Set micro-network to launch integrated circuit micro-letter public number: ' Every day IC ', major news immediately released, every day IC, every day set micro-net, product micro-Cheng! Scanning text at the end of the two-dimensional code add attention.
1, Qualcomm joined hands Millet ov, MediaTek next year the mainland city accounted for or slipped 40%;
US President Trump visits Beijing, for Qualcomm and three mainland China mobile phone brand manufacturers oppo, Millet and Vivo signed a value of $12 billion cooperation intention memo, because three companies are MediaTek customers, news, the impact of the stock price fell continuously, the market spread MediaTek Helio series will be reduced. MediaTek pointed out that the project with customers to maintain the same, P23, P30 continuous shipments did not reduce prices.
Trump visits Beijing, for Qualcomm to obtain $12 billion worth of transactions, and oppo, Millet and Vivo respectively signed non-binding cooperation memorandum of intent, the next three years will be for these three mainland China mobile phone companies to supply 0 components.
MediaTek said it would be inconvenient to comment on the impact of the three companies as MediaTek's past and current big customers, and the fear of reducing MediaTek's share of the mainland market. Ongoing projects with customers continue to do not reduce prices, talk to customers next year's project section, and not so the price changes.
MediaTek this season's flagship P23 chip, launched last season, the beginning of this season, the memo does not affect shipments and amounts, and P30 has not been affected.
According to the market estimate oppo, Vivo, Millet and other three mobile phone factory, 2018 shipments target of 130 million, 110 million, 130 million, if the average price of Qualcomm mobile phone chip calculation, the next three years this three home mobile phone factory will be the annual total purchase of Qualcomm mobile phone chip will reach more than 200 million sets, The corporate circle expects MediaTek's handset chip to fall to three words in the mainland market.
However, the industry believes that in the past, Qualcomm's cooperation with mainland brands has persisted, with mainland handset makers maintaining a second supplier business model, purchasing $12 billion in three, almost Qualcomm's sales in the mainland, which only maintains Qualcomm's current sales volume in mainland China, and the memorandum of intent on cooperation is not binding, Three handset manufacturers still have the right to choose suppliers, the actual impact level is small. United Evening News
2, Nvidia third quarter revenue of 2.64 billion U.S. dollars record;
Nvidia released its third-quarter earnings for the fiscal year ended October 29, in 2018. The financial results show that Nvidia's third-quarter revenues reached a record $2.64 billion, up 31.5% from analysts ' forecasts, boosted by strong demand for graphics chips used by PCs, gaming devices and data centers. Nvidia's shares rose about 2% after the offer. Nvidia's Thursday share price fell 1.84%. But so far this year, its share price has risen about 92%, is one of the best performing stocks in the PHLX semiconductor index.
By the end of the third quarter ended October 29, Nvidia's net profit for the quarter amounted to $838 million, $1.33 per share, compared with $542 million last year, and $0.83 per share, up 41% per cent year-on-year. Analysts ' average earnings per share, according to Thomson Reuters Thomson, were $0.94, with revenues of $2.36 billion.
In the third quarter, Nvidia's most important game chip revenue rose 25.5% to $1.56 billion, accounting for nearly 60% of the third quarter's total revenue. This is higher than analysts ' average estimates, according to Thomson Reuters Thomson Data, which is expected to earn $1.31 billion. However, the growth of Nvidia relies on many newer areas, such as artificial intelligence, the unmanned vehicle (which launched its first chip in October) and the data center, with its customers including Amazon's cloud computing service Amazon WEB Services and the Microsoft Cloud computing platform Azure.
Revenues from the data center business rose more than one-fold, to $501 million, surpassing analysts ' estimates of $444.2 million. Car revenues rose 13.3% to $144 million, but below analysts ' estimates of $149.8 million. The company raised its dividend to 7% to $0.15 per share and intends to return $1.25 billion to shareholders in the next fiscal year. Pingwest
3, the DRAM is out of stock to the next two big module factory shout lack;
Taiwan's two largest memory module factory Wei just and originality agree that dynamic random access memory (DRAM) will continue to be out of stock. As expected, DRAM shortages could continue into next year.
The global artificial intelligence and Internet industry is booming, leading to a dramatic jump in the scale of infrastructure and services in the cloud, leading to a rapid growth in global dram demand, according to Wei.
Just as global dram makers have focused on process improvement in recent years and have not invested heavily in new capacity, Wei said it has kept the global dram problem from burning this year.
Original expectations, the 4th-quarter DRAM market will continue to be in short supply, product prices will maintain high-end.
