'Rumor' Kunshan released half a month shutdown order | ASE list of 270 manufacturers

1.AI into a new battlefield of cell phone chip makers, Qualcomm, MediaTek, Huawei and other superb; 2. Kunshan released half a month halt the order of 270 companies such as ASE list; 3. Chinese laborers science and technology to vote 60 million yuan Participation set light Chip company

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1.AI into a new battlefield mobile phone chip maker, Qualcomm, MediaTek, Huawei and other superb;

Set micro-grid comprehensive report, in the past ten years, can be said that mobile phones have experienced innumerable innovations, such as the processor from dual-core into quad-core and then into eight-core, the screen from a small screen into a large screen and then into a full screen, Unlock the way from sliding to fingerprinting and then change to face recognition.To meet the needs of consumer innovation, smart phone brands and chip suppliers have been racked their brains to find new breakthroughs.

According to Digitimes, handset chipset vendors are set to add new applications, new features and new designs to meet consumer demand for innovation, and now AI applications have become an important theater of battle, including Apple, Samsung All of Samsung, Huawei, MediaTek, Qualcomm and Spreadtrum will fully deploy AI to gain business opportunities first.

In the early stages of AI development, handset vendors who use artificial intelligence technology in the field of mobile phones also have a variety of ways for AI technology to fall due to different understanding of artificial intelligence by handset manufacturers.

Among them, the latest iPhone X will be the main artificial intelligence as a selling point, Apple CEO Tim Cook said that the iPhone X is a product positioning for the future, the A11 bionic chip equipped with its integrated 'nerve Network Engine, "which has a neural network engine that operates up to 600 billion operations per second, identifying tasks, places, and objects and providing powerful motivation for innovative features such as Face ID and 'Emoticons' In addition, Apple also plans to extend the A11 neural network engine to more Apple Ecology, including driverless, AppleWatch and medical health.

As a domestic mobile phone giant, Huawei is not far behind in terms of artificial intelligence. Huawei released its annual flagship Mate10 series some time ago with a flagship AI processor - Kirin 970. Huawei called the processor "the first artificial (AI) mobile computing platform ', which set up a special AI hardware processing unit - NPU to complete the AI ​​computing tasks.Apply point of view, Mate10 series can do more than ten kinds of intelligent identification camera scene, automatically adjust the camera parameters, So that ordinary people can shoot a large feeling.In addition, it can translate text, voice, photos in real time, so that people's communication more smoothly.

While Samsung added Bixby voice to this year's release of the Galaxy S8 and Note 8. Samsung calls Bixby a learning AI, arguably Bixby embarking on a completely new model of human-computer interaction that Bixby actually has by definition Siri is stronger because Apple defines Siri as intelligent voice control, while Bixby is a higher-level AI assistant.

In addition, Qualcomm, MediaTek also have been forewarned in 2018 new smart phone chip solutions, will be fully equipped with the latest AI technology, is expected to provide mobile phone brands, including camera development, biometrics, intelligent voice, sports and health care and mobile payment New user experience app.

However, since next year, handset brand manufacturers will adopt a marketing strategy that will continue to enhance their capabilities but will not raise prices, Qualcomm and MediaTek will have to adopt the 2017 mainstream 10 / 16nm process technology for the new smart phone chip solution in the first half of 2018.

Qualcomm senior vice president Keith Kressin had previously pointed out that Qualcomm continued to promote AI-related research, dedicated to the development of AI applications, including voice applications, and into a new generation of Snapdragon 845 chip mobile platform, Qualcomm also take the lead and Baidu cooperation, the speech recognition function upgrade to smart phones and Internet of Things devices.

MediaTek general manager of wireless communications Division Zonglin also said that in fact, introduced in 2017 P25 chip solutions, Samsung's new generation of smart phones J7 Plus products show strong AI application capabilities, MediaTek will continue to focus on the future of AI applications in the camera , Speech recognition and other functions, and even new applications such as biometric identification and mobile payment etc. As for the new Helio P series smart phone chipset in 2018, we will also see further development of the AI ​​related applications and designs of MediaTek.

