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After the capacitor resistance, the inductor prices have begun to rise;
Set micro-grid news, Taiwan's giant in the series substantially increased in 2017 capacitance quotes, and recently raised the resistance quotes, inductance factory Kellett also raised the offer, the three major product prices have also established this year Passive components will not have off-season.
As early as April last year, the country giant announced the price increase of MLCC and chip resistor products above 0603 size, the MLCC amplitude adjustment of about 8-10%, chip resistance increase of about 5%; the second wave of increase again by the end of June, with an average increase of 15 -30%. In September, the MLCC also increased the average amount of MLCCs by about 15-30%. From December 1, the price of NPO MLCC, which is related to communication and power supply usage, was raised and pulled Long delivery, of which the price increase will be 20-30% or even higher, as delivery from 1-3 months pulled up to 6 months.
Resistance part, it is Qilu New Chi's first announcing the switch to 0402, 0603, 0805, 1206 and other products offer 15-20%, the giant also follow up for large-size thick film resistors, the general resistance of the thick film Up 15-20%.
Inductance part, Kellett recently raised the channel price.
The key to pushing up the passive components' quotation continued to rise is mainly supply and demand, partly because the Japanese manufacturers shift production capacity to niche products. By comparison, the main products of passive component factories in Taiwan and the mainland are generally bulk Goods, have also received a transfer order.
As for the demand part, the main part is the smart phone, because the move towards slim and light multi-tasking makes the size of the passive components smaller and smaller, and the smaller products consume more capacity due to the difficulty of production.
For now, the price rise effect on the profits and inductive plant profit contribution is greater, the relevant supplier is expected to boom this year is not a dark cloud.
Insiders said that at present, the price of SMD resistors has begun to rise toward the MLCC, the market driven mainly by the automotive and industrial markets caused by the same time, some of the resistance manufacturers can not afford the raw materials and labor costs rise, have been raised Ex-factory price, which also caused the prices of all kinds of agents / traders on the market to rise. Factories are full but the market is in short supply. However, this does not mean that the growth of the demand of end customers is still not possible at this moment.
2.2017 Taiwan Semiconductor: Aegis growth first, TSMC steady lead;
Set micro-mesh news, listed companies in Taiwan in 2107 announced the completion of the semiconductor, the highest annual increase rate of fingerprint identification chip provider Aegis 183% annual increase attained; and the highest revenue TSMC revenue up to 9,774.47 billion Yuan NT, approaching the trillion yuan scale, and set the highest record in the calendar year.
Last year, Aegis total revenue reached 4.731 billion yuan NT, setting the company the best record since its establishment, the annual increase rate as high as 183% for the IC design community crown, mainly due to the company last year into the Samsung smartphone A, J , C series fingerprint identification supply chain, coupled with the previous low base revenue, therefore, last year, revenue showed a substantial growth trend.
According to the relevant staff revealed that the average monthly shipments of Aegis reached 10kk, most of them are Samsung supply, a small part of the mainland market supply.
According to Taiwan media reports, Aegis is expected to receive Samsung's flagship model GalaxyS9 fingerprint identification chip orders, which, Aegis did not comment on customer orders.
The highest turnover in the TSMC steady lead, last year the total amount of 9,774.47 billion yuan of revenue hit a record high of NT, approaching the size of trillion yuan, an increase of 3.1% over the previous year; view TSMC fourth quarter revenue of 277.569 billion yuan, If not the end of last year the sharp appreciation of the Taiwan dollar impact, TSMC revenue has the opportunity to reach the upper edge of the quarterly financial test.
TSMC 2017 In addition to Apple's large single, high-speed computing customers, especially mainland Bitcoin mining chip makers such as the mainland bit by bit volume increase, to encourage TSMC revenue continued to lift, with TSMC Chairman Zhang Zhongmou estimated the next few years of operation 5 % To 10% growth calculation, 2018 revenue is bound to break trillion yuan.
3. Former Broadcom CEO Michael Hurlston becomes Finisar's new CEO;
Recently, the iPhone X laser chip supplier Finisar appointed Michael Hurlston as the CEO and a member of the board of directors, former chairman and CEO Jerry Rawls will officially retire Michael Hurlston is a Broadcom former executive.
Prior to joining Finisar, Michael Hurlston was senior vice president and general manager of Broadcom's mobile connectivity / wireless communications and connectivity group and previously held senior leadership positions in sales, marketing and general management at Broadcom Prior to joining Broadcom in 2001, Hurlston held senior marketing and engineering positions at Oren Semiconductor, Avasem, Integrated Circuit Systems, Micro Power Systems, Exar and IC Works. Hurlston is also a director of Ubiquiti Networks and a member of Advisory Board of Vilynx Inc. Hurlston owns the University of California, Davis Bachelor of Science in Electrical Engineering, MS in Electrical Engineering and MBA.
