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   Technology StocksSilicon Motion Inc. (SIMO)


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To: Elroy who wrote (1536)12/14/2016 1:04:37 PM
From: SiliconAlley
   of 2112
 
The Chinese are very good at bluster, which is exactly what this is. Certainly nothing to propel the stock higher.

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From: Elroy12/16/2016 7:34:27 AM
   of 2112
 
Digitimes Research: 112.3 million smartphones shipped in China in 3Q16

Luke Lin, DIGITIMES Research, Taipei [Thursday 15 December 2016

There were 112.3 million smartphones shipped in the China market during the third quarter of 2016, increasing 5.2% on quarter and 5.8% on year and accounting for 30.9% of the global total. International vendors shipped 17.1 million units, accounting for 15.2% of the shipments and decreasing 2.8% on quarter and 36.7% on year, according to Digitimes Research.

The growth in shipments was mainly because China Mobile, China Telecom and China Unicom continued to subsidize purchases of smartphones, mostly inexpensive models, to encourage the shift of 2G and 3G subscribers to 4G, Digitimes Research indicated. As of the end of the third quarter, China Mobile had 480.7 million 4G subscribers, China Telecom 107.5 million and China Unicom 88.9 million.

Among China-based vendors, Oppo had the largest market share at 19.9% of shipments, followed by Vivo with 15.9%, Huawei Technologies 12.1%, Xiaomi Technology 6.3%, GiONEE 5.5%, LeEco 3.8%, Meizu 3.7%, ZTE 2.1%, Coolpad 1.9%, Lenovo 1.6% and Hisense 1.2%. Apple, Samsung Electronics and HTC were the three largest international vendors with market shares of 9.3%, 5.1% and 0.4% respectively.

In the fourth quarter of 2016, 118.4 million smartphones will ship in the China market, including 22.5 million units by non-China-based international vendors.

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From: Elroy12/20/2016 2:04:51 AM
   of 2112
 
Adata profits boom in October, November

Jessie Shen, DIGITIMES, Taipei [Tuesday 20 December 2016]

Memory module firm Adata Technology has disclosed its pre-tax profits for October and November reached a combined NT$711 million (US$22.2 million), which already surpassed the NT$643 million reported for the first three quarters of 2016.

Adata generated pre-tax profits of NT$412 million in November, with pre-tax EPS coming to NT$1.79. Pre-tax EPS for October and November totaled NT$3.10.

Adata reported pre-tax profits of NT$1.36 billion for the first 11 months of 2016, compared with the losses of NT$44.92 million for all of 2015. Pre-tax profits for the nine-month period translated into a pre-tax EPS of NT$5.89.

Adata posted consolidated revenues of NT$2.57 billion for November 2016, down 0.9% on month but up 49.6% on year. Revenues totaled NT$20.95 billion for the first 11 months of 2016, rising 14.1% from a year ago.

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To: Elroy who wrote (1539)12/20/2016 2:07:29 AM
From: Elroy
   of 2112
 
Worldwide notebook shipment update - November 2016

Jim Hsiao, DIGITIMES Research, Taipei [Monday 19 December 2016]

The worldwide top-5 notebook brand vendors' combined shipments grew 8% on-month in November, while the top-3 ODMs had 10% growth thanks to rising sales from North America during Black Friday and Cyber Monday promotions. Demand for Apple's new MacBook products has also been rising and contributed to the top-3 ODMs' combined shipments.

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To: Elroy who wrote (1540)12/20/2016 2:07:50 AM
From: Elroy
   of 2112
 
Phison posts strong profits for January-November

Jessie Shen, DIGITIMES, Taipei [Tuesday 20 December 2016]

Phison Electronics' pre-tax profits totaled NT$5.05 billion (US$157.6 million) for the first 11 months of 2016, with a pre-tax EPS reaching NT$25.60, according to the flash device controller firm.

Phison's pre-tax profits for the first 11 months of 2016 already exceeded the NT$4.47 billion reported for all of 2015. Pre-tax EPS for October and November reached a combined NT$1.27 billion.

Phison posted pre-tax profits of NT$626 million in November 2016 with pre-tax EPS reaching NT$3.18. The company generated consolidated revenues of NT$3.84 billion in November, and revenues for the first 11 months of 2016 rising 19% from a year earlier to NT$40.72 billion.

Market watchers expect Phison to enjoy record profit levels in the fourth quarter of 2016 and all of the year. Phison, however, said it has not given financial guidance for the fourth quarter and 2016.

Phison reported net profits of NT$3.37 billion for the first three quarters of 2016, up 13.6% on year, with EPS reaching NT$17.18 compared with NT$15.16 a year earlier.

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From: Elroy12/20/2016 6:29:01 AM
   of 2112
 
China smartphone AP shipment 4Q forecast

Eric Lin, DIGITIMES Research, Taipei [Friday 2 December

Digitimes Research estimates shipments of AP for smartphones and tablet PC in China in the fourth quarter of 2016 will show a growth of 11.6% on quarter.

