Update on SMIC

choi

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Bruce Einhorn, Chinese Chipmaker SMIC: Profitability Ahead. Bloomberg BusinessWeek, Jan 20, 2011.
http://www.businessweek.com/magazine/content/11_05/b4213036609217.htm
("Since its first plant opened in 2002, Shanghai-based Semiconductor Manufacturing International (SMI) has lost $1.66 billion")

My comment: Nothing new actually.


--------------------------------Separately
(1) Yenting Chen, Apple to up iPad 2 resolution to 2048 by 1536. DigiTimes, Jan 20, 2011.
http://www.digitimes.com/news/a20110119PD219.html

Noter:
(a) Apple Said to Double iPad 2 Resolution. IBT Times, Jan 21, 2011.
http://www.ibtimes.com/articles/103451/20110121/apple-ipad-ipad-2-ipad2-verizon-at-t-resolution-ibooks-gsm-cdma-world-ipad-facetime-front-facing-cam.htm
("The current iPad has a resolution of 1024 by 768 pixels at 132 pixels per inch (ppi), while iPad's closest competitor Samsung Galaxy Tab has a resolution of 1024 by 600 pixels at 169 ppi")
(b) But some other commentators say 2048 by 1536 is for iPad 3.

(2) Willie Teng, Apple adds Taiwan suppliers for iPhone 5, says paper. DigiTimes, Jan 21, 2011.
http://www.digitimes.com/news/a20110121PB200.html

My comment:
(a) Foxlink 正崴精密 (a subsidiary of Foxconn)
www.foxlink.com
(b) Gold Circuit Electronics (GCE) 金像電子股份有限公司
http://www.gce.com.tw
(c) Epistar 晶元光電
www.epistar.com.tw
(d) Another report says Japanese yen rise is a factor, by increasing cost of Apple products when sourced from Japan.


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