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Worldwide notebook shipments for the first half of 2016 fell just 4% year on year to 74.18 million units, according to global research firm TrendForce. Channel inventories returned to a healthy level in the second quarter. At the same time, there was a significant increase in stock-up demand due to arrivals of new notebook products and preparations for back-to-school sales in September. These factors led to an above-expected shipment results.
With the government’s backing, key enterprises in China’s semiconductor sector have just established a “high-end chip alliance” that fosters the formation of a vertically integrated industry ecosystem on a national scale. The founding 27 members of this alliance include Tsinghua Unigroup, Yangtze River Storage Technology, SMIC, Huawei, ZTE and China Academy of Telecommunication Research (a branch of the country’s Ministry of Industry and Information Technology, or MIIT). “This alliance of government, academia and industry aims to create a complete ecosystem for domestic semiconductor manufacturers, said Jian-Hong Lin, research manager of TrendForce. “If successful, the alliance will create a chip industry chain starting from chip architecture to chip production, operation systems, devices, platforms and finally to the IT service market. In sum, this move is another indication of China’s ambition to transform itself from a major manufacturing country by export volume to a global manufacturing leader in terms of product quality.
WitsView, a division of TrendForce, reports that the global shipments of LCD TV sets in the second quarter of 2016 totaled around 48.68 million units, up 1.2% over the prior quarter. Demand generated from sporting events (e.g. the UEFA Championship and the upcoming Olympic Games) was not effective in boosting shipments as expected earlier. At the same time, traditional or established domestic TV brands in China saw a general slide in their shipments. Hence, the global shipment result showed only a very marginal quarterly growth.
The latest report from the global market research firm TrendForce, finds that worldwide tablet shipments for this second quarter totaled 33.54 million units, representing a quarterly drop of 4.8% and a year-on-year decline of 8.8%.
China’s state-backed technology conglomerate Tsinghua Unigroup has acquired a majority stake in XMC, a major compatriot semiconductor manufacturer, and brought it under a new holding company called Yangtze River Storage Technology. From this point on, XMC will be responsible for coordinating the development of China’s memory industry, which is wholly in pursuit of NAND Flash production.