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1. To expose the insider of the DRAM and capacitor roasted seeds and seeds,
Uncover DRAM and capacitor roasting insider, Samsung's tactics to condone prices, cell phone China Union or joint report
Set micro-network / Deng standard
In 2017, both memory and capacitor prices went out of stock, with the price of memory rising by more than 20% quarterly and the price of power being 4-5 times higher than that of the previous year. Roaming the joint channel business is one of the more important potential influencing factors.
(DRAM) memory factory shipments by a Samsung dominance, accounting for nearly 5 into the market share.According to the supplier broke the news that if both Samsung electronics channels have accumulated, now in the terminal brand-related business office, on With the opportunity to roam speculation in this year's DRAM surge out of stock prices, the impact on the downstream terminal big customers actually not large, because the two sides based on contract execution and strategy of large customers, even out of stock, will give priority to large customers, while large Customers are not in the target group of price increases.
The supplier further disclosed that under such conditions, assuming that the actual DRAM order of a major mobile phone brand is 100KK, in the sound of out-of-stock price hikes, the big terminal customers are not greatly affected, while the DRAM market conditions are continuously rising. So the mobile phone manufacturers and the relevant person in charge of Samsung Electronics 'collusion', the two sides can be based on the original pricing is not the price added to 150KK, this extra 50KK memory will naturally surge, flow to other customers, agents , Traders and the spot market, to further open the curtain of stock prices out of stock.
Multi-way memory rookie altogether, agents / traders prices are inseparable from the original
The news of the out-of-stock price hikes in 2017 skyrocketed and the price of memory really went up all the time, causing the downstream terminal manufacturers to complain bitterly in the upcoming 2018. However, it is hard for the third party to have enough shortages in DRAM market demand. There is an exact figure
Supply chain vendors revealed that in fact, the vast majority of the DRAM industry occupy the market share of Samsung Electronics, Hynix (SK Hynix), Micron and other original manufacturers are accelerating the expansion of shipping, the actual gap is not large, but the market out of stock one after another, A large part of the shipments went to the agents, traders, Huaqiang North market .Tar manufacturers want to get goods, these agents, traders and distributors will naturally take the opportunity to roam, a small amount of heavy, keep raising the price.From the upstream DRAM factory to the downstream terminal manufacturers, excluding direct supply of large customers, small and medium customers get goods often go through the middle of agents, traders this year, these agents, traders, etc. are speculators speculation, then they How to fry DRAM?
According to industry sources, agents are often based on their own channel advantages, get the goods through the original row, the price will fluctuate with the original factory and market conditions and different. After getting the original order, the agent on the shot Price will have a psychological expectation, the market out of stock market, small quantities, the ladder up.Of course, price increases can not be generalized, after all, many agents are doing long-term business.
In contrast, traders are different, is this wave of DRAM prices hoarding one of the main.Because many traders for various reasons, often get the news from the original factory, including the original inventory, order scheduling, Shipping conditions, etc., once received the exact message, these traders began wanton hoarding, the extent of the increase and the hoarding cycle may be more than agents.
In addition, Shenzhen Huaqiang North market is the main market for spot circulation, when informed that the DRAM spot market is tight, tight supply, Huaqiang North stall owners will naturally smell the wind, hoarding potential, increasing stock out of stock market, and further Raise the price, and even Huaqiang North stalls will be combined to do Zhuang, unified caliber, uniform price, in order to obtain greater spread profit.
Since the beginning of this year, whenever those speculators who resell DRAM stockpiles fall under the original "carrying support", the biggest beneficiaries of speculation are Samsung Electronics, etc. If the agent and trader are the suppliers of DRAM speculators , That corner is naturally the original factory.
Samsung Electronics employees personally involved in roasted seeds and nuts, Samsung Electronics roasted seeds and seeds back in full
In the DRAM industry, the three original shipments of the main force, Samsung Electronics accounted for nearly 5 percent market share, is a well-deserved corner children, in the stock market speculation is even more profitable. And DRAM roasted agents, traders Most of them are the most dared to hold the 'thigh' is Samsung Electronics, and even Samsung Electronics employees are involved.This is because Samsung Electronics is actively respond to the DRAM speculation strategy.Anonymity of the agents revealed that DRAM rookie The initiator should also be attributed to the original Samsung Electronics.Because the outside world is not clear the actual situation of the actual shipping capacity of the actual situation, often times Samsung Electronics (associated staff) to the agents, traders, etc. release the wind to inform the order full , Insufficient inventory (implying that you can start hoarding).
Of course, this is only an indirect involvement of Samsung Electronics (associated employees), even more so that Samsung Electronics employees directly involved in roasted seeds and nuts.The agent revealed that in fact, many Samsung Electronics employees have their own 'shadow' company, the first time Know the DRAM market, the use of channel relationships, through the shadow of the company to buy low, high sell, which has existed for many years, and these 'shadow' company is difficult for Samsung Electronics found related parties. In addition, this wave DRAM speculation, there are some Samsung employees direct access to their upstream and downstream channels to play the relationship, acting as an intermediary role, while Samsung Electronics card to a new customer orders, while docking downstream terminal manufacturers, both benefit. In addition, rare in the outside world Samsung Electronics know the shipping supply dynamics, there are Samsung Electronics trading alone make a fortune.
