panels may see undersupply in 1H19.
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Release time：2019-01-08 00:00 reading：1334 Continue reading>>
December Startup Funding: Big Rounds As <span style='color:red'>2018</span> Ends
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December Startup Funding: Big Rounds As 2018 Ends

During the month of December, 16 startups had private funding rounds of $100 million and up, with half of them in the mobility area. Those 16 rounds totaled $3.2 billion as the year concluded.Before the holidays, the SoftBank Vision Fund invested $500 million in Cambridge Mobile Telematics, provider of the DriveWell platform used by insurers, vehicle fleets, wireless carriers, and others to promote driver safety. The Cambridge, Mass.-based startup employs artificial intelligence, behavioral science, and mobile sensing for measuring driving performance for insurance pricing, providing incentives to improve driving quality, and lowering operating costs by reducing crash rates and automating some claims processing functions. CMT operates in more than 20 countries, while working with AIG, Liberty Mutual, State Farm, and other insurers.Also on the mobility tip, Fair.com of Santa Monica, Calif., received $385 million in Series B funding led by the SoftBank Vision Fund. The company has taken in about $500 million in total equity funding, along with up to $1 billion in debt financing. Uber last year sold its $400 million vehicle leasing business to Fair, which specializes in flexible leasing plans. Fair continues to work with Uber. Also participating in this new mega-round for the car-as-a-service company are Exponential Ventures, Munich Re Ventures’ ERGO Fund, G Squared Funding, and CreditEase.China’s Hellobike received $350 million in new funding with investors that included Ant Financial Group, which invested $321 million in the bike-sharing company six months earlier.The next biggest round of the month went to a Chinese company, G7, which raised $320 million primarily from Chinese investors, including HOPU Investments, a private equity firm that led the round, and Tencent, a previous investor in the fleet management company, which has received $510 million in total private funding since its Series A funding eight years ago. G7 describes itself as an Internet of Things startup. G7 President Julian Ma touts the company’s use of artificial intelligence in IoT with its proprietary connected platform, bringing together drivers, fleet managers, shippers, and trucks. The Beijing-based startup says it has 60,000 customers around the world, connecting 800,000 commercial vehicles, and 85% of China’s largest logistics providers do business with the company.As impressive as G7’s fundraising prowess is, its big round could soon be eclipsed by Megvii of China, which Reuters says is pulling together a round of $500 million. Another source says the funding round may be worth $600 million. Bank of China Group Investment is reportedly leading the round, investing $200 million in the AI startup, which is known as Face++ for its facial recognition technology. Alibaba Group invested $327 million in Megvii in 2018, with its Alipay unit offering a “scan your face to pay” function. In 2017, Megvii raised $460 million from Ant Financial Services Group, Foxconn Technology Group, and the China State-Owned Capital Venture Investment Fund. The new funding round would value Megvii at $3.5 billion, Reuters reports.Also getting a gargantuan funding round was ChargePoint, a provider of charging stations for electric vehicles. The 11-year-old company raised $240 million in Series H funding, with all of its private funding now totaling $532.2 million. Investors participating in the new round include Chevron Technology Ventures, American Electric Power, and GIC, Singapore’s sovereign wealth fund. They were joined by the Canada Pension Plan Investment Board and Quantum Energy Partners (the lead investor). BMW i Ventures, Daimler Trucks & Buses, Exelon, and Siemens are existing investors in ChargePoint, which says it has more than 57,000 independently owned public and semi-public charging stations.RoboticsWhile mobility was getting massive investor support in December, robotics startups were also attracting interest, albeit with smaller investments.Somerville, Mass.