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1. Chuanfa Branch and Apple co-operation in four areas the highest voice;
According to Taiwan's Economic Daily reported that the market came out, MediaTek and Apple increased the possibility of cooperation, the two sides cooperate to mobile phone modems, CDMA IP authorized, WiFi custom chips (ASIC) and smart speaker HomaPod chip four The direction of the highest voice, the fastest results in the second half of next year.Among them, the highest profits authorized IP, the highest performance of MediaTek performance tonic.
Phone chip supply chain that the chip makers and customers are often open a long time, especially for new customers, if the modem point of view, Apple is currently not yet open, MediaTek in principle should not be able to cut into next year's models; plus Apple's home-made modem situation is relatively clear, so provide a higher probability of IP, MediaTek is relatively the most profitable.
As Qualcomm is now playing big patent Apple patent litigation litigation, the market came out before, MediaTek is becoming Intel, the third supplier of mobile handset modem products, but MediaTek CEO Cai Li-line has said in a few days ago France Respond: "No idea."
However, because Apple is making the A-series application processors required for iPhone and iPad, it has repeatedly repeatedly made preparations for the use of modems for home-made mobile phones and tablet computers. It has been reported that TSMC has been testing as soon as 2019, allowing Whether MediaDevice also need the backup role, variable.
However, the supply chain, MediaTek is actively seeking orders in the Apple, not only in mobile phone modems, but also with the home-made plans for Apple's modems to provide CDMA2000 IP authorizations.
From the current situation, the current CDMA2000 technology vendors, only Qualcomm, Intel and MediaTek, and Qualcomm and Intel are the current Apple chip suppliers, access to the relative difficulty of obtaining a license, so MediaTek is considered possible object.
In addition, the market also came out, MediaTek two years to actively accumulate many years of IP advantages into the field of ASIC, following the global network leading Cisco grab the order, but also to Apple for customized WiFi chip.
In addition to the above three cooperation space, as Apple will launch Smartphone new product HomePod, originally used Apple's old A8 chips used in mobile phones, but MediaTek partners with Amazon for several years to achieve success, it also began to fight with Apple , Another future product of both parties hand in hand.
Mobile phone chip supply chain that if MediaTek have the opportunity to provide Apple WiFi ASIC or HomePod chip launch time from the point of view, the fastest shipping time should also fall in the second half of next year.
Millions of sensors flow around the world, Ru Zhuo guarantee the most complete supply!
With a wide range of applications and a huge variety of needs, sensors are naturally the focus of the electronics industry.Rutronik Elektronische Bauelemente GmbH, a global e-distributor that focuses on growing its business in the country, can be used for a variety of applications and applications 28 billion parts are available, which naturally include an array of sensors such as MEMS sensors, pressure sensors, magnetic sensors and light sensors, and even multi-function or 'fusion' sensors with integrated accelerometers, gyroscopes and magnetometers. Is the hottest recent tip sensor products:
• LSM303DTR - (Manufacturer: STMicroelectronics) The LSM303DTR is a 6-axis electronic compass LGA-16 SMD. The ultra-compact, high-performance electronic compass integrates a 3D accelerometer and a 3D magnetometer module. The system is configured to generate an interrupt signal Applications include free-fall, motion detection and magnetic field detection Applications include horizontal and vertical display devices, gaming and virtual reality input devices, impact recognition and logging, vibration monitoring and compensation.
• BMI160 - (Manufacturer: Bosch Sensortec) The BMI160 is an inertial measurement unit (IMU) with an advanced low-g 3D accelerometer and 3-axis gyroscope for mobile phones, tablets, wearables, remote control Low power, high precision 6-axis and 9-axis applications in gamers, game consoles, head-mounted displays and toys.
• BME280 - (manufacturer: Bosch Sensortec) The BME280 is the smallest meteorological observatory in the world for the determination of humidity, temperature and pressure.
• BNO055 - (manufacturer: Bosch Sensortec) The BNO055 features a system-in-package (SiP) with a three-axis, 14-bit accelerometer in a single package, a triaxial 16-bit gyroscope with ± 2000 degrees per second, a triaxial geomagnetic sensor And 32-bit cortex M0 + microcontrollers running the Bosch Sensortec sensor fusion software.
Rutronik Elektronische Bauelemente GmbH, founded by Helmut Rudel in Ispringen, Germany in 1973 and currently has more than 70 subsidiaries in Europe, Asia and the Americas, is the third largest distributor in Europe (Source: Europartners Distribution Report 2016) and the world's 10th largest distributor (SourceToday, May 2017). As a wide line distributor, Rutron can provide semiconductors, passive and electro-mechanical components and displays, embedded Motherboards, storage solutions and wireless solutions, etc. The company's main target markets are automotive, medical, industrial, household appliances, energy and lighting, professional technical support for product development and design, logistics and supply chain management solutions, and integrated Services make Ruzhuo service increasingly perfect.
