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1, due to the chip 'loopholes' stock plunge, 20 billion dollars market value evaporated;
The Intel Crisis Li Zhenghao Since the US technology blog The Register on January 2, 2018 to disclose the chip-level security vulnerabilities caused by the CPU Speculative Execution Specter (Chinese name 'ghost', there are two CVE-2017-5753 and CVE-2017-5715 Variant), Meltdown (a variant of CVE-2017-5754), Intel, ARM, AMD, Apple, IBM, Qualcomm, NVIDIA and others have all admitted that their processors are at risk of being attacked.
Despite the safety loopholes triggered by the CPU underlying design architecture, which affects almost all chip makers, Intel, the global leader in chip industry, has become the most prominent loser. "China Business newspaper reporter noticed, Intel's stock price has dropped from $ 46.85 / share on January 2 to $ 42.50 / share on January 11, the market value has shrunk by 20.4 billion U.S. dollars. Also look at Intel's rival AMD, the company's share price from January 2 10.98 US dollars / share rose to 11.93 US dollars on January 11 / share, or nearly 10%.
Intel and other chip makers, Microsoft and other operating system vendors, Apple and other terminal manufacturers respond to the CPU security 'loopholes door' measures are pointing to 'patch.' Intel China's relevant spokesman on January 10 in the telephone and e-mail told China (2017) We began shipping firmware updates to OEM partners in early December and we expect the updates to be released in the past (past) week will cover more than 90% of Intel processors introduced in the past five years, with the remaining Will be released before the end of January 2018 (2018), and we will continue to release updates on other products. "The spokesman stressed that Intel will not" chip recall ".
'Vulnerability Gate' was leaked ahead of schedule
This round of CPU 'loopholes gate' known as 'millennium bug' computing equipment in the history of the development of the largest security loophole what is the 'millennium bug' is the computer problem in 2000. Because the computer memory is relatively small, the year is used two Digits that, such as 1980 is 80, by 1999, 80 years born is 99-80 = 19 years old, but in 2000, became 00-80 = -80 years old, and this is the so-called 'Computer 2000 years '.
The CPU 'loopholes door' is how is it? A Huawei technology expert told the "China Business" reporter, people issued instructions to the computer can be divided into normal can be executed, the exception is not implemented two, according to the original structure Designs, exceptions that are not executed are left in the cache without any trace, so it does not matter if they can see the memory confidential information, but it has now been confirmed that the instructions are still in memory Which left traces of clues, and can be exploited by attackers, leading to the disclosure of sensitive information users.
The Project Zero team at Google pioneered the discovery of these chip-level vulnerabilities triggered by CPU Speculative Execution and named them Spectre and Meltdown and tested to confirm that Specter effects include Intel, AMD, ARM and many other vendors, including chip products, Meltdown (fuse) is the main impact of Intel chips.
These vulnerabilities were first reported by the Google Project Zero team to Intel, AMD and ARM in June 2017. Because these security risks involve a variety of different chip architectures, they are notified and certified by the Project Zero team Later, Intel, AMD, ARM and other manufacturers quickly came together, and led by Google signed a confidentiality agreement, and under the confidentiality agreement to cooperate to ensure that the agreed deadline for disclosure of the issue (January 9, 2018) arrived Before finding a solution to the problem. "Intel China stakeholders told the" China Business "reporter.
Not only are Google's Project Zero team, but several more researchers independently discovered these vulnerabilities in the second half of 2017. "These researchers learned that these security issues have been communicated to chipmakers by the Project Zero team, and the industry is working together And stepped up development of the solution, they also agreed to keep their findings confidential until the disclosure time point agreed on by the industry (January 9, 2018), "said a Chinese official from Intel China.
However, as the disclosure time (January 9, 2018) approached, the CPU security 'vulnerability gate' was disclosed in advance on January 2, 2018. Google subsequently disclosed the relevant information on January 3, 2018. - The Project Zero team notified Specter to Intel, AMD, ARM on June 1, 2017, and Meltdown to Intel on July 28, 2017.
Baotuan deal
Although similar to the "Y2K", the root cause of this CPU security "loophole" is caused by the design of the underlying architecture. However, when the issue was disclosed, the focus of public opinion was mainly on Intel.
