'Top' chip demand is strong | Samsung Q4 profit is expected to grow 77% year-on-year to a record

1. Chip demand is strong Samsung Q4 profit is expected to rise another record of 77%; 2. From Formula E to electric vehicles, see the 'full SiC' power module changes; 3.2017 Roma Technology Show: leading a smart lifestyle experience; 4. ABIR ABRA brand released, focusing on the automotive, Internet of Things OTA system upgrade; 5. MediaTek support Google lightweight system Android Oreo, the terminal market next Q1

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1 chip demand Samsung Q4 profit is expected to increase 77% year-on-year record;

According to "South Korea Herald" Beijing December 7 reported that the South Korean financial information agency FnGuide data show that in the strong chip business driven by Samsung's fourth-quarter profit is expected to set a new record.

FnGuide said the market generally expected Samsung's operating profit for the fourth quarter to reach 16.3 trillion won (about 14.9 billion US dollars), an increase of 77.2% .This forecast is far more than the Samsung in the third quarter hit 14.5 trillion won operating profit Record.

In addition, Samsung's fourth-quarter revenue is expected to reach 66.1 trillion won, an increase of nearly 28%.

In the local investment bank, Hanwha Investment Securities most optimistic about Samsung, given the highest operating profit is expected to reach 16.9 trillion won.

Analysts expect the chip division to boost Samsung's fourth-quarter profit amid strong global demand and the unit's operating profit is expected to top 10 trillion won for the first time.

2. From Formula E to EV, look at the changes that 'full SiC' power modules bring;

Although Si is still the dominant semiconductor material in the development of power components, SiC has the advantages of high voltage, high frequency and high temperature, and is regarded as the application of the innovation and development of the next generation of power devices Direction.Currently SiC-MOSFET and other products have been built in the power module and is used by new energy vehicles, 'full SiC' power module also began to be used in electric motors and inverters racing car, which is pushing behind the hand Luo ROHM is closely related.

On December 2, the FIA-sponsored EV event 'Formula E Championship 2017-2018 (Season 4)' opener was held in Hong Kong and its core driver for the VENTURI Formula E Team racing car The complete inverter is equipped with the 'full SiC' power module from Rohm Formula E. Formula E is the only motor sport to try cutting-edge technology in a new generation of electric vehicles, the 'full SiC' power module from Rohm Enables higher performance in the most critical power management aspects of racing.

'Full SiC' power module changes

Formula E is a fully electric powered car racing event because it does not use fossil fuels and is environmentally friendly, and road races are held in the cities of cities around the world like Hong Kong, Berlin, New York and so on, so how to make full use of the power without waste is Formula E The key to success of the event, its technological innovation is expected to lead the development of common electric vehicle technology.

In the Formula 4 Championship this season, the 'full SiC' power module used in the Venturi electric racing car's core drive inverter is different from what it used to be, according to Suwando, Senior Manager, Design Center, Rohm Semiconductor (Shanghai) In the introduction, Roma provided the SiC-SBD only for inverters last season, but from the fourth season onwards it will offer 'full SiC' power modules with integrated transistors and diodes, as opposed to SiC Compared with the inverter, the miniaturization of 43% and the weight reduction of 6kg were achieved successfully, showing that SiC inverters with improved efficiency can greatly help increase the battery life of the electric vehicle by reducing the size and weight.

Suwon Takjian said the use of 'full SiC' power modules will increase efficiency while reducing volume, resulting in a significant improvement in race efficiency and space efficiency. "SiC at the same voltage has a lower resistance than Si's inside, which means The same process structure of the product, only change the material, you can make the internal resistance lower, the performance will be better, smaller size, the final product can be miniaturized. At the same time SiC can correspond to higher frequencies, the switch Speed ​​will be faster than Si, can make the overall volume smaller, and SiC power module with more high temperature characteristics, application performance will be more prominent.

In addition, SiC and Si power components compared to significantly reduce the losses are also high hopes, especially in the application of electric vehicles, Roma is also promoting the development and application to accelerate its electric vehicle motors and inverters In the application of the current Beijing Automotive and BDY electric vehicles are using Roma SiC power devices.

