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1. Reuters: millet IPO investment bank for the next year to start the valuation of up to 100 billion US dollars;
According to Reuters, Beijing time on December 6 reported that informed sources said that the Chinese smart phone maker Xiaomi has invited investment banks to submit the tender next Friday to arrange next year's initial public offering (IPO) issues.
Millet's valuation of $ 46bn at the time of financing was completed in 2014. Sales of millet went on to a halt and after the strong rally this year, millet's valuation is expected to start to rise.
Informed sources said that millet is expected to choose to be listed in Hong Kong or the United States, its IPO next year is expected to become the world's largest technology companies listed on the 'millet IPO size is huge,' informed sources said '100 billion US dollars valuation is not a Crazy numbers.
Millet briefly became the world's top-rated start-up in 2014. Informed sources said it valued about 55 billion U.S. dollars by the end of June, but two other insiders said that based on Xiaomi's expected profits, Valuation should be much higher than this figure.
Millet has not yet comment.
On the one hand, Xiaomi was trying to expand internationally; on the other hand, Xiaomi also had to contend with fierce competition from Chinese domestic rivals such as Huawei, OPPO and vivo, Brazil and Indonesia, but this year, Xiaomi restarts selling mobile phones in over a dozen countries, including Indonesia, Vietnam, Russia, UAE and Ukraine.
According to a report released by market research company Canalys, Xiaomi has replaced Apple as the fourth-largest smartphone maker in China by volume, thanks in part to Xiaomi's focus on opening offline stores.
Just before the exposure of the listing plan for Xiaomi, a series of Chinese technology companies and financial technology companies have been successfully IPO in recent months. Several Chinese companies have been considering going public next year, including a review of the U.S. group worth 30 billion U.S. dollars , The last round of financing valuation of 18.5 billion US dollars Lu Jin.
Lei Jun, the founder of millet, once said that millet will not be listed before 2025. However, insiders said that the bull market in the stock market and favorable earnings data accelerated Xiaomi's listing plan.
Xiaomi's entry into Spain in early November marks the first time that the company has entered the Western European market, and Xiaomi has restarted its stalled global expansion plan to enter the United States and other developed markets around Europe.
2. Lei Jun: There are many more 'different' products beyond the flagship next year;
Positive Qualcomm Technology Summit, the invitation to the millet company president and CEO Lei Jun. Xiaomi and Qualcomm companies have a very deep cooperation between the first generation of products from Xiaomi use the Qualcomm Xiaolong MSM8260 processor. The flagship products are equipped with Qualcomm mobile platform.
Lei Jun said at the summit that Xiaomi has sold 238 million Xiaomi phones equipped with Xiaolong processors, of course, in the forthcoming Xiaomi 7 is no exception.
Leiyun debut speech by Qualcomm released the flagship Snapdragon 845 mobile platform of the year, which is the only speaker from Qualcomm companies from mainland China manufacturers.According to Lei Jun revealed that next year's Xiaomi flagship is certainly equipped with Qualcomm Snapdragon 845 processing In addition, Lei Jun also disclosed next year some new trends in handset business.
First thing to say is - full screen. Some may want to ask the full screen is the topic of 'clichés', why this time has been moved out? Here's full screen, if you want to trace the millet company's mobile phone products Innovation.
Millet MIX mobile phone was released in October last year, according to millet introduced this is the world's first full screen mobile phone, which accounted for up to 91.3% screen. This phone is actually a technical seminar in early 2014, millet internal discussion that the future mobile phone form The front is all screen.Although difficult to achieve this idea, but millet is still facing difficulties.Although the final millet MIX is not the way the front full screen, but also a stunning.Now we can see that almost every product Talking about the overall screen, millet has promoted the progress of the global comprehensive screen.
However, the 'full screen', folding screen, flexible screen is also two years of innovative products, which Lei Jun also said the pace of millet more than 'full screen', next year we can see a variety of 'different' The product.
