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1.Synaptics out of single, vivid shield Samsung S9 fingerprint identification provider;
Set news, etnews reported on the 27th, more than industry sources, Samsung consider commissioning Taiwan's flagship supply next year's flagship machine S9 fingerprint sensor.Although the two sides have not yet signed, it is understood unless there is a major event, otherwise it should be generally agreed.
Samsung to find Taiwan factory, headquartered in Taiwan, specializing in fingerprinting, cooperation with Samsung in the past, but the supply of products used in Samsung low-end models. If the flagship aircraft into the Taiwan plant will be greatly Benefit from the estimated annual sales of Galaxy series models from 4,000 to 50 million sticks, fingerprint identification sensor price of about 2 dollars.
Set micro-grid speculation that this will soon become a supplier of Samsung's suppliers should be Taiwan's Aegis, after the industry has already heard the news, Aegis is expected to cooperate with the King Vision, cut into the second half of next year's mass production of the Samsung Galaxy Note 9, Q2 next year, the fastest shipping.
Well-known analyst Guo Mingyi also released this report is expected, Qi Jing Photoelectric Aegean optical fingerprint identification program is one of the key partners in his analysis, Aegis because of the algorithm has the advantage of integrating hardware and software, there is a higher possibility of Samsung in Next year 2018 Optical Fingerprint Identification Order.
In cooperation with Wonder Optoelectronics, Kwok Ming-ko analyzed that in CMOS image sensing (CIS) technology, Aegis will work with Wonder King Optoelectronics, a supplier of CIS by Wonderland Opto Semiconductors, which plays a system integration role including designing controllers, calculus Law and system optimization.
The report speculates that Wonder Optoelectronics is the cause of Aegis partners, mainly because Optoelectronics is a touch and display panel integrated single-chip supplier that facilitates the development of under-display fingerprinting solutions. In addition, Optoelectronics has the ability to design CIS.
In the past Samsung flagship machine to find another American manufacturer Synaptics fingerprint sensor, if the result is so, on behalf of Synaptics out of a single.According to S9 5.77 inch and 6.22 inch two, and this year's S8, the fingerprint sensor is located in the machine Body back.
2. Memory / flash industry cycle is about to reverse, the memory chip boom or peak;
According to a comprehensive report from micro-grid, Morgan Stanley on the 26th made a significant increase in the profitability of memory chips next year after its investment rating of Samsung Electronics Co Ltd dropped from ' To "Neutral Weight." The target price is revised down 3.4% to 2.8 million won. Morgan Stanley pointed out that with NAND flash memory prices began to reverse in the fourth quarter of 2017, the downside risks will rise. At the same time DRAM supply and demand visibility has also been reduced since the first quarter of 2018. Since the first quarter of 2016, the strong market demand enjoyed by the semiconductor industry and the unprecedented pricing power are unsustainable, the NAND flash super cycle is expected to reverse.
Samsung Electronics said in October that DRAM supply and NAND flash memory supply and demand projections will continue to be tight in 2018. Samsung Electronics fell 4.2% on the 27th intraday, the largest decline in more than a year. Samsung's competitor SKHynix fell 3.6% The highest since the end of October decline.Korean stock market on the 27th morning suffered from selling foreign and legal entities, led by Samsung Electronics Technology stocks led the decline.
As of 12:41 on the 27th Beijing time, Samsung Electronics fell 4.18% to 2,657,000 won; the lowest opening so far to 2,650,000 won, a record low since October 27. SK Hynix fell 2.35% to 83,100 won; opened so far the lowest Fell to 82,000 won, the lowest since November 20.
US memory maker Micron Technology Inc. rose 1.10% to $ 49.68 on Nov. 24, its highest closing price since Sept. 27, 2000 and up 126.64% so far this year.