An industry insiders told the "China Business" reporter interviewed that, on the one hand because Specter and Meltdown two loopholes are involved in Intel, on the other hand because Intel is the world's chip industry's 'boss', its product coverage, Affected user groups is undoubtedly the largest.
Intel clung to CPU security vulnerabilities defined by the media as 'chip gateways' in Intel's security. "China Business Journal" correspondent said on January 3, 2018, "Intel's Response to Security Research Results" "These security breaches are not unique to Intel products." Intel released an update on January 4 stating that Intel has released updates for the majority of processor products introduced in the past five years. By next weekend (January 14 Day) Intel is announcing updates that will cover more than 90% of processors introduced in the past five years.
According to the U.S. Oregon News, Intel CEO Ke Keqi also sent a memorandum to employees on January 8 stating that the company will establish a new Intel Product Assurance and Security department to enhance safety. In his opening speech at CES 2018 on January 9, Oddky again stressed that "within this week, the remediation will cover 90% of the last 5 years and the remaining 10% will be repaired by the end of January."
After Intel, AMD, ARM, Qualcomm, NVIDIA, Apple, IBM and other manufacturers have also admitted that the 'loopholes' have an impact on their own products, and said it can be resolved through the system patch update.
For example, ARM said in a public statement that "many Cortex family of processors exist vulnerabilities; AMD official statement acknowledged that some of the processors have security vulnerabilities; IBM said 'Google's potential chips potential attack on all microprocessors have an impact, including IBM Power series processor '; Qualcomm said,' for the recent exposure of chip-level security loopholes in the product, the company is developing updates '; NVIDIA claimed that part of the chip by Specter, can cause memory leaks.The above companies are admitted to' While at the same time, they also said they are or have been developing security patches to enhance the security level of the affected chips.
For example, Apple acknowledged on the official website that "all Mac systems and iOS devices are affected, but at the same time, Apple's official website acknowledged that" all Mac OS and iOS devices are affected Apple has also claimed that 'will update Safari to prevent attacks, but also to further study of the two vulnerabilities, will be released in iOS, macOS and tvOS updates new solution. '
The current class action
While chipmakers, operating system makers and end-product vendors are trying to solve this CPU security 'breach' crisis in a 'patched' way, consumers are not satisfied with the industry's response.
According to Engadget, a U.S. technology news site, Intel has suffered three lawsuits in the United States and all are class actions because of CPU security leaks. "Engadget believes this means that more consumers who are harmed can join the ranks of plaintiffs Claims.At present there is no outbreak of lawsuits against other manufacturers such as AMD.
In simple terms, there are two main reasons why consumers sue Intel. One is the disclosure of security risks after a lapse of six months. The second is that patching affects the performance of their computers.
For the extension of the disclosure of the issue, Intel China official said that this is in order to actively fight for time, learned from the existence of loopholes until now 6 months, Intel has been working with other vendors to speed up the search for solutions to the problem, 'a large Alliance of technology companies have been working together to study and prepare for the solution '.
Foreign media quoted a developer as saying that the fix to the CPU core will affect all operating systems, and most software applications will experience a "one-figure slide" (that is, below 10%) for software performance issues. , The typical performance decline of 5%, while the networking capabilities, the worst performance decline of 30%, that is, 'patch' to solve the security 'loopholes' will result in a 5% reduction in computing device performance ~ 30%.
However, Intel insisted in the e-mail that 'Meltdown and Specter two CPU vulnerabilities will not have a significant impact on computer performance', the company's' SYSmark test showed that after the 'patch' CPU performance decline of about 2% ~ 14 % '.
In fact, the "China Business" reporter noted that Intel and AMD and other manufacturers have occurred in the past CPU Bug events, such as the Pentium FDIV Bug found in 1994, Pentium FOOF Bug found in 1997, Intel discovered in 2008, Intel ME vulnerabilities, AMD Phenom TLB Bug, Ryzen Segfault Bug, etc. Among them, the Intel Pentium FDIV Bug is an out-and-out flaw, initially Intel did not pay attention, only decided to be partially certified Affected users to replace the CPU, then forced by public opinion and market pressure, Intel recalled all the affected CPU, when the loss of up to 475 million US dollars.Can be discovered after many CPU Bug events, Intel and AMD are through the 'patch 'Way to solve the problem.
