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1. Baidu Qualcomm launched a strategic cooperation, Dueos AI functions will be integrated into the 骁丽 dragon platform;
Set micro-Network Hawaii News
At the Gaotong Technology summit in Hawaii, Baidu and Qualcomm announced that they would work together on the artificial intelligence voice. Both sides will be on the Gaotong mobile platform including 骁丽 Dragon 845, depth support and joint optimization Dueros on the mobile phone AI solutions. Baidu Secret Business division general manager Jing said, Dueros's AI function will be integrated in the 骁丽 mobile platform, to provide users with real-time online, low-power Artificial Intelligence voice program, the future of each of the intelligent terminals with 骁丽 Dragon Processor has intelligent voice function.
Baidu believes that the AI era voice dialogue is very simple, very natural interactive way, can attract more users to use. Dueros is Baidu's secret business Department research and Development of the dialogue type of artificial intelligent interactive way, can let the user in natural language dialogue interactive way, to achieve film and television music, information inquiries, life services, travel conditions, such as 10 major categories of more than 100 functional operations. Dueros with the help of cloud Baidu brain, can not learn to evolve, more and more intelligent.
At present, Dueros develops a dialogue skill covering 10 major areas, more than 200 niche areas. Since January 2017, Dueros has attracted more than 130 hardware partners. In the smart phone, Dueros has been with Huawei, Millet, OPPO, HTC and other mobile phone manufacturers to achieve cooperation.
Qualcomm is not only a giant in the field of smart interconnect chips, but also has a leading position in the audio field. Over the past few years, Qualcomm has been continuously involved in research and development, providing aqstic audio decoders and speakers, and a range of audio technologies, including APTX audio, have helped redefine the auditory experience. The latest generation of Qualcomm Aqstic audio codec integrates a 32-bit 384KHZ Digital analog converter (DAC), providing high-quality audio, can give users a pure auditory experience, so that users can feel the volume and emotional changes in the most real voice, Comparable to thousands of or even tens of thousands of of fi audio equipment, can be said to be the gospel of audio enthusiasts.
Voice-First intelligent assistants are leading the way in which users interact. The Gaotong mobile platform aims to accelerate the development of artificial intelligence use cases for natural language processing such as smartphones and IoT terminals. This includes helping Baidu optimize Dueros technology on Qualcomm Aqstic hardware and software:
• Run on Qualcomm Aqstic Audio codec (wcd934x and WCD9335) on always online, low-power voice activation, support for Dueros ' "small degree ' wake-up words." • Support for Echo cancellation and noise suppression, users can communicate with 骁丽 Dragon and support Dueros terminals at any time.
The cooperation of the two sides is intended to support the optimization of the Dueros Reference application for future software releases on the 骁丽 mobile platform, enabling OEMs to bring an AI voice solution to their end products with a better user experience and faster time-to-market.
Qualcomm Technologies, Inc. Senior vice president of product management Keith Kressin said: ' All along, Qualcomm Technologies continues to promote research in artificial intelligence and is committed to promoting the development of end-side artificial intelligence, including speech. . Qualcomm Technologies to join hands with Baidu to develop artificial intelligence voice solutions for the cooperation is excited. The cooperation with Baidu will help to put the voice-based artificial intelligence solution into the next generation of 骁丽 mobile platform, so that users in the use of Baidu Dueros voice services, can use their voice at any time, with very low power consumption through natural language voice to awaken its smartphone and things networking terminal equipment. '
2. Gaotong Dragon 845 left 10 nanometer mobile phone chip process upgrade game suspended;
Qualcomm (Qualcomm) The latest Dai Long (Snapdragon) 845 chip solution please come to Samsung Electronics (Samsung) Wafer Foundry Division Director of the platform, implying that Snapdragon 845 will continue to use 10 nm process technology, not as expected to 7 NM process generation after the jump , Qualcomm's 2018-year-half will continue to be in Samsung electronic casting, and short-term production planning with no 7 NM process technology, coupled with MediaTek's earlier one-step tightening of the XI Force (Helio) x series of high-level smartphone chip resources, to target the global medium-order smartphone market P-Series Chip solutions, And predicted that the first half of the 2018-year advanced technology will be transferred from 16 nm to 12 nm generation, domestic and foreign handset chip suppliers in the past few years, the rapid evolution of the process of competition has been temporarily completed. Domestic, external mobile phone chip suppliers can no longer big money to the first into the process of technology to hit the reasons for three; First, the growth pace of global smartphone market demand has switched to slow growth, even the pace of decline in the trend of the terminal smartphone products have been determined to enter the mature stage of this moment, the good technology, application, design and product can actually bring the market demand stimulation flexibility, will be significantly weaker than the past strength, The era of profligate spending is over, and Tombentiuli is king.