Wei just pointed out that the South Korean DRAM manufacturers have been forecast to increase the contract price in the 1th quarter next year, the expected DRAM shortage will continue to next year, and will set a dram industry in the history of the longest period. Central Society
4, 8-inch wafer capacity strategists will contend for next year's supply pressure is not reduced;
Although the Taiwan IC designers are generally expected to have a traditional off-season effect in the 4th quarter, the operating performance of the 3rd-quarter decline in $number, but the recent Taiwan-chip factory is still continuously to the upstream wafer-generation factory increase the amount of chips, showing the chip shipments and the volume of the case, highlighting the 2018 global wafer foundry capacity will still be in short supply, And the more mature process of capacity utilization higher, so that the table system analog IC, LCD driver IC, touch IC, fingerprint identification chip, MOSFET chip and MCU suppliers scrambling 8-inch wafer capacity. At present, the average delivery time of 8-inch wafer capacity is equivalent to 12-inch wafer, even longer, due to the 2018 MCU, MOSFET chips have been called in advance, LCD driver IC is also gradually tight, 8-inch wafer factory overtime work, the fastest wait until the 2nd quarter of 2018 will not be relieved. The MCU supplier of Taiwan department pointed out that 2017 terminal market although not too many killer applications, but things networking, cloud services, artificial intelligence, intelligent home, automotive electronics and other fields, and constantly see some new generations of products surfaced to Shang, customers continue to increase the value of terminal products, many attempts to new features, new applications, The desire to motivate end-product sales, and the addition of new features and applications, requires an appropriate chip solution to support it. The emerging demand for networking, wearable devices, intelligent voice devices and car electronics MCU customers not only from 4/8-bit to 16/32-bit, the overall MCU demand is also obviously high, making Holtek, Lingtong, New Tang, Wei-Quan Electricity, song John, Xun Jie, such as Taiwan-series MCU supplier revenue scale, Chip average unit price and gross margin of synchronous growth. Recently, the 2018-year-old foreign company with a half high voltage MOSFET chip capacity, has been completely car with electronic customers to order an empty, and even constantly by customer reminders, making the big, Nixon and rich tripod, such as MOSFET chip suppliers, also received many new customers under the single inquiry. Although it is difficult to directly eat in the short term of the global car electronics market pie, but foreign companies will MOSFET chip production center of gravity moved to higher-order chips, let out of the medium and low voltage MOSFET chip market, is enough to allow the relevant Taiwan factory 2018 revenue and profit growth performance proud first. As for Taiwan LCD driver IC supplier, recently in the 8-inch wafer foundry production capacity is tight, also began to spread customer orders significantly growth, as well as the next single cycle of synchronous elongated news, Lian Yong revealed that the 2018 operating growth of the biggest challenge, will be upstream wafer foundry capacity support. The IC design company of Taiwan department pointed out that the 8-inch wafer capacity has not been significantly expanded over the years, and with a number of chip solutions if the 12-inch wafer is designed for production, and there is no outstanding market competitiveness, 2018 looks 8-inch wafer foundry capacity is still a tight pattern, in the long run, 8-inch wafer capacity has been upgraded to an important strategic resource. At this stage, the external chip suppliers actively card 8-inch wafer production capacity, the hope in the traditional off-season in the first step to stockpile strategic resources, in response to customer new shipments, or the advent of traditional peak season, which also means that the recent cross-strait 8-inch wafer factory capacity utilization will maintain at high water level. Digitimes
5, Japanese media: Toshiba to consider issuing new shares to raise about 5.3 billion U.S. dollars;
Sina Technology news Beijing Time November 10 morning, according to Japan's NHK television reported that Toshiba is ready to issue new shares to finance 600 billion yen (about $5.3 billion), the company is looking at specific plans.
People familiar with the issue said Toshiba was discussing financing plans with key creditors to allot new shares to third parties, which were at the heart of the plan. Toshiba's US nuclear power unit went bankrupt and its parent company's debt increased rapidly. In September, Toshiba agreed to sell the chip division to Bain's capital-led consortium for $18 billion.
Toshiba stressed in the statement that the company's goal is to close the deal by the end of March. Toshiba CFO Tian (Masayoshi Hirata) said the previous day that the company had formed a team to study multiple financing options to prevent the deal from being completed on schedule.
For most of the past year, Toshiba has been working on a solution to the financial crisis, and the sale of the chip business may not be successful until the end of the fiscal year (at the end of March), as regulators review the deal for at least 6 months.
If the deal is not finished, Toshiba's net worth is still negative this year, a second consecutive year of net worth, and the Tokyo Stock Exchange will press Toshiba to push it back. Zhongtian)
6, iek:2018 year Taiwan Electronics 0 components industry will grow 3%;
The 6-Day "View 2018 Industry Development Trend Seminar", November 9 into the fourth day, 9th morning focused on the "Electronic 0 components and display" topic discussion. IKE observed that the global economic recovery was stronger in 2017, with the euro zone, Japan, mainland China, emerging markets in Europe, Russia and other regions receiving the IMF's economic outlook, with the world economy taking on the biggest synchronised upturn in recent times.
2016 Taiwan Electronics 0 components industry for the second consecutive year, the 2018 Taiwan Electronics 0 Components Industry forecast will grow 3%, up to 1 trillion NT $104 billion.
