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1. Samsung to dig Kok Core, Intel director, to reduce the gap with the TSMC;
Set micro-Network news, Samsung recently from major companies digging talent, intends to quickly reduce and UMC, TSMC Gap. According to the Korean media Businesskorea 22nd reported that the industry sources, the former core (GlobalFoundries) director Kye Jong-wook, last month to Samsung, will be in the wafer Foundry department as a research and development Office design and implementation (enablement ) Team leader.
In addition, not long ago, Intel director Song Byeong-moo joined Samsung. Song graduated from Cornell University, will be responsible for improving the yield, improve process performance and so on. Yuri Masuoka, a former TSMC employee, turned to Samsung and recently got a promotion and will work with Song.
Not only that, Samsung system LSI Department new director Kang In-yeop, previously worked in Qualcomm 13 years, responsible for the development of 3G, 4G modem chip. He moved to Samsung in 2010 under Samsung Lee and was responsible for developing Samsung's mobile processor.
IC Insights recently released a report that Samsung 2017 years of capital expenditure reached 26 billion U.S. dollars, not only the amount is unprecedented record, and its annual growth rate has never seen the highest. Among them, in the wafer foundry part, will spend 5 billion of dollars to enhance the manufacturing capacity of 10 nm process.
In October this year, Samsung announced its 8nm LPP process technology verification work has been completed, 7nm LPP manufacturing processes are rumored to have been put on the agenda, the target in the second half of next year to start pilot production.
2.4g-5g transition must be! The 2022 Sonic Filter market will reach $16 billion trillion;
Since 2000, with the development of smartphones, the number of bands used in mobile communications has increased dramatically from the 4 bands in 2000 to more than 30 today. To manage this growth and drive the upcoming 5G, RF modules have been widely developed. At present, thanks to the traditional need for new antennas and the development of Multi-carrier technology, the filter is the most robust market in the series of radio frequency components for mobile applications, with a market size of $16 billion by 2022, according to a report by Yole Knowmade, a market research firm.
Dr Paul LeClaire, a Knowmade patent analyst, said: ' In this dynamic context, the RF Wave filter has become the best solution for the implementation of the 6GHz band filter operation. ' In fact, Sonic filters have low manufacturing costs but can achieve high levels of consolidation and performance. So far, no other technical solution offers a better trade-off. '
During the period from 2000 to 2006, the application of sound wave filter was very high, since 2010 gradually slowed down, and reached plateau stability period. The market is dominated by traditional manufacturers with strong international status, which greatly reduces the penetration rate of new entrants in the industry. From 2017 to 2022, it is expected to have a combined annual growth rate of 8%: Sonic Technology has become the best way to provide high-performance, small size and low cost filters in analogue RF communications.
The Intellectual property field presents the same development trend, led by Broadcom, Skyworks, Taiyo Yuden, Murata and a handful of big companies. After a period of rapid development in 2000-2006, Sonic filters have consolidated their position. Recent mergers and acquisitions have led to a stronger investment portfolio. Broadcom's acquisition of Avago Technologies is a good example. In addition, with the formation of 5G Communication protocol, the manufacturers are now developing filters to meet the upcoming 6GHZ applications and the future 5G mass market demand.
Saw is the main technology of mobile communication. Patent activities began in the early 90, the layout of the patent manufacturers have been fully established. Intellectual property activities are promoted by the Murata Production Institute (Muratamanufacturing), which benefits from its already licensed and pending patents.
Compared with the saw market, Baw's patent activity shows greater kinetic energy. As a result of Avago Technologies's acquisition, Broadcom's powerful product portfolio has also been consolidated. Baw's intellectual property market is not as well developed as saw, and knowmade analysts expect the market to be reshaped over the next 5 years due to competition among key IP challengers. For example, Qualcomm and Qorvo two companies have shown notable patent activities related to the transition from 4G to 5G. This strategy may reshuffle the Baw intellectual property market and increase competition. Yole
3.Marvell CEO: Create infrastructure solution leader by acquiring Cavium;
Marvell CEO Matt Murphy on CNBC said on a television show that the acquisition of Cavium, a $6 billion takeover, would create Marvell as a player for providing infrastructure for cloud computing and networking. Of course, he was also surprised by the market's positive reaction to the deal, such as the rise in the shares of two companies, which exceeded his expectations.
Matt Murphy said that in the last few days of his discussions with investors, they said they would be happy to see the transition direction of Marvell, the infrastructure, the cloud control, and the business focus at the networking level, meaning that it could cover all the clouds and the edges of the interconnect.
