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Guo Ming 錤: next year, iPhone baseband orders Qicheng from Intel, or support dual card dual standby;
Set micro-channel news, has always been the source of new Apple products are accurate KGI Gu Guo analyst once again released heavy news, mainly contains two key points, first, the speed of the iPhone in 2018 due to the upgrade of the baseband chip has improved; The second is expected to support dual-card dual standby, which is likely to meet the compromise made by Chinese consumers, although contrary to Apple's past strategy, but it will show a more friendly and looking forward to To meet the needs of consumers brand image.
According to the latest investment report quoted by analyst Guo Mingyi as "MacRumous", the baseband chip for the new iPhone will be upgraded from the Intel XMM7480 to the XMM7560 in 2018, and the Qualcomm baseband chip used will also be upgraded from the MDM9655 to the SDX20 because both chips Support for 4x4 MIMO antenna design (this year's iPhone antenna is 2x2MIMO technology), it is expected in the new iPhone, LTE transmission speed will be significantly improved.Analysts also pointed out that in the baseband chip part, the chips supplied by Intel to Apple Will account for about 70% ~ 80% (no doubt because of the recent Apple and Qualcomm patent fee dispute).
In addition, for the 2018 iPhone, analysts also default will have at least one support dual card dual standby.And for the current dual card dual standby mostly LTE + 3G connection speed, analysts believe that Apple will LTE + LTE is provided to upgrade the user experience.Moreover, it is still not yet confirmed whether Apple will implement the dual-card slot or an embedded card (eSIM technology) and a physical card slot , Quite intriguing.
According to the analyst Guo Ming-tao, the iPhone's product portfolio was as above in 2018. (Photo / MacRumors)
Curiously, the model that supports dual sim dual standby will be the new iPhone, and according to the same analyst, he predicts that in 2018, Apple will introduce three iPhones, of which the OLED screen Is a 6.5-inch, 5.8-inch screen, but there will be a 6.1-inch LCD screen with models that will support TrueDepth camera system, which means "follow the design of the sea" will also support Face ID unlock.
2. MediaTek 20th Anniversary bonus of NT $ 10,000 per employee;
Set micro-network news, MediaTek held its 20th anniversary Games yesterday, Chairman Cai Ming-media announced that each group will issue NT $ 10,000 incentive bonus, a total of nearly 160 million yuan to send red envelopes, will also run kindergartens, take care of employees The next generation
When Cai Mingjiu addressed the meeting, MediaTek started from the multimedia team twenty years ago and has now set up an office in fourteen countries. With a total staff of more than 15,000, MediaTek is also the top three IC design companies in the world .
At a sports meeting, Tsai Ming-tsai announced that all regular employees who arrived before September 31 will receive NT $ 10,000 incentive bonuses. Using the existing staff of MediaTek of nearly 60,000, the total amount will be nearly $ 600 million bonus.
In addition, MediaTek held "Global Employees for Love and Running" this year. The accumulated mileage of employees was converted to corporate donations. With the efforts of all employees, MediaTek has accumulated a total mileage of 64,000 kilometers In the end, the company will add another $ 5 million. It will donate 20 million yuan in total to plan a number of charity projects. It is estimated that over 27,000 people worldwide will benefit directly or indirectly.
Tsai Ming-kyuh said that whether it is using technology and facing the problems with society, or supporting an idea of doing something for one's own hometown, even if only a small change, as long as the heart, everyone can play an influential role, Every day to create endless possibilities, this is the spirit of MediaTek.
3. Cai Ming mediated Broadcom acquisition Qualcomm: the whole is the trend;
Set micro-grid news, against Broadcom recently issued a public offer to Qualcomm, MediaTek Chairman Cai Ming-media on the 18th pointed out that the industry consolidation is the trend, each of the relevant manufacturers have an impact, but the impact is not generated overnight, to Long-term observation.
Tsai Ming-tsai said that despite the changes in the industry over the past 20 years, there are still many opportunities for the future. It is hoped that employees will return to their original entrepreneurial spirit and continue their efforts.
