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1.3D sensing VCSEL demand led to a significant increase in the introduction of new aircraft supplier card bit war;
Set micro-grid news, although there are suppliers came out of the supply chain, iPhone X sales are less than expected Apple is down orders, but the iPhone X with fire 3D sensing technology is an indisputable fact that in 2018 Apple expands the introduction of 3D sensing applications will be As the inevitable trend.At the same time, Android camp mobile phone factory will also follow up greatly with the use of 3D sensing technology, which makes the key components VCSEL (Vertical Cavity Surface Emitting Laser) capacity demand surge, causing suppliers a new round of strong card Battle.
3D sensing will be imported into the new iPhone, Andrews camp as soon as possible in 2018 Q2 new products
iPhone X into the 3D sensing technology, one of its 3D sensor suppliers Finisar. Not long ago, Apple announced that it will provide 3D sensor provider Finisar about 390 million US dollars of funds, the industry was rumored to share Apple Finisar, both parties are now clear as the future Order prepayments.
According to insiders, Finisar will use Apple's funds to transform its Sherman, Texas facility. It expects to begin production of new VCSEL capabilities in the second half of 2018. As Apple masters VCSEL's vast capacity, it will help to further import the positive TrueDepth camera Multiple iPhone product lines, or add a second sensor array to the back of the iPhone, not only for face recognition, but also scan the user's surroundings, and Apple intends to enhance the augmented reality (AR) layout with VCSEL technology layout.
Although Luntun, the US-based maker of 3D sensing supply chains, was the first to grab the limelight in 2017, Lumentum reported a shortage of production capacity. Suppliers in the supply chain said that in the fall of 2018, Apple not only introduced facial recognition to new iPhone machines , High-end large-size iPad will also use 3D sensing technology to extend the AR's additional features, so Apple is bound to build second suppliers to ensure that after the advent of the second half of the machine in 2018, the supply of components smoothly.
It is thanks to 3D sensing technology into more iPhone new machine and high-end ipad, Finisar homeopathic card will be successful, it is foreseeable, Finisar in mass production VCSEL, will take advantage of the new wave of 3D sensing craze train.
According to supply chain vendors, while Apple continues to expand its 3D sensing facial recognition advantage, Android camp brand handset makers will also launch its flagship model for importing 3D sensing applications to counter Apple's current offerings including Huawei, Oppo, Vivid, Samsung and other mobile phone manufacturers are speeding into the grab, the recent delivery of certified components manufacturers to reach the brand of customers reached 5 to 10, is expected to be the fastest in the second quarter of 2018 will see the new products come out. The VCSEL market will reach 3.12 billion U.S. dollars by 2022, with a compound annual growth rate of 17.3%.
Supply chain manufacturers set off a card battle, VCSEL market demand soared
At present, the application of 3D sensing has become the focus of attention in the smart phone market. Although Apple intends to control the production capacity of the key component VCSEL, its technology development has been for more than 20 years and has been applied to the optical communications and optical transceivers, etc. With the application market Usher in the outbreak, not only the original laser optical components manufacturers, GaAs Substitutes joined the battle, there are the same MOCVD machine LED epitaxy plant also eager.
It is understood that downstream of the 3D sensing technology package module factory in addition to Lumentum, Finisar, there are still Ⅱ-Ⅵ, Princeton Optronics and Heptagon, etc., while the upstream supply chain manufacturers in addition to the world's largest IQE, and another new, crystal, Acer Czech, Universal, Vertilite also waiting to seize the market pie.
Of course, Qualcomm and Wonderful Optoelectronics also hand in the 3D sensing market, is expected to grab a large handset Android mobile phone customers, including millet, OPPO and other Android phone manufacturers using 3D sensing technology is based on Qualcomm and the King Optoelectronics technology program .
Supply chain makers pointed out that in the past VCSEL is mainly used for optical fiber communications and data transmission applications, supply chain manufacturers in the steady growth, most of the small and beautiful mode of operation, the market statistics over the past 20 years, the total amount of VCSEL sold to various end markets About 1 billion. In 2016, the sales volume of VCSELs for optical transceivers exceeded 30 million. After the release of iPhone X in 2017, the shipment volume of VCSELs for consumer electronic products has surpassed the original optical communications market and is expected to The VCSEL for smartphones will reach 240 million by 2019, almost five times the demand for optical communications applications.