Samsung Electronics DRAM roasted so much so that all parties dare to such radical, including Samsung Electronics employees are so unscrupulous, the key reason is that as the largest maker, Samsung side support, and even concessions roasted.The above said the agent, Samsung Electronics DRAM agents, traders and other tactics are tacit agreement, that if the next month's signing memory is 100 yuan each, but the actual memory price cuts next month, even if a drop of 1 cents, Samsung Electronics will Because of all the tactics make up the difference to the parties 'roaster.'
Ask, this does not lose compensation for the sale, which agents, traders and the "rooster" is not heart? Not to mention is a trivial Samsung Electronics own staff.
'This is the dastardly and scary part of Samsung Electronics that condones the roaming of the DRAM market. "The agent further claimed that unlike Samsung Electronics, SK hynix, which had a low market share, would not do so, although Hynix's memory Followed by Samsung's rhythm of price increases, but there is no omni-strategy, no matter agents, traders sign what is the price today, the market is up or down tomorrow after delivery, Hynix does not take risks, more objective Follow Samsung and follow market changes.
Capacitor roasted prices turned several times, its source also points to Samsung
This year, in addition to the shortage of speculators out of stock prices, MLCC also represented a substantial shortage of prices, the overall price range of 4-5 times or so, some materials up to 20 times the original a few cents Capacitor price has risen to the chip price.
Earlier, the market analysts believe that due to Murata, Taiyo Yuden and other Japanese capacitors factory car electronics and other high-end market MLCC products to give up low-end and second-tier MLCC products market, increased market demand gap, lengthen the delivery cycle, Which led to the capacitor shortage caused by this year's tide.
But in fact not the case, this is not the main cause of the capacitor shortage tide, its source also points to Samsung.
Shenzhen Yi Heng Electronic Technology Co., Ltd. long-term proxy capacitor products at home and abroad, according to the company co-founder Zhang Lianuo to set micro-grid revealed that in 2017 this wave of capacitor shortage of the initiator of the Samsung was Samsung, as early as 2016 on the cloth Well Bureau, Samsung is the biggest maker of this wave of capacitor roasted seeds and nuts.
Samsung Group cut into the capacitor market to Samsung, after obtaining multi-technology endorsement, its own Samsung mobile terminals have adopted the capacitance of Samsung Motor, so that Samsung Motor Co., Ltd. in a few years quickly host a global capacitor market shipments ranking Several.
The reason why the source of this wave of roasted seeds and nuts also point to Samsung, it is due to the Samsung Note7 2016 explosion caused by the door.
Zhang Lianguo said that due to the impact of the Samsung Note7 explosion in Samsung in 2016, there was a large inventory of capacitors for which Samsung Motor had stocked, so Samsung used a low price strategy to fully market the high-capacity MLCC with price advantage to the spot market in order to eliminate inventory, resulting in Including traders, agents and Huaqiang North markets and other spot channels are distributing Samsung capacitor products, so that the spot market share of nearly 90%.
'Samsung wanted to occupy this market in 2016, long-term low-cost shipping, coupled with high capacity MLCC products, there are technology and cost advantages of Samsung, playing Murata, Giant and other original factory in the spot market no fight back, so quickly occupied Spot market.
By 2017, Samsung Motor to enhance the quality of the capacitor products, reduce production capacity at the same time, the spot market shipments also will decline, which led to the capacitor shortage tide .The first spot in the spot market is the high Samsung Capacity MLCC, and stockpiled traders took before are Samsung's capacitor, it is difficult to get the goods, Samsung also said that capacity is now tight, seeing the stock market out of stock, the capacitor also began to rise in price, thus inducing aggravate this year Capacitor Roasted Quotes market.To know that each smart phone has nearly a thousand capacitors used, and before the capacitor out of stock market rare.
Monthly revenue can be billions of dollars, Huaqiang North spot market how to fry capacitance?
Benefit from this wave of capacitor induced by Samsung out of stock tide, this year, roasted seeds and nuts roasted seeds and nuts have been spread from the high capacitance value of the bulk of the capacitor, the entire Huaqiang North capacity roaster are abound, especially from the second half of this year, Huaqiang North to sell IC counter Also began to store capacitance, sell phone case counter also began selling capacitors, and even a few people can start a partnership store horsepower, its revenue may far exceed your imagination.
Li Ming (not his real name) received at least dozens of customer calls every day, inquiry to the goods, busy he bored .Before the end of August this year, Li Ming is still a factory in Shenzhen to do sales, after leaving the end of August, they combined Three partners in preparation for the start of Huaqiang North scrambled capacitors.Li Ming revealed to the author, from September this year, the store capacitor roasted to December this year, 4 months conservatively estimated revenue of 20 million yuan, gross margin of about 30-50%.
