UMS Holdings

[Boon]

Wearable device shipments to surge in 3Q14

Aaron Lee, Taipei; Joseph Tsai, DIGITIMES [Monday 23 June 2014]

Wearable device shipments are expected to surge in the third quarter as most vendors have decided to launch devices during the quarter. Vendors which originally planned to release products in the first half, have also postponed their plans as they wait for the market or product designs to mature, according to sources from the upstream supply chain.

Vendors including Apple, Samsung Electronics, Epson, Sony, Acer, Asustek Computer and Adidas have already prepared or launched wearable devices for the third quarter. Upstream chip supplier Qualcomm will also join the competition with devices.

Upstream partners such as ODMs Foxconn Electronics (Hon Hai Precision Industry), Pegatron Technology, Quanta Computer and Inventec; and component suppliers Chenming Mold, Shin Zu Shing (SZS), Catcher Technology, Foxlink, Winbond, ISSC Technologies and Faraday Technology are also optimistic about business opportunities from wearable devices.

The sources pointed out that most wearable devices will enter mass production in August to meet year-end holiday demand.

Vendors, which did not decide to enter the wearable device market until recently, are seeing their orders delayed due to upstream suppliers' fully-booked capacities.

With Apple's iWatch expected to enter mass production in the second half and trigger a new wave of wearable device demand, some market watchers believe the iWatch will enjoy about four million unit sales in 2014 and will see rapid growth in the future.

http://www.digitimes.com/news/a20140623PD204.html
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Applied Materials to Host Analyst Briefings on Monday, July 7

SANTA CLARA, Calif., June 23, 2014 - Applied Materials, Inc. will hold its 2014 Analyst Briefing on Monday, July 7, in San Francisco, California. Presentations by Applied's management team will begin at 1:30 p.m. PT (4:30 p.m. ET) and conclude at approximately 4:30 p.m. PT. The presentations will include discussions of Applied's industry and business outlooks, strategies, opportunities, products and financial performance.

Scheduled to present at the Applied Materials Analyst Briefing are Gary Dickerson, President and CEO; Dr. Randhir Thakur, General Manager, Silicon Systems Group; Ali Salehpour, General Manager, Applied Global Services and Growth Markets; and Bob Halliday, CFO.

The company also plans to participate in a joint briefing with executives of Tokyo Electron Limited at 5:00 p.m. PT to discuss the companies' planned merger.

The presentations and related materials will be available via a live video webcast on the company's investor relations website at http://www.appliedmaterials.com/company/...-relations, and a replay will remain available for at least three months.

http://investors.appliedmaterials.com/ph...&highlight=
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28 lots were bought in by SGX/cdp today - someone "over-sold" his/her position ?

http://infopub.sgx.com/FileOpen/Buying-I...eID=302306

(vested)