In the long term, due to the trend of application development such as Internet of Things (IoT) and cloud computing, the market for VCSEL has huge potential for growth. In particular, it will become more widely used in data centers, night-vision vehicles and autonomous vehicles. In recent years, And communications components industry will also speed up the VCSEL battlefield, industrial competition will become increasingly fierce.
Supply chain manufacturers believe that the rapid development of consumer electronics products has brought disruptive changes in the VCSEL industry. In 2018, the cooperation between handset brands and the upstream supply chain will surface. However, Apple has laid out many patents for such technologies as VCSEL radio frequency and algorithms , Interested in eating pie market practitioners how to avoid patent infringement suspicions, improve 3D sensing accuracy and cost-effective, probably more than expanding production capacity is more critical elements.
Machine learning growth is staggering, FPGA and ASIC chips are expected to become the new main force;
At the beginning of 2016, machine learning was still considered a scientific experiment, but now it has been widely used in data mining, computer vision, natural language processing, biometrics, search engine, medical diagnosis, credit card testing Fraud, securities market analysis, voice and handwriting recognition, strategic games and robots, etc. In just one year, machine learning has grown faster than expected.
Deloitte Global's latest forecast indicates that large and medium-sized companies will place a greater premium on the use of machine learning in the industry by 2018. Compared with 2017, the number of projects deployed and implemented using machine learning will double, and will again turn around in 2020 Times
At present, more and more types are beginning to enrich the new term "AI chip", including GPUs, CPUs, FPGAs, ASICs, TPUs, optical flow chips, etc. According to Deloitte's forecast, in 2018, GPUs and CPUs will still be the domain of machine learning Of the mainstream chip GPU market demand is about 500,000 or so, the demand for FPGA in the machine learning tasks more than 200,000, while the demand for ASIC chips in the 100,000 or so.
Notably, Deloitte said it expects FPGAs and ASIC chips to accelerate machine learning in more than 25% of data centers by the end of 2018. It is clear that FPGAs and ASICs are expected to emerge in machine learning.
In fact, some of the early adopters of FPGAs and ASIC chip accelerators mainly used them for machine learning inference tasks, but soon after, FPGA and ASIC chips will also be able to work on module training Play
In 2016, the global FPGA chip sales have exceeded 4 billion US dollars.And in early 2017 report "Can FPGAs Beat GPUs in Accelerating Next-Generation Deep Neural Networks?", The researchers said that in some cases, the FPGA Speed and computing power may be even stronger than the GPU.
At present, such as Amazon (AWS) and Microsoft (Azure Azure Cloud Services), have introduced FPGA technology; the domestic Alibaba also announced cooperation with Intel (Intel), using Xeon-FPGA platform to accelerate cloud applications; Intel recently Constantly emphasize that the data center can adjust the cloud platform through FPGA to enhance the efficiency of machine learning, audio and video data encryption and other work.
In addition, although the ASIC is a single-chip implementation of the task, but the current number of ASIC chip maker in 2017, the entire industry's total revenue of about 15 billion US dollars.It is reported that Google and other manufacturers began to use ASIC in machine learning, Chips based on TensorFlow machine learning software have also been released.
Deloitte believes that the combination of the CPU and the GPU has contributed greatly to the growth of machine learning, and if the future of various FPGA and ASIC solutions can also exert enough influence on processing speed, efficiency and cost reduction, the machine Learn the application will once again be explosive progress.
3. 2018 mainstream IT trends: IoT platform
Leading enterprise IT strategy in 2018 will be the adoption of the Internet of Things (IoT) platform and other areas ...
Hitachi Vantara, a wholly-owned subsidiary of Hitachi, unveiled major business and technology trends for the Asia Pacific region for 2018, co-presented by Hubert Yoshida, Global Technology Chief and Russell Skingsley, Asia Pacific Technical Director; the company expects the leading IT strategy for enterprises to be 2018 will be the Internet of Things IoT) platform and other areas, Yoshida and Skingsley propose the following ten trends for technology development in the Asia-Pacific region in 2018.
1. IT will use the IoT platform to assist IoT solution applications
IoT solutions will quickly become an important strategy in nearly every industry and marketplace and provide key insight to drive digital transformation in the enterprise IT must work closely with the business operations to focus on specific business needs and define the scope of the IoT project.