According to Li Ming introduced in Huaqiang North capacitor roasted largest dealer Chaozhou is the United Chao together, roasted seeds and nuts peak monthly revenue can be too As early as the beginning of the second half of this year, these Chaozhou people began to store goods, whether it is Samsung, Murata, Giant or Yu Yang and other parties to the original capacitor, as long as there is a lot of stock to sweep goods, and then unified caliber to reach the psychological expected price After the reunification shot, stepped heavy volume, doubling income.
This led to the terminal manufacturers began to prepare into the capacitor, the spot market inventory emergency, once the news spread, quickly causing market panic, which brought a romance to make a difference opportunity.Li Ming said that to the peak of roasted seeds and nuts, from the original factory Get goods competition is the channel resources, although the roaster are making money, but the original palm manufacturers of course, the most profitable, but now the peak of the capacitor roasted has passed.With the first-line brand mobile phone manufacturers in 2018 cut list, combined with the annual Li Ming said that now look at the 2018 capacitor market, according to the original order to the information has been saturated, the first half of 2018 will not have too much capacitance fluctuations or even increase Will not rise again.
At the same time the original factory is still adjusting production capacity to increase production lines, there will be a new capacitor line production in 2018, it is difficult to appear such an exaggerated market as in 2017. Also because the capacitor price is already high, if the existing basis and then double Rising is not realistic.
According to industry experience, the first half of 2018 is the off-season market, agents, traders are afraid to store a large number of goods will be released to the market, once the release of goods, this wave of out-of-stock naturally eased .Although the original price will not be reduced , But the market reaction with the original is not the same, the price will go down, and gradually digested stockpile inventory, the market will gradually slow down.Of course, the wool on the sheep who have been to the market of high-cost capacitors will be paid by the terminal manufacturers.
Development and Reform Commission has interviewed, China Mobile Alliance or joint terminal manufacturers reported Samsung
In fact, DRAM and capacitor out of stock is not so serious, in the original 'care', the opportunity to take the opportunity to Chaohuo, and the market conditions soared. And 2017 Memory and capacitance of the two out of stock influx of Chao Chao, the source point to the original Samsung.
Especially in this year's DRAM shortage out of stock tide, DRAM quarterly price increases of more than 20%, each said out of stock, but the price has never been out of stock after the phenomenon, and Samsung occupied the DRAM near 5 percent of the market share, has become the wave of this surge out of stock traders and profit-makers.
According to the Chinese law, the market share of more than 50%, can be presumed to have a dominant position in the market, once meet the abuse of market dominance, monopoly agreements and other conditions, the National Development and Reform Commission may launch antitrust investigation.
At present, DRAM prices have caused the National Development and Reform Commission's attention.NDRC is closely watching the recent surge in the price of mobile storage chips, may conduct potential business conspiracy to manipulate price behavior investigation.
Xu Xinyu, director of the anti-monopoly bureau of China's National Development and Reform Commission, said: 'We have noticed that the soaring price of DRAM chips will give more attention to issues that may arise from' price manipulation 'of the industry in the future. "Wang Yanhui, secretary- Said that the NDRC has interviewed Samsung.
According to China Mobile Alliance revealed that the situation has been received a number of companies reflect the DRAM price increases, is currently organizing industry enterprises and related antitrust experts discuss the future does not rule out the possibility of reporting to the NDRC Mobile Alliance by the domestic mainstream mobile phone Manufacturers and chip suppliers, representing the interests of domestic industries and enterprises. It was exactly that the mobile phone China Alliance reported Qualcomm antitrust, which attracted the attention of the NDRC and started the antitrust investigation, setting a record for antitrust fines in China.
Wang Yanhui said it is still too early to predict what further measures the NDRC will take on Samsung, but if Samsung is found to be involved in price manipulation, the NDRC may refer to penalties imposed by other countries in this regard, It is not uncommon for dominance and manipulation of market prices to be punished by antitrust investigations.
2. 36 global listed companies rely heavily on Apple's orders;
SAN FRANCISCO, January 1 morning news, as we all know, Apple has a huge supply chain, because the product line is very complex, the company needs a large number of external suppliers to provide support.According to FactSet data, there are currently 36 listed companies Are very dependent on Apple's orders, of which at least 10% of revenue from the iPhone maker.
Take Imagination Technologies for example, 45% of the company's revenue comes from Apple, which plunged 71% in the single-day after Apple announced the phasing out of its Imagination Technologies graphics processor, and was acquired by a private equity firm a few months later In fact, Apple has been developing its own technology to replace Imagination Technologies' graphics processors and even dredging several key employees from the company.
InvenSense, a maker of motion sensors, derives 40% of its revenue from Apple, and in 2016, InvenSense's chief financial officer had hinted that a mysterious customer might end the partnership - then considered an Apple. A few months later, InvenSense was Japanese electronics company acquisition.
As a display panel maker with 54% revenue contribution from Apple, investors in Japan Display are very concerned about their fate, and they are afraid that Japan Display will also decline if the cooperation with Apple is over. The well-known chip maker Dialog Semiconductor Investors also have this concern, after all, up to 74% of the company's revenue from Apple.