Of course, this 'different' is not limited to the appearance of Lei Jun also said that in the system of artificial intelligence is also one of the development direction released in the second half of this year's AI, is the representative of millet artificial intelligence.In fact, artificial intelligence development of millet has been More than 2 years, there are more than 600 researchers, and the Xiaomi AI robot introduced in September this year is an artificial intelligence product. Xiaomi contributed to the birth of a small class of AI students through the accumulation of big data and cloud services with deep learning.
Through the development of small AI classmates, Lei Jun said that in the future we can see similar artificial intelligence products in the mobile terminal. At present, the millet AI team and the Qualcomm team are working together and they will see more detailed AI contents when they release early next year.
In addition to the mobile phone product itself, Lei Jun also shared some layout of international data, according to IDC survey data published in Q3 2017 quarter showed millet has climbed back to the world's fifth, of course, Lei Jun is more proud that the millet third quarter The growth rate is 102.6% .This growth rate is very remarkable.Chinese market has entered the fourth millet.In the world's second largest mobile phone market in India, millet has accounted for the first place.
The future of millet has been in the United States began experimenting with the sale, insight into the habits of users in the United States, decided to find a suitable opportunity to announce the layout of the United States market.
3. Mobile phone manufacturers halt the pixel battle after billions of dollars pending gold rush;
The print advertisements of the Shanghai Metro are changing all year round and mobile advertising has always been one of the main characters. In 2017, mobile advertising, backlighting and night-time photography became the focus of attention. The level of pixel resolution slowly receded.
After the phone with the camera, in the last ten years, the camera's pixels from 300,000 to 1 million, 2 million, 5 million to 10 million until there are more than 20 million pixel camera phones appear; increasingly powerful camera function First let the fool camera disappear, while the home digital camera market has also been eroded, precarious.
The higher the pixel, the more powerful mobile phones, but the cell phone pixels crossed the threshold of 20 million, the major mobile phone manufacturers competing pixel-sized games to play more.
A long time in the United States of senior veteran video processing experts single note told First Financial said that a single pixel size from 5.6 microns in 2004, getting smaller and smaller, and now has reached the limit of 1 micron in the phone's limited physical space, By expanding the pixels to improve image quality basically come to an end.
After hitting the ceiling on the hardware to keep the competition going, video technology companies are beginning to find new selling points for handset companies in software and video data processing optimization.
Camera old and new things
The earliest application of the camera is on the computer.The current CEO's single note of Black Sesame Smart Technology Co., Ltd. ("Black Sesame") experienced the complete cycle from the use of a camera to the phone.
'In the past year, our products went on sale, ranging from well-sold to unattended, but in just a few months.' Recalling the work experience in Silicon Valley 17 years ago, it was a sly note with a single note.
At that time, Omnivision, where the book of notes was located, is trying to put the camera in a computer for photographing and sharing by consumers.
PC camera market has not expected the hot single note told the first financial reporter, PC-side camera was neglected, mainly because of the network speed is too slow, photos can not be passed out, can not share. 'So we consider fought mobile terminal Although not fast, but at least (cell phone) is able to pass out.
In September 2000, Japanese handset maker Sharp released the world's first J-SH04 camera with a camera, and Omnivision was one of the suppliers of the handset, though the camera was only 110,000 pixels .
Since then, the market has been gradually opened up. A single note contrasts with the shipments of the time. "Before the market, our shipments were only 1k + 1k; then it was 3kk a day, equivalent to one billion a year." '(Editor's note: 1k for a thousand, 1k + 1k is two thousand, 1kk is a million.) According to reports, Omnivision had a 40% share of the global image sensor market.
Market research firm IDC recently estimated that in 2017, the global shipment of smartphones will reach 1.5 billion and is expected to grow to 1.7 billion by 2021.
Each smartphone basically has several cameras. The demand for camera data processing only by mobile phone is a huge market. One memorandum chooses to leave Omnivision, while Liu Weihong, a high school classmate, left a Fortune 500 company and chose Starting with him, the great future of the image market is a crucial consideration.
The image sensor and application processing market behind the camera is not limited to the mobile phone market.With the development of the artificial intelligence industry, from image acquisition and transmission to calculation, understanding and feedback, to application-oriented warehouse logistics, smart driving , Around the camera behind the business model is gradually coming.