Intel, Micron announced on November 13, IM Flash B60 fab has completed the expansion project.The press release pointed out that the expanded wafer fab will produce 3D XPoint memory media. Founded in 2006, IM Flash joint venture for Intel Micron Production of Non-Volatile Memory Micron announces the first quarter of fiscal year 2018 on December 19. The press release shows that Micron's memory and storage solutions are helping to drive AI, machine learning, autonomous vehicles and more Disruptive trends.
Morgan Stanley believes that the memory / flash memory industry cycle is coming soon, and the leading semiconductor hard disk companies such as Samsung Electronics, TSMC and Western Digital have been downgraded to wait and see rating, the world's largest supplier of industrial wide temperature flash memory supplier group was lowered to ' Bearish 'rating, the target price 12% lower than the market price.Stellar Samsung plummeted by the impact of the industry, A-chip chip stocks led the broader market today, A shares of the 72 semiconductor companies in the decline of 64, the average plate fell 4.28% , Closing Weir shares, the Department of Science and Technology, Jing Jia Wei, NSE Jun average limit.
3. Semiconductor company market value surge ... first do not happy too early ?;
The market value of publicly traded semiconductors has risen sharply in the past three years, driven mainly by the M & A boom and overall chip market performance; however ...
International Business Strategies (IBS), a market research firm, said the market value of publicly traded semiconductors has risen sharply in the past three years, driven mainly by the M & A activity boom and overall chip market performance.
The market capitalization of the 15 non-memory semiconductor companies studied by IBS totaled 520 billion U.S. dollars in 2015 and is now estimated at over 1.07 trillion U.S. dollars. The agency said analysts and investors expect the semiconductor industry to have a longer term perspective Many M & A activities and positive factors, but also help the substantial rise in the value of semiconductor companies.
But IBS chief executive Handel Jones warned that the high market value of semiconductor companies - a boon to many semiconductor workers and investors - did not fully reflect the semiconductor industry's overcapacity or slower global GDP growth Led to the possibility of recession; he believes that the semiconductor industry in the next two years the possibility of a recession more than 50%.
Jones said: "It is profitable to sell shares of the chip industry when the market is positive."
Selected non-memory chip company market capitalization estimates
(Source: IBS)
The semiconductor industry has seen unprecedented heat over the past three years, mainly because chipmakers are committed to expanding their product lineup and making their existing markets grow further through acquisitions; Jones pointed out that M & A activity has allowed manufacturers in particular markets The number of smaller, so that product prices rise, such as the DRAM market is an example.
He said: "Many acquisitions bring great financial advantages, but not all will succeed."
Selected memory vendors market capitalization estimates
(Source: IBS)
Compile: Judith Cheng
(Reference text: Analyst Warns on Semiconductor Stock Valuations, by Dylan McGrath)
eettaiwan
4. IC packaging and testing of the new challenges;
After a lengthy three-stage review, in late November, officials from mainland China finally passed the ASIMCO Industrial Holding Company. Obviously, the global semiconductor packaging and testing industry has entered a whole tidal wave, and the era of IC packaging and testing industry is approaching .
At present, the top 10 packaging and testing plants in the world have shown the top three camps, including ASE and Silicon, Amkor and J-Devices and Manium, Long Technology and STATS ChipPAC, etc. However, if the three camps do not include IDM plants, Taiwan will have a market share of 29%, 15% ahead of the second largest U.S. camp and 10% of the third largest camp in China.
Following the acquisition and merger of domestic and foreign semiconductors since 2015 ~ 2016, in addition to the acquisition of Manium by Amkor in 2017 and the acquisition of Bloomeria by Silicon Grid in 2017, Lizheng also completed the Tera Probe opening ceremony in Japan in the second quarter of 2017 Acquisition, the share increased to 59%, at the same time Li Cheng also bought Micron Akita plant, on the one hand to strengthen strategic cooperation with Micron, while optimistic about Japan's semiconductor materials and other technologies are still leading the way, the total force into the acquisition of two Japan IC packaging and testing plant, the future will bring about 4 billion yuan contribution to the company's annual consolidated revenue.