Matt Murphy, who was in charge of Marvell since July 2016, set three main goals when he joined Marvell: to overhaul the financial situation, build a management team, and reorganize the company. He disclosed the move as part of a larger restructuring being carried out by the semiconductor company under his leadership.
For Marvell, Matt Murphy thinks this is a representative company in the semiconductor industry, which has great technology, architecture, engineering and products. ' We will refocus on markets such as storage, networking, cloud computing and infrastructure, which are the main drivers of the company's future. Last year we got back on track and made great progress with our clients. We will use cash and debt financing at hand to push this merger with Cavium. He said the merger with rival Cavium would help Marvell's portfolio of customers and business diversification and reduce the hard drive business that used to dominate Marvell 40% of sales to 25%.
In this 25%, a significant portion of the hard drive grows. Hard drive in the growing segment of the market includes access to data center or enterprise storage drives, High-capacity drives, near-line drives, etc.
In addition, Matt Murphy points out that the merger will lead to the creation of a ' silicon, software and solution for the cloud ' leader, for the market to show ' industrial networking '. ' It's an exciting combination of two highly complementary companies that can play a bigger role, and more data will be coming through Marvell and Cavium technologies to access the Internet. ' He stressed.
4. MediaTek Tsai expects Moore's law to be limited, but innovation opportunities remain
MediaTek Chairman Tsai 21st was invited to discuss with the Chairman of the Alibaba Technical Committee, Dr. Jian, as computing technology and capabilities will be faster, stronger and more mobile data will be available to solve human problems by data, it will be an opportunity for the future, so for innovators and entrepreneurs, In fact, everywhere, there will be a new opportunity, and the global semiconductor industry has been playing a fundamental role, the industry chain has also been providing innovative kinetic energy of the most basic services. However, although the past Moore's law has been the principle of the development of the semiconductor industry, but as the physical limit goes closer, Moore's law may have new bottlenecks in the next 5 nanometers or even 3 of nanometers, and at this stage is 7 NM process technology, which means Moore's law can last for 2 of generations. From offline to today's so-called online era, the semiconductor industry has always been the basis, Tsai says, and the global semiconductor industry provides the most basic infrastructure for businesses to go online, and MediaTek is no exception. Facing the network is the Online foundation, the network will accumulate more data, the information from the simple information into meaningful data, it will be new business opportunities, which for the entrepreneur, also represents a new opportunity everywhere. Tsai also quotes Jian new book, Entrepreneurship Everywhere is an opportunity, but venture to take risks, but willing to sprint on the right, the unknown is the essence of the world. Jian said that the online law spindle consists of 3 parts, first of all, that every data in the world should be on the internet of things, this is an important thing, the data is meaningful; In addition, the idea is that we can flow, the flow of data has value, and finally, every data flow can be calculated, the ability of computing is very important; Take Bestäuber as an example, turn the user's mind into something connected, is a very good creative realization, which is also very meaningful to the current industry, higher-order computing power is definitely not a mobile phone can be reached, the flow of data, operations no matter to innovation, management, and all walks of life bring new opportunities, but also very innovative. Moreover, compared to the artificial intelligence (AI) topics commonly used, Jian is the machine intelligence to call it, so-called artificial intelligence, is to use the computer to calculate human-known things, and machine intelligence is to do things that humans can not do, such as in the city to calculate the number of vehicles running, this is human cannot do, but the machine can do. The internet has only been connected to PCs and mobile phones for the past more than 30 years, making the world a big change, and the pace of change in the world is supposed to be faster with all the devices available online in the future. Again, when everything is connected to the Internet, the data generated by the network should not only be collected, but rather to find useful information, to become a business model, such as Microsoft and Google's differences, Microsoft is a software company, with a lot of data but not a lot of use, Google uses the Internet to collect user clicks on the web's behavior information, which in turn provides consumer advertising and creates new business models. In the so-called intelligent, network age, the most important thing is that the machine must have a certain amount of computing power, this point from the earliest large supercomputer, to the current everyone's hands on the smartphone, all highlight the computing technology and capabilities, is the product, application, business opportunities can continue to try to innovate the spindle, and the semiconductor industry is the basis of operations, This also means that semiconductor companies are like the basis of the online era, if the semiconductor industry does not develop, then all can not develop, assuming that the Taiwan semiconductor is not so advanced, the above mentioned has occurred, or is happening in the innovation and change, it is impossible. Digitimes