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1. National giant suspend orders: chip resistance brewing price;
Set of micro-network message, the following layer of ceramic capacitors (MLCC), aluminum electrolytic capacitors, the collection of micro-net access to the giant's large channel Shang 26th to the dealer issued notice, immediately stop chip resistor orders. Industry view that the action of suspending orders equivalent to the production capacity into the "rationing" state, the extension of product delivery is inevitable, as for the price is Jianzaixianshang.
Industry analysis, agents are more biased to the spot price, the action of suspending orders on behalf of the national giant will be the capacity of priority supply to have shipped the EMS factory, OEM factory, this implies that has entered the production capacity allocation phase, the next will be depending on the order of digestion to enter the delivery period. However, from the general product, niche products are all suspended from observation, the price has become a foregone conclusion.
National giant said that the chip resistance of the safety inventory has fallen below 40 days, so priority supply to important customers, the first will be the capacity, distribution adjustment, and then observe the supply and demand situation, if the customer delivery needs to be extended, to the price of the volume is an option.
In response to the chip resistance price increases, the country giant said, if the suspension of orders or can not meet customer demand, will be depending on the market demand and supply situation to make a decision; Huanico said, does not exclude the adjustment price; Da Yi pointed out that, depending on the market conditions, it is inconvenient to comment.
National giant to stabilize the global chip resistor faucet, the state benefits stop orders, will cause chip resistance supply decline, there are gaps. Market interpretation, if this wave chip resistors can be a success in price increases, national giants and investment in the odd force, as well as Huanico and Big Yi will be synchronized benefits, profits will be significantly higher.
The national giant has more than 80% stake in China, and is the main channel trader in mainland China. Guoyi yesterday to the distributor notice that, in view of the demand for orders far greater than the existing capacity, in order to maintain delivery service level, since December 26, all thick film resistors general and large-scale products are stopped orders, resume normal one-day period before further notice.
Passive components factory mainly in Japan, however, the chip resistors in the secondary industry has always been the world of Taiwan manufacturers, just the country giant and its new Wang Yu, Big Yi, Huanico, Li-Zhi and other Taiwan plant, as well as the mainland manufacturers thick sound, Fenghua hi-tech, etc., on the global 70%-80% market share. To the production capacity, the country giant is Taiwan's passive component faucet, is also the global chip resistor faucet, the monthly output capacity has reached 90 billion, the global share of up to 34%, ahead of the second big manufacturers KOA 9%.
As the price of raw materials continues to rise, the base plate rally fear has been unavoidable. In addition, the Japanese business will be turned to high specifications, small chip resistors, released 0406, 0603, 0805 and other large-scale chip resistor orders, resulting in chip resistance supply and demand imbalance.
2. MediaTek is trying to win Apple's orders, how likely are the three principles in four areas?
Integrated micro-Network report, in the January 2017, Apple, in the United States, sued Qualcomm, accusing Qualcomm of monopolizing the wireless device chip market and accusing Qualcomm of losing 1 billion of billions of dollars in an unfair patent-licensing campaign, which kicked off the century's patent war and has so far no sign of ending.
As the level of patent litigation between Apple and Qualcomm continues to rise, the industry is likely to abandon Qualcomm's modem chip in a new generation of phone designs, which will be supplied by Intel's main force, and MediaTek may even become the third supplier of Apple's modem chip.
Could MediaTek become Apple's Modem chip supplier?
Taiwan media said Apple's move to allocate half of the Modem chip order to Intel was intended to protect itself against a patent suit with Qualcomm, and as the level of litigation in both cases continued to rise and move in the negative direction, the industry's outgoing Apple, in addition to Intel, is seeking Modem Chip capacity to support the opportunity, while the technology, capacity and price conditions at this stage can satisfy Apple's MediaTek, the industry's top choice.
The Taiwan department IC design company points out that the possibility of Apple turning Modem chips to MediaTek does exist, but it does not match Apple's preference for managing the chip supply chain, which for MediaTek has only short-term economic benefits, after all, Apple's chip solutions to its various product lines have been dominated by international chip mills, This is related to the three guiding principles Apple has been insisting on buying chips.
The three guiding principles Apple has been adhering to are technology-leading competitiveness, the integrity of the product blueprint, and the reliability of logistical support. In view of these three guiding principles, MediaTek Modem chip product line is likely to win Apple orders, but the possible direction and process of cooperation between the two sides, it is not easy to do in the existing product line.
Therefore, Taiwan Media believes that MediaTek and its hope that the Modem chip product line ushered in the apple, but rather to fight with Apple new products in the smart voice chip platform, wireless chip and wireless connection chips solutions and other areas of cooperation, because these chip platforms, MediaTek has a leading market and technical advantages.
Four areas in which MediaTek and Apple are expected to collaborate
The market, MediaTek and Apple's cooperation with the mobile phone modem, CDMA IP authorization, WiFi customization Chip (ASIC) and smart speaker Homapod chip, such as four of the highest voice, the fastest in the second half of next year results.
It is mentioned that MediaTek is likely to become the Modem chip supplier of Apple's new generation of handsets, however, Apple has also been actively preparing a Modem for homemade handsets and tablets after it has been tested in TSMC for the fastest 2019 since the iphone and IPad's a-series app processor is needed. Years can be ready to allow the need for MediaTek to appear variables.
However, the supply chain, MediaTek is actively fighting for Apple orders, not only the phone modem, but also with the Apple Modem Homemade program, to provide CDMA 2000 IP authorization.
From the status quo, the current CDMA 2000 technology manufacturers, only Qualcomm, Intel and MediaTek, while Qualcomm and Intel are Apple's existing chip suppliers, access to licensing is relatively difficult to increase, so MediaTek is considered a possible target.