At the same time, domestic chip supplier Spreadtrum Communications Chairman Li Lanyou also recently interviewed by the media, said the company will release AI processors for smartphones in 2018. According to Li Li tour, the processor will be manufactured using TSMC 12nm process , Which is an upgraded version of the existing 16nm process.

2. Kunshan released half a month to stop production orders, such as ASE 270 list of manufacturers;

Market spread Kunshan City, China's official documents require that some river basin Wusong River industrial enterprises to suspend production for half a month, including Unification, Advantech, Jiayi Yi, Giant, Wushi Electronics and other Taiwan businessmen are among them, affecting 270 enterprises.

Due to a sudden and up to half a month's time, triggering market concerns, but the evening also came out because of the impact of the level of large and temporarily suspended, has not been confirmed.

In the evening, an official document circulated by Kunshan City, China, entitled "Kunshan Municipal Commission for Leading Group of Two Commitments to Six Governance and Three Governance Measures" stated that due to poor water quality monitoring data, some industrial enterprises in the Wusong River Basin , From 25 on January 10 next year, a full cut-off; when the water quality, to decide whether to postpone.

A total of 270 related affected companies are listed in the official documents, including ASE (2311), Unity (1216), Giant, Burberry, Foxconn, Jia Liangyi (6153), Advantech (2395), Wushi Electronic, Resin and other famous enterprises.

Jia Liangyi said that a few months ago, Kunshan local government resorted to restrictions on discharge of waste water policies, an average of only 3 days to 5 days a month, but this time up to 2 weeks, local representatives will start the consultation mechanism manufacturers. Revealed that time is too long, it is unlikely to stop production.

Jia Liangyi said that the first few months of the scheduled date, has moved the previous paragraph operations to Taipei plant and Suzhou plant response, this will start the response measures, as the latter part of the operation can still be completed in Kunshan plant, estimated production capacity And financial will not cause much impact.

Advantech said the main stoppage is Kunshan is the Taihu Lake water system (Wusong River), the pollution is very serious, the local government to remediation.However, Advantech's industrial wastewater discharge is not high, will be in the shutdown period to adjust their own displacement, does not affect productivity.

Uni-President said at night that the factory has not stopped its work so far, but will not know it tomorrow. From the point of product sales, it has safety stock, and it can be dispatched and supported by its neighboring factories without any problem of supply and will continue to pay attention to the follow-up situation.

Asahi Moon said lately, is still verified; according to the open observatory data, ASE in Kunshan with ASE Semiconductor (Kunshan) Co., Ltd., mainly engaged in semiconductor materials manufacturing and semiconductor product packaging and testing business.

Giant giant said that it has been verified to Kunshan plant, did not stop production of this matter, as to why there is this rumor, and sources of rumors are not aware of.

3. Chinese laborers science and technology plans to invest 60 million yuan to set up optical chip company

Set micro-grid news, laborers technology December 25 evening announcement, the company wholly-owned subsidiary Wuhan Huagong Technology Investment Management Co., Ltd. and many companies co-sponsored the establishment of Wuhan Yunling Photoelectric Co., Ltd., mainly engaged in the design of semiconductor lasers and detectors , Production, packaging and sales.Yunling photoelectric registered capital of 137.75 million yuan, Huagong invested 60 million yuan in cash, accounting for 43.56% of the total share capital.

The company said that at present, China's high-end optical chips are still one hundred percent dependent on imports.Lack of domestic optical chips is becoming a major bottleneck restricting the development of communications optoelectronic devices industry, restricting the development of domestic optoelectronic devices company, this bottleneck is also a breakthrough for those who leave a huge industry Opportunities: After the founding of Yunling Optoelectronics, it will complete the localization of high-end chips and change the dependence of high-end chips on imports, meanwhile, it will have a positive impact on the layout of HGST optical communications industry and form a competitive advantage in the era of 5G usher in.

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