Not only small companies, but also chip giant Qualcomm also 10% of revenue from Apple.Although the two companies have been close cooperation for many years, but now Apple and Qualcomm because patents and patent transfer fees into a legal dispute .There are many Qualcomm Rationale Concerns about prospects for cooperation with Apple: According to the latest data released by market research firm Counterpoint Reasearch, as of last Friday, Apple has become the world's second-largest maker of SoC systems for smartphones after Qualcomm.
The following is a list of the 36 listed companies:
3. Bitcoin soaring eye-catching, malicious mining kidnapping is about to erupt;
The number of various browser mining tools or mining tools increased to 35 in 2017, up 30% from the previous year. The anti-virus companies warn even more that malicious mining procedures will surge in 2018 and will bring about a new Wave malicious digging tide
Coinhive launched a web mining platform caused a wave of web mining trend, many website operators without informing users of the case, stealing the computing power of the user's computer processor to dig door Luo, this approach also led to the black industry 觊 觎, with the Web mining program increases, may also lead to a wave of mining dikes.
In 2017, the value of the virtual currency soars. Whether it is a bitcoin that sets an exchange rate of $ 15,000, or the Monroe value soars from $ 13 to $ 400, for hackers, Mining program accumulated wealth has become a hacker alternative way to get rich.
Symantec Corp. estimates that in addition to the surge in virtual currency value, more importantly, the number of malicious mining procedures that can be used to secretly steal computer resources from users has also increased from 26 in 2016 In 2017, 35 models are expected to dramatically increase the number of these malicious mining procedures by 2018, all of which will result in users of computing resources becoming hackers who can secretly steal computing resources.
Coinhive launched a web mining platform, website operators stole users count as miners
Coinhive, a browser-based mining program, was officially launched on September 14, 2017. By bundling mining functions into JavaScript scripting programs, web site operators simply log into the mining platform Coinhive and embed it on their website Function of the script, all users browsing this site to become free site operators, mining, computer processor computing resources are used to extract the Monroe coin, and Coinhive will be in accordance with the contribution of each site to allocate the exploitation of computing resources Monroe coins.
According to Coinhive, there are only 100,000 API calls per second on the first day of the mining operation on the first day of the mining operation, but on the eighth day of operation, the mining hash operation call accumulated by the Coinhive platform The number jumped to 13.5 million times per second, making it 5% more than the hash calculation of the entire block of Monroe, the world's sixth largest virtual currency, and up to 2.2 million WebSockets connected to Coinhive. By default, each computer uses 3 WebSockets online, and at least 730,000 computers become free miners.
According to Trend Micro's statistics, the global daily increase of at least 300 possession of Coinhive mining program website, and even more than 95% of the sites have not obtained the user's consent, secretly using the user's computing resources mining.
For example, Pirates Bay, home of the world's largest BT seed site, implicitly embeds Coinhive's mining program without informing users that many users use more than 80% of the processors while browsing Pirate Bay's homepage until analyzing the webpage After the program found that the original pirate Bay secretly embedded in the home page mining procedures and did not inform the user, which also led to user dissatisfaction and complaints.
While Coinhive recommends that site owners using the company's mining services understand the intention to uncover users of the mine, Symantec observes that SafeBrowse, Android apps and hundreds of other embedded mining scripts from Pirate Bay, Chrome Extensions, Program's website, did not inform the user that the site actually has embedded mining procedures.
Because of this theft of web browsers' computer processor computing power, mining has become more commonplace with Coinhive and has even become one of the tools to make money in the black industry, with the WordPress Web Security Plugin Also warned that hackers are using brute-force law to attack 190,000 WordPress sites per hour at an attempt to embed Monroons mining on hacked sites.
Not only that, like Trend Micro recently discovered new mining practices, hackers use Digmine malicious mining process, distributed through the desktop version of Facebook Messenger, it will send a fake video files, in fact, is an executable script program, stationed After the user's computer, it restarts Chrome, executes malicious browser extensions, and downloads other components such as XMRig from hacker-controlled C & C servers, a source code that is designed to exploit Monero Tool that leverages the user's processor resources to mine.
500 million people's mobile computers are used as free miners, all parties want to blockade
To find out more about the toll-free miners, ad filter maker AdGuard also released a global mining abduction disaster statistics in October 2017, scanning Alexa traffic rankings across the world's top 100,000 sites and finding Of these, 220 websites embed at least one malicious mining JavaScript script that includes, in addition to Coinhive, mining scripts such as JSEcoin, CryptoLoot, and MineMyTraffic.
And these 220 websites have 500 million person-times of browsing each month, that is, these 500 million people's mobile phones, computers, etc. are, for the most part, being the free miners of these website operators without any knowledge or knowledge. These websites are mainly video and audio-visual websites (17.73%) and file sharing websites (17.73%), adult websites (10%) and less than 10% of news websites (7.7%).