In addition, the market also spread, MediaTek these two years actively to accumulate years of IP advantage, into the ASIC field, following the global network leading Cisco's orders, but also to Apple for customized WiFi chip.
In addition to the above three cooperation space, because Apple will launch the smart speaker new product homepod, originally used the Apple mobile phone used in the old A8 processing chip, but MediaTek in the past few years with the Amazon cooperation to achieve success, so also began to work with Apple, as the future of the two sides together another product.
The handset chip supply chain believes that if MediaTek has the opportunity to offer an ASIC or homepod chip for the Apple WiFi, the fastest shipping time should also fall in the second half of next year from the time the new product is launched.
MediaTek is fighting for iPhone orders
In July this year, MediaTek chairman Tsai the former TSMC CEO Tsai to join the army, and the introduction of many TSMC, MediaTek employees have also said that Tsai reuse of the TSMC, has made the old employees chilling. According to semiconductor veteran sources, Tsai to reuse the TSMC, the key is for Apple IPhone orders.
Tsai, though reluctant to talk about the IPhone, has not denied it, saying only briefly, ' if there is a chance, it will work. ' '
A former MediaTek executive said Tsai is not satisfied with the development of MediaTek's ability to sell chips to mainland Chinese handset makers in the past, and MediaTek has been in touch with Apple and Samsung, only this year that MediaTek has successfully entered the Samsung handset supply chain, but the price is not good, and the IPhone order is still in the works .
It is understood that Tsai in June as a joint executive of MediaTek, after a period of warm behind, has started to visit customers in the past few months, the location of Apple headquarters in the United States is his frequent running area. If it can be successfully robbed, the significance of milestones. Moreover, the cooperation profit of the form of IP authorization is the highest, it is the biggest benefit to MediaTek's performance, and it can disperse MediaTek's dependence on the mainland market in the past.
3. Bo Tong, Qualcomm scramble into the second half of 2018 in the 1th quarter, see victory
Bo Tong (Broadcom) plan to buy Qualcomm (Qualcomm) 70 dollars by Qualcomm to bid too low as a refusal, Bo Tong lock Qualcomm March 6, 2018 annual shareholder meeting, the proposed up to 11 seats of the new list of directors, and in recent days again by Qualcomm vetoed, This is equivalent to Qualcomm two degrees refused to visit the door bride proposal. In Bo Tong set Ming is to marry, Qualcomm also never bowed down after marrying, this global IC design industry in the history of the highest bid for more than 130 billion dollars of sky-high purchase case, has been from the table under the shareholder alliances action, into a aboveboard power of attorney for the war, industry insiders pointed out that It is expected that March 6, 2018 will be the first round of the formal outcome, and Bo Tong, in addition to the active acquisition of the letter of attorney strategy, there are also announced a further increase in the purchase of chips face advantage, inter-related of the chain, certainly let Qualcomm future still related to the sad pressure. Qualcomm said it was assessed by the Company's regulatory Commission, the list of 11 candidates proposed by Bo Tong in the recent days will not give Qualcomm additional technical and professional expertise, or even conflicting contradictions, so the Qualcomm Board has decided that the March 6, 2018 shareholders ' meeting will not nominate any of the 11 directors of Bo , but the current 11 directors on the company's board continue to run. That means Qualcomm, who will take the lead on the top of the list of 11 directors presented by the two sides at the Qualcomm shareholders ' meeting on March 6, 2018, and who will be the first to grab enough board seats, will be in a position to take advantage of the sky-high purchase proposal. Qualcomm, of course, there is no pressure to lose, the general rules have to win the heart, this allows both sides recently to the Qualcomm corporate shareholders actively lobbying, and Rob shareholders in the hands of power, in order to hold the final vote on the winning chip. It is understood that Qualcomm and Bo Tong's corporate shareholder structure, as high as 70% of the duplicate shareholder list, so, although Qualcomm continued to bid 70 U.S. dollars low, try to persuade corporate shareholders do not easily accept the Bo-pass proposal; But Bo to the corporate shareholders blunt, after the arrival and Apple (AAPL) litigation immediately solution, the global antitrust issue can also be dispel, or even blunt the follow-up gross profit margin, profitability will be reversed to the bright future, but also really let shareholders echocardiography. In Qualcomm, Bo Tong has a position and argument, holding a clear majority of high-pass shares of the corporate shareholders have obviously been caught in a dilemma. The choice of Qualcomm at the shareholders ' meeting on March 6, 2018 seems to have the chance to let the purchase price start again; The choice of Bo Tong, there will be Qualcomm, long-term share price investment in a better rate of return trend. Evaluation of foreign investment institutions, short-term Qualcomm, Bo Tong's takeover battle should be first into the power of attorney for the situation, Bo Tong hit the abacus should be in the absence of the need to increase the price of 70 U.S. dollars in case, if you can rob more than a high pass shareholder orders, the 130 billion dollar acquisition will be the current red light turn green. If the March 6, 2018 of Qualcomm directors in the re-election process, did not gain more than half advantage, then again to increase the 70 U.S. dollar acquisition price is not too late, and therefore, the Qualcomm two times refused to buy goodwill, the two sides of the first live combat, will be established on March 6, 2018 began to perform, And even if the Bo Tong move the gun is not very smooth, but from Bo Tong to the corporate shareholders of the information disclosed, if the purchase price is adjusted to more than 80 dollars, that means that the past 3 years, the holders of a high-pass equity will be fully profitable to play, Bo-Tong's final bid to increase the price of the big trick, will still let Qualcomm eat enough. Digitimes