-based RightHand Robotics received $23 million in Series B funding led by Menlo Ventures, which was joined by new investor GV and by existing investors Dream Incubator, Matrix Partners, and Playground Global. Established in 2014, RightHand has founders who came from a DARPA challenge-winning team drawn from the Harvard Biorobotics Lab, Yale’s GRAB Lab, and MIT. The startup has raised a total of $34.3 million in private funding.Robotiq of Quebec City, Canada, raised C$31 million (about $22.8 million) from Battery Ventures. The company was founded in 2008, and this is its first round of institutional financing. It is a spinout of Quebec’s Laval University. Robotiq specializes in collaborative robotics, including cameras, grippers, and sensors.New York-based Temi, which offers a personal telepresence robot for the home, received $21 million in Series B funding led by John Wu, the former chief technology officer of Alibaba Group, and by Generali Investments Europe and Ogawa Health Care International. The company has offices in Tel Aviv, Singapore, and Shenzhen, China.Roam Robotics of San Francisco, which provides robotic exoskeletons for skiing, snowboarding and other applications, raised $12 million in Series A funding led by Yamaha Motor. Also participating were a mix of existing and new investors—Boost VC, Heuristics Capital Partners, Menlo Ventures, R7 Partners, Spero Ventures, Valor Equity Partners, and Venture Investment Associates. Roam is a spinout of Otherlab, an independent R&D lab based in San Francisco.Boston-based Sea Machines Robotics received $10 million in Series A funding led by Accomplice and Eniac Ventures, bringing its total private funding to $12.5 million. Other investors include Toyota AI Ventures, Brunswick Corp. through investment partner TechNexus Venture Collaborative, NextGen Venture Partners, Geekdom Fund, LaunchCapital and LDV Capital. Sea Machines bridges the fields of autonomy, mobility and robotics. It was founded in 2014 and has an office in Hamburg, Germany. The company is developing autonomous vessels, also called robo-ships, for applications in the industrial marine sector, such as aquaculture, commercial fishing, maritime transportation, and offshore energy development.Formant has come out of stealth mode with $6 million in seed funding from SignalFire, a venture-capital fund. The San Francisco startup was founded by Google X engineers and roboticists with the goal of developing a cloud-based infrastructure for robot-data management, which can be applied to automotive electronics, construction, health care, and retail. In addition to Google, Formant’s team members came from Redwood Robotics and Savioke.Elementary Robotics of Pasadena, Calif., raised $3.6 million in seed funding led by Fika Ventures and Fathom Capital. Also investing in the robotics platform startup are Toyota AI Ventures, Ubiquity Ventures, Riot.vc, Osage University Partners, and Stage Venture Partners. Elementary has total private funding of $4.8 million.Melbourne, Fla.-based Tomahawk Robotics took in $2.4 million in seed funding led by Mosley Venture Partners. Naples Technology Ventures, Scout Ventures, and Stout Street Capital also participated in the funding. Tomahawk is another startup in collaborative robotics with its Kinesis platform, described as a control offering for the robotic Internet of Things. The company was founded in 2018.Mobility and cybersecurityMobility and cybersecurity were two other fields attracting investors as 2018 wound down.Singapore-based Grab, the ride-hailing and financial services company, raised $150 million in Series H funding by Yamaha Motor, while Vroom, an online used-car retailer, received $146 million in Series G funding led by AutoNation; also investing in the New York firm were T. Rowe Price, L Catterton, General Catalyst Partners, and Fraser McCombs Capital.Constellation Communications took in $100 million in Series B funding from HCH Group Company. The startup’s SpaceBelt Data Security-as-a-Service offers cloud-based data security and storage with a network of eight satellites in low Earth orbit.Vogo, an electric scooter rental startup in India, raised $100 million from Ola, a ride-hailing service that previously invested in Vogo’s Series A funding last summer, which also attracted Matrix Partners and other investors.ACV Auctions of Buffalo, N.Y., received $93 million in Series D funding led by Bain Capital Ventures and Bessemer Venture Partners, bringing its total private funding to more than $145 million. Also participating in the new round are Future Fund, Tribeca Ventures and Armory Square Ventures. ACV is an automotive marketplace.Mountain View, Calif.-based Boosted raised $60 million in Series B funding led by Khosla Ventures and iNovia Capital. The startup makes electric skateboards. Stanford’s StartX Fund and Bay Meadows also invested in the company.India’s Drivezy is wrapping up $60 million in Series C funding for its vehicle-sharing platform. Formerly known as JustRide, the startup counts Bain Capital and Yamaha Motor among its investors. In November, the company received $20 million in Series B funding led by Das Capital, along with $100 million in asset financing provided by AnyPay, a payments firm in Japan.Denver-based CyberGRX raised $30 million in Series C funding led by Scale Venture Partners, joined by existing investors Aetna Ventures, Allegis Group, Bessemer Venture Partners, The Blackstone Group, ClearSky Cyber Security, GV, MassMutual Ventures, and TenEleven Ventures. The company offers third-party cyber risk management through the CyberGRX Exchange risk assessments-as-a-service.Tigera