In order to establish closer relations with electronics industry professionals and help engineers gain experience and knowledge of key trends, needs and specific issues in order to facilitate and successfully complete the project, Ruozhu Li also opened a WeChat account (WeChat ID: Rutronik_Electronics) and more Quickly provide the latest news, product services and industry trends.
3. The sale of the exchange shares, MediaTek doubled in the fourth quarter profit;
MediaTek benefit from the transfer of part of the equity transfer to the top of the investment, 挹 note profit of up to 7.65 billion NT, announced on the 27th large-scale Q4 profit target more than doubled, a single quarter net profit of up to 5.66 yuan per share 7.01 yuan.
MediaTek originally expected by the non-handset product line into the off-season impact, the fourth quarter revenue of about 59.2 to 64.3 billion yuan, down 7% quarter to quarter increase of 1%; gross margin was 34.5% to 37.5%, the median value of the first 36.4% of the 3 quarters slightly declined; business interests of about 2.778 billion to 33.95 billion yuan, down 31.5% to 44%, net income per share of about 2.18 to 2.67 yuan.
However, MediaTek has announced last Wednesday (22), the hands of the top holdings of 22,772,29 shares sold to China's National IC Industry Investment Fund, an estimated profit of about 7.65 billion yuan.
As the actual profitability and the original financial test differences, MediaTek yesterday announced a major increase in the fourth quarter profit target, net profit per share is expected to reach 5.66 to 7.01 yuan this year full-year net profit of 14.72 to 16.07 yuan per share, There is a chance of 15.16 yuan last year.
According to MediaTek's announcement at the time, Huafa International, a subsidiary of the Company, still held a total of 72.525 million shares, representing a shareholding ratio of approximately 15.91%.
Interrupted by China Mainland's 11th holiday, MediaTek's revenue in October slightly dropped to 21.012 billion yuan, down 5.3% month on month, which was in line with expectations. According to the performance of MediaTek in October, the average forecast for November and December Monthly revenue will fall between 190.94 billion to 21.644 billion yuan, the quarter revenue will be easily met.
MediaTek out of mainland China Cai Li Xing to play corner;
MediaTek has the opportunity to enter the Apple supply chain for the first time. Prior to this, CAI Li Xing, the co-CEO who diligently visits the United States, plays a key role in actively decentralizing MediaTek's reliance on the mainland market in the past.
MediaTek has captured more than 80% of the market share in the Chinese mobile phone market in the 2G era. Coupled with the mainland customers sold to the world, mainland customers have always played an important customer base.
Although MediaTek grabbed Samsung's chip orders for smartphones last year, the customer base was partially decentralized. However, as the cooperation between both parties will cool down next year, coupled with shipments of non-mainland mobile phone customers such as LG and Sony, Upgrade, MediaTek next year, the degree of dependence on the mainland mobile phone market will be further enhanced.
Moreover, the proportion of Haitian using its own handset chipset Haisi is increasing. The proportion of Xiaomi using Qualcomm is still high. As a result, there is a high degree of concentration of mobile phone chip customers in the next year, and the dependence on OPPO and Vivo is great.
OPPO and Vivo handset manufacturers next year's operating performance next year, will be about MediaTek mobile phone chip market share and shipments next year, the further dispersion of customer base is still the top priority of the company.
It is understood that Cai Lihang since assuming the co-CEO in June, after a period of warm-up, a few months ago has begun to visit customers, the headquarters of Apple is where he diligently diligently.
As MediaTek grabbed Samsung orders last year, it can be said that in addition to Apple, the global handset makers have been included in the customer list, Apple played the last mile of this time if successfully grabbed, with milepost significance.
5. Zhu Ruili, Infineon reached a distribution agreement focused on the Asian market
Rutronik Elektronische Bauelemente GmbH and Munich high-tech company Infineon extend its distribution collaboration to the Asian market, which has taken effect and covers the entire Infineon product portfolio.
Ru Zhu Li and Infineon reached the Asian market distribution agreement
Gerhard Weinhardt, Global Marketing Director, Rutronx, said: "The Asian market is particularly interested in power and automotive applications as well as automation and lighting control. We have seen a huge market for electric bicycles and electric vehicles in Asia In particular, in the Chinese market, we can provide the most suitable products through the Infineon product range, which is even more aggressive in the EV market than in Europe. "
Products in the power area that are closely associated with the Asian market include power management MOSFETs, IGBTs, SiC and driver products, and in the automotive arena, the market focus is on Hall effect sensors, current sensors, and specific microcontrollers. Encryption is another important Area, Infineon offers specific high-end solutions in this market that protect systems from hackers.
Andreas Mangler, Director of Marketing Strategy at RUZHOLI, explains: "Infineon is the leading company in the field of innovative products targeted for the market. We have been successfully cooperating with Infineon for more than 20 years and the relationship between the two companies continues to flourish. Supply chain and centralized process management, we can also benefit Asian customers. "
The long-term goal of this expanded distribution business is to increase market share in Asia, and the large size of China's market will be a major factor in achieving this goal. Rely on strong field applications team of engineers and their design solutions -in) work to achieve the goal