Most Read articles - AR/VR, Accounting errors, Smartphone sales - Electronics Weekly

What are the topics covered this week? There’s the Next Best Things that didn’t rather happen, Ed confiding much indiscretions to his diary, Hynix nether U.S. pressure,  Bill Jewell’s Semiconductor Intelligence forecasting a 6% diminution successful the semiconductor manufacture and accounting errors astatine Imagination…

5. AR/VR – The Lost NBT [Mannerisms]
Like autonomous cars, the VR/AR gyration was the NBT that didn’t happen. According to Statista’s Advertising & Media Outlook, users of AR and VR devices are inactive fewer and acold between, with maturation projections until 2027 obscurity adjacent the standard that would marque mixed world “the adjacent computing platform”, astatine slightest for now. Statista estimates that 74 cardinal volition beryllium utilizing VR hardware this year, with AR users conscionable abbreviated of 10 cardinal worldwide.

4. Ed Exploits China’s Chip Vulnerability [Mannerisms]
My mate astatine the Chinese Embassy has been connected to maine sotto voce to spot if I tin assistance with the dilemma they are successful pursuing the prohibition connected US nationals and residents moving for Chinese spot companies, Ed confides to his diary. My mate astatine the Chinese Embassy has been connected to maine sotto voce to spot if I tin assistance with the dilemma they are successful pursuing the prohibition connected US nationals and residents moving for Chinese spot companies, Ed confides to his diary. The bounty the Chinese are paying per caput of semiconductor engineers and execs who volition enactment for them is huge, and I americium sorely tempted.

3. Hynix whitethorn propulsion retired of China
Hynix is considering pulling retired of China aft US restrictions person enactment difficulties successful the mode of it continuing its operations there. “As a contingency plan, we are considering selling the fab, selling the instrumentality oregon transferring the instrumentality to South Korea,” said Hynix CMO Kevin Noh earlier today. Two weeks ago, Hynix said it had been fixed support by the US to usage US exertion for producing precocious representation successful China for 1 twelvemonth only. “We expect to widen it each year, but it is not for sure. It is precise uncertain,” said Noh.

2. Semis down 6% adjacent twelvemonth arsenic PC and smartphone income decline
Bill Jewell’s Semiconductor Intelligence forecasts a 6% diminution successful the semiconductor manufacture adjacent twelvemonth driven by falling PC and smartphone sales. Third 4th 2022 information connected PC and smartphone shipments shows a continuing year-to-year decline: IDC estimates PC units successful 3Q 2022 were down 15% from a twelvemonth earlier, matching the 2Q 2022 decline. IDC’s September forecast for PC units was a 12.8% diminution for the twelvemonth 2022, which is successful enactment with the latest quarterly data.

1. Accounting errors astatine Imagination
As Imagination prepares to IPO, it has admitted to aggregate accounting errors. Errors described arsenic “prior twelvemonth errors” worthy £8.7 cardinal were recovered successful Imagination’s 2020 accounts. The accounts besides failed to study a £711,000 stock bonus strategy for execs started successful 2020, which gave execs shares successful its Chinese owner. In an IPO of Imagination astatine a valuation of much than $800 cardinal these shares would beryllium paid retired successful afloat astatine the listing price. The accounts besides recognised revenues and costs arsenic occurring successful the incorrect play which accrued stated profits by £680,000 successful 2020.