Set micro-grid launch WeChat IC: "Every day IC", big news immediately released, every day IC, every day set micro-network, micro-into a! Scan the end of the two-dimensional code to add attention.
1, Qualcomm incoming, always connected to the PC to bring students, but there must be a bloody laptop!
Set micro-grid reported in Las Vegas
United States Western time on January 9, 2018, CES2018 also opened the first day of the absence of the second Qualcomm Snapdragon Technology Summit association will offer heavy products into the arms, Lenovo Miux 630 combo notebook heavy release. The new models are the world's first two-in-one notebooks equipped with the Snapdragon 835 processor, which not only has a fast and fast 4G network so that users are no longer limited by WiFi distance, but also can be as real-time online as a smart phone Qualcomm Xiaolong 835 processor with high efficiency and low power consumption, while with a 48 Wh high-capacity battery, making Lenovo Miix 630 battery life increased to 20 hours.
Qualcomm chip to achieve from the mobile phone to the PC side of the leap
Two years ago, on the eve of the release of Snapdragon 835 Qualcomm has revealed its ambition to enter the PC. Qualcomm unveiled at the WinHEC hardware conference on December 8, 2016. Microsoft officially announced that Windows 10 will fully support the ARM ecosystem and Will be Qualcomm as its partner; its hardware partners will be able to launch Windows 10 PCs powered by Qualcomm Snapdragon processors that run x86-based Win32 desktop applications as well as common Windows applications.
CES 2017 show, Qualcomm confirmed Snapdragon 835 can run the full version of Windows 10, indirectly indicates that the Snapdragon 835 performance comparable to mobile PC processor Qualcomm PC market has been for a long time, and Microsoft's cooperation has also been intermittent for more than 10 years , This finally saw Qualcomm chips from the phone to the PC side of the success of the leap.
On May 31, 2017, at Taipei International Computer Show, Qualcomm announced that Asus, Hewlett-Packard and Lenovo are among the first OEMs to adopt the Snapdragon 835 to develop mobile PCs.
Qualcomm Snapdragon 835 mobile platform is the industry's first chip using 10nm process, the volume is very small, can help PC manufacturers save 30% of the board space, support for fanless mobile PC design. Performance, Snapdragon 835 equipped with eight Kryo 280 core, up to 2.45GHz frequency, Adreno 540 GPU, Hexagon 682 DSP, support for Gigabit network Snapdragon X16 modem.
A month ago, the second Snapdragon technology summit, we saw the Microsoft, Hewlett-Packard, Asus and even AMD and other traditional PC players gathered in the event based on Qualcomm Snapdragon 835 platform Windows 10 devices ultra-thin notebook combo The Asus Nova Go and the detachable HP ENVY X2 are also debut, with both devices capable of over 20 hours of battery life, standby for more than 30 days and always on and always on.
Although Lenovo did not attend, but also catch the Qualcomm Xiaolong processor first bus.CES launched the first day of Qualcomm processor PC.The three major PC brand manufacturers accounted for almost half of the global PC market share The fact that Qualcomm was able to penetrate so quickly into Intel's most important partner in the PC space is a real surprise, but it also shows the PC industry is in transition.
These already released, connected PC will soon be able to meet with us.Fram Akiki, senior director of product management QualcommTechnology during CES media interview said, 'Our product has just released in Taiwan next week on sale, A large number of listings will be in April-May, when you can buy in retail stores in Germany, France, Britain, China, North America and other countries.
Fram also revealed that 'there are currently 5 OEMs that have confirmed Snapdragon mobile platforms, and we will see more Snapdragon laptops at the end of Christmas this year.'
Pinch life, connecting the Achilles heel, always connected to the PC is the trend of the times
In addition to his spare time, originally portable laptop, the use of the scene has become more and more fixed, because now basically all kinds of services can be done through a more portable cell phone through the connectivity of smart phones to the world Many changes have taken place. Currently, 60% of the world's population owns mobile phones. Smartphones are digital citizens and are network nodes.
Fram said Qualcomm worked with Microsoft to conduct a survey of user habits and found that frequently used applications on PCs such as weather, social media, email, messaging, music, and more are almost exactly the same as mobile phone use cases.
5
Qualcomm previously conducted a survey of consumers in China and the United States, the survey shows that Chinese consumers demand for notebooks, 60% of people need faster connectivity, 40% of the need for endurance, the opposite of the needs of US consumers But everyone needs the same elements of the notebook, that is, connectivity and battery life.