of San Francisco, which provides security and compliance software for Kubernetes platforms, received $30 million in Series B funding led by Insight Venture Partners. Existing investors Madrona Venture Group, New Enterprise Associates and Wing Venture Capital also participated. Those three investors came up with $10 million in Tigera’s Series A funding, which closed last January. The startup has received total private funding of $53 million.New York-based Avanan, an enterprise cybersecurity startup with an office in Tel Aviv, Israel, raised $25 million in Series B funding from StageOne Ventures, Magma Venture Partners, and Greenfield Partners, all existing investors. Avanan’s software-as-a-service secures cloud-based collaboration, email and messaging.Dott of Amsterdam, the Netherlands, received $23 million in venture capital, with EQT Ventures and Naspers Ventures leading the new round. Also participating were Axel Springer Digital Ventures, DN Capital, Felix Capital, FJ Labs, U-Start Club, and angel investors. Dott develops electric scooters and bicycles. It plans to begin a pilot program for its e-scooters in January at the Station F startup campus in Paris, France. The program is connected with Station F’s new Flatmates co-living space.San Francisco-based Firefly raised $21.5 million in seed funding led by NFX and joined by Pelion Venture Partners, Decent Capital, and Jeffrey Housenbold, managing director of the SoftBank Vision Fund and former CEO of Shutterfly. The startup works directly with ride-sharing drivers to install advertising displays atop their vehicles.FreeWire Technologies of San Leandro, Calif., received $15 million in Series A funding led by BP Ventures. Also participating were Volvo Cars Tech Fund, Stanley Ventures, and other investors. FreeWire crafts portable charging products for electric vehicles and other devices.Berlin-based Vimcar, a developer of fleet management software-as-a-service, raised $13 million in Series B funding led by Acton Capital, joined by existing investors Coparion, UVC Partners, and Atlantic Labs, bringing its total private funding to around $20 million.Etergo, formerly known as Bolt Mobility, raised €10 million (about $11.4 million) from an unidentified German automotive specialist to fund volume production of its AppScooter model. The Amsterdam-based startup in 2017 held a €5 million ($5.7 million) crowdfunding campaign to develop its e-scooter. Etergo plans to introduce the AppScooter in the United Kingdom, with deliveries of production vehicles in Germany and the Netherlands during the latter half of 2019, and followed by deliveries in the U.K. and other markets.Eclypsium of Beaverton, Ore., developer of an enterprise firmware protection platform, received $8.75 million in Series A funding led by Madrona Venture Group. Existing investors Andreesen Horowitz, Intel Capital and Ubiquity Ventures also participated in the new round. Former Intel employees started the company.Trustology raised $8 million in seed funding led by Two Sigma Ventures and ConsenSys. The startup specializes in securing digital assets. It is based in London, England, U.K.BacklotCars of Kansas City, Mo., is an online used-car marketplace for automotive dealers. It received $8 million in Series A funding led by Origin Ventures, joined by Revolution’s Rise of the Rest Seed Fund, Pritzker Group Venture Capital, KCRise Fund, Royal Street Ventures, Chaifetz Group and other investors. The startup’s credit facility was increased by $10 million, in addition to the equity funding.Cybeats, a Toronto-based cybersecurity startup involved in various aspects of IoT, raised $3 million in funding led by Ripple Ventures. Also participating were GreenSoil Building Innovation Fund, MaRS Investment Accelerator Fund, Maple Leaf Angels 48, ScaleX and iNovia Capital.SemiconductorsOn the semiconductor side, Graphcore of Bristol, England, took in $200 million in Series D funding led by Atomico and Sofina to continue development of its AI chips, known as the Intelligence Processor Unit. BMW i Ventures and Microsoft also participated. The startup has raised more than $300 million in total capital from investors that include Dell Technologies Capital, Robert Bosch Venture Capital and Samsung Electronics. Goldman Sachs advised the company on the new funding round, which values Graphcore at $1.7 billion.Meanwhile, Wave Computing of Campbell, Calif., received $86 million in Series E funding led by Oakmont Corporation. Wave’s total private funding is now more than $200 million. Munich-based Codasip raised $10 million in Series A funding led by several private equity firms and by Western Digital, a strategic investor interested in the startup’s processor IP incorporating the open-source RISC-V instruction-set architecture.It’s been an exciting and interesting year in funding for startups in AI, the IoT, cybersecurity, and mobility. Here’s to a prosperous new year in 2019!Fig. 1: Top funding in December 2018.