The so-called image perception, an important area of artificial intelligence, is the computer to process, analyze and understand the image to perceive and recognize different objects.
The First Financial Press combed and found that capture the depth of the front-end information, back-end processing and understanding of complex data, the final feedback for decision-making, image perception industry activities as a cycle.
It is in such a circular process that a large number of start-up companies were born that at the core of their own hardware or algorithms provide software or hardware and software products to leveraging industry gold mines.
Ping An Securities released the "Intelligent Image Recognition Special Report" shows that as of early 2016, in all AI companies in the field of focus, the number of companies focused on image perception, a total of 185, second only to the hottest machine learning, The total amount of accumulated financing in early 2016 more than 1.1 billion US dollars.
As with a single note, keen entrepreneurs cautiously look into this vast market in an attempt to cut through verticals and seek further possibilities.
From capture to understanding
Brush face payment, airport self-clearance, automatic sorting, unmanned aerial image perception technology is a microcosm of rapid popularity in the background behind this is more mature technology and more accurate recognition rate.
According to CBN reporter, in the ImageNet competition, the accuracy of object classification items has been raised from 72% in 2010 to 97% in 2016. So how is this such high accuracy achieved?
Whether it's a depth camera, an AI chip, or a basic algorithm, a neural network, everything in the image-aware industry chain serves two purposes: to better capture depth information at the front end and more accurately at the back end And understand the data.
'If the previous captured image is broken or pasted, how does the back analyze the image?'
Indeed, in the process of image capture is extremely vulnerable to interference and influence from the outside world, more complex than the above logistics areas abound, such as autopilot: the need to deal with different optical signal intensity inside and outside the cave, body vibration and extreme fog Haze and rain and snow. "The night was dark, the rain flew away and the wipers scrape and scrape off, so how can we see clearly this time? The big sun shines on the camera and the human eye can not see it. Is the difficulty of image capture. 'Single note said.
At this point, the need to strengthen data preprocessing, the purpose is to strengthen the useful information to improve image quality, easy to post-processing analysis of the image.A single note revealed that the suspension of the camera easily back and forth shaking, they have done a defense Shake optimization program, not only enhanced the quality, but also improve the service life of equipment.
On the other hand, the capture of images requires a variety of unexpected factors compared to the former, and the analysis of the latter seems simpler, but often the calculations are more complicated.
Single note told reporters that brush face technology with artificial intelligence, neural networks to do, the recognition rate can reach more than 99%, hard to go wrong, but many of the technology can not withstand the deliberate attacks, such as the machine to judge is real, photos or video Or model. At this time, how to achieve the biological characteristics of the judge is very important.
For example, when driving in front of an object, in determining the object's lane, speed, direction and other factors, but also need to determine whether this is a road pile, or a car, or individuals. 'Complex environment, the need for scenes To understand that people are the result of the car must be different. '
Beyond hardware
'How to deal with the rising amount of computation is one of the most difficult part of image processing.' Xu Yang Tao Yang, vice president of technology revealed to reporters, 960P depth camera if you want to further make 1080P, for a basic camera In fact, it is not difficult, but the improvement of accuracy will lead to a sharp increase in the amount of computation. It is difficult to grasp such a high amount of computation.
In fact, in the field of image perception, it is hard to make a breakthrough in hardware for a long time, and even in the whole process of artificial intelligence development, the lack of computing power of hardware has always been one of the bottlenecks restricting its development.Coco Capital Partners Li Shengkai A financial reporter interviewed said that although the depth of learning and GPU utilization of visual hardware processing power has greatly improved, but how to further improve to the extent available, the market still has no clear solution.
Single note on this agree, he thought this is a systematic project, on the one hand to improve the computing power of the hardware to improve the ability of the algorithm to adapt, but also need an innovative overall solution .During his time driving as an example, When the sun shines in the late afternoon, the camera needs to reduce light intensity and glare, and at night it needs to receive as much light as possible. To solve the problem of illumination of the opposite headlamps, there is a need to combine optics, camera and image processing technology with On the basis of adopting the method of machine learning, we can solve the problem of the lack of computing power of the terminal more effectively from a system point of view.