Second, Qualcomm, MediaTek and exhibition gross profit margin straight down the trend, has let investors disappointed, gross margin must recover the important operating objectives, will have to review the current chip cost structure, must spend a lot of money advanced technology chip development case, in the failure to confirm economic benefits, temporary freezing situation, is the normal. Finally, the adoption of more advanced process technology to produce a new generation of chip solutions, has always been the chip suppliers in the terminal chip market for the important offensive means, in MediaTek has stopped first step 10 nanometer process technology development case, only to stop at 16 nm process technology generation, Even since 2018, only one P40 chip solution will evolve to TSMC's 12 nm process, as a clear leader in the market Qualcomm, as long as the stability of the leading generation, stay in the 10 nanometer process technology can, why spend a lot of money to 7 nano-process technology, in one breath ahead of the main competitor 2 technology generation, To rob that some will give Qualcomm orders, so, first stop in the 10 nm mainstream process technology, and then improve the chip efficiency and cost structure, it is beneficial to the company, a useful approach. However, the 2018-year-high Qualcomm 骁丽 845 chip solution used Samsung Electronics 10 NM process technology production, MediaTek is staying in TSMC 16 nanometer process technology, 2018 years in the first half to try a chip to 12 NM process technology generation to take the cautious action, the exhibition continues to hone 14 16 NM Mainstream process technology, the 2018-year-old generation of smart-phone chip production technology planning, in fact, has clearly pointed out that the global smart phone chip market arms war has been forced to suspend. Short-term in Qualcomm, MediaTek and the exhibition, and not in the end chip market in the case of disorderly, not the latest process technology, usually also equal to not the latest force to fight the weapons, the next half of the 2018 global smart phone chip market competition will be much more peaceful than in previous years. Digitimes
3. Qualcomm INSERT Flag PC market extension chip platform life cycle by Microsoft and brand factory support;
Qualcomm (Qualcomm) 's single-handedly-built computer-linked PC (Always Connected PC) program, not only to Microsoft (Microsoft) all the way to Olling, with Asus, Hewlett-Packard (HP) launched the relevant notebook computer (NB) products, Lenovo will follow up the case, 2018 always Connected pc in the terminal market officially Bud has become a foregone conclusion. Although always Connected PC final sales performance may affect the morale of Qualcomm-related research and development team, but Qualcomm from the outset to work with Microsoft to determine the Cross-border PC product market, and strive to build a brand new PC and NB Ecological Circle, it has been clear to tell industry always Connected PC program is not a flower arrangement, Qualcomm will be a full flag, looking at the high market share of the Microsoft platform, as well as ahead of the layout of the future IoT generation, and prove that Qualcomm mobile computing technology efficiency is expected to dominate all 3C product alternation. The industry believes that Qualcomm will see a 5-year continuous decline in the volume of the product market, it would have been a story, but if we had a deep understanding of the technological changes and market size of the global PC and NB market over the past decades, we had long been looking at the Internet of things, virtual reality/augmented Reality (AR/VR), AI and 5G applications, such as the next generation of Qualcomm, the choice of 7/10 NM first into the process generation, with Wi-Fi and Modem link technology, the use of their own 骁丽 Dragon (Snapdragon) chip platform power consumption advantage, to rebuild a always Connected pc concept, is indeed the industry's attention to the development trend. Now Qualcomm has successfully achieved Microsoft and global PC, NB brand factory support, the industry believes that Qualcomm will not only want