Yoshida said: "With less in-depth knowledge of the business and the right infrastructure, and the correct simulation and digitization of the actual operations and processes, it will be difficult to build a truly valuable IoT solution so choosing the right IoT platform and service The supplier is very important. "
Skingsley added: "Businesses should look for an open and flexible IoT platform that simplifies integration with supporting technologies to provide a scalable" foundry, "in which to build a wide variety of industrial applications to help businesses ease Quickly design, build, test, and deploy. "
2. Object storage intelligent
The first issue businesses faced when they began the digital transformation this year was the ability to access data, which is usually stored in silos that are expensive to retrieve and use, and are built for a specific purpose and can not be shared, Many of these contain duplicate, outdated, or data that is no longer in use due to changes in business processes or people in charge.
Skingsley said: "Data scientists tell us that 80% of the process of getting insights and getting insights is boring data acquisition and preparation. The concept of a data lake is fascinating, but we can not inject data directly into the system unless the data It is correctly cleaned up, formatted and indexed or tagged with metadata to make the data lake content-aware, or the data swamp will eventually be formed. "
Although object storage is capable of storing large amounts of unstructured data and provides metadata management and search capabilities, it lacks situational awareness. Object storage is now "intelligent" and can be searched and read through software for multiple structured and unstructured The contents of the data silos are analyzed and analyzed for cleanup, formatting and indexing.
Skingsley said: "Hitachi Content Intelligence captures data from silos and processes it in a variety of ways that data can be processed in. Content Intelligence users are empowered to make sensitive content accessible only to the people they inspect and control the security of the file Content Intelligence builds a standard and consistent enterprise search process across the IT environment, connecting and aggregating multi-structured data across heterogeneous data silos and locations, and automatically retrieving, ranking, expanding, and consolidating all your organization's data Category. "
3. Analysis and artificial intelligence
Analytics and AI will grow in full and real payoffs from mid-market companies by 2018. IDC notes that by the end of 2017, one-third of Fortune 500 companies will have their revenue growth from information products more than double The rest of the product and service portfolio.
Skingsley said: "AI has become the mainstream of consumer products, such as Amazon Alexa and Apple Siri, and Hitachi that AI and human collaboration will bring tangible benefits to society through Pentaho DataIntegration and other tools, our goal is to data engineering And data science processes to make machine intelligence (a combination of machine learning and AI) easier for developers and engineers alike. "
Pentaho's machine learning is moving in the direction of integrating machine learning technologies such as R and Python and machine learning technologies such as Spark MLlib Lumada (Hitachi's IoT platform) provides flexible input and output and standardization of online resources to automate the configuration and management of resources for expansion IoT machine learning, and is compatible with Python, R and Java support for machine learning.
4. Use video analytics more widely
Video content analysis will be "the third eye" to bring greater insight, productivity and efficiency to areas beyond public safety Automatically detect and identify in conjunction with other IoT information such as mobile GPS and social media information The algorithms for time, space and relational events will be applied in a variety of industries such as retail, healthcare, automotive, manufacturing, education and entertainment.
Yoshida believes that video offers unique capabilities such as self-mobility (3D motion for autonomous robotic navigation) behavior analysis and other forms of situational awareness: "Retailers use video to analyze customer movement patterns and dwell times to target products and maximize Its sales. Video analytics relies on good video input and therefore requires video-enhancement techniques such as noise removal, image stabilization, shadowing and super-resolution, etc. Video analytics has great potential for ease of use, ROI and generation of actionable analysis. "
5. Enterprise agile method fully expanded
As digital transformations focus on efficiency and collaboration to drive faster, more relevant business outcomes, more and more information companies adopt an agile approach, with IT in servers, networks, storage, databases, virtualization and more There are traditional islands, and now cloud administrators are passing change notifications around to deliver business results. In fact, many people think IT is more focused on IT than on business.
Skingsley said: "Even though data centers use technology to create shared data repositories that disrupt data silos, different functions focus on individual goals rather than overall business goals, and cross-functional teams now use two to four weeks of agile sprint, Help IT focus on relevant business outcomes and increase efficiency. "
Under the leadership of Renee McKaskle, Director of Information, Hitachi Vantara has been very successful in using agile methods to drive digital transformation for the past two years. "Agile provides a flexible way for small, cross-functional teams to repeat short-cuts in clear directions and strategies Sprint to ensure total consistency, effective communication, focus on problem solving and common business objectives. "He also noted that more companies will move to agile and software development DevOps by 2018 to apply agile methods across the enterprise.