In response to the security 'loopholes door', Intel will not recall its own chip? Intel China related spokesman quoted Ko again odd public opinion, Meltdown and Specter than the Pentium FDIV in 1994 easy to solve, and Intel has begun to address These vulnerabilities make it impossible for Intel to recall chip products affected by Meltdown and Specter vulnerabilities. "China Business
2, the scale of the market for analog chips in 2022 reached 74.8 billion U.S. dollars, calling for this growth rate;
According to IC Insights' latest 2018 McClean Report, analog chip sales are expected to grow the most strongly in key IC segments over the next five years, McClean Report predicts 6.6% compound annual growth rate of rapid growth in 2017 global simulation chip sales of 54.5 billion US dollars, 2022, the global analog chip market can reach 74.8 billion US dollars.
According to McClean Report, in the four product categories of analog ICs: analog, logic, memory and micro-components, the simulation market will grow at the highest rate of 6.6% in the next five years, while the micro-component market will only be 3.9%. The overall integrated circuit The market compound annual growth rate of 5.1%.
By 2018, the automotive analog market is expected to grow 15% to become the fastest growing analog product, which is the third highest among WSTS's 33 IC product categories. The growth of the autonomous driving and electric vehicle market, The need to integrate more electronic systems into a car to drive a car analog device is steadily growing.
Communications and consumer applications continue to be the largest market for signal-to-analog circuits, and the market for signal converters (A / D converters, mixed-signal devices, etc.) is expected to continue to grow at double-digit rates for three years in the next five years.
After experiencing a 58% surge in sales in 2017, IC Insights believes the memory market will return to a "normal" growth model, with the storage market expected to grow at a compound annual growth rate of 5.2% by 2022. While enterprise solid state drives (SSDs) , New applications such as AR / VR, image processing, artificial intelligence and other complex real-time data heavy loads have increased demand for memory. However, with the new mass production of flash memory and the modest expansion of DRAM, the increase in memory prices will be eased. Supply and demand More balanced.
In addition, due to the sluggish shipments of standard PCs (desktops and laptops), the sales of tablet PCs were not satisfactory, and the market growth of micro components was also significantly reduced at a CAGR of 3.9%. In addition to the 32-bit MCU market It is estimated that by 2022, the annual sales of most micro-components will still be kept at a low to mid-single digit growth rate.
IC Insights predicts a CAGR of 5.1% for the overall IC market in the next five years, with the global IC market growth rate reaching 22% in 2017. IC Insights expects global IC growth to reach 8% in 2018 and 3939 The scale of the global IC market will reach 466.8 billion U.S. dollars in 2022. (Proofreading / Fan Rong)
3, QORVO ® Internet of Things solutions to help elderly home care;
Qorvo, Inc. (Nasdaq: QRVO), the provider of innovative RF solutions for the connected world, is using a new electronic health system based on the Qorvo Internet of Things (IoT) chipset to help Improve the ability of older people to live independently at home. CZ, one of the largest health insurance companies in the Netherlands, will provide the system to 3,000 elderly customers in the Netherlands to become the first major health insurance company to deploy smart home solutions for the elderly.
With eHealth, a home-based sensor system, health insurers and users can lower health care costs and improve quality of life, according to a study by Grand View Research that by 2022 the global eHealth market is projected to reach 308 billion USD, and the healthcare industry's transition to digital health management and analytics for patients is expected to be the single most important driver in the market.
The system CZ will deploy includes a suite of non-intrusive motion and on / off sensors and a gateway that combines Sensara's proven cloud computing expertise with Qorvo's industry-leading ZigBee® Green Power RF solution. "ZigBee Green Power Optimized for coin cell battery cells that last for longer than 10 years, and provide secure, long-haul and highly reliable wireless data transmission, these features are critical to smart home development.
