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2. 骁丽 Dragon 845 will debut Millet or into the domestic starter;
Integrated micro-Network message: Hawaii time December 5 morning, the United States Qualcomm (Qualcomm) company in the second annual 骁丽 Technology summit, including millet, Hewlett-Packard, Asus, AMD and other partners and related products in full appearance, and the attention of the 骁丽 Dragon 845 will be released tomorrow.
骁丽 Dragon 845 will debut
From the information currently available and from the previous media exposure, the new 骁丽 845 mobile platform as Qualcomm's top chip platform, and the previous two generations of products, will continue to participate in the OEM by Samsung Electronics, the use of 10nm process, and than the previous generation should have a lot of ascension, good product rate may also have improved.
Samsung Electronics wafer Foundry Business president and general manager Es Jung said, will be through the latest process and optimization to achieve reduced power consumption while improving performance.
Millet Samsung or into the starting
At the 5th Summit, Millet CEO Lei also made a speech, he said the next generation of Millet flagship mobile phone will be used 骁丽 845 processor, is currently in research and development, the past millet sales of 238 million units with Qualcomm Chip mobile phone. No accident, the domestic millet will become 骁丽 Dragon 845 of the starting brand. From the international mobile phone industry, Samsung S9 or become the first product, after all, even wafer technology is provided by Samsung, and successive Samsung S series flagship is Exynos Hairon dual-processor version.
Enter notebook PC chip field
On the first day of the summit, a noteworthy aspect is that Asus, Hewlett-Packard and other notebook products announced will carry 骁丽 835 processor, Qualcomm chip into the PC field of determination is highlighting.
' The next trend is always connected to the PC age, we want to extend the advantage of the handset terminal to the PC ', said Cristiano Amon, executive vice president and QCT president of Qualcomm Technology.
and Qualcomm and AMD jointly announced that Qualcomm Modem technology will introduce AMD's High-performance Ryzen processor platform. This means that future PC companies will not only have the ability to compute platforms, but also have the performance of AMD Ryzen Mobile processors, smooth graphics rendering and high efficiency.
3. Qualcomm questioned that the Bo-tong acquisition could not be realized;
Set of micro-network news, aimed at the Bo-Tong program through the board of Directors re-election to install suitable candidates, in an attempt to promote the support of the acquisition from within the Qualcomm, a little earlier, Qualcomm said Bo and behind the venture capital of Silver Lake This will give shareholders the right to choose, while the lack of access to and the ability to solve problems in the future when regulators are involved in the investigation, and even question the uncertainty of the company's commitment to relocate its headquarters from Singapore to the United States, and that it will not be able to complete the takeover offer in the next 1 years.
Qualcomm said that the current proposed acquisition plan still underestimates the actual market value of Qualcomm, but also believe that the offer is still on its own interests, not really consider Qualcomm shareholder equity.
In addition, Qualcomm is questioning the ability of the Bo to raise money to acquire funds and, in the future, a lack of problem-solving capability when regulators intervene to investigate whether takeovers involve monopolies. Even, Qualcomm has questioned the uncertainty of Mr. Trump's promise to relocate its headquarters in Singapore to the United States, where it is unlikely that the completion of the takeover offer will be completed in the next 1 years, and that it would not be able to bring better benefits to Qualcomm shareholders.
Prior to this, the Bo Tong plan to buy Qualcomm in the amount of $130 billion, but after a clear declaration of the rejection, still stressed that the offer will be in line with Qualcomm investors the best benefits, but Qualcomm in addition to believe that Bo-Tong despise its market value, but also believe that the city with malicious acquisition. And the subsequent spread of the market through the Silver Fox through the venture capital company to help, will be through the high board members of the election opportunity to place the right person, through the internal promotion of the Agreement to facilitate the acquisition.
Wang, secretary general of the mobile phone, said the main obstacles to the acquisition are 1. Antitrust scrutiny by countries, 2. The company is listed in Singapore, and objectively speaking, it is not American, and for the smooth approval of the United States, it may face the problem of moving back to the United States, 3. Of course, the high pass valuation.
But with the current development of the Bo-Tong and Qualcomm Market, even if both parties are interested in a takeover agreement, regional regulators will still consider whether the merger of the two companies poses a more market monopoly, so the pressure to censor in the future may only be greater, and may even result in a high-pass takeover of the semiconductor project.
4. Next year mobile phone battle new application three big chip manufacturers gross margin brewing rebound
Apple's new iphone x successfully launched 3D sensing applications, 2018 years oppo, Vivo, Millet followed by the 3D sensing function, and Huawei's latest mate 10 higher-order mobile phones also began to import artificial intelligence (AI) applications, 2018 new smartphone not only demands OLED panel, full screen design, fast charging and wireless charging design, more emphasis on 3D sensing, AI interface, as well as to AR, 5G application direction of development, mobile phone brand factory to try new applications, not only to keep the average unit price of mobile phones to maintain high-end, in the face of the new chip accelerated upgrade, Mobile phone chip factory is expected to gradually get rid of vicious competition, the 2018 margin has a chance to rebound. In the past few years because the new generation of smartphone products has been a lack of attractive application design, unable to create a better consumer experience, coupled with mobile phone brand manufacturers to attack global market share, and to the mainland and emerging countries markets to make a sea-going strategy, not only to allow the smartphone average unit price decline rapidly, and ), MediaTek and other mobile phone chip factories have been forced to dance, in order to win the dollar chip spreads, on the cross-strait smart phone supply chain fierce struggle. In the vicious competition, MediaTek's quarterly average gross profit margin from more than 47%, the way to 33% to gradually kill to the bottom; The expected profit growth prospects, also because of the price of war and the overall disruption; As for Qualcomm in the mobile phone chip product line gross margin is also a retreat, and drag the company overall profit growth. Recently including the international and mainland smart phone brand industry to adjust the strategy, in the face of the past, the machine-sea tactic is not necessarily a good operating mode, but rather a more accurate product and market positioning, with better product efficiency and quality, is the mobile phone brand factory in the global market competitive stability in the best strategy to win, from Apple iphone X decade Big revision of the heart, Huawei Mate 10 new import AI applications, as well as the 2018 half Oppo, Vivo, millet follow up the use of 3D sensing function, you can see the clues. The world's first-line mobile phone brands are constantly borrowing new features, new applications, to pull up their own smartphone average unit price, hope that the mobile phone market can play a long tail of the effectiveness of the theory to the extreme, which also allows chip suppliers to play a more important role in 2018, after all, the new mobile phone function, the new application of the biggest push, is Qualcomm, MediaTek and other global mobile phone chip manufacturers. 2018 not only because the mobile phone introduction of new application design, will help to enhance the chip vendor gross profit margin, because Qualcomm intends to stabilize the higher-order mobile phone chip market, MediaTek decided to focus on the central-level mobile phone customers, the exhibition continues to expand higher orders, it seems to let 2018 global smartphone chip market competition Show the factory in their respective stage sway situation. In addition, 2018 Qualcomm continued to face Bo Tong (Broadcom) takeover proposal, and was directly named the company has a low gross profit margin, MediaTek to face gross margin must be quarterly higher operating temperature test, coupled with the upcoming listing on the mainland, 3 mobile phone chip suppliers have a gross margin of pressure to recover, This will make the 2018 mobile phone chip market, the atmosphere and the momentum of the obvious weakening, so that the company's mobile phone chip factory gross profit margin rebound opportunity. Digitimes