Consumer appeal and habits are reflected in the PC urgently needed to achieve the same as the experience of mobile phones.
Qualcomm Snapdragon mobile platform notebook mainly to solve the three problems of the traditional notebook: First, to achieve anytime, anywhere connection, the use of mobile networks and WiFi two connection; Second, you can sleep, restart, shutdown, open the screen to use, The third is to get rid of the power cord, you can reach more than 20 hours of long life.
Currently there are 120 smartphones using the Snapdragon 835 platform, is expected to increase as mobile computing capabilities and market demand, more mobile PCs began to use Snapdragon 835 platform.
At the second Snapdragon Tech Summit, Terry Myerson, executive vice president of Microsoft's Windows and Devices Group, said that the advent of mobile computers, touch-control is a major innovation and the next revolution is the always-connected PC. Months I have been using always connected PC, daily work, browsing photos are in use, charge once a week, do not need to sleep, restart, open the screen you can use, to achieve effective connection, experience is particularly good. The 835 mobile PC platform, the always-on PC offering has a tremendous advantage for businesses that can lead to new ways of working, better security, and lower IT costs. "
ADM also partnered with Qualcomm to see connectivity as a rebirth to the PC industry ADM introduced QUALCOMM's modem technology to AMD's high-performance Ryzen processor platform AMD and Qualcomm are hoping to help the world's leading PC companies easily Building a state-of-the-art computing platform that supports not only the always-connected, gigabit LTE speeds but also the fast performance, smooth graphics rendering, and optimal efficiency of the AMD Ryzen mobile processor, Qualcomm offers a clear explanation of the modem available to AMD , Always connected features is recognized PC development.
Intel did not sit still, launched the all-Internet PC PK snapdragon PC
Coincidentally, aimed at the connectivity of the PC more than Qualcomm.In the increasingly interconnected mobile world, Intel also expects its PC will always be online, Intel called the all-Internet PC .In CES 2018 show, Intel co-partners introduced A full line of PCs with Intel® Core ™ processors and Intel® XMM ™ Internet Access Module Intel believes that a fully interconnected PC with 4G LTE is a very important PC category designed to meet data-intensive needs and Connect anytime, anywhere.
According to Intel, more than 30 Intel-based full Internet PCs for businesses and consumers are available on the market today, according to official figures, with Intel all-IP PCs at around 16.5 hours standby time, compatible with a variety of Windows applications, anytime, anywhere connection.
In fact, in the face of such a strong Intel follow-up, Qualcomm as the traditional PC industry challenges the industry, based on what can persuade users to use their own more platforms? Qualcomm said it was honored Intel copied the concept in Qualcomm seems Intel Of full Internet PC concept can not form a threat to Qualcomm always connected to the PC. Miguel said Acer, for example, there is no gigabit LTE, battery life is only 15-16 hours and did not reach more than 20 hours, in addition to expensive, Above $ 1,700, our price range is in the range of 600-900 and has many advantages in terms of connectivity, endurance and price.
PC market is still a chance, Qualcomm will be customized high-performance mobile processors
A year for a mobile phone may become a habit, but PC life cycle up to several years in recent years has been showing the trend of weak growth, the Chinese market is even more decline.
IDC China PC Market Monthly Tracker Preliminary data show that PC market in China sold about 53.6 million units in 2017, down 4.1% year-on-year in the global PC market in a gradual rebound situation in 2017, the Chinese PC market seems to be still uncertain In the situation.
But this does not mean that there is no chance for the PC market.It has been estimated by Intel that there are 140 million PCs in China now that have been in use for more than 4 years.If service performance is greater than 4 years, service for more than 4 years does not mean that there is a strong Replacement needs. Look around, we serve more than 5 years of PC abound.
Given that, Qualcomm has to enter the PC market? Qualcomm CEO Christian • Amon said that for us, PC is not a sunset industry, we can have a 100% growth opportunity.He believes that PC compared to In the smart phone industry did not achieve much growth, but also seeking change, and now many consumers use behavior is cultivated through a smart phone.We use the phone every day is indeed much longer than the PC, the phone almost becomes the body Extension, PC stick with people far less strong.
