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1, TSMC 12nm 100,000 urgent orders from the bitter mainland, gold rush who sold the shovel;
Set micro-mesh news, according to set micro-grid from within the TSMC was informed that the bit mainland China TSMC recently to a lot of capacity and to get in a hurry. The company will hold a conference in the near future, it should be a new action. The roller coaster-like bitcoin market soared sharply in 2017, but apparently, the craze for mining did not diminish as the outside world saw the decline as the popularity and price of virtual currency transactions continued to rise.
Previously set micro-grid has been reported that in early 2008, TSMC received from mainland China up to a high-performance computing (HPC) chip urgent orders, will use TSMC cost advantages of 12nm process. HPC is the development of artificial intelligence , AR / VR, and even bitcoin mining equipment. "In our article 'Exclusive: Crazy bitcoin!' The December 10nm order for Hyper-Hairstère in mainland China has revealed bitcoin pairs HPC needs, so that the foundry, design services, IC packaging and testing and other related industries benefit quite good.
As the global non-iOS smart phone market in the fourth quarter of last year, the global cooling, the industry once the decline in the future demand for HPC.However, TSMC chairman Zhang Zhongmou has rumored that HPC is widely used, there is no need to slow down the worries, apparently there is a reference. Understand, TSMC first quarter revenue is expected to be better than market expectations, the quarterly rate of decline, down 10% from the original, converging to a 5% decline to 7% of which TSMC 12nm process received many high-quality orders, in addition to the bit continent, Nvidia new Mass production of chips, as well as the main MediaTek phone chips will also be introduced into TSMC 12nm process.Bit mainland China's 100,000 orders shipped this month, it is estimated that the first quarter shipments of 10,000 per month, then the second quarter of heavy volume.
According to the latest quarterly earnings of TSMC, quarterly revenue of cryptocurrency mining-related businesses is around US $ 375 million, accounting for 5.1% of the Group's sales, however, the business segment is likely to grow rapidly as cryptocurrencies continue to appreciate in value. HPC demand brought by mining boom is expected to drive TSMC revenue in 2018. European-based foreign investment that TSMC will HPC, Internet of Things, automotive electronics and other related demand continued to grow, coupled with the 7nm heavy volume, market share soaring Lido, 2018 performance will continue to outperform.
However, foreign funds from Asian countries said that the craze for virtual currency mining is expected to boost demand for mining ASICs, which will help TSMC keep high utilization rates of 16nm and 10nm. It is estimated that the revenue in 1Q12 will be 5% less than the market expectation In addition, the Asian foreign exchange that TSMC annual revenue this year will be an annual increase of 14%, the main growth driver comes from the use of high-pass 7nm Qualcomm Smart phone chips, Apple's next-generation iPhone processors and Xilinx FPGAs. Revenue from the Internet of Things and automotive electronics is expected to rise 20% and 15% respectively this year, contributing a total revenue of 8% this year and maintaining TSMC 'Outperform' rating, etc. TSMC future new chairman Liu Deyin said that artificial intelligence and 5G communication technology, will promote the process of 7nm following revenue continues to grow.
This is a testament to the classic quote that selling shovels is a good business during the gold rush.
Mining and gaming to push up the graphics card market
Another GPU that benefited from the huge heat of cryptocurrency in the GPU market was the number of GPUs that hit record highs in 2017. Demand for GPU chips from AMD and NVIDIA has risen sharply as a result of the mining boom with Bitcoin and Ether, The two major manufacturers have introduced graphics cards that do not include video output and are designed for mining communities. The graphics card supplier said that as the demand for mining has not significantly deteriorated as expected, and the availability of NVIDIA and AMD GPU chips is limited, coupled with the memory supply Tight, the price rose only did not fall, will make the recent video card prices shouted again, many factories in the high-end models rose about 5 to 20 dollars to reflect the cost.However, the first quarter gains have been difficult to avoid, will affect the gaming market Buy gas much market attention.
In addition, the other order to buy the card is not the key to reducing the Bluehole South Korea's online game 'Jedi survival' masterpiece hot, driving a wave of gaming escalation market unexpected wave of upgrades, especially the mainland market is more hot, many Graphics shipments rose against the trend.
Benefit from the mining demand reduction is not big, and Jedi launched a big game for the survival of hot eSports market, fourth quarter graphics card shipments fell slightly than expected. Manufacturers expect the first quarter of 2018 graphics card shipments will decline, but has been identified will As a result, the selling prices of mid- and high-end products have been raised. Therefore, the reduction of shipments should be offset. Overall profit and gross profit are still better than the same period in previous years.
2, spectrum Swiss USB new chip to send samples, the fastest shipping in the second half;
Set micro-mesh news, USB interface speed in 2018 will enter the era of USB 3.1 Gen2, PC and servers and other products in 2018 are expected to speed up the import speed, high-speed transmission chip factory Spectra Technology spotted this wave of trends, recently expanded USB 3.1 Gen2 10Gbit / sec Retimer product line, introduced the USB 3.1 Gen2 Retimer chip, is currently entering the sample delivery phase, the legal person is expected that the second half of this year is expected to begin shipping.
