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From: Elroy9/8/2017 4:32:20 AM
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MediaTek August revenues climb to 9-month high

Jessie Shen, DIGITIMES, Taipei [Friday 8 September 2017]

MediaTek has reported consolidated revenues climbed to a nine-month high of NT$22.5 billion (US$748.8 million) in August 2017. MediaTek's consolidated sales for August 2017 represented a sequential increase of 18.6% but an on-year decrease of around 13%. Combined revenues for July and August came to NT$41.47 billion.

Market watchers expect MediaTek's third-quarter revenues to meet the company's guidance of between NT$59.2 billion and NT$63.9 billion, which will represent sequential growth of 2-10%.

MediaTek co-CEO Rick Tsai said at the company's most recent investors meeting that the Helio P series for the mid-range and higher mid-range smartphone SoC market segment will be a major product focus of the company. MediaTek expects to start regaining its market share in the fourth quarter, with better development expected in 2018, according to Tsai.

MediaTek recently introduced the Helio P23 and P30 SoC series with both built using 16nm process technology and targeted at mid-range smartphones.

Tsai noted previously there will be two more Helio P-series smartphone SoCs available in 2018, when 12nm will be the main process technology MediaTek's mobile chips will be made using. Besides, the company expects to complete tape-out of 7nm products in the second half of 2018, Tsai said.

MediaTek has also put increased focus on

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From: joeclark119/18/2017 6:44:09 AM
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Anyone can help me out with motion graphics video?



Hello,


last couple months I have been working on collecting information on my up coming dissertation, my topic will be *something* to do with Motion Design - and that's the problem, I'm not 100% sure and the amount of information I have read has just made my mind melt.
These are just a few of the questions I have come up with, the first one sounding the most developed.

The problems is, they seem very broad, my tutor keeps saying their quite broad, I'm not totally sure where to go from here? How can I narrow these topics down to make for an interesting dissertation.

Another problem that I have encountered, is there doesn't seem to be a whole lot of written material to read and learn from, compared to tradition graphic design methods.
Can anybody recommend any books/interviews/case studies/articles full of information relating to motion designs video.

Any help will be appreciated.
Thank you.

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To: joeclark11 who wrote (1749)9/18/2017 11:30:32 AM
From: Elroy
   of 1766
 
Silicon Motion is a company that makes semconductors for the flash memory industry.

They don't have much of anything to do with motion video, so I don't think this is the place to look for what you're looking for.

And there's almost nobody on this board as well, just me, myself and I.......

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From: Elroy9/20/2017 5:41:56 AM
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NAND flash supply to stay tight til end-2017, says Phison chairman


Josephine Lien; Jessie Shen, DIGITIMES [Wednesday 20 September 2017]



The supply of NAND flash memory is expected to remain tight through the end of 2017, according to Khein Seng Pua, chairman of flash device controller supplier Phison Electronics.

Major chip providers Samsung Electronics and SK Hynix have recently adjusted upward their prices for eMMC, eMCP and SSD devices by 10-20% to reflect their tight supplies, said Pua. Meanwhile, Toshiba and Micron Technology have also informed their customers that the supply of their NAND flash chips will be reduced in the third and fourth quarters, Pua indicated.

Pua also disclosed that Phison's R&D expenditure for 2017 will increase 25-30% to NT$3 billion (US$99.6 million). The company is also looking to expand its workforce by 1,000 people over the next 3-5 years, Pua said.

In addition, Pua commented that artificial intelligence (AI) and machine learning requiring vast amounts of data will consume a lot of storage. Phison has developed controller chips for AI applications, according to Pua.

Phison reported net profits of NT$1.59 billion for the second quarter of 2017, up 24% sequentially and hitting a record high. EPS for the quarter came to NT$8.07. The company saw its net profits climb 55.9% from a year earlier to NT$2.87 billion in the first half of 2017. EPS for the six-month period came to NT$14.57.

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From: Elroy9/20/2017 11:48:56 PM
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Toshiba agrees to sell memory-chip unit to Bain Capital-led consortium
Jessie Shen, DIGITIMES, Taipei [Thursday 21 September 2017]
Toshiba has agreed to sell its memory-chip business to KK Pangea, a special purpose acquisition company formed by a Bain Capital Private Equity-led consortium. The decision was made at Toshiba's board of meeting on September 20.

The total purchase price for the transfer is planned to be JPY2 trillion (US$17.8 billion).

Toshiba also disclosed plans to invest JPY350.5 billion in Pangea, and Toshiba will be entitled to related financial benefits such as dividends. Bain Capital and other members of the consortium will also make investments in Pangea by acquiring Pangea's shares. In addition, Pangea intends to secure loans from financial institutions and banks, Toshiba indicated.