On the other hand, the single note holds that many hardwares at this stage have physically reached the limit and are difficult to upgrade, such as image sensors. "Due to the size of the carrier itself, the camera needs to be made very small, which leads to the sensor's light spots It is also getting smaller and smaller, and some people are still doing 0.9 micron research and development, but this performance has been very poor.With these things to improve there will be some space, but it is really very difficult.
'Image-sensing technology is still in the development stage, there is still a long way to go, such as software algorithms also need 5 to 10 years or even 20 years of accumulated breakthroughs.' Lee Sheng Kai told reporters that he believes that the industry's technical barriers and applications Barriers have always existed, and a complete explosion of the market will take two to three years.
However, it is precisely because there is such a huge space for development that the potential can only be highlighted and it has been possible to nurture these practitioners who have cultivated many years in the industry who have the most professional vision and the most keen sense of smell and are determined to prove their perseverance Not a gamble.
Is not gambling can not know, but as Lee Sung Kay on the moment the judge: optimizing the existing technology to meet the rigid market demand is the industry's most difficult pain point is the most spacious channel.
4. The U.S. tax reform has made Apple the biggest beneficiary: 47 billion U.S. dollars less paid;
According to the Financial Times, Apple will be able to pay as little as $ 47 billion in taxes and become the biggest beneficiary, according to the Republican tax reform bill passed by the U.S. Senate.
With the Senate and the House agreeing on the $ 1.3 trillion overseas holdings of U.S. companies, the magnitude of the tax cuts (based on tax experts and the Financial Times) have recently become the focus of attention. The details of the tax reform act have not been finalized yet.
For Apple, the world's most profitable company, the potential 'windfall' from tax reform stems from a drop in the tax rate on overseas earnings held outside the United States.
Like many U.S. businesses, Apple opted to leave most of its overseas revenue overseas, rather than bringing it back to China, which is subject to a 35% tax under the current tax regime if it is brought back to the United States.
The Republican proposal calls for a tax rate of no more than 14.5% on the portion of the assets to be taxed, regardless of whether it is brought back home.
According to Moody's, a credit rating agency, Apple holds about 252 billion U.S. dollars in overseas cash and investments, accounting for about one-fifth of the total assets held by all U.S. companies. Microsoft, which ranks second, holds 132 billion U.S. dollars Cash and investment, significantly lower than the apple.
It is estimated that Apple will pay as much as $ 78.6 billion in taxes if it takes the overseas assets back to China under the current tax system, but if Apple chooses to delay the payment of the tax indefinitely, it is unlikely that the money will be fully paid Fall into the hands of the United States Inland Revenue.
According to Richard Harvey, a professor of tax at Villanova University, according to the Senate version of the tax law, Apple will immediately pay an estimated $ 31.4 billion in taxes on its past overseas revenues, Tax issues testify in the senator.
The tax differential under the old and new taxes reached 47 billion U.S. dollars, more than the annual profits of any other U.S. business.
Unlike many other U.S. multinationals, Apple has counted billions of dollars in the past to reflect its potential taxes, leaving it to set aside 36.4 billion U.S. dollars - higher than it may now pay - in the future The difference between the two may be recorded as a one-off gain.
Apple is more realistic than any other company, said John Robinson, an accountant at Texas A & M University. 'I think they are trying to become more conservative.'
Earlier, Apple said in a earnings report that it intended to repatriate only half of overseas cash, but the company's top executives also concealed their hopes of repatriation of more overseas cash, perhaps using them for stock repurchases.
"Clearly, we want to be able to bring those overseas cash back and give us more flexibility in capital gains activities." Apple Chief Financial Officer Luca Maestri this year Earlier said.
Under the current Tax Amendment Act, a special overseas income tax rate of about 14% is well below the standard corporate tax rate, but higher than the 10% originally proposed by US President Trump. At a 10% tax rate, Apple's tax bill also There could be another 12.5 billion U.S. dollars less.
