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1. M & A route blocked China's semiconductor industry shortage of 60,000 talents;
This reporter Chen Baoliang reported in Beijing
'In 2017, the total IC design sales in China are projected to be 194.6 billion yuan, up 28.15% from 151.8 billion yuan in 2016.' On November 16, Wei Shaojun, chairman of the China Semiconductor Association Design Branch, was invited by China's IC design industry In 2017, he announced preliminary statistics on the development of the IC design industry. He said although the high-end production capacity in the IC design industry in China is seriously under-represented, the proportion in the world is still on the rise. In 2017, the estimated total revenue of the industry is about 29.3 billion U.S. dollars , Is expected to account for nearly 30% of the world.
In June 2014, the State Council released the "Outline for Promoting the Integrated Circuit Industry", and set a mid-term target for industrial planning as' By 2020, the gap between the integrated circuit industry and the international advanced level will gradually narrow. The average annual growth rate of the industry sales will exceed 20% 2014-2016, total sales of the IC industry were 301.54 billion yuan, 360.98 billion yuan and 433.55 billion yuan respectively, up 20.2%, 19.7% and 20.1 respectively from 2014 to 2016 according to the China Semiconductor Association % Of growth.
It is worth mentioning that, the integrated circuit design industry has been playing a leading role in the integrated circuit industry, the design industry output value accounted for about 38% .2014-2016, integrated circuit design companies were 104.74 billion yuan revenue, 1325 One hundred million yuan, 164.43 billion yuan, respectively, to create growth of 29.5%, 26.5%, 24.1%.
According to the outline requirement, in 2020, the total sales volume in the design industry will reach 350 billion yuan and the compound growth rate of 21.6% in the next three years will be required. "According to Wei Shaojun, 21.6% is not high from the trend, but in reality, As the cardinal number grows, it will become more and more difficult to achieve this growth later.
Industry returns to rationality
In 2013, authorities started to investigate the integrated circuit industry and plan to introduce supportive policies. This year, China produced 1.46 billion mobile phones, 340 million computers, 130 million TV sets and a total IT industry of 12.4 trillion yuan, but imports The total number of integrated circuits was 231.3 billion U.S. dollars, and the industry average profit margin was only 4.5% due to the lack of integrated circuit.
In 2014, the National Integrated Circuit Industry Promotion Program was introduced, with a total investment of 140 billion yuan for the National Integrated Circuit Industry Fund. Over the past three years, dozens of local governments and a large amount of social capital poured into China's integrated circuit industry. According to China Semiconductor Investment Union statistics are not complete, since 2013, local governments have set up more than 27 funds, together with the national fund, the industry total fund size has more than 600 billion yuan.
In the meantime, the IC industry staged hundreds of domestic and foreign mergers and acquisitions, industry investment, semiconductor-related listed companies also continued to grow and exceeded 100. And, in 2016, semiconductor companies only A-share financing has more than 22 billion yuan through the merger route China's semiconductor industry is rapidly becoming bigger and stronger and has long been the mainstream voice in the industry.
'At that time, the US stock chip companies, PE value only 10 times, while the domestic is 40-50 times', a semiconductor industry veteran introduced:' Pull back to the domestic market, you can make a lot of change hands. At that time, the goal of semiconductor capital Is 12 months to achieve more than three times the return on investment, less than this number of items are not talk about.
However, this route started to suffer from various resistances after 2016 and 2017. First of all, the semiconductor capital does not understand the domestic market environment at all, and a 'headache' after a 3-year replacement of the principal can only be applied for listing, As mentioned by the above mentioned persons, the endless stream of restrictive provisions has stranded a lot of capital and too many projects.
At the same time, the foreign semiconductor industry is constantly reviewing cybersecurity and denying a large number of Chinese-funded semiconductor acquisition projects. In 2016, CFIUS of the United States accepted 173 projects, of which Chinese-funded enterprises reported a large proportion of acquisitions, 173 projects created a record high and the number of refusals was refreshed, with Canyou Bridge acquiring Lattice Semiconductor for $ 1.3 billion and China-based Canyou Bridge reporting to CFIUS three times, all dismissed.
