SMIC 14nm FinFET mass production after mass production
The first stage of SMIC PolySion process has been mass production, the second stage is the first generation of HKMG process (SMIC called HKC process), has begun production in the second quarter of 2017, the fourth quarter of 2017 28 nm Estimated to exceed 10% revenue share, while the third stage is the second generation of HKC process, is expected to mass production by the end of 2018, and through recruitment and government support, expected SMIC 14-nanometer FinFET will be the amount of the year after Production.
Set micro comments: 2017 is about to pass, if you select the most progress of China's IC industry this year, there is no doubt that SMIC by introducing Leung Mengsong team to lay the 14nm foundation is the best candidate, not one.
Samsung 26 billion US dollars of gamble: to monopolize the DRAM and NAND flash memory market
Samsung, which occupies half of the DRAM and flash memory markets, plans to raise its production-related capital expenditure budget 1.5 times next year to $ 26 billion, compared with a mere $ 12 billion in capital expenditures in 2017, A 25% increase over 2016. In fact, Samsung's budget is roughly the sum of the capital expenditure budgets of the three major companies Intel, TSMC and SK Hynix in 2017.
Set micro comments: Some people say that Samsung's crazy expansion of memory is to strangle China's memory industry in the bud, a bit too can afford to see myself, although next year the mainland memory industry began to enter the trial production phase, to compete with Samsung, Hynix, at least three to five years , China's memory industry to rise at least five to ten years, is still in the process of paying tuition.
Huawei, Xiaomi, Apple and other five manufacturers seize 91% of the domestic mobile phone market
Market research firm Kantar Worldpanel recently released a global mobile phone market research report shows that China's top five mobile phone manufacturers become more and more solid position, as of the end of October, Huawei, millet, apple, vivo and oppo five mobile phone manufacturers together accounted for the entire 91% of the market share; the same period last year, this figure was only 79%.
Set micro comments: Hua Miao OV plus Apple in the Chinese market have their own advantages, although a slight ups and downs But the trend is unlikely to change in the short term, the next few companies, especially the mainland's four major brands incremental mainly from overseas markets, overseas have the world, in the world Four companies overseas markets are competing layout, competition has just begun.
Apple still did not give up? Screen fingerprinting patent was exposed
In this year's iPhone X mobile phones on sale, Apple gave up fingerprint recognition technology, using a three-dimensional face recognition.But recently, foreign media has burst out a somewhat contradictory news.It is reported that Apple in Europe and the United States has won a Implanted in the OLED screen patent fingerprinting technology, but whether this technology reached a practical stage, can not be confirmed.
Set micro comments: It is too early to assert that Face ID has replaced fingerprint identification, at least in terms of cost. Fingerprinting advantages are still outstanding. Whether the fingerprints on the screen may once again emerge suddenly depends on the progress and effect of engineering.
Attack OLED, Apple Wins Taiwanese factory to ensure LG production capacity
Apple storm OLED, to find the transport, Fan Xuan and other Taiwan plant to help run a secret R & D program at Apple's Longtan plant, provided by the global transport only three companies can supply the key material of OLED precision metal shielding (FMM), Fan Xuan responsible for PI Lei Shot repair machines and clean room equipment, by working closely with the Taiwan factory, to "go to Samsung."
Set micro comments: OLED panel is not only inadequate production capacity in the next two years, the capacity of upstream equipment suppliers is not enough, even if the rich construction may not be able to buy the equipment, Apple is behind LG in order to ensure that the second source to get rid of dependence on Samsung, but unfortunately Mainland mobile phone brand for this still powerless.
Transmitter program prices fell Wireless charging stationed in the mid-cell phone
Wireless charging transmitter-related components costs more and more people, will make the price of charging equipment more easily accepted by the average consumer, thereby stimulating more receiving devices appear in the market is expected in the second half of 2018, equipped with wireless charging function The middle of the phone will appear in the market.
Set micro comments: Wireless charging is good, but not to the point where it is not necessary, which is not related to the cost of the relationship.