The first mass production to form a one-stop production system

At present, from the perspective of market development, new energy vehicles are showing an explosive situation. SiC power devices have also been used in the fields of inverters, converters, PFC circuits and new energy sources such as solar and wind energy in electric vehicles / hybrid vehicles In the rectifier, inverter and other fields, many semiconductor manufacturers are optimistic about the future of SiC technology, and to actively join them.

Which walk in the cutting edge of SiC power device industry in addition to Roma, Infineon is also accelerating the layout.However, according to Suwon Dejian, compared to Infineon, Roma layout in the field of SiC more comprehensive since 2008 Luo Following the acquisition of German SiCrystal, which manufactures SiC wafers, Roma formed a one-stop production system for SiC components from wafer manufacturing, pre-process and post-process to power module and took the lead in mass production of SiC devices.

Then in 2010, Roma started mass production of SiC-MOSFET in the world. As the first mass-produced SiC power component, Roma started to quickly introduce SiC power components into the market of fast-charging car charger, meanwhile, The adoption of motors and inverters is also accelerating.

It is worth mentioning that, in the SiC power device process structure, the improvement of the process and device structure of the crystal defect and related to the crystal defect, and overcome the reliability of the SiC-MOSFET. SiC-MOSFET due to not produce Si-based IGBT (The transition current flowing in the off state), the switching loss at turn-off can be greatly reduced, and the driving switching frequency of -50 kHz or more can be realized.

Therefore, the SiC power device can realize the energy saving of the machine and the miniaturization and weight reduction of the peripheral components such as the heat sink, the reactor and the capacitor, etc. In particular, the conventional Si-based IGBT has higher switching loss than the conduction loss, Applications, but this kind of SiC power device replacement is currently limited to high-end applications such as electric vehicles market, IGBT in the traditional market can still maintain a certain degree of advantage and proportion.

Overall, SiC power devices have obvious advantages in the application of electric vehicle market, the rapid development of electric vehicle market will also drive the market application of SiC power devices.WaterWorld Tak said that the current total revenue of Roma in the EV market accounted for about One-third, of which SiC power device wafer production to 4 inches, is turning to 6 inches, the next step will be the use of 8-inch production line.In addition, as Roma formed from the wafer manufacturing, pre-process, After the process and then to the power module through-train production system, Focus on the upstream material more accurate, so by the global wafer shortage tide less affected, in 2018 Roma will continue to play in the automotive field to provide more SiC products to enhance its application in the new energy automotive market share and industry status.

3.2017 Roma technology show: to lead the smart life of a better experience;

Set micro-network news, recently, ROHM (ROHM) semiconductor in Shenzhen formally organized the 'ROHM Technology Exhibition', the science and technology exhibition 'Roma's contribution to the intelligent life' as the theme, a total of from the 'Automotive Electronics Solutions' 'Mobile Solutions', 'Power Solutions', 'Sensing Solutions' and 'Analog Solutions' showcased ROHM's latest semiconductor products. In detail, ROHM's share of ROHM's recent Research results and product applications.

Automotive electronic solutions

ROHM's Automotive Electronics Solutions showcased LED driver / matrix SW controller (control of lighting mode with Matrix SW Controller), EDLC battery balancing IC, LED and automotive RGB LED driver for the industry's best High current ROHM automotive 40V / 60V MOSFET series, as well as claims that the industry's first EDLC cell balancing IC (EDLC battery balancer required functions integrated in a chip) that supports 4 to 6 cells in series And so on automotive electronics solutions.

High integration and user-friendly design are the hallmarks of ROHM's automotive electronics solutions, such as the LED driver / matrix SW controller (control of the lighting mode by Matrix SW Controller), the matrix control of the lights, the number of lights and brightness Light way, to remind pedestrians and other drivers the effect of higher safety factor.