6. Data Governance 2.0
Data governance will face new challenges in 2018 and organizations must create new ones, with the biggest challenge for businesses coming from the General Data Protection Regulations (GDPR), which will give EU residents more control over personal data, Raising business costs and increasing the risk involved in collecting and storing personal data, while violating the GDPR could face a fine of $ 21,750,000, equivalent to 4% of the EU's global total turnover last year.
Skingsley said: "In the past, data governance was based on data and metadata processing, and now new data governance must take into account the data context. If users exercise the right to be forgotten, companies must find out their personal data, delete it and provide relevant evidence The GDPR rule requires a notice of non-compliance within 72 hours, which also exposes organizations to very short reaction times, and can not do so if data is scattered across different application silos and can not cover data stored on mobile or in the cloud. So in 2018, the data governance architecture must be updated and integrated into content intelligence tools. "
7. Container technology to virtualization to the next level
Container virtualization is the latest virtualization technology and will be widely accepted by 2018. As the next generation of virtual machines (VMs) includes the operating system (OS) abstracted the entire device, the container contains only the applications and applications required All dependencies.
Yoshida added: "The light weight features of the containers reduce costs by eliminating the need for a dedicated OS for each container, and their open configuration also allows them to execute on multiple platforms and allow applications to run independently, improving security. Applications can be written as micro-services and executed in containers, improving agility, scale and reliability.
Businesses are taking advantage of containers to migrate and develop new applications to be more competitive in today's agile and efficiency-critical markets.We have built Lumada on the IoT platform for containers and microservices, and have put the Pentaho Worker Node, Hitachi Content Intelligence and Hitachi Infrastructure Director's management software are moved to containers for maximum benefit Storage Virtualization Operating System (SVOS) for Virtual Storage Platform (VSP) also has the ability to configure persistent VSP storage in containers Space Plug-in - We expect that many storage vendors will follow this trend next year. "
8. Blockchain projects will be mature
Blockchain will be the main focus of 2018, Yoshida believes there are two reasons: First, the use of cryptocurrencies has gradually been accepted this year as a stable currency for countries suffering from hyperinflation, Japan and Singapore also said , Will create a denomination-denominated currency operated by the bank and managed by the authorities by 2018. Consumers will use this currency for P2P payments, e-commerce and transfers, allowing many banks to use the blockchain to set up the required management of encrypted currency accounts Ability.
The second is that the blockchain is gradually being used in the financial sector for routines such as internal regulatory functions, customer documentation and regulatory filings, and it is also expected to expand cross-bank transfers through ledgers by 2018. Other industries Will begin to see prototypes with smart contracts and identity services for medical, government, food safety and counterfeit goods.
9. The era of biometric authentication is coming
The increasing number of passwords consumers need today will facilitate biometric authentication in 2018. Skingsley said: "In fact, most people use the same set of passwords to access accounts they do not consider important, and hackers know that That's why once they find out their password, they can successfully crack other accounts, companies are increasingly aware that passwords, ATM cards and PINs that represent us can be cracked, even with double verification.
"Smartphone providers and financial companies are starting to use biometrics, which represent real-world users, to solve this problem, but it's important to choose the right biometrics, which, if broken, can not resemble PIN, or password. Since fingerprints will remain on any object that we touch, it is easy to imagine that hackers might steal fingerprints and reuse them. Hitachi recommends using finger vein technology, which refers to the vein only when infrared light passes through the living body A finger can only be seen when capturing a vein pattern, preventing the most from counterfeiting. "
10 to create value thinking
Traditional business thinking starts from the premise that the producer determines the value of the owner through the choice of products and services. Consumers are usually passively involved in the process of creating solutions and values through consultation in market research. Yoshida believes that in 2018 It will be a way of creating value centered on the producer and changing to thinking of creating value together.
Yoshida said: "Producers and consumers can no longer survive in the digital world that adopts such traditional value-creating methods. In the digital world, the change persists, the problems span multiple fields and the industrial fields and boundaries are blurred. Spending years of developing solutions, consumers can not plan for years in the blueprint that can not meet their needs, and if consumers and producers are to innovate, they must be proactively involved in value creation as co-founders. "
Hitachi sees co-creation as a process of collaborating with customers and ecosystem participants to innovate and create new value for business stakeholders, customers and the community as a whole. The company continues to work with many clients to create and develop co-creation approaches that anticipate It will be further popularized in 2018