Nearly 20% (18.7%) of the countries of origin of these mining sites are U.S. websites, followed by India (13.4%), Russia (12.4%) and Brazil (8.1%); Taiwan's mining sites account for the entire Mining 1.8% of the site, the ratio is not high, but Taiwan at least four sites have mining procedures, mostly content farm or adult website.
To stop this malicious digging business, business users in addition to block the connection back to Coinhive online advertising filters such as AdBlock Plus, AdGuard can directly block Coinhive's mining script, Chrome browser also has several special blockade mining Programs such as AntiMiner, No Coin, and MonerBlock, etc .; while another browser, Opera, in its latest version, blocks Web pages embedded with cryptocurrencies and excludes scripts that mine cryptocurrencies to prevent mining Invade user devices and utilize system resources.
However, Symantec also warned that although the general advertising blockade process has been able to prevent the current well-known Coinhive mining script, but due to the rise of the value of virtual currency, it has become an alternative source of revenue for web site operators to replace online advertising, plus dig Mining program Since 2016, only 26 Android App hidden mining program, but by 2017 has increased to 35 models, the growth rate of more than 3 percent, is expected in 2018 such a large number of mining procedures will increase, it may be a new Wave of malicious digging tide
4.ivivo title Luo Zhenyu New Year's speech 20 years, the second year of speech to speak;
Set micro-grid January 1 reported
Last night, Rowe thinking "Time's Friend" 2017 New Year's Eve speech was held in Shanghai Mercedes-Benz Center, Shenzhen TV, Youku synchronized global live.
This year-end knowledge feast, Luo Zhenyu said to solve six problems: first, not the strong, there are still opportunities to board the stage? Second, just approach, how to find the play? Third, if I keep up Fourthly, will China's economic growth encounter the ceiling? Fifthly, is there any sustainability of China's economic growth? Sixth, can China's economy win a benign global development environment?
In answering these questions, Luo Zhenyu summed it up as 'six brain holes': the brain tunnel of EMU, the brain hole of rainforest, the brain hole of tibia, the brain hole of tug of war, the brain hole of terminal station and the brain hole of hub.
Luo Zhenyu also said that in the past we mentioned business, the first word that pops up in our minds is 'competition', and now that you have not had time to pose and compete with your competitors, the user has become another species. The theme of the past business world was rival competition, and the future of the business world was catching up with users. The user was a river that was moving forward.
It is reported that this is the second year of vivo hand Luo style of thinking "time of the friend." October 19, 2016, Luo thinking in the official WeChat public account push voice announced that "the time friend" vivo with a dollar shot away.
As early as the "friend of time" at the beginning of the tender, Luo Zhenyu openly stressed that we must find and Logos thinking like-minded, willing to work with friends, have confidence in their own brand, able to continue to provide users with 20-year service brand, If you can not find, Luo thinking thinking willing to 'naked.' Vivo eventually became the brand Luo Zhenyu has been looking for, but also the end of Luo Zhenyu 'streak' idea.
In fact, vivo is behind the group with more than 20 years of history. Since the founding of the cordless phone in 1995 in the spirit of 'this part', step by step steady and powerful to go now. vivo, then through the flagship Selfie and Hi-Fi in the vast majority of young people established a good reputation. Daring to pursue the ultimate, continue to create surprises has always been the brand of vivo, from the first series X vivo vivo X1, vivo Will be the ultimate gene injected into each product.In vivo sales rose steadily over the next few years, becoming the top three domestic mobile phone business.
Twenty years is just the beginning of a 50-year-long enterprise-centric enterprise, and the announcement that it has been a "small target" for itself for 20 years since its collaboration with Luo thinking has demonstrated that vivo is confident in being a 100-year-old enterprise.
5. Domestic Internet industry scale approaching one trillion yuan facing the market fragmentation problems;
The scale of the domestic Internet industry approached one trillion yuan
Faced with a variety of challenges such as fragmented markets and blurred business models
The era of "all things being interconnected" is gradually approaching. Since 2017 NB-IoT (Narrowband Internet of Things) ushered in large-scale commercial applications in China, major telecom operators and network equipment providers have accelerated the pace of industrial layout and are expected to drive domestic Internet industry take off.Experts said that the era of all things is coming, but the development of things are often faced with the phenomenon of technology and application fragmentation, to overcome this difficulty need to unite the power of all sectors of the industry to increase openness and cooperation, to build Dalian, large cooperation ecological environment.
Carrier force NB-IoT
Build the Internet of things new blue ocean
In recent years, the revenue of the three major carriers has gradually peaked and the next blue ocean has become the common issue of the entire telecom industry. It is in this context that the Internet of Things has been placed high hopes of the industry and operators have stepped up their investments Network construction, hoping to seize the outlet, to win business opportunities.
China Telecom, China Mobile and China Unicom (6.330, -0.08, -1.25%) have all said they are actively planning the next-generation Internet of Things (IoT) network at the upcoming 2017 IoT Industry Summit in Shanghai. Zhu Ming, vice president of Internet of Things Company, said that China Telecom has laid out the next generation of IoT in advance to provide connection management services globally.In the future, China Telecom will focus on three aspects of the business operation of the Internet of Things, namely cultivating wisdom City, vertical layout industry, driving personal consumption.
