Taiwan Fair Trade Commission agreed on the 24th Qualcomm points five years, 60 to pay NT $ 23.4 billion astronomical fines in March 2013 fair will foul nine 6.32 billion yuan of private power plant, it also gave the industry to pay a fine in installments, However, after the end of the administrative lawsuit, Peking High Administrative Court adjudicated the verdict of 9 private power plants to be fined and dismissed and their joint acts banned.
Set micro-comments: The administrative review is the right of enterprises, but a foreign business to win a victory is not easy.
2. Ziguang shares estimated net profit in 2017 reached 1.620 billion yuan, an increase of 99%
Ziguang shares January 25 release 2017 performance forecast, the company expects full-year 2017 net profit of 1.54 billion yuan to 1.6 billion yuan, a year earlier to 815 million yuan, an increase of 89% to 99%; earnings per share of 1.48 yuan -1.55 yuan Ziguang said that the company in 2017 attributable to shareholders of listed companies net profit is expected to increase 89% over the previous year -99%.
Set micro-comments: Purple net profit rose mainly due to the merger of the acquisition of Xinhua three statements.
3. In response to the acquisition of Qualcomm 'old iron' how to say
At Qualcomm's China Technology and Cooperation Summit held on the 25th, Qualcomm joined hands with China's heavyweight partners such as Lenovo, Xiaomi, OPPO, vivo and ZTE, and ridiculed users as saying that Qualcomm opened a conference and half of the world's mobile phones came To the platform, but also no one 'at this meeting, Qualcomm not only with the four handset manufacturers signed a two billion dollar orders, but also released a 5G pilot scheme in the next 5G the most important Chinese market in-depth layout.In addition, Broadcom intends to acquire Qualcomm recently news, all manufacturers have also expressed their views, the old iron railings are full of friendship.
Micro-commentary: Qualcomm together yesterday OV, millet, ZTE, Lenovo, many media companies in China to oppose the acquisition of Qualcomm's handset against Broadcom as the title, do not know there Huawei? Huawei's point of view seems really different from the previous manufacturers.
4. Soaring, Katherine, Shen Wei: almost no! Crystal heart: certainly not!
Meltdown and Specter loopholes in the chip industry at home and abroad can be described as a ripple, which brought not only Intel, Microsoft and other international IT industry giants scrambling to 'patching' , But also ignited the Chinese information security industry 'self-control' 'temper the antecedent' atmosphere, the development of domestic chips and therefore once again raised concerns about the chip loopholes event, the domestic central processing unit (CPU) was spared? On January 19, at the YOCSEF 20th Anniversary Series of Activities sponsored by the CCF YOCSEF, the latest progress and self-development seminar on domestically produced CPUs learned that the typical representative in a domestic CPU Feiteng, Siu-core, Shen Wei are standings 'almost unaffected'.
Set micro-comments: This is a handful of mainland processor manufacturers reply is really clever, but fortunately the sales are small, the impact of only their own know.
5. Mobile phones can not sell, Qualcomm joint development strategy began to divide
Smartphone market has entered a state of "micro-recession". Qualcomm and MediaTek are also exchanging new tidal wave for the industrial chain after waiting for the 5G business to be completed in 2019, and are also accelerating new areas such as automobiles, smart homes and laptops Bit, to reduce the impact of the shrinking handset market.For the mobile phone chip maker, the smart phone specifications fatigue, it has been difficult to catalyze the replacement tide, the commercial 5G in 2019 will be the next opportunity, but the real heavy volume may have to wait until after 2020 In the past two years, there is still a crisis in the mobile phone supply chain.
Set micro-comments: 5G in 2020 before the real large-scale commercial, mobile chip makers have to face the pain caused by the recession.
6. Market pull goods move weakening, the first quarter of mobile memory contract price rose convergence to 3%
DRAMeXchange pointed out that due to the global smart phone market tends to be saturated, all brands manufacturers in the fourth quarter of 2017 have been actively launched full-screen new machine in order to stimulate the public will switch, but in fact the channel buy gas is not as expected, plus the full year Since the fourth quarter of last year, brand manufacturers started to adjust their production plans and postponed the pulling of materials. Due to the increase in the inventory level of some components such as mobile memory, In light of the traditional off-season in the first quarter, manufacturers started to ease backlog of stocking, making the average contract price of mobile memory converge to 3% in the first quarter.
Set micro-comments: DRAM prices have risen in the first quarter, the second quarter certainly price increases, continue to rise in the second half is a high probability event.
7. The new iPhone import using LCP material FPC antenna, messaging out of Victoria
According to the Apple supply chain, in order to fully support 4 × 4 MIMO in 2018 products and make up for the next-generation 5G products, Apple 2018 full range of iPhone, iPad, iWatch, are imported using LCP FPC antenna antenna is expected in the upper and lower antenna part , Change the current iPhoneX antenna design structure is more complicated.It was revealed that Apple's new machine in 2018 at the antenna supply plant has been identified as Japan's Murata, Anfino, and legislation.This change, so that the original Apple antenna suppliers The big white horse, which is believed by everyone, has been tumbled by more than 30% in recent years. Taiwan's share of the benefit of the new material, Apple, has so far doubled since September last year.
Set micro-comments: With the ever-changing mobile phone technology, Apple suppliers will certainly improve corporate profits, but also has many potential risks.
8. finally confirmed! Qualcomm will pay sixty points in Taiwan 800 million US dollars ticket
Yesterday the European Commission just announced a fine of 997 million euros (about 1,229 million euros) to Qualcomm, Qualcomm in Taiwan, China today suffered a 778 million U.S. dollars (about 5 billion yuan) punishment has also made new progress.According to Taiwan media reports, Qualcomm at the last minute Put forward to pay the installment application, will be divided into sixty, with five years to pay a fine every month.It is reported that the application has been Taiwan Fair Society's consent.
Set micro comments: different processes in different regions may lead to Qualcomm in Taiwan need to pay a fine to re-exercise the right to appeal.
9. Hua Can Optoelectronics acquisition of the new semiconductor will be the first domestic M & M acquisition is about to be completed
On the evening of the 24th, the CSRC's official website disclosed that Huacan Optoelectronic Restructuring Plan was conditionally approved by M & A Restructuring Commission and resumed trading from today. In October 2016, Huacan Optoelectronic disclosed its intention to acquire Midea Semiconductor at a consideration of RMB 1.65 billion % Equity in the last nearly a year and a half later, the domestic MEMS industry's first large-scale mergers and acquisitions completed all the administrative examination and approval.
Set micro-comments: not easy, the United States used to be the first semiconductor in the United States listed MEMS companies.