Christianiano Armon emphasizes, 'We have the opportunity to make the PC of the future more and more like a smart phone. Users can store large amounts of data in the cloud and download it from PC, smart phone or other terminal very quickly All in all, the PC industry is a growth opportunity for Qualcomm as well as a very large market with shipments that may be on the order of the top OEMs of the Snapdragon 800. At the same time, we can also bring to the PC industry People are looking for new changes. '
Although the PC industry is said to be a sunset industry, there are no shortage of new entrants in these years and even smart phone makers like Xiaomi and Huawei In fact, Qualcomm has brought new growth opportunities to Chinese OEMs that have adopted the Snapdragon platform. Qualcomm said these OEMs have easy access to the PC market with little or no additional research and development efforts as they can directly leverage their experience building on the flagship smartphone based on the Snapdragon 800 Series, so we've seen some Mobile phone OEMs that have never set foot in the PC industry have had an interest in PCs and are considering building PC products that have high-end designs and a consistent brand image.
Fram said ASUS, Hewlett-Packard, Lenovo three OEM manufacturers have introduced the first batch of Snapdragon PC, the use of Snapdragon 835 mobile platform; the second batch of PC terminals will be available in large quantities at the end of Christmas this year, the adoption will be The latest Snapdragon 845 mobile platform, the number of partners will also increase to 5, in addition to 3-4 companies are discussing cooperation.Although Qualcomm did not disclose the names of the two new OEM manufacturers, but Miguel made it clear , The second batch of Xiaolong PC will see the figure of smart phone manufacturers.
While longing for always-connected, always-on-line brings us many conveniences that mobile cellular networks are faster and more secure, traffic issues are what everybody has to pay attention to. Qualcomm has talked to operators including the United States, Europe, South Korea and China Business partners reached a strategic partnership. The future operators are also important Snapdragon sales channels. Which, Sprint said publicly that 'always connected PC with our super data packages for the combination of data packages designed for the highest capacity LTE Plus network under the unlimited data flow design. '
Always connected, always brings new market opportunities to the PC industry online PC manufacturers need product differentiation, users also need a better experience. PC and smart phones belong to two different supply chain system, Qualcomm's entry, get through The channel between the two industries, allowing smart phone manufacturers to enter at a lower cost.It was felt Xiaolong Ben lower performance, more difficult to support advanced operations.Supercomputing power is not pursued by Qualcomm. In fact, the threat to Intel from Qualcomm only from low-end notebooks, high-performance PC and data center is still the core of Intel.Science and technology people-oriented, and ultimately will serve the people, no matter how the future development of the market, Xiaolong Ben had to spend Who bring more choices, and always online, the concept of always connected will also be deeply rooted. (Proofreading / Fan Rong)
2, Exynos 9810 performance comparable to Qualcomm Snapdragon 845, Galaxy S9 series or all equipped with 9810;
Samsung Electronics said the Exynos Mobile Application Processor (AP), its newest Exynos mobile application processor (AP), is faster than the Qualcomm Snapdragon in terms of drive performance, communication speed, and image processing 845 outstanding performance, this is also Samsung's first high-end smart phone AP supporting CDMA communication standard.
According to Korean media reports pointed out that Samsung plans to release in February 2018 Galaxy S9 series of high-end smartphones, which uses Qualcomm Snapdragon AP ratio will be reduced, replaced by its own newly developed Exynos processor.
In fact, smartphones such as the Galaxy S8 are mostly manufactured in half by Qualcomm APs and Exynos APs by the end of 2017 as the Samsung Exynos AP does not support the CDMA communication standards used by telecommunications vendors in several markets such as the United States. Even rumors indicate that Qualcomm And Samsung has been to OEM production exchange guarantee used.
Informed sources said that the previous Qualcomm signed a contract with Samsung, part of the CDMA communications involved in the patent, so Samsung can not be placed in Exynos AP CDMA communications technology However, since the South Korean Fair Trade Commission (FTC) Qualcomm opened a large amount After the ticket, Qualcomm can no longer maintain the previous tough attitude.
In December 2016, the Korean Fair Trade Commission (KFTC) issued a $ 873 million ticket (about 1 trillion won) to Qualcomm on the grounds that the American chipmaker refused to license the chip maker, And require smart phone manufacturers to pay high royalties on the Korean market suspected of monopoly industries in February 2017, Qualcomm filed two suits in South Korea's High Court.One, called for the revocation of the KFTC's ruling; second, the request for suspension KFTC's chip licensing exercise rectification requirements until the first appeal announced the results.
In September of the same year, the Seoul court in South Korea dismissed Qualcomm's second appeal, saying that the KFTC's ruling would not cause "irreparable damage" to Qualcomm's business and required Qualcomm to rectify its monopolistic behavior in the South Korean market, Qualcomm immediately announced that it will once again appeal to the South Korean Supreme Court.