Simulation solution

According to ROHM technical staff, the company introduced its wireless charging technology in line with WPC (Qi) / AirFuel Inductive two standards, the sender and the receiver were BD57020MWV and BD57015GWL, respectively, Equipped with FOD standard foreign object detection, and LDO output voltage can be sub-file within the range of 5V-10V regulation, is currently used in smart phones, tablet PCs and power tools and other maximum output power of less than 20W of all mobile devices.

In addition, ROHM is exhibiting USB Type-C and USB PD control ICs in analog solutions area with support for USB Power Delivery channels for reduced charging time; USB Type-C decision circuitry; Type-C pin AC adapter / USB socket, backup mode, etc .. And has a wide range of applications in PC / TV / LCD monitors; PC peripherals, digital cameras; AC adapters, chargers, mobile power supplies; Sensing solution

In the sensor display area, ROHM displays sensors including accelerometer, barometric sensor, geomagnetic sensor, illuminance proximity sensor, color sensor, Hall IC, temperature sensor, UV sensor, gyro sensor, ten axis motion module, optical pulse sensor Etc. The gyro sensor, the ten-axis motion module and the optical pulse sensor are new ROHM products and are mainly developed for the new functions of the mobile phones, the wearable products and the tablet computers.

Sensors at the consumer level of intelligent products is widely used, many of ROHM sensors have been used in the mainstream of smart phones.In addition, ROHM optical pulse sensor IC, through the sensor part of the most suitable for pulse detection equipped with optical Filter greatly reduces the external effects of infrared light, red light, etc. With the high-sensitivity sampling of the high-sensitivity sensor BH1792GLC 1024HZ, this IC has been able to measure responsible vital signs such as stress or vascular age and is currently used mainly in Wearable device.

Mobile device solutions

In the high-performance development of mobile devices such as smartphones, wearable devices, and tablet PCs, the market demand for components has tended to be smaller, more accurate, and thinner. In this context, ROHM is unique in its own right (Size: 0.25 × 0.125mm thickness = 0.08mm), TVS diode (size: 0.4 × 0.2mm thickness = 0.12mm), transistor Schottky barrier diode (size : 0.4 × 0.2mm thickness = 0.12mm) and a series of the world's smallest components.

With hourglasses in the mobile solution area, Roma presents the world's smallest class of diodes, the world's smallest chip resistors, the world's smallest three-color LEDs with mirrors, etc. According to reports, Resistor.

Power Solutions

In the Power Solutions Pavilion, ROHM presented the 2nd and 3rd generation SiC Schottky barrier diodes, the 2nd and 3rd generation SiC-MOSTET, the full SiC power module, the ignition IGBT, the 2nd generation super junction MOSFET, etc. Power Solutions .

Power is the specialty of ROHM Reduce power consumption is ROHM has been committed to promoting, according to reports, ROHM's new all-silicon carbide power module can reduce switching losses by up to 85%!

Since its founding in Rome in 1958, this year coincided with its 60th anniversary, based on the products shown above, but not limited to these products, Roma's products are becoming more widely available. Today ROHM's product lineup for a wide range of equipment and applications Rich, covering a variety of consumer electronics products, such as smart phones, consumer electronics, wearable devices, automotive, industrial equipment and network and communications, accelerate the promotion of technology to bring a better life experience.

4.ABAB brand release, focused on the car, Internet of Things OTA system upgrade;

Set micro-grid news, December 7, 2017, to 'gather together to win the future' as the theme of the night than the night of 2017 Brand Conference held in Shanghai Bund 5. BYD, JAC, GM, BAIC 360 , Zebra, Geshi Automotive Information, Alibaba, Tencent, ArcherMind and other vehicles, the field of Internet of things to participate in all, to witness the birth of the new brand Ibrahim.

Shanghai Yi Labi Intelligent Technology Co., Ltd. President Rui Nan

At the meeting, Rui Annan, president of Shanghai Elabi Smart Technology Co., Ltd., released the heavy lifting of the ABUP Elabi brand, the Elabi OTA upgrade solution and the Elabi IoT OTA solution. As the new force of the emerging OTA field, Than on their own development has a clear positioning.Rui Yanan said at the meeting: Ibrahimovic ABUP, that focus on the automotive, Internet of things to provide customers with professional OTA technology and customized services in the future OTA system upgrade will become the car and the Internet of Things All kinds of intelligent hardware indispensable standard features.