Tsai Ming-tsai did not directly score whether the media asked whether he could score a job as CEO Cai Li-line. However, he pointed out that Cai Li-line is experienced and good at the entire company from vice president to grassroots level. Starting to improve these are all positives and I hope the future will continue to do well.
As MediaTek into the Samsung supply chain after the success, the future is whether there is a chance to advance the Apple supply chain, Tsai Ming-tsung said that as long as there is a chance to become a customer, MediaTek will strive to, but not particularly comment on a company.
In addition, Tsai Ming-tsai pointed out that if a salary increase was originally made every year, it should not be a topic for the pay rise and recruitment plan. The recruitment plan is still under planning.
4. Qualcomm Shen Jin: China rarely refers to the United States in the field of artificial intelligence
Despite the "interference" between Broadcom and Apple, Qualcomm has not slowed its investment in emerging fields, and Qualcomm recently announced a venture capital investment in nine Chinese companies, including artificial intelligence firm Shang Tang Technology Co., Ltd., Intelligent Shared Bicycle Company Bicycling.
Qualcomm vice president and Qualcomm Ventures Global Managing Director QuinnLi said: 'Qualcomm is accelerating 5G technology in the terminal side of the layout to enhance the chip's AI computing performance. Qualcomm strategic investors Tang Technology will help them more investment in the field of AI research and development, The cooperation between the two parties will create an integrated solution to reduce the cost of deployment of AI technology by handset manufacturers and other terminal equipment manufacturers, shorten the development cycle and further promote the rapid upgrade of the entire terminal equipment industry. "
Dr. Xu Li, Co-Founder and CEO of Shangtang Technology said that with the integration of resources from both sides, the advantages of Shangtang's original AI technology on Qualcomm's chip platform will be fully utilized, allowing more terminal equipment to benefit from AI technology , Accelerate the development of terminal intelligent ecology.
As for the investment in prostration, Shen Jin, the managing director of Qualcomm Ventures, once interviewed by reporters at the First Financial Technology and Innovation Conference, said that artificial intelligence and the Internet of Things will be the hottest fields in cutting-edge technologies and believes that artificial intelligence In the IoT area has a very wide range of scenarios, and after the high-pass and worship and China Mobile have jointly conducted multi-mode technology testing.
In the previous cooperation, Qualcomm will be applied to the Internet of Things LTE-IoT modem applications in the motorcycle smart lock, through the connection and satellite positioning and navigation capabilities, users can more accurately find the bike to speed up the unlock speed, and continued Monitor cycling status.
In addition, there are 9 companies in the wireless connectivity market, a supplier of open-to-electronics, artificial intelligence solutions for the terminal side provider of energy-saving, unmanned convenience store operator zero elements, innovative education solutions provider US Division Technology, fantasy technology for content providers that combine AI and VR / AR technologies, ALCO, a supplier of 'immersive' English learning environments, and AOCOM, a big agricultural and data services company.
Qualcomm said all the funding came from Qualcomm's $ 150 million China Strategic Investment Fund announced in 2014.
AI spawned more vertical applications
From 'Mobile Internet' to 'Internet education, Internet medical care' to the 'cutting-edge technology' nowadays, Qualcomm is looking for more suitable opportunities in the investment direction.
Shen Jin told reporters that computers, mobile phones have such a large scale, in fact, a lot of the core technologies are large-scale, miniaturization, low cost so that they can be used by today's drone, VR, these technologies are now extended To cutting-edge technology, there are five representative: VR / AR, artificial intelligence, Internet of Things, robots and drones.
'The figures are here and there will be 8.5 billion smartphones going to this market in the next five years This year is actually the first year of artificial intelligence on smartphones and the R11S uses Qualcomm's artificial intelligence technologies such as Image processing, brush face recognition, and many flagship high-end handsets from the beginning of this year will have the ability of artificial intelligence These capabilities will first be reflected in the photo camera processing, and then will be shown in your Intelligent Artificial Assistant's ability, will Help you manage memory, manage your staff, of course, can also manage the surrounding smart home by cell phone, "Shen Jin said.
