Intel's cooperation with Fossil to develop smartwatches equipped with Android Wear will help Intel expand its influence in the wearables market as well as extend Google's influence in the market.
Rumors that Intel is considering investing in China-based Spreadtrum have been circulating in China's IT industry recently and Digitimes Research believes the rumors can explain why Spreadtrum's product development completely stopped recently. Spreadtrum may enter a partnership with Intel to start developing x86-based products in-house.
The bit growth of mobile DRAM is expected to expand 37.5% on year in the second half of 2014, buoyed by a 30% annual growth in smartphone shipments as well as rising demand for mobile DRAM chips from the tablet sector, according to Digitimes Research.
IFA 2014 in Berlin, Germany during September 5-10 showed that Android tablet vendors are not looking to offer entry-level models for price-cut competition and instead offered models equipped with 3D depth-of-field cameras, water-, dust- and shock-proof features, high-resolution touch panels, and LTE etc. to increase added value...
China panel makers are starting to show signs of shifting production capacity on 8.5G lines from large-size applications to small- to medium-size ones in order improve operating margins and to avoid excess supply of large-size panels produced from the lines, according to Digitimes Research.
Digitimes Research expects global tablet shipments to reach 68.51 million units in the third quarter, up 23.8% sequentially and 9.1% on year, and non-Apple tablet vendors' shipments, which suffered from weaker-than-expected performance during the second quarter, are expected to see a recovery in the quarter.
Market share of smartphone vendors in China is likely to fluctuate significantly soon due to the development of 4G market and the roll-outs of the latest flagship models, highlighted by the shipment performance of new phones under the cooperation between Apple and telecom operators beginning in late third quarter 2014, according to Digitimes Research.
Although the IT market has already started preparing for back-to-school demand, the global top-five notebook vendors' combined shipments and top-three ODMs' combined shipments only achieved 5-10% on-month growths in August, lower than those of the same month a year ago.
With demand over smartphone specifications continuing to rise and most smartphone vendors have been demanding touch panel makers supply semi-completed panels with LCD and touchscreen modules already fully laminated, large China-based touch panel makers have all been aggressively increasing their full-laminated panel and TFT LCD module capacities...
Intel shipped only about 1.5 million tablet application processors (APs) in the first half of 2014, but Digitimes Research expects its shipments to reach seven million units in the second half thanks to China brand vendors' and white-box players' full support.