In 2017, the U.S. security review will continue to be tightened. However, due to various reasons, capital operation in the country will not be able to make breakthroughs. The road to mergers and acquisitions in China that rapidly expanded into the semiconductor industry in China in 2014 will basically be stalled.
'In the past two years there has been too much temptation from capital, as if capital can solve all the problems, and we even forget our original minds,' recalled the veteran. 'Our mind was not that three times the return, The resources are all gathered in the semiconductor industry to make the business first, and now we are back at this starting point.
Shortage of 60,000 people
In 2016, stimulating by all kinds of upsurges, the number of ICs involved in China's IC business surged from 1,336 to 1,362, an increase of 626 enterprises. In 2017, the number of design enterprises in the country increased by 18 to 1380.
However, most companies are unable to escape the fate of the lost.Luo Zhenqiu, deputy general manager of TSMC China Business Development emotion: 'What is the concept of 1380, integrated circuits in all other countries are not so much together.
In fact, in the United States, the top ten semiconductor design companies account for more than 90% of annual revenue in the industry and more than 80% in Taiwan, China. The high investment and high-tech content make this industry a naturally high industry concentration.
In China, the total revenue of the top ten semiconductor design companies amounted to 89.315 billion yuan in 2017, accounting for 45.9% of the industry's total, a slight decrease from 46.11% in 2016. Industry concentration is still far below the international standard. However, Introduction In 2017, 191 enterprises with over one billion sales generated revenue of 1771.9 billion yuan, accounting for 91.03% of the industry, an increase of 10.06% over 2016, and the industry concentration increased.
However, the profitability of the top ten design companies continued to weaken as revenue grew. In 2017, the average gross profit margin of the top ten design companies was 28.67%, down 6.39 percentage points from 35.06% in 2016.
At the same time, the average gross profit margin of the top 100 design enterprises was 29.28%, down 1.32 percentage points from 30.6% of the previous year. 'The phenomenon of continued weakening of profitability has emerged last year,' said Wei Shaojun. This phenomenon Still continuing. '
Want to improve the overall profitability must be in the CPU, memory, FPGA and other high-end areas to achieve a breakthrough in China, CPU, memory imports accounted for 70% of the total imports.With the sharp increase in memory in 2017, this ratio is still Will further improve, but the domestic ratio of these products is 0. And, want to achieve an average annual growth rate of 21.6% of the market, Chinese enterprises must also fill these long-term gaps.
In 2017, the chip design industry in China employs about 140,000 people, generating revenue of 194.6 billion yuan and the per-capita output value of 1.39 million yuan, or about 210,000 U.S. dollars, which is a relatively high per-capita output value in recent years In contrast, in FY16, Qualcomm's 30,500 employees generated a total revenue of 22.3 billion U.S. dollars and a per capita GDP of 731,000 U.S. dollars, 3.5 times the number of employees in China.
According to Wei Shaojun, if we are to maintain the current per capita output value and achieve the goal of 2020 by 280,000 employees, the total number of graduates that can be trained by universities and colleges in China up to 2020 will not exceed 80,000 and there will be a gap of 60,000 or more. '
This is only a gap in calculating the number of qualified personnel. If the quality of personnel is taken into account, the gap will be further expanded. He said: 'We are not short of money now, there is no shortage of markets and no talent.' 21st Century Business Herald
2. Crazy! Huawei Mate 10 Porsche Edition speculation 20,000, far more than iPhone X;
Set micro-grid November 16 reported
Apple's pre-sale this year, ready to resell the iPhone X cattle missed, but Huawei's latest Mate 10 Porsche Edition has become a new target for cattle.
Yesterday, at 10:08, Huawei Mate 10 Pro was officially on sale at major mainstream e-commerce platforms such as Huawei Mall. At the same time, Huawei Mate 10 Porsche Edition was officially on sale at Huawei Mall, Huawei Experience Store and Huawei Authorized Store.
As expected before, both phones have appeared in short supply situation, and there have been cattle fare increase.It is reported, Huawei Mate 10 Pro in the idle fish on the average price of each configuration ranging from 600-1000 yuan while Mate 10 Porsche version of the maximum idle fish has been speculation about 2 million.
In fact, the main reason for the increase in cattle is still under-supply, and now Huawei's official mobile mall shows that the Mate 10 Pro is available for sale at 10:08 everyday, while the Mate 10 Porsche Edition is available on the limited edition at 1:15 pm, Monday.
