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1. Apple investment behind the 3D sensor suppliers: the rapid rise of the VCSEL industrial chain;
Apple has invested 390 million U.S. dollars in Finisar, the second largest vertical cavity surface emitting laser (VCSEL) array supplier (Lumentum is the largest) supplier to Apple's iPhone X laser chip supplier, iPhone X TrueDepth camera.
It is estimated that the market output of 3D sensing modules for mobile devices will jump from 2017 to 1.5 billion dollars in 2017 and is expected to reach 14 billion dollars by 2020, with a compound annual growth rate of 209% The core part of the module, the VCSEL market by the iPhone X driven by the entire industry's attention, the relevant market segment also ushered in a blowout growth.Market research firm forecasts that in 2015 the VCSEL market size of 956.6 million US dollars , Which is expected to grow to 3.1441 billion U.S. dollars by 2022 and a CAGR of 17.3% between 2016 and 2022.
VCSEL industry chain overall growth
In fact, Apple's first device to use the VCSEL transmitter is AirPods, a wireless headset released last year, which is used to monitor the status of the device being taken off or in use. Using three VCSEL chips, Apple's demand for the chip started to increase as shipments of the iPhone X went up, and Apple revealed that the company's purchases of VCSEL chips increased in the fourth quarter of this year compared with 2016 10 times.
This directly contributed to the strong growth VCSEL industry chain.In addition to Finisar, in August this year, the British Wales semiconductor company IQE shares soared because of rumors that the company has become an Apple supplier, and IQE's business direction is the development of VCSEL chip Special wafer required.
Another example, IC packaging and testing plant in Taiwan benefit from access to Apple's 3D sensing supply chain, consolidated revenue of 543 million yuan in November, setting a single month in nearly three years, record highs and record highs to Apple 3D sensor module In terms of group architecture, TSMC is responsible for the manufacturing of diffractive optical components (DOE), of which the DOE components are the key optical components of the infrared transmitting module. After procurement by TSMC, the glass is routed to the finishing assembly to stack the glass and VCSEL components, , After grinding, by mining Cai Yu, and finally returned to the fine material after cutting shipments to the module foundry.Secretary said that as 3D sensing technology is considered the market trend of the future, Apple plans to launch in the next year iPhone and iPad equipped with 3D sensor module is expected to light the demand for 3D sensing module next year, Apple reached 200 million units, an increase of nearly 1.5 times this year.
Another Taiwan VCSEL module supplier Hua Li Jie successfully became the sole supplier of wireless headset AirPods by virtue of the majority shareholder AMS. Benefiting from the hot sales of AirPods, the overall shipment progress was noticeably accelerated, and the volume of shipments in 2018 is expected to double to 2,600 to 28 million units and VVL is expected to be the sole supplier of VCSEL The company said that the recent 4-inch laser epitaxy production yield higher than the industry, it will be cost-competitive production and will be expanded by the end of supply 4-inch process line, is expected to expand 6 times capacity, due to 2018 new orders demand capacity will be ready.
It is noteworthy that Finisar and Lumentum are considered as two important VCSEL suppliers for iPhone X TrueDepth cameras.Lumentum originally had orders for 100% low-power VCSEL from Apple and 75% for high-power VCSEL for iPhone X. Apple Of the latest investment plan means that Finisar VCSEL supply will increase significantly .After the announcement, Finisar shares rose 21% before the opening bell, Lumentum shares fell 5.8% before the opening bell, VCSEL manufacturers II-VI rose 1.6%. Other optical stocks news, AAOI shares fell 1.4% and Acacia Communications shares rose slightly 0.03%.
The industry speculates that Apple's investment in Finisar is due to Lumentum's production capacity problems.And Apple's investment in Finisar, Finisar need to reopen the plant has been discontinued, but also to recruit support for the production of engineers and workers about 500 people, the second half of next year goods.