to help, but a return on investment rate is not low cost-effective, after all Qualcomm's 骁丽 long chip platform is off-the-shelf technology, more than one product market is equal to more than a recovery opportunities. ASUS's newest Novago NB and HP's Envy X2 nb, always Connected pc plan, is intended to use Qualcomm has sold up to years of 骁丽 835 chip platform, rather than using Qualcomm's latest 骁丽 845 chip solution, Gaotong 835 chip life cycle from higher-order smartphone products, extending all the way to the new NB products, for Qualcomm, is expected to be the continuation of the market long tail theory, will be another windfall. As for Microsoft's support for the system and Windows Windows platform, as well as the integration of research and development resources of the global PC and NB companies, there is a natural help for Qualcomm to take advantage of Android, the two most populous platforms for Windows, and the 骁丽 Dragon homeopathy from smartphones, Mobile device products such as tablets market, and then extended to the PC, NB area, of course, the high throughput of the layout is also helpful. For Qualcomm, under the basic framework of moving computing technology leading the main body, if you can more than one customer, a number of products, more than one application, or more than one market, will be quite happy to see the matter, and the 骁丽 Dragon chip platform and NB products combined, seemingly create a 20-hour endurance, and at any time even the application of the network Sparks, But more importantly, it is expected to further extend the life cycle of the Qualcomm Gao Jie long chip platform.
The industry believes that Qualcomm's decision to enter the global PC and NB market, saves demand decline, in the industry seems to be timely, but in fact, Qualcomm has first step in an invincible position.
4. MediaTek's November revenue reduced by 1.3% from October;
Set of micro-network news, MediaTek 7th released November 2017 revenue, November MediaTek's revenue of NT $20.739 billion, down 1.3% from October, compared with the same period in 2016 also fell 11.8%. The cumulative revenue of November 2017 years ago came to 2,195. $6.3 billion, down 13.61% from 2016.
In the 3rd quarter, MediaTek said it had estimated that the combined revenue of the 4th quarter of 2017 was about $59.2 billion to $64.3 billion, down 7% from the 3rd quarter to 1%. The combined gross margin is 36%, and the fluctuation is 1.5%. However, due to the sale of technology stake in the top, the relationship between external revenue, the 4th quarter of 2017 to repair the financial survey. In the 4th quarter after the amendment, EPS from $2.18 to $2.67 per share was raised to $5.66 to $7.01, and EPs from 11.24 to 11.73 yuan per share for the whole year was raised to 14.72 to 16.07 yuan.
5. Apple Samsung, Bo Qualcomm in the previous quarter EPS jumped more than 30%
Communications Chip giant Bo Tong (Broadcom) benefited from Apple and Samsung, such as the contribution of major customers, the previous quarter of revenue, surplus is better than expected, the incentive share price to go yang.
After the Wednesday release of the fourth quarter of the fiscal year (as of October 29) revenues grew from $4.14 billion to $4.84 billion, with a net profit of $636 million, or $1.5 per share surplus (EPS).
(Source: Bo Tong)
After adjustment, EPS was $4.59, up 32% from the same period in 2016. Analysts estimated the original revenue, EPS is $4.82 billion and $4.51 respectively. (investors.com)
According to Reuters, the Bo-Tong Wireless Communications department revenue Strength 33.4%, performance far better than other units, and contribute most of the profit. The Wi-Fi chip produced by the Bo-Tong Wireless Communications Division was adopted by the iPhone and most Android phones.
The outlook is forecast to increase revenue by $28% to $5.3 billion a year, well above analysts ' estimates of $4.82 billion.
Bo Qualcomm recently invited to buy Qualcomm failed, has decided to change the agent right to fight. Boton this week nominated 11 Qualcomm directors for a full transfusion of Qualcomm's board of directors to achieve the purchase and purpose. Solid News