'NB-IoT has entered the first year of commercial scale in 2017.' 'Ye Lingwei, deputy general manager of China Mobile Internet of Things Company, said that China Mobile will continue to cover NB-IoT in 346 cities by the end of 2017 and provide networking services to the industry by 2020 , China Mobile will total more than 1.75 billion connections.To promote the development of the industry, China Mobile will provide one billion yuan NB-IoT module special subsidies.
China Unicom is also actively promoting its strategy for the Internet of Things.Lu Yimin, general manager of China Unicom, said not long ago that China Unicom has now implemented NB-IoT connectivity services in 300 cities. To promote the development of the Internet of Things industry, China Unicom also set up a special fund of 10 billion industry funds To promote.
'With the advent of the 5G technology-based mobile internet era, everything is becoming more and more common to all things. "Xu Hui-jun, chief technology officer and executive vice president of ZTE Corp. (36.360, 0.14, 0.39%), said on the one hand that Internet of Things , In particular, wide area networking technology is rapidly developing and maturing; the other hand, the Internet of Things industry usher in a new round of market eruption.According to some consulting agencies predict that by 2020 the global number of Internet of things will reach 20 billion to 50 billion, This scale will open a new blue ocean for the industry.
According to Li Wei, deputy director of the Department of Science and Technology Division of the Ministry of Industry and Information Technology introduced the domestic Internet of Things industry after nearly 10 years of development, the current industrial system gradually formed, and now includes chips, components, equipment, software, system integration, operation and application of the Internet of Things Industry is relatively rich. Relevant authorities may soon be released on the Internet of Things product catalog now, the domestic Internet of Things industry size basically exceeded 930 billion yuan, from the regional Bohai Sea, Yangtze River Delta, Pearl River Delta, Midwest IOT The development of more aggregated.
2018 Internet of Things terminal will flourish
According to the latest '2017 Internet of Things Barometer' released by Vodafone, top-of-the-line IoT scenarios are public sector, healthcare, energy and public Career; the same time, the rapid increase in the future penetration of energy, retail, medical care.
With various terminals and applications coming onto the market one after another, technologies such as 5G, cloud computing and big data are driving the IoT applications including smart manufacturing, car networking, industrial internet, etc. Insiders point out that the current domestic demand for Internet of Things Full upgrade, the original just to solve some simple application problems, and now began to address the industrial restructuring and upgrading, the overall traffic travel, smart home, health protection and other issues.
Operators are seen as one of the key players in the development of IoT applications.Currently, China Telecom has provided diversified solutions in areas such as smart water, smart parking, smart fire, intelligent manufacturing, smart elevators, smart air conditioners and smart car locks Program, for NB-IoT technology provides a wealth of practical examples.
'China Telecom's IOT application scenario has more than 20 partners with more than 100.' Zhu Ming said that the Internet of things is most closely linked to the personal consumption of life, the future, China Telecom will focus on the development of shared economy, financial payment, personal wear and Smart home and other areas of development.
According to Ye Lingwei introduction, in order to expand the application of the industry, China Mobile will jointly cooperate with a number of cooperation Partners jointly launched the China Mobile Internet of Things Alliance to "open sharing, win-win cooperation" as the direction to promote the widespread use of IoT products to build a new ecosystem of things.
'The Internet of Things has become one of the major industry strategies in the world and China has become the most active market for the development of the Internet of Things, and the government is promoting the industry by promoting operators' efforts to build a narrow-band Internet of Things. "Yu Yi-fang, assistant chief technology officer at ZTE, said that from 2017 to 2018 Year is the product development period and layout period, it is estimated that the terminal and application shipments will be relatively large-scale starting from the second and the third quarter of 2018. It is estimated that by the end of 2018, the narrowband Internet of Things terminals and applications will usher in a large Scale shipments.
Experts believe that the Internet of Things is accelerating into a new phase of 'cross-border integration, integrated innovation and large-scale development.' The three major carriers' networks will fully support NB-IoT in 2018 and in the near future there will be a wide range of narrowband Internet of Things products Released, 2018 Narrowband Internet of Things terminal will show the picture of flowers.
Industry is facing fragmentation problems
Urgent need to increase open collaboration
Although the current Internet of Things has become a major outlet for the industry to chase, some experts pointed out that the development of the Internet of Things is still facing challenges such as market fragmentation, vague business models, incomplete industry standards and imperfect commercialization of technologies. To overcome this difficulty, Unite the strength of all industries in the promotion of open, Kaiyuan, collaborative era, from the value chain cooperation to the ecosystem construction will become an irresistible trend of development.
Internet of things has been developed in the country for many years, but before the outside world seems to have been tepid. In response, ZTE general manager of the Internet of Things platform product line Makin said that whether the development of Internet of Things business or operation and maintenance are very difficult , It is difficult to continue to scale, if an IoT business in accordance with heavy investment, heavy asset development and operation of the model, the first year to get investment can achieve business development, but later may not have more funds to support Long-term operation and maintenance, many IoT businesses are dead during this period.Industry can take the platform cooperation mode, the vertical industry developers and professional networking platform, so IOT business innovation, investment, operation and maintenance of the threshold Will be low.
