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. Bit mainland CEO: last year's revenue of 2.7 billion US dollars Super Exhibition News second only to Hass;
Set micro-grid news, the recent bit co-founder and co-CEO Jennifer Group accepted the "Business Week" interview, revealing many previously unknown insiders. Set micro-network extracted as follows:
'From the revenue perspective, we are already the second largest IC design company in China.' 'When the BJ continent accepted an exclusive interview with Business Week, it disclosed for the first time that its revenue in 2017 was about 2.5 billion U.S. dollars, surpassing Spreadtrum to be the second only to Hass The mainland's second largest IC design company.
Not only that, since the second half of last year, bit mainland China has become the second largest customer of TSMC in China this year is more likely to rank among the top 5 customers in the world.Comington Securities semiconductor industry analyst Hou Mingxiao estimates, cryptocurrency mining chips, this year accounted for TSMC revenue Look at 7%, of which about 80% of orders from the bitter mainland, 'It contributes revenue to TSMC this year, and may even exceed (Huawei's) Hisilicon.'
Although it is different from the traditional IC design companies, not directly selling chips, but the chips on the mining machine for sale, and bitcoin mining revenue, but a conservative estimate, just this year, the amount of the order placed by TSMC, it has surpassed Taiwan The second largest IC design company Lian Yong last year revenue.
The legendary chapter, written by Wu Ji-han, co-founder and co-chief executive of Bitcoin, a 32-year-old native of the mainland, put forward his idea of starting a business in mainland China and hosting the business and finance. It is even more legendary as the richest man in bitcoin in China. It is estimated that more than 60,000 bitcoin are held by individuals.
If Wu Ji Han break out the backbone of the continent, behind him fill in flesh and blood for this kingdom, built a moat, is the technical background of the Zhankuan mission.
Jennifer, 39, likes to think philosophically, read history books and science fiction. When interviewed, he usually thinks after a few seconds to answer long questions and short sentences, sometimes only answering a 'yes' Say: 'I may be the quietest CEO you interviewed.'
In 2013, Wu Ji-hyn was looking for the Zhankuan Group and hoped that he would assist in the development of the mining chips. The next day, Zhanke Group decided to join the bittern only after spending two hours reading bitcoin related materials.
'I found this bitcoin a great thing and that's what I'm looking for!' Jenkins said he began to think about the impact of inflation on human life 10 years ago. 'Why do people now want to stop Run, will not be thrown out by inflation? When I saw Bitcoin immediately understand that this may be antidote. '
At that time, although bitcoin was in the Warring States Period, there were about 50 vendors in the industry devoted to the development of mining chips. However, for TSMC, it is still an unknown area. 'It saw two young people come to me to do chips and feel Are we a liar? "Jennifer said with a smile.
Jenkins made a briefing on bitcoin to TSMC's Beijing operations team and secured it by way of prepayment, starting with the relatively mature 55nm process and proceeding to advanced processes such as 28 and 16nm. "They have a business girl in Beijing , But also because of this (referring to bitcoin, take orders from the mainland of the continent) get a lot of rewards internally, known as the 'bitcoin queen' of TSMC.
The mainland of China can grow from zero to over 2.7 billion U.S. dollars in five years, though it is related to the soaring market of bitcoin in recent years. However, it can be one of the few big winners in the mining industry based on two key points.
The first is the Zhankuan group's doctrine of the golden mean.Beijing's core competitiveness lies in the design of energy consumption per unit, the highest computing efficiency of mining chips.First, mining chips have large and small size of the battle, large-size chip computing efficiency Strong, but high power consumption, heat dissipation difficult to solve, long design time, drag the product to market, the characteristics of small chips on the contrary.
At the philosophical level, Chinese people pay more and more attention to the doctrine of the Middle East. The likes and dislikes of the Zwick group chose to design medium-sized chips in an effort to strike a balance between the energy consumption ratio and the product development schedule. "At first I wanted to say whether I would Did you make a mistake? But a few years later, I was not the same, and it was right. 'He laughed.
Second, there was a winter peak, with bitcoin falling from around $ 1: 950 to around $ 1: $ 309 in 2014. At that time, the bitcoin was fortunate to survive due to the higher cash level, Capital collapse chain collapse, or reduce research and development resources, the company did not stop its research and development at the trough, next year after the launch of a new generation of chips and mining machines, swept the market, the market share of more than 8% of the brand.
