Stuart Robinson

Engineer, tech-lover, DIY enthusiast. Views are my own.

[Sravan Kundojjala @SKundojjala]

STMicro has a $25b SiC business awarded for 2023-27 period. $8b cumulative revenue between 2023 and 2027. $1b+ SiC revenue in 2022, $2b+ by 2025 and $5b+ by 2030. 200mm transition and internal substrate sourcing ramp (from 4Q24) will help. $STM (comments at the GS conference)

[Stuart Robinson @Stuart_Robinson]

@SKundojjala Yep, I see the 20% relates to the average over the next 5 years, so that will be Fab 21 in Arizona primarily. Thanks

[Stuart Robinson @Stuart_Robinson]

@SKundojjala $32-36B spend in 2023 might be low compared to 2022, but it's still huge compared to the $17B they spent on capex in 2020. Any idea what their overseas percentage has been historically? 20% seems high

[Stuart Robinson @Stuart_Robinson]

The new Cat S62 Pro combines extreme ruggedness with the next generation of high accuracy FLIR thermal imaging. Great-looking device. Looking forward to launch and price. Forehead temperature measurement from 2m?
#CatS62Pro #FLIR #rugged #smartphone
https://t.co/pU5j6ujTIM

[Stuart Robinson @Stuart_Robinson]

HMD Global announces the beautiful new Nokia 8.3 5G, powered by the Snapdragon 765G processor for €599. It's not the first, nor the cheapest. Oppo Realme X50 5G at ~€320, and Xiaomi Redmi K30 5G at ~€260, both have SD765G. But the Nokia 8.3 is the first truly global 5G phone.

[Stuart Robinson @Stuart_Robinson]

Excellent chart @MarkJHandley. Anyone know what Japan did that was different to the rest of us? And is it too late for us to do the same?

[Mark Handley @MarkJHandley]

Here's the coronavirus data, overlayed with the dates offset by the amounts shown. One of these countries is not like the rest. Everyone else will be Italy in 9-14 days time.

[Stuart Robinson @Stuart_Robinson]

#Vodafone Netherlands cut the cost of its 50GB/month plan from €65 to €35. It's more on a par with #KPN now, but still significantly more expensive than other providers across Europe. Latest analysis from @josiesephton on mobile plan prices.
https://t.co/nx723dlxUu

[Jeffrey Mathews @jeffreyanalyzes]

Flexible AMOLED display technology led to the creation #foldable devs.
Now @TCLMobileGlobal has partnered with Huaxing Opt.(#TCL CSOT) for the industry's first Rollable Display #Smartphone prototype to achieve the perfect smartphone-tablet transition without the crease problem.

[Stuart Robinson @Stuart_Robinson]

This phone has got some very impressive camera specs. I agree, I'd like to see this Sony sensor in other smartphones too.

[Jeffrey Mathews @jeffreyanalyzes]

#Sony's second generation 48MP IMX689 is exclusive to #Oppo's #FindX2Series5G X2 Pro at the moment. Sony should open up the use of the sensor to other vendors soon.

[Stuart Robinson @Stuart_Robinson]

Mobility Market in a COVID-19 World. Join our webinar tomorrow at 9am UK time or 6pm UK time. Register via the link.

[David Kerr @dkerrsa]

Mobility Market in a Covid-19 world. Join Strategy Analytics Webinar tomorrow to discuss the outlook for mobile supply chain. How far smartphone sales will decline? Impact on 5G? Register for our 13. :00 EST, 10:00 PT session here https://t.co/PjyKypHYnV

[Stuart Robinson @Stuart_Robinson]

#UNISOC joins the fray with its 2nd generation 5G SoC. The T7520's CPU has four Arm Cortex-A76 cores and four Cortex-A55 cores. The 5G modem supports Sub-6 GHz. Next week we will publish analysis of all the 5G modems and chipsets that have been announced recently.

[UNISOC @UNISOCTech]

#UNISOC today officially launched #T7520, a new-generation #5G #SoC mobile chipset platform built on a 6nm EUV process technology. T7520 enables an optimized 5G experience and multimedia imaging processing capabilities while lowering power consumption. https://t.co/S5k7E64nQ6

[Stuart Robinson @Stuart_Robinson]

Sony's semiconductor division continues to impress with strong revenue market share in the smartphone image sensor market. Samsung close behind in unit terms but way back in revenue terms. @SA_Update

[Jeffrey Mathews @jeffreyanalyzes]

#Smartphone Image Sensor Market Share Q4 2019: Sony Dominates with 53 Percent Revenue Share

https://t.co/mDU6gQ32Hk

[Stuart Robinson @Stuart_Robinson]

The importance of 5G and always connected PCs. @cristianoamon: "today 83% of enterprise workloads are in the cloud."
Announcing 17 mobile operators supporting 5G PCs powered by Snapdragon Compute Platforms.
#5G, @Qualcomm #WhatsNextIn5G

[Stuart Robinson @Stuart_Robinson]

#Qualcomm announcing 70+ devices either launched or in development using Snapdragon 865 5G platform. Our #SpecTRAX database will be capturing their full specs as they are launched and our #PriceTRAX database will track the retail prices across hundreds of channels.

[Stuart Robinson @Stuart_Robinson]

@Qualcomm holding its online press event in San Diego. Cristiano Amon re-announcing last week's announcement of the Snapdragon X60 5G modem, with full carrier aggregation across mmWave and Sub-6GHz. #MWC2020 #wireless #5G

[Stuart Robinson @Stuart_Robinson]

Awesome analysis of the Galaxy S20 camera setups by my colleague @jeffreyanalyzes, explaining the use of the Samsung ISOCELL GW2, GH1 and the 108MP Bright HM1 sensors. Sony's IMX586 is also used for the Space Zoom Camera.
https://t.co/L11Ax5bTtI

[Stuart Robinson @Stuart_Robinson]

Reports that Switzerland has halted the rollout of 5G appear to be false. Beware of fake news. The FT reported it incorrectly yesterday: https://t.co/W1jYi4z21y However, local authorities have instead been tasked with ruling on the siting of the masts. https://t.co/KWc9P9urm7

[Jeffrey Mathews @jeffreyanalyzes]

Tianma seems to be raising it's panel prices for it's customers. This could be primarily due to Wuhan Fab supply issues along with material shortage.

Redmi Note 8 Price in India Increased, Xiaomi Blames Supply Chain Troubles Due to Coronavirus Outbreak https://t.co/R2OAFIEaLV

[Stuart Robinson @Stuart_Robinson]

Having watched a repeat of this 2018 BBC documentary on Contagion with the brilliant Hannah Fry @FryRsquared last night, I think @GSMA have made the right decision to cancel #MWC2020 due to #coronavirus. Not worth the risk. Feeling relieved.
https://t.co/hkaAw4MrDM (UK only)

[Stuart Robinson @Stuart_Robinson]

Ideas for what to do instead of attending #MWC2020? Keep the flights and accommodation and go to Barcelona anyway for a short break? Or keep all the meetings in the diary and have them via WebEx/Skype instead?