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1. Apple's FaceID sensor provider AMS soared 3 times this year;
Apple's iPhone X, the first to use face recognition technology to unlock the handset, attracts a lot of attention, while providing sensors for FaceID austriamicrosystems (AMS AG), this year has soared three times the share price.Analysts believe that the AMS share price should also There is a 30% upside.
Shares of AMS AG in Switzerland have soared 226.64% so far this year.
According to a research report released by Morgan Stanley analyst Francois Meunier, Apple initially introduced TouchID only to a small number of devices and later extended it to multiple versions of the iPhone and iPad. It is estimated that FaceID Will have a similar development model, AMS stock price outlook is pretty.Marina set AMS target price of 125 Swiss francs, 32.4% more than the closing price on the 10th.
According to the report, FaceIS-enabled 3D sensor modules will also have the potential to be installed on the back of the iPhone in the future, close to the main camera, rather than just the screen end. As a result, Virtual Reality (AR) In addition, there are many interesting applications that are expected to be measured directly on the Internet when clothing is purchased, and AMS 3D sensing technology can also be applied to the self-driving and artificial intelligence industries.
Meunier said sensors from AMS are quite interesting, and there is even a blood glucose sensor that detects blood without piercing the skin, saying the sensor is "very low-volume" but of great potential. AMS should use infrared sensors to detect wrist blood vessels.
Morgan Stanley estimates that Apple's revenue share of AMS may rise to 70-75% in 2019, far more than the recent 40%.
According to the survey, Face ID quite trust by business users that such technology can directly replace the password.Secretary of the Internet security company Secret Double Octopus issued a survey report pointed out that in the medium (with a staff of 1,000-5,000), large ( Number of Employees More Than 5,000) Of the businesses, 81% of respondents considered Face ID to be trustworthy, able to replace the password, and 91% found it quite easy to use.
However, the current TouchID is still the respondents' favorite password alternative, regardless of the ease of use, reliability and preference, were selected as the first respondents.
According to the survey, the password impatiences employees in both security and user experience, and most people prefer to verify identity in the workplace with Touch ID and Face ID 73% of the employees surveyed said that if any If you choose, you want to replace your password with a Face ID, and 70% even consider Face IDs to be "extremely" or "very" reliable. Interestingly, these people have never actually used face recognition.
Apple itself points out that other people looking at the iPhone X have a chance of unlocking their Face ID at a rate of one millionth (Touch ID is one in 50,000). If the Face ID verification process fails five times, the user You have to change the password to log in. However, Apple also admitted that for twins or similar hand-foot, as well as children under the age of 13, facial features have not yet fully developed, Face ID error probability is indeed different If you are really worried, it is suggested to use the password input method to verify.
2. strong sales of gaming and camera chips Sony shares rose 20% next year;
November 13, according to Reuters, the US financial magazine Barron's, said recently that with the Sony smartphone camera chip and video game systems, software sales more robust in the coming year, the company's share price may Rose another 20%.
According to Barron's, the company was the market leader in consumer electronics but in recent years Sony has fallen behind in the sales of TVs, PCs and smartphones, and in the two fiscal years ending in March 2012, Sony accumulated losses of more than 90 billion US dollars, about half of its market value.
However, a series of aggressive cost-cutting measures such as reorganization of the TV business, the sale of the Vaio computer line in 2014, and the slashing of the smart phone business helped Sony boost its business.
Sony game and camera chip is the company has a strong field in the game, Sony said that since its launch four years ago, it has sold more than 60 million PlayStation 4 console, which is almost Microsoft's Xbox One series of game consoles Expected sales double.
As consumers continue to upgrade to OLEDs and 4K screens, Sony's remaining television business is benefiting from the recovery in this industry.Sony also learned to make money through streaming media and make money in a role-playing game packaged as a smartphone app "Barron's Weekly added." Phoenix Technology
3. Expected Volta graphics chip demand growth, Wall Street generally optimistic about Nvidia;
According to the Reuters report, last week's graphics chip maker Nvidia hit a record high of 217.18 U.S. dollars per share in the U.S. stock market because the company recently released graphics chips used in games and data centers Demand growth, which led to the excellent performance of the earnings report.And, Nvidia's new generation of Volta architecture chips, the future will also be a large number of artificial intelligence and driverless vehicles, making the company's development prospects.