Smart + Security + User Experience, not only the demand for smart products but also the basis for innovation in Ellaby

'Smart + Security + User Experience' is the consistent demand of the car and IoT terminals, and is also the concept and foundation that Elraby founded.

First of all, for the device side, OTA upgrade system in the security is crucial.A ABUP is the meaning of the unique upgrade from A / B Update that is in the process of upgrading the system through the A / B partition Seamless backup of the product (seamless updates), that does not affect the normal use of the user equipment, the update is completed Just reboot the system to enter the new system to help enhance the user experience. At the same time, A / B upgrade to better ensure that the upgrade In case of unsuccessful operation, the old system still runs and tries to update again. ABUP can not be upgraded unsuccessfully, but never fails to cause the system to crash. This is ABUP's commitment to secure and stable upgrade.

Second, for the cloud, the development of artificial intelligence will provide more possibilities for the cloud upgrade system. ABUP cloud platform is based on AI + Bigdata technology to provide customers with an intelligent upgrade experience. With the future 3- 5G network gradually landed within 5 years, intelligent car is no longer a simple base station connection, but the car and car, car and people, cars and smart hardware, cars and scenes, cars and cities directly for high-speed data exchange, Perceptions will be smarter, while big data in the cloud will be vastly enriched and value-added, and intelligence can be truly achieved only by combining artificial intelligence and big data with end-devices such as cars.

ABUP - no upgrade, not smart

The future of the car will be a mobile carrier, similar to the phone, integrating a large number of applications, services, which necessarily involves the software upgrade.With Tesla's market, smart cars and OTA upgrade has been rapidly advancing.

ABUP is committed to creating the number one global OTA Technical Services brand that covers smart cars, smart cars, smart home, smart wear, smart healthcare, robots and shared bicycles.

ABUP Elabi's mission is to enable smart terminals to keep pace with the times and push forward the development of industrial intelligence.Irabi hopes to provide the most stable and reliable upgrade capability to our partners at the lowest cost and shortest time with high quality service so as to promote the whole OTA industry development, mutual benefit and win-win situation.

Ibrahimovic has a highly skilled and executive team.Team currently a total of 60 people, 85% of R & D personnel, respectively, from the automotive, Internet of things, cloud services in the field of well-known enterprises, has a professional equipment-side software Development capabilities and rich cloud services experience.

ABUP full layout car networking, in addition to BYD, GM, JAC has also come

Rabian, President of Ibrahimi, said ABUP is focused on providing expertise and customized services to partners in the automotive and IoT industries, and is the area where Iraqi deep plowing leads to the cooperation of the entire automotive industry chain Partners to jointly promote the intelligent transformation of the automotive industry in the future, OTA as a standard feature of smart cars, smart cars will provide more possibilities for innovation and development, the real realization of software-defined vehicles.

It is understood that the activities of the full appearance of Ibrahimovic partners, such as car manufacturers (BYD, GM), security vendors (360, the letter DST, Tianwei integrity), module manufacturers (core information, move away, As well as the Internet of Things intelligent hardware brands (Mavericks, Moi, OFO) and so on.

Guangsheng CEO Sun Rong Wei

ArcherMind Liu technology

Li Jianyu, Deputy Secretary General, Automotive Information Service Industry Application Alliance

NB-IoT Industry Alliance Secretary-General solution Yun Chau

Qihoo 360 intelligent network together Zhang Qing

Gasgoo President Zhou Xiaoying

Activities on-site, Guangsheng, ArcherMind, BYD, 360, NB-iot Internet of Things Industry Alliance, TIAA and other representatives made their speeches on the stage and expressed their congratulation on the establishment of Elrabi brand as the strategic partner of Elraby. At the same time, Rui Nanan president than to participate in the brand lighting ceremony, witnessed ABUP Elabi set up this important moment during the JAC as Ibrahimovic car partners because they did not participate in the scene, the remote sent a video to express support for the Ella brand and blessing.