Research and Development of Domestic Mobile Phone VCSEL Chip
At present, there are only 78 companies in the world who are devoted to the design of mobile terminals, such as Finsar, Lumentum, Princeton Optronics, Heptagon (acquired by AMS), Ⅱ VI and others, most of them in the United States. They are on the mobile VCSEL R & D front-line role of the existing VCSEL device manufacturers in China, including Wuhan Fast, Jiangsu Hua Xin, Shandong Pacific Ocean, Shenzhen and other countries are also actively preparing for.
It is reported that Hua Xin 850nm 10Gbps VCSEL volume production and sales, and many domestic mobile phone supply chain manufacturers have come in contact with some companies even hope Can help them directly develop related products.Huoxin is similar to Finisar and high-power VCSEL, can help mobile phone manufacturers to improve the performance of 3D sensing.
In addition to China's core VCSEL chip can be done, that is, Wuhan fast and Shandong Pacific Ocean, Shenzhen source country. Optoelectronics early interview with the media has not yet determined whether to do mobile phone with VCSEL, and the Pacific and the source of the Taiwan wafer is First of all aimed at the communications market .Taiwan in the development of VCSEL has been stronger than the mainland manufacturers.Recently foundry InP foundry recently get 3D sensor module factory Lumentum and AMS foundry orders is proof.Figure below is the VCSEL industry chain Pictured Princeton in March this year has been acquired by AMS, Cyoptics is already part of Avago, Opnext is also part of Finisar, while several Japanese VCSEL manufacturers (Murata, etc.) are not listed as the domestic triple acquisition GCS unsuccessful, Chinese laborers temporarily no VCSEL capacity.
At present, although Apple only used VCSEL chip on iPhone X and AirPods, it may appear on the line of iPad and Mac notebooks afterwards.Finally, both the supply chain and the media have already exposed Apple in 2019, the latest 2020 Launched AR Eyewear Device. On AR devices, the 3D sensor used to sense the environment is also one of the core components.
Non-Apple camp cell phone factory also began to expand the layout, including Qualcomm together spectacular cooperation in the development of 3D sensor technology, Huawei's own research and development of 3D sensor modules, have the opportunity to be equipped with Android smartphones in the second half of next year. Looking to reach non-Apple mobile customers in 2018, we have recently signed a product development agreement with Android mobile phone brands and optical manufacturers. In addition to facial recognition, products such as fingerprint recognition under full-screen are expected to import VCSEL technology and continue to promote high-power VCSEL 3D sensing product certification, 2018 will be introduced with the new customer time-series.
Predictably, Apple demand will mainly determine consumer VCSEL laser chip trend, its corresponding suppliers such as Lumentum and Finisar, etc., will also dance with Apple.On the other hand, the domestic mobile phone Face ID follow-up , Will bring VCSEL laser chip new burst point.
2. Core of Qingdao • Qualcomm United States • Seoul joint innovation center will be established;
(Microblogging), Qualcomm (China) Holdings Limited (hereinafter referred to as' Qualcomm ') and Goer Co., Ltd. held in Shangri-La Hotel, Qingdao' Core Pacific • QUALCOMM • Goethe-Coral Innovation in Qingdao Laoshan District People's Government, (Hereinafter referred to as the "Joint Innovation Center") signing ceremony.Zhang Deping, vice mayor of Qingdao, Laoshan district governor Zhao Yan, the United States of America Qualcomm chairman of China Meng Pu, Goer Co., Ltd. president Jiang Long and other representatives attended the event and Witness the signing.Mao Fanli, deputy secretary of Qingdao Municipal Party Committee and Mayor of Qingdao City, met with representatives of Qualcomm and Goer after the signing ceremony and Mayor Meng extended welcome and affirmation to the cooperation between the two parties in Qingdao and looked forward to the innovation center being able to actively promote the development of Qingdao In the field of things such as Internet development.