The report further pointed out that according to Wall Street analysts' original expectations, data center business was originally in the latest quarterly earnings will have 4.42 billion yuan revenue, but after the announcement of Nvidia earnings, it reached 501 million yuan, better than Wall Street analysts' expectations have also drawn everyone's attention to the future performance of Nvidia, the second-largest source of revenue, and Nomura analyst Romit Shah said in a note to investors that the data center Better-than-expected performance. They underestimated the value this market brings to Nvidia. As a result, Nvidia's investment rating was raised from "Underweight" to "Neutral."
In fact, from the latest quarterly Nvidia earnings analysis, gaming graphics chip is a lot of revenue for Nvidia, but the data center business growth is an explosive situation.In addition, analysts also estimate that Nvidia The new generation of Volta Architecture chips, launched in May 2017 as part of the Tesla V100 data center graphics processor and are expected to be used in AI and driverless vehicles in the future, will be the market with high growth potential While analysts believe the semiconductor maker Intel and AMD had to abandon their plans to jointly develop a new generation of graphics processors to fight Nvidia because of the introduction of the Volta architecture chip.
Recently, Nvidia's chief financial officer, Colette Kress, said that the Tesla V100 GPU shipments started to show up in the second quarter of 2017 driven by the surge in customer demand for cloud computing service providers and high-performance computing (HPC) 3 quarters of the significant growth situation.At present these needs, many from cloud computing services including Amazon and Microsoft, including business data center business needs.In the future, the Volt architecture chip containing the Tesla V100 GPU shipments will also have Promoted.
According to a Goldman Sachs report to investing customers, due to the well-structured chip architecture of the connotation Volta architecture, it is expected that more customers will be widely adopted in the coming quarters, especially in the field of artificial intelligence , To detect human cancers, or to increase the customer experience in unmanned vehicles and to stimulate technological breakthroughs in industry.
According to statistics, at least 14 Wall Street analysts will Nvidia's stock price target higher.Among them, SunTrust Robinson analysts the most promising, the target price raised to 253 US dollars per share, while Nomura Securities, the target price from 110 US dollars raised To 190 US dollars, up more than 70% .In addition, of the 37 brokers, 20 gave Nvidia stock "buy" or higher rating, and another 14 "hold" rating With only three giving "sell" or less ratings, and Nvidia's stock has risen by more than 100% since last Friday, the largest gain in the Philadelphia Semiconductor Index.
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4. Semiconductor demand slows next year
The simultaneous recovery of major global economies this year has also reversed the stagnation in global trade over the past few years and boosted export-oriented emerging markets, but economists have warned that the recent growth appears to be strong because of the global trade downturn last year, Compared to the base low, but next year by the slowdown in semiconductor demand, compared with the data this year will not be so bright.
Asia is the largest factory in the world and exports have also risen sharply. South Korea's exports have risen 18.5% annually, Singapore's exports have risen 11% and Vietnam has gained 20%. Mainland China's exports have been declining for two years now Growth 5.5%.
However, it is too early to celebrate the recovery of exports. The Wall Street Journal pointed out that a large part of Asia's export growth this year has come from the needs of semiconductors such as the chips used in new smartphones such as the iPhone X, but this wave of demand is expected next year decline.
Global trade is still facing headwinds, including the U.S. continual pressure on trade partners mainland China and South Korea, and tight trade relations. In addition, rising debt levels around the world may also limit future spending and investment.
Singapore and South Korea both have economic growth rates expected to reach 3% this year, but they are slow compared to the 1980s and 1990s. Some of the industries that have led to the current Asian trade growth are highly cyclical and the risk of sharp shocks has been vaguely observed. The semiconductor trade statistics association (WSTS) data, the semiconductor market grows 17% this year, but next year is expected to drop to 4%, supply will be able to meet demand in 2019, growth will slow down further.