Improve the information security system for the car manufacturers to lift the worries

Information security has always been one of the top issues that must be taken into account when upgrading OTAs. As the most effective means of addressing security vulnerabilities in the future, OTA must first ensure the security of its own system. By using security infrastructure (PKI / CA , KMS) manufacturers and security service providers in-depth cooperation, has accumulated a wealth of FOTA cloud-side information security protection and the implementation of adaptation experience.

The standard version of OTA management platform provided by Elraby has conducted rounds of safety audits, penetration tests and optimization with security service vendor partners and provided KMS and other security capabilities in cooperation with security infrastructure vendors to ensure that customers in the testing phase You can experience OTA-related security services.

ABUP has been strategically cooperating with a large number of automotive network security vendors since the product development phase to provide customers with safe and stable solutions, and has cooperated with a number of manufacturers such as 360 Automotive Safety Laboratory, Kyrgyzstan Chia Tai Co., Ltd. and United Automotive Electronic Co., Ltd. Jointly released the overall solution of the concept of network security concept car.For the OEM future independent independent manufacturers of security options, Ella will be customized to adapt and service experience to ensure the efficiency of the adaptation.

At the same time, in the field of internet of things, we also start from the three aspects of cloud, management and terminal to ensure the security and stability of the upgrade process and at the same time, escort the system security of the equipment.

MediaTek support Google lightweight system Android Oreo, the terminal listed next year Q1

Set micro-messenger news, MediaTek announced on December 7 to become Google's Android Oreo (Go version) SoC partners to seek more overseas mobile phone manufacturers to provide more comprehensive hardware and software support is expected to be supported by MediaTek Android Oreo (Go version) smartphones are available globally in the first quarter of 2018.

It is reported that the project not only helps terminal manufacturers to accelerate time-to-market, but also ensure that Android Oreo (Go version) can run well on handsets equipped with MediaTek processors. The entry-level handsets need only 512M to 1G of memory to achieve good Security and user experience, and such a phone configuration is easier for many people to afford.

MediaTek and Google to start a deep cooperation, the current MT6739, MT6737 and MT6580 and other chips have full support for Android Oreo (Go version.) This means that the entry-level SoC also can enjoy the latest Android version .At present, Android 8.1 Oreo is open to the Android Open Source Project.

Under Android Oreo (Go version), Google optimized the operating system platform, native applications and Google PlayTM store to enhance the operating capabilities of entry-level devices.Operational entry-level smartphone users with limited computing power and lack of storage space Disturbing Android Oreo (Go version) not only solves the above problems but also ensures device security and gives users a greater degree of control over data traffic usage.

Android Oreo (Go Version) Efficiently leverages the existing Google Play Store ecosystem to make applications run more smoothly on low-memory devices, improving the overall experience of 512M - 1GB of memory devices while significantly reducing BOM Cost, providing better purchase options for up to 4 billion entry-level smartphone users each year.

Sameer Samat, vice president of product management for Android and Google Play, said: 'Entry-level smartphones are the entry point for many people accessing the internet and we are committed to making them have a better experience using smartphones. We are very happy with Android Oreo Version) can significantly improve the phone's storage space, performance, data traffic management capabilities and security. '

Lee Chong-lin, general manager of MediaTek's wireless communications division, said: "We recently worked with Google on the GMS Express initiative to accelerate vendors' certification process, and on this success we have partnered with Google on the Android Oreo (Go version) project Address the performance challenges of low memory handsets and bring even greater user experiences to entry-level smartphone users in regions such as India, the Middle East, Africa, Latin America and Southeast Asia. '

Android Oreo (Go Version) Matches MediaTek Turnkey Solutions MediaTek's turnkey solution is widely acclaimed for significantly reducing the time it takes to develop and certify test products.A variety of SoCs in MediaTek support Android Oreo (Go version ), Including the MT6739 and MT6737 for 4G devices and the MT6580 for 3G devices, giving handset manufacturers greater ability to develop products of a particular price for overseas markets.

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