Toshiba expects to close the deal by March 2018.

Regarding its partnership with SanDisk, which in 2016 was acquired by Western Digital, Toshiba said "any future collaboration between SanDisk and TMC will be discussed by the two parties."

On the heels of Toshiba's announcement, Western Digital announced that several of its SanDisk subsidiaries have filed an additional request for arbitration with the ICC International Court of Arbitration related to three NAND flash-memory joint ventures operated with Toshiba. The arbitration demand seeks a permanent injunction preventing Toshiba from making unilateral investments in manufacturing equipment for Fab 6 without first giving SanDisk the opportunity to make a comparable investment in expansions and conversions of JV capacity for BiCS 3D NAND flash memory.

"It is unfortunate that SanDisk is forced to initiate binding arbitration to remedy Toshiba's retaliatory breach of the JV agreement entered into by both SanDisk and Toshiba," said Western Digital. "The agreement gives SanDisk the right to participate in expansions and conversions of manufacturing capacity for BiCS 3D NAND flash memory products through joint investments in Fab 6 equipment. Toshiba has improperly denied SanDisk its rights to joint investment by unilaterally investing in manufacturing equipment at Fab 6."

"We believe that our NAND supply requirements through calendar 2018 are secure, with no meaningful supply from Fab 6 anticipated until calendar year 2019," Western Digital continued.

Western Digital also disclosed the arbitration requests filed by its SanDisk subsidiaries on May 14, 2017, and July 5, 2017, continue to move forward in the ICC International Court of Arbitration.

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From: Elroy9/27/2017 12:59:32 AM
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Lets see what Micron has to say about NAND on their call......

Fourth quarter revenues in our Mobile Business Unit, were driven by a favorable pricing environment and significant growth in our eMCP business. Due to strong execution, sales from our mobile NAND and eMCP solutions nearly doubled year-over-year. We believe that increased DRAM and Flash capacities in flagship smartphones will continue due in part to new applications such as augmented reality in mobile devices. Our roadmap of new LPDRAM, discrete managed NAND and eMCP offerings position us well to address these market requirements.


I don't know who makes the controllers used in MU's eMCP solution. SIMO probably makes the controllers if it's a UFS solution, but I'm not sure whether eMCP means eMMC or also UFS...


During the fourth quarter, we also qualified our first 3D TLC eMCP and eMMC solutions at a major chipset vendor and now have dozens of high-density products in qualification with several OEMs. We expect production shipments to start later in 2017. Our 64-layer 3D TLC UFS products will also start OEM qualifications later in 2017, enabling us to participate in the mobile market’s highest density designs.


The Storage Business Unit recorded a revenue increase of 71% in Q4 compared with the prior year quarter, supported by strong demand for our SSD product portfolio. Late in the fourth quarter, we identified and corrected a flash component issue on select TLC 3D NAND products. We paused shipments of affected products as we worked to implement a solution to the issue, which appeared only under a narrow set of performance conditions. As a result, our SSD revenue declined sequentially during the quarter. Shipments have now restarted and we expect to resume solid sequential SSD revenue growth in Q1.


We continued to garner positive momentum with our SSD products across a broad range of customers. Our flagship SATA 5100 SSD has been qualified at enterprise server OEMs, cloud service providers and Fortune 500 companies. Demand for our client SSDs is also strong, with Micron shipping solutions to most leading PC OEMs. We see healthy demand trends for SSDs moving forward. Client SSD attach rates continue to increase. And although storage density growth has slowed temporarily due to a tight pricing environment, we foresee longer term demand for higher density SSDs.


MU is a SSD controller customer of SIMO's. This description of strong SSD sales doesn't match SIMO's Q3 guidance at all. Maybe MRVL is getting some of MU's client SSD controller business, who knows?


our 64-layer NAND production rollout is proceeding on plan and we expect to achieve mature yields in both technologies before the end of calendar 2017.


Our third-generation 3D NAND development is also proceeding well, with production expected to commence later in 2018.


We expect industry NAND bit supply growth to finish calendar 2017 in the high 30% range. At these levels, supply remains below demand, which has created a constrained environment. As the industry continues to transition to 64-layer 3D NAND, we estimate industry bit supply growth in calendar 2018 will approach the 50% range, which should better satisfy the current unfulfilled demand. We expect that Micron’s ongoing transition to 64-layer 3D NAND in fiscal 2018 will result in bit output growth that is somewhat higher than the industry range.