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Release time：2019-01-07 00:00 reading：1167 Continue reading>>
Huawei expects <span style='color:red'>2018</span> revenue to rise 21 percent despite international scrutiny
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Huawei expects 2018 revenue to rise 21 percent despite international scrutiny

HuaweiTechnologies is expected to record a 21 percent jump in revenue for 2018 to $109 billion, its rotating chairman said, marking the Chinese tech giant's fastest pace of business growth in two years despite heightened global scrutiny of its activities.In his new year's address to employees, Guo Ping also said Huawei has secured 26 5G contracts and expects its smartphone shipments for 2018 to surpass 200 million units.The company flagged earlier this month that annual revenue is expected to exceed $100 billion for the first time and that it had secured more than 25 commercial 5G contracts, making it the largest 5G vendor in the world. In August, Huawei forecast smartphone shipments exceeding 200 million for the year.Huawei is the world's largest telecom equipment maker and the second largest smartphone seller. It has come under international pressure this year after the United States and its allies including Australia and New Zealand started barring its equipment on concerns they could enable spying by China. Huawei has repeatedly insisted Beijing has no influence over it.The company's chief financial officer Sabrina Meng, who is also the daughter of founder Ren Zhengfei, was arrested and released on bail in Canada earlier this month as the U.S. alleged she defrauded banks with Iran-related transactions. Reuters reported on Thursday citing sources that the White House is mulling an executive order as early as January that would bar U.S. companies from using telecommunications equipment made by Huawei and ZTE, in the latest hit to China's two largest telecom equipment makers.Huawei and ZTE declined to comment. While Meng was freed on C$10 million ($7.35 million) bail on Dec. 11, China has since detained two Canadians in what is perceived to be a tit-for-tat reaction to Meng's detention.
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Release time：2018-12-28 00:00 reading：1236 Continue reading>>
Xiaomi Overtakes Fitbit and Apple to Become the Largest Wearables Vendor in EMEA in <span style='color:red'>2018</span>Q3
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Xiaomi Overtakes Fitbit and Apple to Become the Largest Wearables Vendor in EMEA in 2018Q3

Shipments of wearable devices in EMEA grew 55% year over year to 6.6 million units in 2018Q3, according to data from International Data Corporation's (IDC) Worldwide Quarterly Wearable Device Tracker. Basic wearables, including wristbands, grew 48% year over year to represent 55.5% of the market. Smart wearables, including smartwatches, increased 65% from the same period last year."Although smart wearables continue to grow strongly in Western Europe driven by the success of smartwatches, basic wearables excelled in Central and Eastern Europe and the Middle East and Africa market in 2018Q3, due to the success of Xiaomi. The Chinese vendor flooded the market with its low-end Mi Band 3 wristband, which became a top seller in EMEA," said Francisco Almeida, senior research analyst for IDC's European Wearable Devices.Smart wearables continued to experience strong growth in the region, driven by strong performances from Apple, Samsung, and Fitbit. Apple shipments increased 52% year over year due to the continuous success of previous versions of the Apple Watch, as well as the launch of the new Apple Watch Series 4. Samsung had a stellar quarter with the release of its Galaxy Watch, which was the main driver for the vendor's growth of 75% year over year in the smart category. Fitbit continues the transition from wristbands to smartwatches, which is helping the brand to offset the strong decline in the basic wearables segment. The vendor became the third-largest smartwatch maker in the quarter.After five consecutive quarters of decline, basic wearables grew 47.5% in 2018Q3 from the same period last year. Xiaomi wristbands Mi Band 2 and Mi Band 3 drove most of the growth in the category. The connected watches from Fossil Group also contributed to the growth of watches in the basic wearables category.The EMEA wearable device market is expected to reach a total of 43.8 million units shipped in 2022 and a total market value of $11 billion. Smart wearables, particularly smartwatches, will account for most of the market in 2022, while basic wearables still have pockets of growth potential in some product types, namely earwear and clothing. 