In addition to a one-time 'windfall', the Republican tax reform bill will also exempt future overseas profits, which is a significant gain for U.S. multinationals.
'In general, companies like Apple will be happy that they will get a geographical system and a lower tax rate that will save a lot of money,' Professor Harvey said.
5 Samsung suppliers will submit a petition requesting the South Korean government release Li Zaarong;
Figure: Li Zairong (center)
According to foreign media reports, Samsung Electronics' supplier committee recently decided to submit a petition asking the South Korean government to release Li Zhaorong, vice president of Samsung Electronics Co., Ltd. Li Jirong has been held for nine months on suspicion of bribing him.
The Samsung Electronics Suppliers' Committee, which comprises about 166 component suppliers, decided on November 28 to file a petition and has now begun collecting signatures from its members.
'All investment decisions have been suspended after the legal heir has jailed, and during this period Samsung will lose its growth momentum while its competitors will rule on key future technologies,' 'wrote an extract from the draft petition.
The Suppliers' Committee said they plan to file a petition with a court in Seoul this month for 33 years and has the largest number of suppliers of semiconductor components to 53. Smartphones, displays and appliances components Suppliers accounted for 36, 32 and 26 respectively.
In August of this year, Lee Jae-Yong, 49, was sentenced to five years in jail by accused Samsung of binging 30 billion won (about 27.6 million U.S. dollars) to former South Korean President Park Geun-hye and his close friend Cui Shun-shun Accused and filed an appeal.
It is reported that the South Korean court plans to complete the appeal trial this year.
6. Dongguan Huizhou into the world's largest mobile phone producer
The rise of national brands, Dongguan, Huizhou into the world's largest mobile phone producer.
Chen Yuehua, deputy director of the Guangdong Provincial Department of Commerce, was introduced to Chuangzhi Business Expo on December 6. Guangdong is the major manufacturing base in the world. 47% of the mobile phones in the world are made in Guangdong. Huizhou in particular is the mobile phone city in the world. However, With the rise of national brands, Dongguan in recent years has replaced Huizhou, becoming the world's largest mobile phone manufacturing base.In addition, Guangdong TV manufacturing also accounted for 35% of the world, air-conditioning manufacturing accounted for 30% of the province to apply for registration of patents 500000, the international patent 24000 He said that Guangdong has been made in Guangdong and switched to Guangdong in the development of intellectual development.
Guangdong, Hong Kong, Macau, Tai Wan District is the fourth largest bay area in the world, second only to the United States in New York, San Francisco and Tokyo Bay of Japan. He introduced that the economic size of Guangdong, Hong Kong, Macao and Tai Wan districts in 2016 reached 1.4 trillion U.S. dollars, The area is similar; the terminal handles 72 million standard containers and the passenger throughput of the airport reaches 190 million, both of which are among the first in the Bay Area.
Guangdong is China's largest economic province with a GDP of 1.2 trillion U.S. dollars in 2016, accounting for 11% of the national total. Compared with the world economy, Guangdong is larger than Mexico and second only to Russia, equivalent to the 15th largest economy in the world. 1 trillion US dollars, per capita GDP of 11,000 US dollars.Huawei, SMIC, Gree and other powerful enterprises are rooted in Guangdong.
Invested more than 130,000 foreign-invested enterprises in Guangdong since 180 countries and foreign investment totaled 400 billion U.S. dollars. As 30 years of development of Guangdong enterprises, a total of 8,000 non-financial enterprises have gone out and all over In 130 countries and regions, the investment amount is 520 billion U.S. dollars, employing 110,000 people overseas and paying taxes of 8.5 billion U.S. dollars overseas. Guangdong Province ranks first in the country in terms of import and export, GDP and going global.
He also introduced that in order to attract foreign investment, Guangdong recently introduced financial incentives to invest more than 50 million U.S. dollars in Guangdong and pay profits and taxes of 100 million yuan to foreign companies that will receive 10 million to 100 million yuan bonus. District development, he proposed to strengthen cooperation between the two sides and work together to promote the sea to Guangdong, Hong Kong, Macao and Taiwan Bay area as a competitive world-class city group.