The main difference between the Huawei Mate 10 Pro and the Mate 10 is the location of the screen and the fingerprint recognition: Unlike the Mate 10's 16: 9 2K resolution screen, the Mate 10 Pro uses a 18: 9 full HD OLED screen. With a high percentage of panels, the Mate 10 Pro's fingerprint recognition module was moved under the camera on the back of the fuselage, and the Mate 10 Pro also canceled the 3.5mm headphone jack.
Mate 10 Porsche version only provides 6GB +256 GB storage configuration, the overall design and Mate Pro close, but the unique black diamond color and Porsche logo on the back, in addition, its packaging and accessories are also more luxurious than the other two.
Other configurations, Huawei mate10 full range of configurations are basically the same, are equipped with unicorn 970 processor, battery capacity of 4000mAh and support HUAWEI SuperCharge fast charge; are using a new generation of Leica dual camera, 20 million black and white +12 million color cmos, equipped with dual F1 .6 large aperture.
Price, Mate 10 (4GB + 64GB version) priced at 3899 yuan, 6GB +128 GB version priced at 4499 yuan, on sale today. Mate 10pro version 6GB + 64GB version priced at 4899 yuan, 6GB +128 GB version priced at 5399 yuan Porsche version 6GB +256 GB with the same price as the previous generation, 8999 yuan.
Interestingly, the current version of the iPhone X version of the price: 64GB price of 8388 yuan; 256GB price of 9688 yuan. This is almost the same with Huawei Porsche version, which one would you choose?
3. Huawei made a statement on Mate10 alarm event: If it is not open in China, it will take legal measures;
Set micro-grid November 6 reported
Recently, the Huawei mate 10 series sold hot, the Porsche version has just been sold in the idle fish was also fired to 20000. However, today there is a user published an article entitled "Why should Huawei Mate10 a lesson?" , That Huawei's mobile advertising is not used properly.
Huawei official terminal just microblogging official response to the contents of the article: on the organized malicious again attacking Huawei's mobile phone "Alarm reminder function."
For certain regions, Mate 10 will promptly remind Muslim prayer time periodically in 'Alarm Reminders' function. Huawei said this feature is a customized reminder service for Huawei overseas and is not available in China. Is someone taking the opportunity to distort the facts incite emotions attack, Huawei is bound to take legal measures.
Huawei claims that Huawei is a Chinese company and a global brand and we provide consumers with products and services in more than 170 countries around the world. We provide rich products to consumers in different countries, cultures and peoples. Personalized features, which is also Huawei's consumer-centric innovation of the terminal.
4.vivo: The future world belongs to people and artificial intelligence;
vivo software R & D general manager around
Phoenix Technology News is hosted by Fenghuang Wang, and the 'Fenghuang Wang Technology Summit 2017' hosted by Fenghuang Wang Technology and Phoenix News Client was held in Beijing on November 16. Under the theme of 'Who will become the next BAT in AI field' Intelligent Forum, the Intel China Research Institute Dean Song Jiqiang, high-German Automotive Division President Wei Dong, founder and CEO of Triangle beast Wang Zoran, Shang-Tang technology co-founder Yang Fan, horizon co-founder Huang Chang, vivo software R & D general manager Around to participate in the discussion.
In the evening of September 21 this year, vivo released the world's first artificial smartphone vivo X20.It is reported that the phone has joined the artificial intelligence engine 4.0, in addition to self-learning capabilities, but also intelligent control of power consumption and start-up speed. The newly added Wyatt Smart feature in the phone will integrate important user information, like the current mainstream negative one-screen features, to provide a comprehensive butler service.
As the general manager of vivo software development around, in the artificial intelligence of mobile phones, of course, have the most say in the forum, he elaborated on the layout of the artificial intelligence algorithm in vivo .Around said that and Qualcomm, MTA, etc. The company customized 2019 artificial intelligence platforms, including their computing power and chips.
In the future is the big company more advantages or small companies will emerge? For the host of this problem, the understanding around is that AI has four related factors, namely, computing, talent, algorithms, data in the cloud computing layout Large and medium-sized companies have more opportunities, while smaller companies have the opportunity to make some computational changes more subversively, and in the data dimension, there may be more opportunities for big companies.