Recently, ZTE released a new generation of Internet of things platform in Shanghai Xingyun Xing, its a major feature is to eliminate the Internet of Things applications in the past independent of each other, their separate deployment Construction mode, reduce development difficulty, save operating costs and help partners focus on the development of user applications.
In China, apart from ZTE, other telecom operators, network equipment vendors, terminal manufacturers, cloud computing vendors are also competing to launch their own different IoT platforms.Cisco Research reported that the current IOT platform many, all Industry chain are involved, but the focus of each party is not the same.Among them, the solution platform market is huge, but the competition is fierce, present fragmentation situation, it is estimated that the manufacturer that has both hardware and software comprehensive R & D capability will have comparative advantage .
Experts point out that the development of the Internet of Things faces the phenomenon of fragmentation of technologies and applications and how to enhance the scale effect of the Internet of Things is a huge challenge. Therefore, in the future, the industry needs to pool the strengths of all parties and create an open interface to connect everything with Wisdom platform and application software to facilitate the use of the majority of users, so as to jointly explore win-win new blue ocean in the IoT market in cooperation and innovation.
6. Wen Tai Zhang Xue Zheng: The company entered the second venture, to meet the golden decade
Set micro-grid January 1 reported
On the first day of 2018, Zhang Xuezheng, the chairman of ODM, the largest mobile phone in China, delivered a New Year speech inside the company.
The speech first reviewed the development of Wentech in 2017. In the past year, Wentech successfully achieved the overall listing of A shares and became the only A-share listed company in China's ODM industry. As the public announcement of the listing of the last month of 2017 Peel off the remaining real estate business, and the introduction of a wide range of layout in the semiconductor field of Yunnan and Chile Si Shanghai Tongcheng become a new shareholder of Wentech, also means Wentech will open a new business layout.
For the future, Zhang Xuezheng made a description according to the product line respectively:
Mobile phone business, At present, more than 90% of Wentech's projects are based on Qualcomm Snapdragon high-end 8 series, mid-range 6 series and 4 series, MediaTek P20 and other mainstream mobile platforms for development.From the third quarter of 2017, has begun to plan a large number of customers 2018 listed full screen project, and will fully popularize the full screen in the high-end mobile phones.From the second half of 2018, Wen Tai will also be the first to start 5G test mobile phone development work, fully prepared for the advent of 5G era.
Notebook business, Based on Qualcomm Snapdragon mobile platform for the development of a new generation of Windows laptop is about to be released at CES, the upcoming market after the Spring Festival.In addition to laptops, we will also develop server products based on Qualcomm mobile platform.
In terms of smart hardware business, Zhang Xuezheng think the era of all things really come.Wentei are standing in the best position, to make full use of Internet of Things the next 5-10 years, the formation of an all-round breakthrough in the field of intelligent hardware.Taking mobile phones as the core, to AR / VR, car networking, smart home, artificial intelligence (AI) and other intelligent hardware areas to expand the industrial pattern, seize the golden hardware development of the next ten years, the formation of hundreds of billions of output value of intelligent hardware ecosystem company, a smart hardware industry The main leader.
Wentei colleagues:
Hello everyone!
It was an extraordinary year and an unforgettable year for all the Wen Tai people in 2017. During this year, we completed the listing of assets restructuring and changed the name of the listed company to Wen Tai Technology Co., Ltd. As a result, Talent has become the only A-share listed company in China's ODM industry and as a top representative of China's ODM industry, its performance is also highly recognized by shareholders, investors and investment institutions.
In the last month of 2017, the public notice of the announcement by the public company, Wentech, announced the divestment of the real estate business left over from the reorganization process, the fulfillment of the previous divestment of real estate business and the introduction of Yunnan Rongzhi and Shanghai with a broad layout in the semiconductor field based on future development strategies Silicon with the new shares of Wen Tai Technology shareholders, I believe the two heavyweight strategic partners to join, will help Wen Tai better layout of the future.
In the 11 years since Wentex Walked, Wentek provided PCBA and software services only from the initial IDH only, and provided whole service to operators in the 3G era. Nowadays, the 4G era has provided mobile phones, tablets, laptops, AR / VR, automotive electronics, smart hardware brand technology to provide high school low-end products ODM (R & D and manufacturing) services, we continue to high-end machines only technology and devices introduced to the low-end machines, so that consumers around the world enjoy the technology Fun.We continue to improve efficiency and quality, to create greater value for customers, as a leader in the ODM industry.
Through 2017, a crucial year for the future, 2018 will be a brand new starting point for Wen Tai. To take full advantage of the industrial accumulation and R & D experience of the past 11 years, we should not only use the funds obtained from the divestment of real estate business The field of handsets continues to develop in depth and continues to promote the popularization of new technologies such as full screen and artificial intelligence (AI) as well as intelligent hardware such as AR / VR, automotive electronics, and artificial intelligence (AI), utilizing NB-IoT and 5G Dongfeng And Qualcomm platform notebook computers, servers, horizontal expansion of our strategic purpose is to make Wen-tai, the industrial chain of the ecosystem to do more and more.