In addition, sources pointed out that following Apple's move to TSMC, Qualcomm also decided to invest in the arms of TSMC, that Qualcomm will no longer be commissioned by Samsung foundry AP, Samsung also no longer need to consider Qualcomm's position can be expanded Exynos AP in its high-end smartphones.
In response, the industry believes that the Exynos 9810 can support the United States and other places after the use of CDMA communication standards, equipped with the Exynos 9810 Galaxy S9 handsets can be sold in more countries to Apple and Huawei, for example, the main section of the phone are used their own research and development Of the AP, so Samsung replace the Qualcomm AP with Exynos AP can make the best performance of the phone, do not rule out the Galaxy S9 series will all be equipped with Exynos AP. (Proofreading / Xiaoqiu)
3, the second half of 2019 new iPhone or take the rear 3D camera steady Mao VCSEL market share drop;
(3105) According to the latest report released by the European Department of Foreign Affairs (3105), the market share of Winco's iPhone 3D VCSEL orders will drop from 85% in 2017 to 45% in 2019, and Finisar may become the leading supplier of back-end 3D VCSELs Which indirectly affected the operation of Winfield. As a result, Eurozone foreign investors downgraded the rating of Winfield and lowered their rating from "neutral" to "underperform". The target price was lowered from 270 yuan to 205 yuan.
As a result, the share prices of Wenmang, which opened lower today and ended the day lower by more than 5.7% in midday, fell to 253.5 yuan.
European-based foreign investors said that the 3 iPhone in the second half of 2018 will still adopt the front-end 3D sensing system, but the new iPhone design in the second half of 2019 will adopt the rear 3D camera sensing function. Because of the differences in design, The market share of iPhone 3D VCSEL orders will drop from 85% in 2017 to 45% in 2019.
In the Android market, there will be more and more brand factories using similar identification design, steady Mao has a good chance of rapid growth in the Andorid market, but at the same time, there will be more and more integration of component manufacturers to grab Into the relevant areas.
In addition, the available area of the epitaxial wafers will also reduce wafer processing needs. According to the survey conducted by the European Department of Foreign Investment, only 40-50% of the area of the VCSEL epitaxial wafers conforms to the iPhone standard, resulting in an increase in wafer processing needs. However, the process yield gradually improved, the uniformity will reduce the wafer processing needs, which will indirectly affect the steady growth in the relevant areas of the situation.
European Department of Foreign Investment said that as steady Mao in the field of VCSEL sales will probably decline, decided to repair Man Mao 2018, 2019 earnings per share estimate of 7 ~ 11%, estimated 2018 gross profit per share is about 12.4 yuan per share, profit per share in 2019 fell 15 yuan .European foreign capital issued today steady Mao (3105) latest report pointed out that the stable iPhone 4 VCSEL steady orders from 85% in 2017 to 2019 45%, Finisar is likely to become the leading supplier of back-end 3D VCSELs, indirectly affecting the operation of Winfield. As a result, European-funded foreign investors have lowered their ratings from "Neutral" to "Outperform" , The target price dropped from 270 yuan to 205 yuan.
As a result, the share prices of Wenmang, which opened lower today and ended the day lower by more than 5.7% in midday, fell to 253.5 yuan.
European-based foreign investors said that the 3 iPhone in the second half of 2018 will still adopt the front-end 3D sensing system, but the new iPhone design in the second half of 2019 will adopt the rear 3D camera sensing function. Because of the differences in design, The market share of iPhone 3D VCSEL orders will drop from 85% in 2017 to 45% in 2019.
In the Android market, there will be more and more brand factories using similar identification design, steady Mao has a good chance of rapid growth in the Andorid market, but at the same time, there will be more and more integration of component manufacturers to grab Into the relevant areas.
In addition, the available area of the epitaxial wafers will also reduce wafer processing needs. According to the survey conducted by the European Department of Foreign Investment, only 40-50% of the area of the VCSEL epitaxial wafers conforms to the iPhone standard, resulting in an increase in wafer processing needs. However, the process yield gradually improved, the uniformity will reduce the wafer processing needs, which will indirectly affect the steady growth in the relevant areas of the situation.
European Department of Foreign Investment said that as steady Mao in the field of VCSEL sales will probably decline, decided to repair Man Mao 2018, 2019 earnings per share forecast of 7 ~ 11%, estimated 2018 gross profit per share is about 12.4 yuan, 2019 earnings per share fell 15 yuan