In the future, Sun & Moon and Silicon Products will expand their market share and competitive advantage in the world. In addition to the standard of salary of Taiwanese employees to be added as the sun and the moon will increase, and expect to retain outstanding IC packaging and testing personnel, ASE and Silicon Products Simultaneously add the IC packaging and testing capacity in Taiwan, especially aimed at fan-out wafer-level package in high-end IC packaging and testing in order to seize the demand for high-end IC packaging and testing in the emerging field of science and technology; while in mainland China, Cooperation with the Group, looking forward to the future for the vast mainland semiconductor business opportunities derived from the IC packaging and testing opportunities.
Although Japan and Japan can stand the leading position in the global semiconductor IC packaging and testing market, but still can not ignore the threat from the mainland industry, mainly the mainland IC packaging and testing industry with the transfer of the semiconductor industry in Asia, coupled with the National Fund to support the acquisition of foreign countries High-quality assets, it is clear that the semiconductor packaging and testing industry must be the first breakthrough in the localization of semiconductors in mainland China the direction of the mainland in the future by way of mergers and acquisitions to expand epitaxial expansion will gradually reduce the fear of paying attention to the development of their own product competitiveness.
Overall, the semiconductor IC packaging and testing link is the most mature semiconductor industry chain in mainland China, the technology can link with world-class manufacturers link, and now through the silicon into the industry holding company the opportunity to exchange conditions, so purple Group bought silicon goods to invest 30% stake in Suzhou, mainland China, apparently cross-strait packaging and testing industry in the future the situation will be more complicated.
Although for the silicon products, the future can be through the shares of the Group, and have the opportunity to obtain the IC packaging and testing orders, and strengthen and Ziguang Group's Spreadtrum, Rui Dike and other mobile phone and Netcom chip packaging and testing orders have more opportunities for cooperation However, on the other hand, Taiwanese manufacturers also need to beware of the situation in mainland semiconductor manufacturers. Therefore, in a competitive and cooperative relationship, Taiwanese companies maintain their competitive edge and are well-positioned to protect their own key technologies. Is the future of silicon and business strategy after the problem. (The author is Taiwan Institute of Economic Research, associate professor of data bank)
(China Times)
5. New breakthrough organic semiconductor million times increase in conductivity
Set micro-mesh news, the international research team made new breakthroughs in organic electronics technology, making organic semiconductors conductivity increased one million times! Organic semiconductors in recent years in the medical equipment, solar and other natural environmental technologies have immeasurable prospects.
This is a joint effort of research teams at Princeton University, Georgia Institute of Technology and Humboldt-Berlien University, recently published in the journal Nature Materials.
In recent years, organic semiconductors have been widely used in the field of soft electronic devices, displays, solar energy, etc. because of their natural, environmental friendly and good flexibility, etc. However, the electronic properties of these organic materials are generally not good.
The team found a powerful chemical admixture that adds electrons to carbon-based organic materials, raising the conductivity of organic materials about a million times.
The new type of admixture, made up of pairs of ruthenium-containing molecules that need to be activated by UV, has thrilled researchers that once activated, these components remain activated, even with UV light turned off.
This new admixture is not only very stable but also suitable for both solid and liquid organic semiconductor materials.
Xin Lin, a Ph.D. student at Princeton University who is a member of the research team and said at the results briefing, said: "Organic semiconductors are the ideal material for producing soft equipment, making the machinery production process cooler and more energy efficient."
Organic semiconductors have an immeasurable use in many emerging industries, such as revolutionizing medical devices, dramatically increasing solar technology, etc. Many organic materials are favored, such as DNA and silk, and some even have their own Repair function.
These emerging technologies will improve the performance of many devices, make them more environmentally friendly, or make the wearer more comfortable. Maybe in the near future, people will find themselves and electronic devices are so perfect fit!