'After a thorough and thoughtful search, we are pleased to welcome Michael Hurlston to Finisar as CEO and board member. Michael has extensive experience as a very successful technology industry manager and we are confident that Michael will lead us to success And Industry Leader. "Stephanie Stephens, Chairman of Finisar's Board of Directors, said," On behalf of the Board, I want to thank Jerry for his tireless efforts and leadership over Finisar for nearly three decades. Under Jerry's leadership, Finisar from Menlo Park Was established to become the world's leading optical company with sales of nearly $ 1.4 billion in the recently completed fiscal year Jerry made numerous contributions to Finisar's growth and success so far and welcomed the company's tremendous growth Opportunity laid a firm foundation.
Hurlston said it is pleased to join Finisar in leading the great company Jerry and his colleagues have established. Finisar has the world's leading products and technologies, engineering talent and manufacturing capabilities, and enjoys an excellent reputation in the industry and customers. "Optical Communications and Optoelectronics Is rapidly growing and has many exciting new client opportunities and looks forward to getting his job done in Finisar as soon as possible.
Finisar began to attract attention with the introduction of 3D sensing technology in the iPhone X. The company is one of the world's only suppliers of vertical laser cavity surface-mount lasers (VCSELs) to provide parts for the iPhone X for 3D depth sensors, Finisar has risen in Apple's supply chain, and since 2016 Apple's AirPod has used Finisar parts to detect users inserting and removing earbuds.
Market research firm estimates that the VCSEL for smartphones will reach 240 million by 2019 after the release of iPhone X with VCSEL in 2017. Market output of mobile device 3D sensor modules will jump from 2017 to The $ 1.5 billion in 2017 is expected to reach $ 14 billion by 2020, with a compound annual growth rate of 209%. As a core part of the 3D sensor module, the VCSEL market is driven by the iPhone X and has gained industry-wide attention Market segment also ushered in a blow-up growth.Market research firm forecasts that in 2015 VCSEL market size of 956.6 million US dollars, to 2022 expected to grow to 3.1441 billion US dollars, 2016-2022 compound annual growth rate during the period Up to 17.3%.
To meet the market demand of iPhone X and add similar functions to more devices in the future, Apple needs Finisar to do more VCSEL because there are not many suppliers in this field.In the fourth quarter of FY 2017, Apple said it has purchased VCSEL chips 10 times more than the same period in the world.In order to ensure supply, Apple last month invested $ 390 million in Finisar to increase R & D investment and spare parts production of Finisar, Will employ more than 500 highly skilled workers in a new 700,000-square-foot facility in Texas, where all Apple orders will be processed using 100% renewable energy and the new facility is expected to be commissioned in the second half of 2018 Operate.
4. US scientists have proposed that neutrons can decay into dark matter particles
Xinhua News Agency, Beijing, January 13 Xinhua As one of the most common basic particles, neutrons may have unusual dark secrets. The U.S. scientists recently proposed that neutrons will decay into dark matter particles. This neutron 'dark decay' Can explain the reason why the life expectancy of neutron 'can not be measured.'
The neutron trapped in the nucleus is very stable, but the free neutron has a life span of only about 15 minutes, which decays it to produce a proton, an electron and an anti-neutrino. Measuring the lifetime of free neutrons is two The main method, one is based on the decay product to infer, the other is the neutron bound in the container, counting the number of neutrons remaining after a specified time.
So far, there has always been a difference of about 8 seconds between the measurements of the two methods, with a calculated result of decay of about 888 seconds and a restraint in the container of 879.6 seconds.This is probably because There is systematic error, but it may also be due to an unknown way of decay of neutrons. Estimation of beta decay alone will give an estimation of neutron lifetime.
According to a recent report by the New Scientist magazine in the United States, two physicists at the University of California, San Diego, proposed that neutrons may decay into dark matter particles. One hundred decay times for a neutron is about once such a 'dark decay' , Resulting in dark matter particle quality and neutron similar.
According to this new model, dark decay produces monochromatic photons and electron-positrons of specific energies, looking for these particles to test whether the theory is correct, and if supported by evidence, would be a major breakthrough in dark matter research; Aspects, determining the lifetime of free neutrons is also of great significance to physics.
According to the current model of the universe, we are familiar with only about 5% of the universe, and about another 27% is the 'dark matter' that basically does not interact with common matter except gravity, and about 68% is repulsive Not the 'dark energy' of gravitational attraction.For the nature of dark matter, the scientific community has come up with various assumptions, including some imaginary particles, such as massively weak interacting particles, axes, inert neutrinos, etc., but so far no exact Evidence supports any kind of theory.