In a sense, the performance of past smart devices depends very much on the computing power of the chip, but today smartphones, cameras, robots, IoT and other devices need to process massive amounts of data in real time, AI algorithms in terminal applications as well Will be to promote the intelligent development of terminal equipment, a new impetus.
Shang-soup said that the "algorithm + chip" synergies are redefining the terminal intelligent ecology, and Shang-Tang is China's largest provider of artificial intelligence algorithms from this logic point of view, Qualcomm investment is the Shang Tang's algorithm capabilities, As well as the future in the vertical areas of the explosive. Qualcomm has the ability to match these investment partners to cooperate with each other.
For example, among the companies that have been invested, one company called Ogilvy & Mather has set up the country's largest farm management network and provided industrial management agencies with big data-based intelligent industrial services.
Previously, Qualcomm invested in a similar company in Israel that started the project of applying AI technology to more than a dozen farms around the world. "Currently, the company has collected data from more than 5,000 farms because of its size Data volume has attracted a lot of buyers, including fresh electricity providers, supermarkets buy a lot of agricultural resources are also gathered in the company's platform now has more than 10 billion transactions on this platform, with such a Data platform, the company can quickly move forward in its development of artificial intelligence. "Shen Jin said there are plenty of opportunities for vertical markets such as agriculture and security.
Sino-American experience can not be blindly copied
Since 2015, Qualcomm has extended its investment focus to cutting-edge technology and focused on investments in such areas as artificial intelligence, Internet of Things, VR / AR, and robotics.
Currently, Qualcomm manages nearly 40 portfolio companies in China, and when it comes to what kind of investors to choose as the subject, Shen Jin told reporters that Qualcomm will invest in companies and fields that can be seen more clearly.
'We are more focused. A lot of VCs are less focused because they are focused so we are more flexible on the turn. Although 70% is A rounds, there are some investments in the Pre-A rounds and in the B rounds, C The wheels also have some investment, and Qualcomm will invest in companies and fields that we can see more clearly upstream as an industry chain, "said Shen Jin.
Shen believes that most VCs are focused on the one that is relatively close to consumers, such as games or app stores, all at a relatively downstream end of the industry chain, and at the upstream end, Qualcomm Insight Is more clear.
Everybody said that this year was VR harsh winter. No one dared to cast VR anymore. Suddenly the industry changed from a hot summer to a cool breeze winter, and the change was really fast. However, we remained optimistic mainly because of the technical needs There are some breakthroughs, the need to have a closed-door job settling process, this is not to say that the industry can not or is not the right direction. We will vote VR company, which is a reverse operation. "Shen Jin also stressed that investment is not like the stock , It needs to be based on the judgment of the industry and the investment choices made based on all the information.
For businesses that are already valued at very high prices, Shen emphasizes that they will focus on companies that have five years or seven years of potential to grow into unicorns. "Some companies may now have been valuations of unicorns Level, but it depends on whether it can become ten times, hundred times the unicorn company.
In addition, Shen believes that there is a big difference between China and the United States in artificial intelligence, saying that China seldom refers to the United States in the field of artificial intelligence.Firstly, we all know the basic principles of artificial intelligence more clearly. Second, For example, the following two scenarios are relatively weak in the United States: the first is security and security is the main source of income for Chinese companies such as Shang-Tang and Face ++, but it is troublesome to install a camera in the United States. The second is that the Internet Finance. The development of offline financial institutions in China is weak, and the emergence of Internet finance requires users to 'brush their face' - that is, to complete identity verification and make sure people are using their ID cards. The second of these companies The source of income is online authentication.
If the revenue, China, these two scenarios have been more than the United States.And the third scenario is the mobile phone, the United States, Apple Inc., but many things are not open to the outside world.Shen Jin told reporters that these entrepreneurship The application of the company in the mobile phone provides a better environment, as is the application of the IoT. In particular, there are many intelligent hardware companies in Shenzhen. The functions of their products are mainly connected. Whether the connection is Wi-Fi, 3G or 4G, Artificial Intelligence Technology. First Financial Daily