As a result of the previous few years smartphone-driven large demand growth, has gradually reached saturation, 2016 first half of the boom and exports are weak, only the second half of the new electronic terminal products listed goods, electronic 0 components sales value rebounded. As a result, Taiwan's overall 0 component industrial output fell by 0.9% to 1 trillion NT $46.3 billion in 2016. In 2017, the US and eurozone manufacturing PMI showed strong external demand, while the market also estimated that 2018 electronics terminals would grow by more than 2017, boosting the value of information electronics to 6.47 trillion yuan, an annual increase of 3.96%. However, it is worth noting whether the new generation of mobile device shipments were smooth and affected the 2018 Q1 output growth. IKE estimates that 2017 of Taiwan's overall 0 component industry output will grow steadily to 1 trillion NT $71.8 billion.
In the part of LED components, 2017 Taiwan LED component output is expected to decline by 5% compared with the same period in 2016, the third quarter for the electronics industry, the traditional peak season, so the demand for end-market return to temperature, making Taiwan's third-quarter led component production value of 24 billion NT, the second quarter growth 5.2% Ike pointed out that due to the saturation of the LED backlight module market, the overall output growth still faces challenges.
In the printed circuit board industry, the second quarter of 2017, the market slightly back to temperature, the third season began to show one months better than one months, manufacturers in the third quarter of the second quarter of the overall growth in relative terms, only about 10% manufacturers quarterly revenue is a recession, the industry as a whole is more prosperous season. One of the most amazing performance of the soft plate manufacturers, the benefit of smart phones more new specifications included, including more lenses, sensors, wireless charging module ..., the use of the soft board increased significantly. As a result, IKE estimates that Taiwan's PCB output will grow to NT $536 billion in 2017, growing at around 5.5%.
In the passive component industry, passive component manufacturers 2017 years of order growth is mainly from the mobile phone delivery of the price, the car market demand expansion, and the iphone 8, Huawei, OPPO, Millet and other mobile phone brand goods effect, coupled with the price increase caused by the shortage tide effect, so that the total passive component production value compared with the same period last Overall, the 2017 Taiwan passive component production value of about 133.8 billion NT, compared with 2016 output growth of 6.4%.
In the connector industry, 2017 Taiwan Connector industry in addition to benefiting from 3C application stability driven parts goods, the overall industry transformation also continued to show results, in addition to Yan Hin, Silicon Ma and other industries into Nvidia, Amazon, Tesla and other international manufacturers supply chain, kin and hing also due to industrial 4.0 Unmanned factory trend to launch large current connectors, coupled with Van Armor,-, excellent group and other operators in the cloud servo stability of the growth of the driving IC socket/Connector shipments stable rise, the institute IKE estimated that 2017 overall connector output reached 180 billion NT standard, compared with the same period last year growth 2.5%.
In the energy component industry, 2017 Taiwan Energy components industry because of downstream notebook computers, smart phones and other products good shipping performance, the United States Intelligent Mobile Phone battery module in June began a small number of shipments also became the third quarter demand, while the Taiwan battery module manufacturers have been in the third quarter to add a continuous electric system, Chinese mainland electric locomotive and other new orders, some of the industry's successful transformation to the higher gross margin of the Power battery application market, to stimulate shipments and output value than expected to improve the situation, coupled with the upstream raw materials (battery core) and other price increases in the case of stability or even a small increase in the situation, so the institute IKE forecast, The overall market size of energy components reached NT $109.8 billion in 2017, down 1.4% from the same period in 2016.
2017 Taiwan small size panel output annual growth rate of $number, Ike suggested that the future of the industry should be public display, car panels, electric competition panels, such as niche products or higher-order technology development.
In the display industry, review 2015~ 2016, by the global demand for electronic terminals, the impact of the global panel prices continue to explore the impact of Taiwan's panel industry output performance, especially large size panels and other main product value has been declining for three consecutive years. However, in the second half of 2016, mainland China, the United States and other market demand to rally, China's export orders to Taiwan's rebound in the overall panel industry sales value, export value, and major manufacturers of annual revenue growth rate and so on have been restored. The total value of Taiwan's panel for the whole year 2016 was $812.1 billion, down 0.3% from the 2015 micro-amplitude. 2017 boom continued to rise, and in the 2016 low base period comparison, Taiwan's large, small size panel output has grown, especially with the smart phone as the main application of small size panel growth of more than 20%. Ike estimated that the 2017 Taiwan panel industry output value of 898 billion yuan, compared with 2016 growth of 10.6%.
Looking ahead to 2018, Ike predicts that the annual increase of Taiwan's panel industry output will be flat-1.7~1.0%. Positive factors include: 2017~ 2018 economic stability in Europe and the United States, end-consumer market warming, favorable to continue the growth of the panel industry trend. Second, the rebound in demand for Chinese mainland China and the 11 long holiday stock market demand for Taiwan's export orders continue to increase. IKE recommended that domestic industry development of niche products or higher-order technology such as public display, vehicle panel, electric competition panel, and product structure adjustment is helpful to profit. Ctimes