Mobile phone business
Improve quality and serve global customers
A few years ago, Wentex mainly developed products based on the low-end and ultra-low-end chip platforms, and the quality and grade of the products were relatively low.In 2017, the products that Wenteng researched and developed not only increased the volume but greatly improved the quality. Now more than 90% of our projects are based on Qualcomm Snapdragon high-end 8 series, mid-range 6 series and 4 series, MediaTek P20 and other mainstream mobile platforms for development, product quality, quality improvement significantly.
In 2018, Wentek will continue to launch more high-quality handsets mainly through Qualcomm mid-to-high end mobile platforms. Starting from the third quarter of 2017, we have started to plan a large number of full screen projects to be launched in 2018, High-end mobile phone full coverage of the full screen.From the second half of 2018, Wen Tai will also be the first to start 5G test mobile phone development work, fully prepared for the advent of 5G era.
In addition to continuing to work with existing customers in 2018 to create best-selling products, Wen Tai will also actively explore new customers. In 2018, Wen Tai's customer base will be more balanced and balanced. Our clients have main lines and main lines ; There are leading domestic brands, but also leading international brands; domestic operators, but also European and American operators. Wen Tai will provide global brands and operators of high-quality R & D design and manufacturing services.
Notebook business
Innovative development, add new vitality
In 2017, Wentech has started to develop notebook products based on the Qualcomm chipset with the support of Qualcomm Corp. The new generation of notebooks based on the Qualcomm platform uses a mobile platform chipset equipped with Microsoft's latest Windows10 operating system, featuring fanless, low power consumption, Long standby, thinner, real-time global 4G, etc. With the depth of cooperation with Qualcomm, Wen Tai this mobile phone industry chain into the notebook market, marking the company has opened up a new market, officially entered the field of notebook computers. As a key support project of Qualcomm, Wentai Telecom has approached many notebook brand clients and reached cooperation intention. The new generation of Windows notebooks based on Qualcomm Snapdragon mobile platform will be released soon at CES and will be released soon after the Spring Festival. In addition to notebook computers , We will also develop server products based on Qualcomm Mobile Platform.
Wentek will leverage its 11 years of technology and supply chain presence in the mobile terminal industry to help customers bring a new generation of notebook / server products to laptops / servers with faster, better quality and more integrated user experiences Market adds new vitality.
Intelligent hardware business
Layout the future, seize the golden decade
Not long ago, Eric Schmidt, executive chairman of Internet giant Google, boldly predicted that the Internet is about to disappear and that a highly personalized and interactive and interesting world - the Internet of Things is about to emerge - Schmidt said there will be a number Huge IP addresses, sensors, wearable devices, and things that you can interact with but feel uncomfortable with you. US market research firm Gartner predicts that by 2020, the Internet of Things will bring about 30 billion U.S. dollars each year Of the market profits, there will be 2.5 billion devices will be connected to the Internet of Things.
The development of the Internet of Things will greatly stimulate the development of intelligent hardware such as car networking, smart home, AR / VR, artificial intelligence (AI), etc., and will make IOT technology truly serve smart living. In the next 5-10 years, Rapid growth, but also the golden age of the world's intelligent hardware development.
Today's intelligent hardware must be combined with wireless communications technology, whether it is NB-IoT or 4G / 5G era, Wen Tai are standing in the best position, we have to make full use of IoT prime 5 to 10 years of prime time, formed in the smart hardware A breakthrough in the field.Wentek has achieved the mobile phone industry as the core, to the AR / VR, car networking, smart home, artificial intelligence (AI) and other intelligent hardware expansion in the field of industrial structure .2018 will also increase investment in the layout of the future , Grasping the golden development period of intelligent hardware in the next ten years and forming a 100 billion-output intelligent hardware ecological chain company, becoming the major leader in the intelligent hardware industry.
We must also be soberly aware that although our customers are getting better and better, the competitiveness of our products is getting stronger and stronger, our strategic partners are more and more, our business areas are getting wider and wider, and our competitors Fewer and fewer, but the industries and markets in which we are operating are undergoing dramatic changes, and the difficulties and resistance we face will grow.
Wen-tai to today's hard-won development, which is all Wen-tai, all suppliers, all customers, all partners have been working hard to the results of today, Wen-tai technology in the new listed company platform, intelligent hardware gold Ten years from the beginning, Wen Tai all employees should have the spirit of the second venture, to adjust the mentality, we must re-establish ambitious goals, to win the conviction, strong determination, with our customers, with our partners, Together with our suppliers and fighting side by side for the golden decade of the future, we not only want to be the industry leader in China, but also follow the industrial chain of China and become the industry leader in the world together with our Chinese partners.
Finally, on behalf of the Vangtay Technology Management Team, I hereby offer my most sincere thanks and best wishes to you and your family for their good health and good luck.
thank you all!
Zhang Xue
2018.1.1