'Outlook' Morgan Stanley: NAND Flash recovery has slowed in the fourth quarter, the good light is about to peak

1. Morgan Stanley: NAND flash recovery has slowed down in the fourth quarter; 2. The key technology to quickly understand 3D sensing: VCSEL; 3. Physicists have done the most accurate measurement of proton magnetic moment so far; 4. NXP Semiconductor Business Manager: V2X Business Opportunity coming soon

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1. Morgan Stanley: NAND flash recovery has slowed in the fourth quarter;

Set micro-messenger news, Morgan Stanley on the 26th issued a medium-sized report on the semiconductor industry pointed out that NAND and semiconductor plants in Asia in the past, benefiting from the huge demand for rising prices and the strong pricing power of the good light is about to peak, so at this stage It is a good time for those who are using code-reduction.

However, due to the slowdown in demand for HPC (high-speed computing), the shrinking of the size of the smart chip and the fierce competition in the foundry industry, SMIC believes that although TSMC is well-positioned in the technological innovation of industrial innovation, And other three major worries, so cut 2018, 2019 operating expectations, and the rating from "Outperform" to "neutral."

As NAND Flash industry outlook, Morgan Stanley believes that this wave of NAND Flash recovery cycle has shown signs of slowing in the fourth quarter, including solid state drive (SSD) prices softened in the season due to excess supply, China's smart phone to reduce memory requirements, iPhone X next quarter demand will also be reduced.

Morgan Stanley downgraded Samsung rating from "Outperform" to "Neutral."

2. Quickly understand the key technologies of 3D sensing: VCSEL;

Because of Apple, many of the old technologies began to find their second spring, vertical cavity surface-emitting laser (VCSEL) is the latest one, due to the Apple iPhone X face recognition applications, let this used in the past High-end technology in the communications field has a new market, and the extent of flaming almost equivalent to the original capacitive touch.

VCSEL structure and function. (Source: Philips)

Since VCSEL is a semiconductor-grade semiconductor and involves optics and electronics, Taiwan is dominated by a large number of optoelectronics vendors, such as LED manufacturers or optical-conductor packaging industry. This article is based on a Philips website description. This technology makes a key review, of course, Philips is a typical semiconductor and optical technology industry.

The VCSEL stands for "Vertical Cavity Surface Emitting Laser" and its structure and function is shown in Figure (a). VCSEL is a semiconductor laser diode that emits light perpendicular to the surface (1). Luminaire consists of a number of active layers, the thickness of nano-level.

In these layers, the electron carrier is converted into light, and above and below the active layer, the multilayer alternating refractive index forms a resonant mirror (4); short laser cavities require a high reflectivity of the mirror to obtain sufficient gain , The doped semiconductor mirror additionally provides electrical contacts (2) and (3) for the active layer; the size of the active area is defined by the width of the oxide layer (6) near the active layer.

The structure and vertical beam of the semiconductor layer allow for the production of fully functional laser light in one generation step. After this epitaxial generation, the standard semiconductor wafer processing step defines the light emission region and provides power to the individual laser diodes Terminal.

The vertical structure of a VCSEL can create a large number of lasers that are adjacent to each other and form a two-dimensional array. Depending on the application, the VCSELs in these arrays can be individually energized (with individual contacts, for example, in multi-channel data communications applications) , Or in parallel. In a multitude of laser parallel configurations, current is provided to individual lasers through a thick conductor layer (5) to provide the array with low-resistance electrical terminals.

The VCSEL array consists of thousands of miniature lasers fabricated on semiconductor wafers on GaAs wafers. The typical spacing between individual laser lasers is in the 40 micron range, with wavelengths between 800nm ​​and 1100nm, most commonly 808nm, 850nm and 980nm, each linewidth is a few nanometers.

Compared to infrared LEDs, VCSELs have a very narrow linewidth and very positive emission characteristics.The chip is cut from the wafer and mounted on a carrier, and the assembly procedure used is a well-known step in the LED industry.

In addition, the VCSEL's brightness ranges between traditional lasers and lamps or LEDs, and the technology provides scalable system power, so high power VCSEL systems are an attractive solution for many applications. CTIMES

3. Physicists have done the most accurate measurement of proton magnetic moment so far;

An international team of physicists completed the most accurate measurement of proton magnetic moment so far using high-precision techniques, the study was published in the journal Science, the latest measurement is 2.79284734462 ± 0.00000000082 nuclear magnetic moment, the basic property of protons One is the key to understand the structure of the atom.

Scientists use the double trap method to complete this unprecedented measurement.

The second author of the essay said that the technique should be used to measure the moment of antiproton to see why there is no antimatter in the universe today.

4. NXP Semiconductors Automotive Manager: V2X Business Opportunity is coming

However, as a whole, the V2V / V2X application based on DSRC technology will be the fastest technology to enter the large-scale popularization phase. Not only from the 2021 From the beginning of the year, new cars sold in the U.S. market will begin to force V2V support one after another. Singapore is expected to grab more imports in the United States from 2019 onward.

Hua Sheng, regional marketing manager for NXP Semiconductors Automotive, said that as V2V evolved from the hot automotive electronics market such as advanced driver assistance systems (ADAS) and self-driving cars, (V2X) communication has made great progress.At present, the world's major automotive markets such as the United States, the European Union, have all been determined V2V / V2X will become a standard mandatory installation of the function; although the standard in China has not yet end However, NXP has signed a memorandum of cooperation with China's Ministry of Industry and Information Technology, indicating that the Chinese government also has the will to promote V2V / V2X.

However, apart from the world's top three car markets, it is somewhat surprising that Singapore, where the auto market is not large, is likely to grab its share of the prestigious V2X in full swing from 2020. After the government funds have been invested in infrastructure upgrades In the case of Singapore, the Electronic Road Fare System (ERP) will be fully upgraded to the second generation by 2020. Vehicles traveling on Singapore roads will have to support V2X in order to pay for the road use fee, and the demand for related on-board equipment is expected It will start to emerge in 2019.

Hua Sheng, regional marketing manager of NXP Automotive Division, pointed out that the V2RC / V2X application opportunities based on DSRC are about to emerge.

Also because V2V / V2X has been determined to become an indispensable element of the future smart car, in addition to DSRC, other technology companies also want to share a slice of, for example, LTE camp deliberately formulated for LTE-V standard workshop communication requirements.But the current LTE The -V standard has not yet been finalized, and DSRC has been around for more than 10 years since it was introduced. It is a very mature and stable technology. For this reason, it can successfully cross the high entry threshold for automotive applications and is about to be fully imported.

Taking into account the V2V / V2X is about to become a standard car, Hua Sheng believes that the relevant industry chain must be mass production preparation in order to meet the huge market demand. In view of this, NXP will be in Taiwan to seek more cooperation with the module industry opportunities , Which is also a key project of NXP's automotive electronics business to be launched in Taiwan in the coming years.

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