Digitimes

Panel demand for Apple's (NASDAQ: AAPL) iPhone 6 and iPhone 6 Plus is expected to be 116 million units for 2014, according to a report from China Times via DigiTimes. The report cites estimates from DisplaySearch. View full article http://www.digitimes.com/news/a20140929PB200.html

The larger 5.5-inch iPhone 6 Plus costs consumers $100 more than the smaller 4.7-inch iPhone 6, but it costs Apple (NASDAQ: AAPL) only $15.50 more to manufacture, according to IHS, as reported by DigiTimes. The bill of materials for the 16GB iPhone 6 is $200.10 with the $4.00 manufacturing expense...

Digitimes reports Intel Corporation (NASDAQ: INTC) may invest in China's Spreadtrum, to develop x86-based products. Spreadtrum may begin outsourcing its chip manufacturing to Intel, according to the report. View full article http://www.digitimes.com/news/a20140918VL200.html

LG Display (NYSE: LPL) will supply AMOLED panels for the Apple (NASDAQ: AAPL) Watch, shipping approximately five million panels per month in 2015, according to sources at LG Display, as reported by DigiTimes. The sources report Apple plans to sell 50 million Apple Watches in 2015. View full article...

Supply chain manufacturers EELY and Giantplus Technology report increased orders from Samsung Electronics (OTC: SSNLF), according to DigiTimes Orders are expected to remain strong until Q4 of 2014. View full article http://www.digitimes.com/news/a20140909PD212.html

Global shipments of phablets will reach 175 million units this year, surpassing the 170 million portable PCs expected to ship, and will reach 318 million units next year, surpassing the expected 233 million tablet shipments, according to a report from IDC via DigiTImes. Phablets currently have a 9....

Spot DRAM prices are declining, as Samsung (OTC: SSNLF) announced it will produce DRAM chips at its Line-17 fab, rather than rolling out logic chips as had been planned, reports DigiTimes. NAND flash prices remain stable, despite a build-up of inventory by Apple (NASDAQ: AAPL), according to...

Navigant Research, via DigiTImes, reports worldwide revenues from LED luminaires used in outdoor and parking applications will grow to $1.4 billion, from the current $921 million annually in 2014 by the year 2021. A substantial decline in energy bills and better lighting quality are benefits of LED...

Pegatron Technology reportedly has received 50% of the orders for Apple's (NASDAQ: AAPL) new 4.7-inch iPhone, according to supply chain sources, as reported by DigiTImes. Previous reports said Foxconn Electronics (OTC: HNHPF) would manufacture all of the 5.5-inch model iPhones and 70% of the 4.7-...

Supply chain sources say AU Optronics (NYSE: AUO) will begin producing 1.6-inch AMOLED panels for wearable devices in Q4 2014, according DigiTimes. Samsung Display (OTC: SSNLF) currently has a global 90% market share for small- to medium-size OLED panels. View full article http://www.digitimes.com...

AMD (NYSE: AMD) is planning to release its A68 chipset in September, according to upstream supply chain sources, as reported by DigiTimes. The move reportedly comes following the release of Intel's (NYSE: INTC) Haswell Refresh processors, as AMD is concerned about its market share. View full...

DRAM contract quotes rose an average of 4.92% in the second half of July, due to short supply, reports DRAMeXchange, via DigiTimes. In preparation for Apple's (NASDAQ: AAPL) new product releases, DRAM suppliers have begun to reserve portions of their DRAM capacity for mobile DRAM, further...

Amazon (NASDAQ: AMZN) must sell a lot of Fire Phones, in order to recover its investment, according to a report from IHS via DigiTimes. The 32GB model has a bill of materials of $201 or $205, including US manufacturing expense. View full article http://www.digitimes.com/news/a20140804PR200.html

Baidu (NASDAQ: BIDU) is planning the release of a smartphone with MediaTek's MT6595 processor and Baidu's HSA and artificial intelligence, according to a report from Tencent, via DigiTimes. The phone will reportedly have voice, graphics, text recognition and voice translation capability. View...

An affiliated company of Advanced Semiconductor Engineering (NYSE: ASX), Universal Scientific Industrial, has reportedly received SiP module orders from Apple (NASDAQ: AAPL) for the iWatch according to industry sources, as reported by DigiTimes. Each SiP module costs approximately $60, which is 20...