The rapid development of the field of artificial intelligence, such as large companies have to keep making progress around the said that at present are doing what is right to do, and you want to understand the crisis after five years need to do more than these now vivo To understand the needs of consumers, and to sort out this need of consumers to solve their pain points, and constantly upgrade their products, we can continue to provide consumers with the ultimate product.
The challenge for the current artificial intelligence technology level is to say that the first is how to evaluate the future budget and know what will happen in the future.Secondly, when the entire technology is applied to life, it requires a greater social Accept the scale, because the application of artificial intelligence must have a lot of breakthrough past, and even a breakthrough in the moral level, for example, automatic driving, although the degree of error has been better than the average driver, but people still can not accept it. What we want to talk about is how we go to look at rather than look down on the future. Artificial Intelligence as a New Species Join It may not be acceptable for many to be here, but I think it is entirely possible in the future. The future world is human beings and artificial intelligence World, 'said the surroundings.
Such as the current popular artificial intelligence, vivo will be combined with camera technology, so that smart phones in the camera, you can automatically identify camera scenes, such as backlighting, dark or other complex camera environment, the phone in the calculation of ai can automatically match Best shooting parameters, the phone itself has a 'wisdom' to make 'how to make a good photo' judgment, so that 'readily take good photos' a reality.
5. released the first AI Baidu open AI home robot era;
Defined as 'AI Company' Baidu, this time to demonstrate the AI capabilities to the outside world has infiltrated every drop of blood.
November 16, 2017 Baidu World Congress held in Beijing, released a variety of software and hardware products such as the mobile phone Baidu 10.0 and the new artificial intelligence hardware 'raven H', etc. This conference attracted many developers and eco-partners to attend.
Baidu's AI technology is making everything easier in the long-term artificial intelligence technology Baidu's own applications and partners in the corresponding products, Baidu's auto-driving open platform Apollo, Baidu brain, DuerOS 2.0, mobile phone Baidu, love Fantastic Art and other new technologies used in this General Assembly on the new appearance.
According to Robin Li, artificial intelligence technology is rapidly improving, but also more and more able to enter a variety of practical areas.Therefore, how to promote the full range of AI products to accelerate the commercialization of AI landed, so that AI faster Into everyone's life, become the focus of this conference.
From the function of the first intelligent hardware raven H released by Baidu, the raven H equipped with Duer OS 2.0 can be woken up directly, play music and love fantastic video through voice operation, turn on the TV, control the light switch, adjust the air conditioner, and answer One Hundred Thousand Why. "And Apple's product conference 'one more thing' the same link, this Baidu also announced 'two more thing': raven R, raven Q two upcoming smart hardware, logic from H to Q can See, raven H has beyond the scope of the previous definition of smart speakers, more like from the front-end hardware to the terminal technology platform, and then to full coverage of AI services, home robots.
It seems the industry view, AI home robot, driverless landing speed is only a microcosm of Baidu AI commercialization speed, Baidu AI technology has been the first to find a variety of scenes from the investment in research and development, attracting many world-class top AI scientists To the present product flowering results, years of grinding sword Baidu finally formed a complete ecological closure of the AI.
Will transform the AI home robot
Baidu outward output DuerOS exchange system is committed to empowering everything, to provide hardware and software integration solutions, Robin Li also said more than once, the combination of hardware and software, artificial intelligence products will be the new direction.
At the beginning of the year after being acquired by Baidu, Raven technology will shoulder the mission of landing AI home products for the integration of AI technology to try hard to explore various Baidu.In this conference, Baidu's first artificial intelligence hardware products raven H finally opened the mystery.
At the press conference, Baidu did not compare it with the previous smart speakers, both in terms of appearance and design concept, and before the smart speaker products have shown a different place.Based on Baidu DuerOS platform, raven H To do is the intelligent home brain. The new 'DuerOS 2.0' core and Baidu's large database, raven H in the use of experience to a new level, put the music, turn on the TV, control the light switch, adjust the air conditioner, answer one hundred thousand Why, moving mouth can do it.