In fiscal Q4, 64-layer NAND represented mid-teens percent of our trade NAND bit output and we expect to achieve bit output crossover during the second half of our fiscal 2018. The dynamic industry transition to 3D NAND is taking place in the context of a NAND market that has consistently exhibited demand elasticity. We expect this behavior to continue for the foreseeable future as higher-density SSD solutions increasingly displace HDDs in client computing, cloud data centers and enterprise environments and as average capacities continue to grow with more performance-sensitive, storage-hungry devices and applications in mobile and other end markets. These trends support our view that NAND demand drivers will remain healthy into 2018.


Revenue and operating income were slightly lower quarter-over-quarter, due to the NAND component issue that Sanjay discussed earlier. With this issue behind us, we are focused on leveraging the progress we have made in penetrating the SSD markets over the past year. We estimate that our global SSD market share nearly doubled in fiscal 2017, enabling record fiscal year revenue for the Storage Business Unit.


Hmmmm, this is a bit scary. Hopefully the "NAND component issue" wasn't a defective SIMO controller.....


Sales of server and SSD solutions each were more than 3x higher than year ago levels, reflecting our focus toward a higher value-add to revenue mix.


This tells me SIMO is a not a major provider of SSD controllers to Micron. Micron had strong demand for client SSD solutions this quarter, and SIMO will have declining year on year revenues in Q3 2017. If MU's SSD products are up 3x over last year, SIMO should be growing alongside MU, but SIMO grew massively LAST year and is crapping out this year.....


in terms of NAND as it’s well-known that average capacities are increasing certainly in mobile devices, but even more importantly, SSDs are displacing HDDs at the rapid pace with the attach rates continuing to be projected to be going up over the course of next several quarters.


it’s not that this demand is perishable, I mean this demand in terms of the trend of SSDs replacing HDDs in client notebook computers where the attach rate continues to increase in 2017 attach rate of SSDs to PCs is around 35%. That attach rate over the course of next few years continues to grow to around 50% in 2018 and by 2020 timeframe expect it to go to around 75%. So, these demand trends are secular in nature.


we say that our SSD mix was about 20% of our NAND revenue and that consists of our sales of client, two client customers as well as to the hyperscale of cloud and enterprise customers. And both are roughly about the same in both of those categories. Beyond that, we don’t provide further breakdown.


specific to your second question regarding the attach rates in enterprise and server markets, so SSD attach rate is around 50% there in terms of on a SSD per unit basis and opportunity there is greater. Average capacities are definitely moving fairly fast. In fact, enterprise and data center is one of the fastest growth segments for flash in terms of year-over-year bits demand increases that are projected. Average capacities in enterprise and data center for SSDs are over 3 terabyte. That’s average capacity and that trend continues to increase by some projections tripling almost to 9 terabyte by 2020 timeframe. So as I was saying earlier, I mean, these demand trends for increasing attach rate of SSDs in client and data center cloud computing applications as well as the increases in average capacities are secular trends.


-----


Hmmm, well there are two super interesting SIMO things in the report. The first is that some NAND component caused a major production slowdown for them in the quarter. It's resolved, which is good, but it's possible that SIMO makes the NAND component. Or maybe not. Who knows? The other interesting thing is that MU's SSD solutions tripled year on year, while SIMO revenues in Q2 and Q3 2017 are modestly down from the same quarters of 2016. So......probably MU's SSD business is not a MAJOR customer of SIMO.


The big picture remains exactly was expected. NAND production will one day ramp, SSDs will replace more and more disk drives in PCs, and as long as SIMO holds it's market share in SSD controllers SIMO's revenues should ramp along with SSD penetration. 2018 looks like it could have serious revenue growth for SIMO, unless some unexpected pops up. The long pause of 2017 will end sometime, we're still waiting, but the ramp gets closer and closer each quarter ... we hope!

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From: Elroy9/27/2017 5:14:18 AM
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MediaTek likely to meet high end of 3Q17 guidance


Cage Chao, Taipei; Jessie Shen, DIGITIMES [Wednesday 27 September 2017]



MediaTek is expected to meet the high-end of its sales guidance for the third quarter of 2017, driven by better-than-expected sales of its recently introduced Helio P23 and P30 chips, according to market sources.

MediaTek expects to post revenues of between NT$59.2 billion (US$1.96 billion) and NT$63.9 billion, which will represent a sequential increase of 2-10%. The company saw its August revenues climb to a nine-month high of NT$22.5 billion.

MediaTek recently introduced the Helio P23 and P30 SoC series with both built using 16nm process technology and targeted at mid-range smartphones. There will be two more Helio P-series smartphone SoCs available in 2018, when 12nm will be the main process technology MediaTek's mobile chips will be made using, company co-CEO Rick Tsai said at a July investors meeting.

The upcoming MediaTek's 12nm mobile SoCs will be the Helio P40 and P70 series which are slated for launch in the first quarter of 2018, industry sources were quoted in previous reports.