Intel has introduced a new platform, Coffee Lake has fully supported USB 3.1 Gen2, Intel has already planned Z390 chipset native integration USB 3.1 Gen2 chip that will be introduced in 2018, also established USB will enter 10Gbps per second transmission.With Intel full power arch USB 3.1 Gen2, will be expected to fully promote the PC, servers, game consoles and smart phones gradually into the new USB specification, for the relevant high-speed transmission chip factory is undoubtedly a far more favorable.
Spectra Technologies optimizes USB 3.1 Gen2, which is expected to grow rapidly, and has introduced a Retimer chip that meets the USB 3.1 Gen2 interface. The new PS8817 has two USB Gen2 inputs that support bidirectional transmission, four retimer channels per interface, The two can be upstream upstream and the other two downstream (downstream) transmission.The chip aimed at personal computer, workstations, servers and other USB host applications, but also can be used in other docking stations such as docking devices such as USB on.
Qu Jing Wu, executive vice president of sales, said: 'Spectrum is a leader in high-speed digital transmission interfaces and continues to invest in R & D in the field of high-speed transmission. We have developed a variety of Retimer and Redriver products to speed up the transmission interface System design flexibility is maintained at acceptable PCB trace lengths, especially with interfaces up to 10 Gbit / sec or faster Retimer specifically needs to address signal attenuation issues.In addition to the wide range of USB Retimer and Redriver products, We have also developed a variety of Retimer and Redriver products for high-speed interfaces such as HDMI, DisplayPort and PCI Express. We also have Mux and Demux products with retimer or redriver capabilities, as well as a range of DisplayPort USB-C related products with USB redriver / retimer function.
3, 5G commercial curtain to open the industrial chain investment opportunities highlighted;
5G commercial curtain is slowly started the first working day of the New Year, the Ministry of Industry and Information Communication Division held a 5G third-phase normative review will be formally announced this month, norms, and strive to promote the main link in the industrial chain by the end of this year Basically reached the commercial level.
5G The third phase of the trial focused on pre-commercial product R & D, verification and industrial collaboration, pre-commercial equipment single station, networking, interoperability, and upstream and downstream interoperability testing of systems, chips, meters and other industrial chains , And comprehensively promote the major links in the industrial chain reached the commercial level basically.
The year is expected to have commercial conditions
Judging from the current progress, China has played an important role in the formulation of 5G international standards.
On December 25 last year, Miao Wei, minister of the Ministry of Industry and Information Technology, said in a national industrial and informatization working conference in 2018 that China's 5G technology research and development completed the second phase of testing and the technology such as network architecture became an international standard.
In November 2017, China started the third phase of the 5G R & D test, which is explicitly required by the Ministry of Industry and Information Technology in its Notice on Starting the Third Phase of 5G R & D Test. It is necessary to formulate the test plan and test specification first, Goals, content and metrics requirements.
Insiders said that after the third phase of the regulatory review will be held, the official specification is expected to be officially released within a month.
In 2018, the Ministry of Industry and Information Technology will speed up the construction of the core technology system in the field of information, solidly promote the application of 5G R & D and industrial chain maturity and safety support, complete the shortcomings of 5G chip and high-frequency devices, and complete the third phase test before the end of the year Global uniform 5G standard.
Guoxin Securities analysts believe that 2018 is a turning point 5G, 5G will enter a new phase - the basic technical conditions have been commercially available, the second half of 2018 will conduct R & D products, commercial tests to solve the actual commercial The problem
5G investment cycle is about to open
As the commercial date approaches, the 5G will be a "generic technology" of disruptive influence that goes beyond the reach of smartphones and existing cellular infrastructure and will have a profound impact on a wide range of industries while delivering significant economic benefits In this process, investment opportunities in the industrial chain are highlighted.
The first is infrastructure, including equipment manufacturing and system integration. Benefit from the sub-industry point of view, fiber optic cable, macro base stations, small base stations, radio frequency modules, optical modules, integrated communications equipment manufacturers, have a greater benefit. Mobile terminals, including mobile phones and cars, etc. The third is the value-added services and content side.With the upgrading of communication technology, value-added services and content in the different stages of communication technology will show a rapid development and iteration.
Qualcomm commissioned third-party research institutes released 5G economic report shows that in 2035, 5G will support a wide range of industries, bringing 12 trillion worth of products and services, only 5G value chain itself can generate 3.5 trillion US dollars of output Shenwan Hongyuan said in its research report that the global telecommunications industry is in the window of 5G standard forming and full commercialization and is expected to infiltrate the capital expenditure in 2018, ushering in a smooth and long-lasting 5G investment cycle. Shanghai Securities News