Menno Janssen, strategic project manager at CZ, said: "We believe that older people will benefit from using a reliable electronic health system that will not only improve their quality of life but will also be able to feel more comfortable with the safety and well-being of the elderly as a family or caregiver. '
"With Qorvo's innovation in ZigBee Green Power RF solutions, we are honored to extend the life of the elderly and improve the ability of the elderly to live independently at home," said Cees Links, general manager, Qorvo Wireless Connectivity Business Unit. Working with CZ, a large Dutch health insurance company, CZ is a leader in the field of deploying eHealth solutions to improve living, and the IoT Life Markets are growing rapidly and Qorvo is honored to play an increasingly important role in this area '
Qorvo products are designed to address the toughest RF challenges in the Internet of Things and are being exhibited at CES 2018 (# CES2018) in Las Vegas, Nevada, January 9-12 Welcome to Sands Expo AD Exhibition Hall 42531 booth.
For more information on the Internet of Things, download the Internet of Things For Dummies®, the Qorvo free e-book series, which is divided into two volumes to help technicians and non-technical professionals understand the Internet of Things. Books download address: http://q.nokia.com/design-hub/ebooks/internet-of-things-for-dummies. To view a video about the Qorvo Elderly Living System, click here.
The Qorvo Wireless Connectivity Business Unit is one of the leading developers of wireless semiconductor system solutions for interconnected devices, offering a comprehensive range of advanced, state-of-the-art RF chips and software to power smart home data communications and the Internet of Things. Solutions for one market area are available at: http://q.voor.com/applications/internet-of-things.
4, this year Q1 Apple supply chain revenue momentum slowed the decline in demand for smart phones see the decline; most electronic hardware brand manufacturers, assembly plants and component suppliers in December revenue declined from the previous month, only Hon Hai (2317) due to the iPhone X Shipments climbed after yield hit, boosting revenue, while some server parts suppliers should perform as expected.
KGI said it expects the supply momentum in its supply chain to slow down in the first quarter, while the demand for notebooks and smartphones will also see a quarterly decline.
Therefore, the hardware supply chain preferred for Inventec, Wistron, and Master, can be, Chuanhu, Jiaze and Jianzhun, themes include small and medium sized data growth in the second half iPhone circulation and supply expansion.
KGI considers that Inventec's revenue in Q4 of the first quarter of last year was mainly due to the booming demand for smart devices and business notebooks, while Kaisu's iPad demand beat better than expected. From server and laptop needs.
Wistron revenue increased 24%, up 23% quarter on quarter for the ODM best peer, the main driving force comes from the iPhone to increase the proportion of supply and server shipping momentum remained strong.
Among the component suppliers, Jiaze achieved outstanding performance in the fourth quarter of last year, with revenues up 37% and 22% respectively. Reviewing the performance of Quanta, Wistron, Inventec, Keren and Jiaze in 2017, Outperformed peers, most benefited from the higher share of product supply and cut into the new product supply chain.
iPhone X needs cold
It is reported that iPhone X demand outlook for the first quarter of this year was weaker than expected, shipments from the original 2,500 to 30 million under the repair to 2,000 to 2300. However, iPhone 7 demand showed a strong trend, the overall expected iPhone shipments from In the fourth quarter of last year, between 80 and 85 million units dropped to between 55 and 60 million in the first quarter of this year, up from 50.8 million in the first quarter of last year.
It is expected that the iPhone supply chain revenue momentum will be weaker in the first quarter of this year than the previous quarter, demand will be more crucial after the Lunar New Year.In addition, KGI think Android phone buying in the first quarter of this year will continue to weaken this year In the first quarter, the quarterly decrease in shipment of laptop computers was about 15%. In the absence of new model launch summer, the first quarter of this year's revenue is expected to be the year-long low. Major new highlights should be in the first two quarters of this year The launch of the Apple HomePod and the new MacBook Air related supply chain will start heavy volume, Inventec, good dimension, can be, Quanta is expected to benefit.
The server supply chain will also enter the off-season in the first quarter of this year, but the quarterly growth rate will be moderate. It is expected that the Purley platform adoption will accelerate after the second quarter of this year. In addition to the data center operators, it also includes the demand for upgrading enterprise servers. Inventec , Quanta, Weiying, Jiaze, Chuanhu, Jianzhun expected to benefit, and Wei Ying and Chuanhu season Q1 revenue is expected to be flat quarter.