In fact, if you look at the global AI market, Google, Amazon, Apple from the beginning of this year have been launched or updated smart speaker new products, the domestic market, Alibaba, IFT, millet and so have the corresponding products available, voice The process of commercialization in the field has already begun.
Raven H Baidu another special place is still to provide it with scalability.Rave at the same time announced the raven R, raven Q two other upcoming products.Raven R is raven H can be flexible exercise Upgrade version, is also the world's first six-axis fully automatic emotional robot raven Q is equipped with mature face recognition, computer vision and Apollo automatic driving hardware form.In fact, raven H has beyond the scope of the previous definition of intelligent speakers, morphology More like a home robot.
At Baidu World Congress, at the same time ushered in the DuerOS 2.0 operating system. In the exchange of man-machine above, it did 'Baidu know you better', not every time you wake up operations need to say arousal .Li Yanhong said today Most smart speakers on the market, when you communicate with it, do not need to trigger the button, but still need a wake-up call, this is still not a natural way to interact. People communicate with each other everyday without holding your hand To speak with you, do not have to say a name for every word.
Based on the core capabilities of Baidu AI technology, Baidu focuses on the layout of AI application ecosystem and opens up two platforms, Due-rOS and Apollo, of which, Baidu DuerOS platform uses voice as its entrance to build and open the full stack of voice interaction from hardware to software, Build a key node for future smart home and all-things interconnection, extend intelligent voice interaction capability to more intelligent hardware, further lower the threshold of intelligent hardware development, and give artificial intelligence to the traditional manufacturing industry. At present, Haier, Midea, Lenovo and others Giant reached a cooperation, and this time Baidu also ushered in the first AI hardware.
Baidu brain is called 218.8 billion times a day
2016 Baidu World Congress, Baidu's artificial intelligence platform 'Baidu brain' release, a collection of voice, images, natural language processing and user portraits four major AB in July, Baidu announced the opening of the most complete AI platform - Baidu brain + Smart Cloud, which basically covers all the technical fields of currently known artificial intelligence and hosts many application scenarios.
Over the past year, Baidu brain rapid evolution of the four capabilities, the rapid expansion of the scale of application.Currently, Baidu brain has opened more than 80 core AI capabilities, Baidu access to open more than 370,000 open platform developers, Baidu brain was internal and external products The number of calls reaches 218.8 billion times a day.
Baidu brain four basic capabilities of speech recognition, image recognition, natural language understanding, user portraits, these technologies are now mostly through the open platform provided to the developer.Li Yanhong said 'today we are using a variety of App, When using a variety of household appliances and hardware devices, it is likely that the brains behind the call are capable of using Baidu 's brain. Only the exterior brands do not use the Baidu brand, but the frequency of calls is very frequent.
Baidu brain technology advances also continue to promote more Baidu product innovation.Li Yanhong demonstration scene based on image recognition technologies such as driver fatigue monitoring system, through the infrared face recognition judgment, to remind drivers to avoid fatigue driving. And FAW Group signed a strategic cooperation agreement to jointly promote the technical products.
Baidu also introduced at the conference a search and information flow dual engine in one mobile phone Baidu 10.0 through Baidu billions of level attributes and the relationship between knowledge atlas and user portraits, Baidu information flow to make information acquisition easier, and through voice, AR, etc. Innovative technologies make information access more interactive and experience more realistic.
The latest data show that the cumulative number of mobile phone activation Baidu has exceeded 2 billion, the daily average flow of information flow 36% of the compound monthly growth, the average monthly play of short video 38% compound growth through easier access to more natural interaction, And a more real experience, mobile phone Baidu with a new information service experience to lead the new mobile era.
At the same time, in the field of video entertainment, Aiqiyi has realized a series of closed-loop intelligence such as smart creation, smart production, smart labeling, smart distribution, smart play, smart cashing and smart customer service through artificial intelligence technology. Forecast, video highlight analysis, analysis and understanding of video, and the ability to identify the user's intent. In the new mobile era, Aiqiyi will know more about entertainment, know more about users, know more about content and know more about partners.
The conference can be seen as a centralized product output of Baidu's AI capabilities. As the last level of Baidu's AI ecosystem, the mass production of commercial products means that Baidu has completed the top closed loop of artificial intelligence strategy , Partner level, application floor level approach to improve.