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Release time：2018-12-27 00:00 reading：1235 Continue reading>>
Global Server Shipments to Grow by 5% YoY in <span style='color:red'>2018</span>, but Growth May Slow Down in 1H19
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Global Server Shipments to Grow by 5% YoY in 2018, but Growth May Slow Down in 1H19

According to the latest report by DRAMeXchange, a division of TrendForce, the global server market has continued to grow in 2018, with the total shipments estimated to reach 12.42 million units, a YoY growth of around 5%. Dell EMC, HPE (including H3C), and Inspur will be the top three server suppliers with the shipment market shares of 16.7%, 15.1%, and 7.8% respectively.According to Mark Liu, senior analyst at DRAMeXchange, the growth of global server market is mainly driven by branded server suppliers in North America, who contribute to more than 30% of the global server shipments. As for the percentage breakdown by types of server, enterprise servers account for the majority of the global shipments while the percentage of servers used for Internet data center grows to nearly 35%. The continued growth is because demand from Internet data centers is less seasonal. The YoY growth rate of the ODM direct business in North America reached 17% in 1H18 and is forecasted at 12% in 2H18. The growth is moderated in the second half of the year due to adjustments in stocking and slowdown in CAPEX.Over the past year, brands experienced a noticeable recovery in 2Q18 with more than 10% QoQ growth in global server shipments, after a slight decline in 1Q18 due to seasonal headwinds. In 3Q18, the shipments peaked at 3.2 million units. Looking ahead to 2019, the shipment growth is expected to slow down to 2% in the first half of the year, as the stock-ups for migration to the latest processor platform began earlier than expected and have approached the end by 2018, so brands tend to be conservative about new market deployment. In the second half, the market may have new demand momentum after new platforms like Gen2 from Intel and Rome from AMD come out.North American server brands would register strong performances driven by cloud computing and commercial server marketIn the ranking of global server shipments, North American companies still occupy the top places with outstanding performances. Dell EMC and HPE, which take the first and second places respectively, still dominate the market of commercial servers. It is worth mentioning that, with the emergence of cloud computing, Dell EMC has taken a place in the global cloud infrastructure market, with a share of 10%. The company will continue to increase the share of storage servers in its product mixes.However, HPE, which is more profit-oriented, has stopped selling servers for low-gross-profit hyperscale server infrastructure. Instead, it has turned to enterprise integration and hyper-coverage solutions to increase revenue.Inspur ships nearly one million servers, Huawei increases its server shipments by 20%Inspur's global shipments have risen significantly to nearly 1 million units, with almost 30% of which shipped to the Chinese market. This is because the government has been encouraging Chinese companies to adopt servers made by domestic brands, together with increasing orders form data centers. A majority of Inspur’s ODM business and server orders comes from internet companies in China, especially tier-1 companies like Baidu, Alibaba and Tencent. Together with orders from tier-2 companies like Toutiao, Meituan, Didi, and JD, Inspur still has orders coming in during the second half of this year. DRAMeXchange expects that Inspur’s strategic plan for the next year will focus on developing new customers, especially those in North America.Huawei registered a record YoY growth of 20% in shipments due to stable orders from telecom operators. Around 70% of the servers shipped by Huawei are sold to the Chinese market, and the rest are sold to European carmakers and telecom operators’ server (5G and telecom server) and data center construction.
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Release time：2018-12-21 00:00 reading：1220 Continue reading>>
North American semiconductor equipment industry posts November <span style='color:red'>2018</span> billings
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North American semiconductor equipment industry posts November 2018 billings

North America-based manufacturers of semiconductor equipment posted $1.94 billion in billings worldwide in November 2018 (three-month average basis), according to the November Equipment Market Data Subscription (EMDS) Billings Report published today by SEMI. The billings figure is 4.2 percent lower than the final October 2018 level of $2.03 billion, and is 5.3 percent lower than the November 2017 billings level of $2.05 billion.“For the first time in over two years, billings of North American equipment manufacturers are down relative to the same month the year before,” said Ajit Manocha, president and CEO of SEMI. “After reaching historical revenues earlier this year, billings activity is decelerating in line with weaker growth expectations for 2019.”The SEMI Billings report uses three-month moving averages of worldwide billings for North American-based semiconductor equipment manufacturers. Billings figures are in millions of U.S. dollars.
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Release time：2018-12-20 00:00 reading：1421 Continue reading>>

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