2. Bitcoin mainland to Taiwan to dig people, lock MediaTek
3. MediaTek hi Big Ben will provide Apple with the next generation of iPhone baseband
4. Ali and MediaTek sign a strategic alliance, a total of smart home project!
1. MediaTek strategic adjustment, the proportion of mobile phone chip business has been reduced to 40%
Set micro network news, the mobile phone market downturn, MediaTek strategic adjustment first of all from the product line.Data show that MediaTek past center too much emphasis on mobile phone chips, but from the latest revenue ratio, the current share has dropped to 35% to 40%.
As the company's multimedia, internet of things and artificial intelligence resources are sufficient, MediaTek's share of non-mobile application products reached 27% to 32%, of which 50% revenue contribution from the Internet of things, equivalent to 15% of the overall revenue, the Internet of Things chips including non- Mobile phones related to WiFi, GPS, voice devices and other products, in addition, 50% of the power management IC for the bulk, followed by ASIC (custom chips), automotive products, at this stage growth products in Europe and the United States, Japan, China has Progress, the current first to enter the customer supply chain as a starting point, is expected to see a small contribution in 2018, MediaTek is expected to grow in the next three years double-digit growth of growing products.
It is reported that MediaTek Helio P series shipments in 2017 accounted for 10% to 15% in 2018 will rise to 15% to 20%, the overall mobile phone chip margins continued to improve, the gross margin trend is waiting to be.
2. Bitcoin mainland to Taiwan to dig people, lock MediaTek
The rise of virtual currency makes the "mining machine" industry also rise. At present, the three largest mining machine manufacturers in the world, Bainian, Jiaonanzhi and Billion Communications are all Chinese mainland enterprises, which have divided up 9 market shares, Even came out the future set up a stronghold in Taiwan, with high pay to dig MediaTek, Morningstar and other IC design talent front-line talent.
TSMC had previously disclosed that the virtual currency in the single-quarter revenue of about 340 million US dollars, foreign analysts even speculated that in order to support the massive orders of the Bitmain (China), high-speed computing (HPC) revenue share will grow from 20% to 25% .
According to "Economic Daily" reported that the IC design community has long been rumored, bit China will go to Taiwan to set up strongholds to open higher than the first-line IC design maker salaries, dig horn MediaTek, Morningstar, creative and other manufacturers of custom chips ASIC) and artificial intelligence (AI) in the field of elite.
Bit mainland was established in October 2013, November officially released the first 55nm chip BM1380, production ants S1 miners. A few years later, the bit continent has introduced new IC products and mining machines, and with the soaring bitcoin With sales of 14.3 billion yuan (NT $ 65.7 billion) in 2017, the second only to Huawei Haas, becoming the second largest IC design plant in mainland China.
However, in recent months, a number of countries have taken strict control over bitcoin. As a result, bitcoin prices plunged from 20,000 U.S. dollars to 10,000 U.S. dollars in a month and even fell below 10,000 U.S. dollars. Warren Buffett directly assert that "cryptocurrency will not end well!" ETtoday News Cloud
3. MediaTek hi Big Ben will provide Apple with the next generation of iPhone baseband
It is clear to everyone that Apple disrupted the telecom network last year and Qualcomm opened its tearing up.Disputes in business disputes are pervasive in themselves, but the direct result of this dispute led to baseband orders for Apple's iPhone line, Qualcomm will be less and less, until after a complete break, so now Apple is facing the problem is to find suppliers for the subsequent baseband orders.
At present, Apple's new generation of smart home Speaker HomePod has been officially on sale, but from this smart speaker we see the MediaTek figure is the supplier of Wi-Fi custom chips (ASIC), based on TSMC's 7nm process.
The MediaTek cooperation with Apple is not accidental, it is learned from the tearing open with Qualcomm, Apple and Intel MediaTek special care, in addition to the customized Wi-Fi chip, MediaTek will also join the next generation of iPhone baseband provider Team.And in the future for a long time, the order will belong to Qualcomm and MediaTek division.
However, as a baseband supplier, Qualcomm is certainly the best choice, after all, Intel and MediaTek almost mean.But Apple's move is also forced, I hope the product will not let the user down.
4. Ali and MediaTek sign a strategic alliance, a total of smart home project!
AI Labs and MediaTek recently signed a strategic cooperation agreement at the 2018 International Consumer Electronics Show (CES) to launch long-term close cooperation in areas such as smart home control protocols, customized IoT chips and AI smart devices, Will help accelerate the development of the Intelligent Internet of Things (IoT), and will work together to create the first Smartmesh wireless connectivity solution that supports Bluetooth mesh technology and will promote the commercial deployment of Bluetooth mesh technology in smart homes based on the IoTConnect Open Connectivity Initiative.
The release of the Smartmesh wireless connectivity solution is based on the IoTConnect IoT Open Connectivity Protocol, developed by Alibaba's AI Lab, which Alibaba's AI Labs' Open Connectivity Protocol for smart hardware, smart home and appliance manufacturers based on Bluetooth mesh technology Through the agreement, smart devices can be easily connected, automatically networking, and automatically adapt and support Lynx Wizard voice control.
Currently on the market have different online protocols and platforms, smart home manufacturers often have to face the choice, Alibaba AI Lab general manager, said Bluetooth mesh technology with open, low cost, high performance and other advantages, and support the market is vast Most of the Bluetooth devices.Unified standards for unified connectivity, not only can greatly reduce the risk and cost of smart home manufacturers, while the chip market, but also to make different brands, different platforms, smart speakers, you can jointly use a set of connection standards, Reduce R & D costs and business inputs and promote the popularity of voice interactive portal.
MediaTek vice president and general manager of home entertainment products group visitors Jie sharing, with all aspects of technological advances, the smart home market is entering a period of rapid development. MediaTek in networking technology and baseband chips, mobile computing and multimedia Area has the technical superiority, but Alibaba has the leading position in the cloud computing and artificial intelligence, etc., I believe both companies can accelerate the arrival of the IoT era.
The Smartmesh solution supports Bluetooth SIG's latest announcement of Bluetooth mesh technology and Bluetooth 5. MediaTek is a customized Bluetooth chipset (SoC) MT7581 and MT7583 designed by Alibaba with Bluetooth Smartmesh, automatic pairing, quick connect, Ultra low power consumption and other features, and is expected to mass production in the second half of 2018. Intelligent home devices using the program can quickly and automatically Bluetooth pairing and networking, will accelerate the layout of the Lynx elf as the center of the intelligent home ecosystem .