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From: Elroy12/20/2016 6:34:49 PM
1 Recommendation   of 2112
 
SIMO short interest on 11/30 up to 3.1 million shares.

nasdaq.com

Short interest had been lingering between 1 and 1.5 million in the first half of the year.

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From: Elroy12/22/2016 3:24:41 AM
   of 2112
 
Some nuggets from MU's conference call that may have some relation to SIMO:

For NAND, we estimate 2017 industry bit growth in the high 30% to low 40% range, which is in line with 2016. This compares to our long-term bit demand growth forecast of approximately 40% to 45%. 3D conversions continue to be a headwind to industry supply growth. This factor along with strong demand for storage and mobile solutions sets up for a well-balanced supply and demand dynamic in 2017.

In our mobile business unit, the completion of our customer qualifications drove substantial revenue and profit growth this quarter. As noted last quarter, we continue to see the Chinese market driving mobile growth and higher memory content for smartphone.

We have strong growth in our LPDRAM and mobile NAND product lines and are focused on new qualification opportunities as we see the mobile market as one of the strongest growth drivers of our business.

Our storage business unit continued to make progress shifting our portfolio to advanced 3D NAND technologies. First, the 1,100 client SSDs we announced last quarter completed qualifications and we commenced volume shipments with several major customers. This compliments our crucial MX 300 consumer drive, which is currently shipping at high volumes.

For NAND we will continue to focus on ramping our Gen One 3D as well as TLC. We've also commenced production on our second generation 64 layer 3D technology and we're targeting meaningful output by the latter part of fiscal 2017. The 3D and TLC ramps will deliver 22% to 25% cost per bit improvement in fiscal 2017. This cost per bit includes the impact of expanding our SSD, EMCP and managed NAND solutions which carry additional building materials and cost, but will also enable a richer ASP mix.

Relative to 3D XPoint technology we will be shipping our QuantX solutions for revenue in 2017 and continue to believe this innovative technology will be an important contributor to Micron's future success.

SSDs were in the mid-teens range up from the prior quarter

During the quarter SBU strengthened both the NAND and SSD product portfolio having now entered fully ramped production and customer qualification of 3D TLC NAND clients and cloud drives.

Harlan Sur

Great, thanks for that. And then at the product level based off of third party estimates the enterprise SSD market is about a $10 billion market growing at about 25% year-over-year for the next few years, you guys have low single-digits market share while your JV partner has about 35% market share here high capacity status the biggest portion of this market you just announced the 5100 series that’s 3D TLC.

Can you guys just give us a sense on when you’re going to start shipping this in volume production are the large hyper scale guys that’ll be customers here? And just given what looks to be a step up in the roadmaps and maybe some of your customer feedback, do you guys anticipating growing your share here in the enterprise space in 2017?

Mark Durcan

Yes, we are definitely plan to grow our share. As you point out the fact that our share is relatively small in those segments today means there is a lot of opportunity, we do have what we think is a much better product portfolio analysis there’s a lot of customer excitement and eagerness. And we think that we’re well positioned with long-term customers who really want to buy from Micron. So yes.

And then finally you layer on what’s going on with NAND right now from a demand perspective, just explosive I think is probably the right word in terms of demand and elastic as well. And so I think there is maybe some insulation there that wasn’t there last time around.

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From: Elroy12/28/2016 12:09:11 AM
   of 2112
 


SK hynix to start mass production of advanced 3D NAND chips next year

koreatimes.co.kr

SK hynix, a South Korean chipmaker, plans to begin mass production of advanced flash memory chips for mobile devices, or 3D NAND chips, next year, an industry source said Monday.

The advanced NAND chips with 72 layers of data-storing memory cells will be produced at SK hynix's chip plant in Icheon, 80 km southeast of Seoul, in the second half of next year, according to the source.

Designs for the new chips will be completed during the first half of next year, the source said.

If things go as planned, SK hynix will become the world's first chipmaker to start mass production of the 72-layer NAND chips.

Samsung started mass production of 48-layer 3D NAND chips in 2013 and may begin mass production of 64-layer 3D NAND chips at the end of this year.

A chip can deliver greater data storage capacity if the data storage structures on the chip are stacked on top of each other like skyscrapers in a city.

The global market for NAND flash memory chips is expected to grow at a compound annual growth rate of 44 percent from 2015 to 2020.

Last week, SK hynix announced that it will invest 3.15 trillion won (US$2.61 billion) in South Korea and China to expand its memory chip production, as demand for memory chips shows signs of a strong rebound. (Yonhap)


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To: Elroy who wrote (1545)12/30/2016 5:21:58 PM
From: clm5
   of 2112
 
This doesn't mention anything about controllers... for clarification, is this supposed to be supporting pro-SIMO getting SK Hynix's controller contract or the opposite?

I don't understand if this is implying that they're bringing everything in-house or not.

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