Lu Qi, Baidu's president and chief operating officer, pointed out: 'In the future, Baidu will continue to launch a series of innovative products driven by AI. We will make AI visible and touching, let AI walk into everyone's life and do Know your product better and make the world easier. '
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'Open' to speed up Baidu unmanned vehicles coming
Baidu unmanned vehicle received a ticket, which may be the first of China's first on autonomous vehicles issued traffic penalties .2017 Baidu World Congress, Baidu founder, chairman and CEO Robin Li did not care about this and said 'no one Driver's ticket has come, no car mass production will be far?
Correspondingly, Baidu is narrowing the production schedule of driverless vehicles.Li Yanhong pointed out at the press conference that Baidu plans to cooperate with Golden Dragon at the end of July 2018 to take the lead in realizing the small-scale mass production and trial operation of unmanned minibuses And unmanned aerial vehicles with CAC in JAC and BAIC in 2019. In the opinion of the industry, Baidu is at the forefront in terms of both the difficulty of its implementation and its domestic development.
The open strategy may be why Baidu unmanned mass production can so quickly landing, in many areas of artificial intelligence technology Baidu has also been the attitude of positive empowerment, while achieving self-improvement.
Baidu did not choose 'behind closed doors' as it did when Microsoft's Windows desktop operating system and Google's Android phone operating system were up.' All in AI, our core strategy in the AI era is to open up and enable us in the future. Based on a win-win situation with each developer. "Lu Qi said at the Baidu AI Technology Conference in July that" developer success is Baidu's success, which is the core value of the Baidu AI platform. "
At the Shanghai Auto Show on April 19 this year, Baidu announced the launch of Apollo, an autonomous ecosystem of autonomous driving technology that provides software platforms and solution services and takes the platform-based ecosystem model. Baidu intends to make Apollo a ' Andrews in the automotive industry 'and a smart operating system platform for the future car.
Baidu Apollo plans to provide its partners in the automotive industry and autonomous driving with a complete hardware and software and service solution including vehicle platforms, hardware platforms, software platforms and cloud data services. Multi-enterprise entry, 'enabling' hardware and software integration capabilities, making Baidu and partners to accelerate the era of intelligent driving advent.
In September, Baidu upgraded Apollo, an autonomous driving platform, with a planned investment of 10 billion in three years to complete its investment in more than 100 related auto-driving industries. It also obtained resources through capital investment and ecological docking with Apollo to reduce the hardware production obstacles of autonomous vehicles .
Data show that more than 6,000 developers worldwide voted for the Apollo project on Github, the open source software hosting platform, and more than 1,700 partners use Apollo open source code since the beginning of the year, and more than 100 partners have applied for open data since Apollo opened early this year.
It is clear that Internet giants such as Baidu are trying to export AI capabilities through open platforms to lower their barriers to developers and speed up the commercialization of artificial intelligence technologies in China in different scenarios.
Whether DuerOS or Apollo, output technology, capabilities and even data, will become a key step for Baidu to open up to the AI eco-builder. After the deep AI technology has been precipitated, it will open up as Baidu's AI product and commercialization path. news
6. Siemens global job cuts 6900 people: half of them in Germany
SAN FRANCISCO, Nov. 16 news, Siemens Thursday announced that it will lay off 6,900 people worldwide, as a response to changes in the energy and commodity industries.
Siemens said about half of the job cuts will take place in Germany and the move will be carried out in the affected industries in the coming years Janina Kugel, the company's chief human resources officer, said: "The layoffs are imperative to ensure we maintain long-term technical expertise in power plant technologies, generators and large motors, and we are making this happen."
Despite this, Siemens still expects the company's new recruits to remain stable from this year to 2018 and said it plans to allow as many affected employees as possible to fill the existing 3,200 jobs.
Siemens also said that in the operation, the company's global electricity and gas sector will cut about 6,100 employees.
In order to avoid losses due to changes in the industry, Siemens had previously implemented a plan called 'PG2020', but the company admitted on Thursday that although the plan helped it make "significant progress" in the power and gas industry, However, the relevant measures must be further strengthened because the degree and speed of market changes have risen sharply. "
At present, Siemens employs about 372,000 people worldwide.