MediaTek's Helio P series for the mid-range and higher mid-range smartphone SoC market segment will be a major product focus of the company, according to Tsai. MediaTek has also put increased focus on its SoC product lines for emerging IoT and car electronics applications, such as tracking devices for bicycles.

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From: Elroy9/28/2017 12:21:21 AM
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TrendForce Says NAND Flash Market to Regain Balance in 2018 with Annual Bit Supply Growing by 42.9%

technews.co

This kind of news is great for SIMO. Hopefully it's starting now, and continues for the next 18-24 months, bringing a massive crash in NAND prices, and massive jump in NAND deployment EVERYWHERE, and everyone and anyone who invests in memory tech wants to be long SIMO (benefits from excess capacity) and short the NAND makers (suffer from NAND excess capacity).

Hopefully the one year drought on the SIMO share price is over.......

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From: Elroy10/5/2017 9:34:10 PM
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SIMO will likely pre-announce revenues and gross margins Friday morning or Monday morning.

As a reminder the guidance from the Q2 call was for Q3 revenues to be between $122m and $129m, and Q3 gross margins to be between 44.9% and 46.9%.

Both of these numbers are expected to be low points in the cycle, and both should head up from here for the foreseeable future.

We shall see what happens, but if things just go according to expectations SIMO's long year of drought will hopefully come to an end, and we can see revenues, gross margins and share price appreciation return.

All the news about NAND supply in 2018 increasing sufficiently to meet demand is really good for SIMO. In general SIMO's products go into the lower mass market area of the NAND space. When NAND supply is tight (as in the past 4 quarters) the NAND makes dedicate most of their NAND product to their own high margin high end enterprise NAND products, and starve the low end where SIMO is involved. When NAND supply is excessive, all the module makers and cost sensitive product makers can get NAND, and those are the guys that use SIMO controllers. So......hopefully the NAND drought of the last 4 quarters turns into a NAND flood by next summer, and SIMO's revenues respond to the flood surge with their own surge.

But....anything can happen!

We still have the question of whether SK Hynix will go it alone in the transtion from eMMC (currently 100% sourcing controllers from SIMO) to UFS (no commitment to source anything from SIMO) in cell phone connectivity. And we hope SIMO still has Ali Baba as a customer for it's Shannon Enterprise SSDs, maybe Ali Baba has switched providers, who knows?

PC SSDs seem like a slam dunk to do well when NAND production ramps, SIMO has a diverse customer base in that area, but in the other two areas (cell phone eMMC/UFS controllers and Shannon enterprise SSDs) SIMO is highly dependent on ONE customer (Sk in eMMC/UFS and Ali Baba in Shannon), so we gotta hope the relationships with them stay strong.

And the interesting bit is SIMO's discussion of enterprise SSD controllers. They said they have two customers who will begin purchasing product in the latter half of 2017. I don't think the volumes are terribly large in enterprise SSD controllers, and two customers may not move the needle, but who knows? Hopefully enterprise SSD controllers is a new 4th area that grows steadily over time as merchant provider SIMO grabs share from internal controller groups. That's what happened in the client space, I don't see any reason why it won't happen in the enterprise space. SIMO will begin at the low end of the enterprise SSD market, make an inexpensive working product, and move up the technology stack. Hopefully!

And one last wildcard is the Chinese NAND makers. China has committed to entering the 3D NAND production, and I think they are expected to produce and ship 32 layer 3D NAND product that is ~2 years behind the current NAND makers. They will need controllers, SIMO is the logical place to get them. If China can produce 3D NAND, this could be a big story for SIMO in 2018 at some point. Even if the Chinese NAND makers are not profitable, they or their customers will need SIMO NAND controllers to make any final product.

----

If NAND production is going to ramp meaningfully in 2018, short the NAND makers and long SIMO is the way to invest in that trend. Hopefully institutional investors are reading this post!

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From: Elroy10/6/2017 12:17:35 PM
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TAIPEI, Taiwan and MILPITAS, Calif., Oct. 06, 2017 (GLOBE NEWSWIRE) -- Silicon Motion Technology Corporation ( SIMO) (“Silicon Motion” or the “Company”), a global leader in designing and marketing NAND flash controllers for solid state storage devices, announces that based on its preliminary third quarter financial results, revenue is expected to be within the upper half of the original guidance range of $122 million to $129 million that the company issued on August 1, 2017. Gross margin (non-GAAP) is expected to be near the midpoint of the company's original guidance range of 45.0% to 47.0%.

The Company will release its third quarter 2017 financial results after the market closes on October 26, 2017 and will host a conference call on October 27, at 8 am Eastern Time.

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