The joint innovation center will be located in the International Innovation Park in Laoshan District, Qingdao. It aims to integrate multi-disciplinary resources and promote technological innovation in smart wireless headsets, VR / AR (virtual reality / augmented reality) and wearable smart hardware and Internet of Things And breakthroughs to promote the development of local industries in Qingdao.Central Joint Innovation Center, including the exhibition center, innovation laboratory in two areas. Exhibition Center will serve as high-tech exhibition in Qingdao business cards, through the showcase of Qualcomm and the United States the world's leading technology and the latest Application case, to help double-hit enterprises in Qingdao understand the world's latest technology and market trends, for more companies to join double smart terminal development and expansion ideas; innovative laboratory equipped with advanced test equipment, relying on the United States Qualcomm's world-leading technology, Research and development strength and industrial base to provide technical evaluation, initial R & D guidance and system compatibility test for eligible double-start companies so as to speed up the development of Double-start businesses in intelligent terminal and related industries in the Internet of Things.
At the signing ceremony, representatives from Qualcomm and Goer introduced the company's development vision respectively, and Qualcomm, the world's leading wireless communications company and the world's largest fabless semiconductor company, led the global 3G, 4G and next generation wireless technologies , And lead the new era of intelligent interconnection through the fields of mobile computing, internet of things, automotive and artificial intelligence, etc. Goer is the global leader in precision component and smart hardware, Components and VR / AR, intelligent audio, smart wearable, robots and other intelligent hardware has accumulated profound technical advantages, with leading vertically integrated capabilities and automated precision manufacturing capabilities, providing customers worldwide one-stop product solutions. Qualcomm in the field of intelligent hardware cooperation has been carried out for many years, such as in the field of VR, the two sides based on Qualcomm Snapdragon 820 and 835 mobile platform has jointly developed two VR one machine reference design platform, effectively improving the VR one machine industry's speed of development .
Zhang Deping, Vice Mayor of Qingdao City, said he is pleased to have the opportunity to cooperate with Qualcomm, the global leader in wireless communication technology and semiconductor design. The brand influence and advanced technologies of Qualcomm and Goer help to gather industrial resources, attract skilled personnel and promote Upstream and downstream industries, improve the industrial chain of Qingdao. Joint Innovation Center will help solve the problem of lack of core in Qingdao, Qingdao enterprises to provide chip applications, 5G, Internet of Things technology solutions to promote technological innovation in Qingdao. Qingdao Will go all out to support the development of QUALCOMM and QUALCOMM in Qingdao and jointly expand the market cake of microelectronics and intelligent hardware so as to achieve a win-win situation for both enterprises and local industries.
Laoshan District Mayor Zhao Yan said Laoshan District based on local advantages to create a 'northern coastal economic zone microelectronics R & D Heights and Qingdao' core 'development goals' and strive to 2022, Laoshan District, the scale of microelectronics reached 10 billion yuan According to the national 'Thirteenth Five-Year Plan', fostering the industrial system of integrated circuits, and fostering industries such as artificial intelligence, intelligent hardware, mobile intelligent terminals, 5G mobile communications technology, advanced sensors and wearable devices will be a new economic growth point. The establishment of the Innovation Center is not only a positive response to the 13th Five-Year Plan of the country, but also an effective promotion of the development of such industries as microelectronics, intelligent hardware industry and Internet of Things in Qingdao City.
Meng Pu, chairman of QUALCOMM China, said Goer is our long-term partner and both parties have maintained good and in-depth cooperation in many fields. In the future, Qualcomm will continue to strengthen cooperation with Goethe and Qingdao in smart terminals and the Internet of Things Cooperation in the field as well as hope that JCC can benefit more double-hit enterprises in Qingdao and be able to understand the cutting-edge technology trends at home and gain strong support for innovation and entrepreneurship.
Jiang Long, president of Gore Co., Ltd., said that Gore's cooperation with Qualcomm has been a long time.The establishment of this joint innovation center helps to promote the development of intelligent hardware ecosystem.Golle will play in the intelligent hardware and sophisticated Component technology, R & D strength and manufacturing experience, and actively promote the development of intelligent hardware and Internet of Things together with Qualcomm to create a win-win cooperation mode driven by innovation.
3. By 2020, 85% of Chinese semiconductor demand still depends on imports;
With the gradual recovery of the global economy, demand for consumer electronic products such as PCs, mobile phones and LCD TVs is on the increase. In the meantime, consumer electronic products such as the Internet of Things, wearable devices, cloud computing, big data, new energy, medical electronics And security electronics and other emerging applications based on the strong demand driven by the steady growth of the semiconductor sales market is expected in 2017 the global semiconductor market is expected to grow to 346.5 billion US dollars.
In the subregion, the dominance of the Asia-Pacific region is increasingly prominent, accounting for 60% of the global market. The global semiconductor market is mainly distributed in the Americas, Europe, Japan and the Asia Pacific region, and the market structure is relatively clear. Market, accounting for more than 50% of the global market share, followed by the Americas market, accounting for about 20% of the global market, again for the European and Japanese markets, both of the same volume, both about 10-12% of the global market.
The output value of China's semiconductor industry has seen explosive growth since 2015, with a CAGR of 15.79% over the past five years. This time, the Chinese government strongly advocated the promotion of overall industrial development. The reason for this is precisely that at present, China's IC products such as core processor and memory Basically all rely on imports. The import of related IC products has exceeded 200 billion U.S. dollars for four years in succession. Improving the localization rate has become an important issue.
Recently, the Industry Research Institute released the "Semiconductor Wafer, Wafer Industry Market Outlook and Investment Analysis" data show that from 2012 to 2016, China's semiconductor market sales increased from 354.85 billion yuan to 637.8 billion yuan, of which, as the integrated circuit as The largest component of the semiconductor sales volume increased from 215.845 billion yuan to 433.55 billion yuan, CAGR 19.05%, accounting for the semiconductor market share increased from 60.83% to 68%.
China's semiconductor market is in short supply and its dependence on imports is still grim. According to statistics and forecasts, the demand for semiconductors in China will continue to increase from 6.7% in 2010-2015, higher than the global average but less than 10% in 2016. Year, China's semiconductor industry demand scale of 194 billion US dollars, for the first time more than 10% self-supply data show that China's annual consumption of semiconductor value of the world's total shipments of nearly 1/3, but China's semiconductor output value only accounts for 6% -7%. Many imported chips are mounted on personal computers, smartphones and other devices before being exported overseas, but there is still a huge gap between the number of semiconductors produced by Chinese chip makers and the number of semiconductors consumed by China itself. According to customs statistics Compared with the same period of last year. In 2016, the import of integrated circuits was 345.55 billion pieces, an increase of 9.1% over the same period of last year; the amount of imports was 227.07 billion U.S. dollars, down 1.2% from the same period of last year while China imported only 607.8 billion yuan of crude oil in the same period. Twice as much.
Prospects Industry Research Institute predicts China's semiconductor market demand will rise from 213 billion U.S. dollars to 262 billion U.S. dollars in 2017-2020, while CAGR will increase to 7.15%, while the semiconductor self-sufficiency rate is expected to rise from 11.20% to 15%. However, 85% of the demand Still dependent on imports, demand is still serious.
4. Hua Hongli won the 'Most Influential Enterprise in the National Electronic Information Industry in 2017'
Set micro-mesh news, recently, by the China Electronics Enterprises Association to 'science and technology new eco-Yixin Yichang' as the theme of the 2017 (seventh) China Electronics Summit Forum and the 2017 national electronic information industry excellent enterprise commendation ceremony in Hubei Held in Yichang, Shanghai Huahong Grace Semiconductor Manufacturing Co., Ltd. ('' Hualong Grace ''), a wholly owned subsidiary of Hua Hong Semiconductor Co., Ltd. (stock code: 1347.HK), the world's leading 200mm pure foundry, '2017 the most influential enterprise in the national electronic information industry'.
As the main force of China's IC industry, Huahong Grace co-creates the core for 20 years and remains a global leader in embedded non-volatile memory, power devices, power management and other fields, not only the world's largest Smart IC IC foundry, is also the world's largest power discrete devices 200mm foundry.Given this honor is not only Huahong Grace overall strength, innovation and industry status fully affirmed, but also shows the company in the electronic information Outstanding contributions in the field of industry and industry leading role.Huarong Grace will continue to play the role of the industry leader to consolidate the core competitiveness of enterprises to move forward steadily to help make the development of China's electronic information industry and make unremitting efforts.