'For the traditional companies, this year's business is so big. Next year's business is so small that they certainly can not stand 3. For us, big time, we should think about next year will be so small, to prepare more cash, the future even if the price The downturn for three years, the company still have to be able to live well. 'Jenkins Mission said.
In view of the company if all the business pressure on bitcoin, is not conducive to long-term development, coupled with the mining chip market continues to expand, other IC design giant is likely to join the competition .Two bitcoin industry overlord, now also Start the transformation.
The year before last year, Zhanke regiment began to develop AI chip, hoping to break the IC design world, "a generation of boxing champion 'spell currently image identification as the direction and apply their experience in bitcoin mining machine, not only sell chips, but the chip together Software, algorithms are wrapped in the server, machine sales, increase the added value.
In order to recruit suitable candidates to reduce the barriers to entry into the field of AI, Zhankuan Mission and Wu Ji-han often go out to dig in one's arms. The generation of champion is a very real situation. We are entering the AI market with a second pioneering spirit. Is to be modest, really do not know, learn more with others' Zhankuan said AI chip R & D manpower now has 300 people, more than bitcoin mining chip R & D team size.
At the same time, the immediate need to address the issue of changing the number of employees to five times a year is a very real management issue. 'Now that we strive to build the company's culture, systems, and IT systems, these basic things must be promptly demonstrated.' ' Revealed that he is reading the best-selling book "The Lean Startup" in the US business community to strengthen its management capabilities.
In the future, BIT continent will continue to work closely with TSMC and is expected to adopt more advanced processes such as 7nm, but no advance payment is required. In addition, it also cooperates with Taiwan's IC packaging and testing, passive components and motherboard manufacturers and recruits engineers On the morning of the interview, the Zhanker delegation interviewed the interviewers in the morning and went to Taiwan at least once a season.
A five-year-old company can quickly become the big client expected to contribute more than NT $ 60 billion to NTD this year. The year-end success of Wu Ghan-Han and Zhank-Hui Group decided half the year, but in the future, Bitcoin boom cooling, and even all the day when the mineral digging, AI second start-up success? Two names can continue to stay in the semiconductor celebrities standings? Test the two bitcoin empire hegemony, whether Transform courage and ambition into management and execution.
2. Guo Ming 錤: can become a new iPhone aluminum metal box suppliers;
Set a micro-channel news, analyst Guo Ming-chu issued a research report is expected to handset shell plant into the second half of this year, the new iPhone supply chain, aluminum frame suppliers are still.
According to Kwok Ming-yan analysis, can be focused on the production of the new 6.1-inch LCD iPhone aluminum metal frame in the second half of this year, favorable revenue and profitability, mainly due to the LCD iPhone is expected to demand higher than the OLED models, favorable aluminum metal frame shipping kinetic energy; Due to design changes, unit price is expected to increase 5% to 10%.
Guo Ming-tao recently released the latest report, amending the report in November last year, when referring to this year will ship the new iPhone stainless steel box .He pointed out that in the second half of this year's new iPhone, the box can still be supplied for the aluminum Business
Mr Kwok said aluminum box suppliers could have experience in designing and manufacturing aluminum frames, as well as experience in working with three EMS plants that produce 6.1-inch LCD iPhones. Based on past experience, new designs will be available , New materials or new process orders, the second year due to the improvement of production to improve profitability is expected to become the second half of this year, aluminum metal box profit, will improve compared with the second half of last year.
3. pass mainland investors will be allowed to trade in the US stock market;
Set micro-news, the fastest in this year, mainland investors may trade such as Alibaba shares in the United States out of technology stocks.
The South China Morning Post reported that the detailed rules for the exchanges in Shanghai and Shenzhen may allow mainland investors to trade mainland-based technology companies such as Alibaba that are listed in the United States as soon as this year.
The paper quoted sources as saying that VIE-related restrictions are unlikely to be withdrawn in the near future, but domestic deals for overseas listed stocks may be easier to achieve.One possible approach is to select a basket of stocks listed in the United States, introduce market-makers, trade and settle on mainland time .
VIE refers to the control structure of Mainland domestic companies controlling domestic operating companies through the establishment of offshore companies and related shareholding structures and control agreements, etc. so as to realize the control structure of "domestically engaged in business operation and overseas entities listed overseas".
Mainland technology companies such as Baidu, Alibaba, Tencent and Jingdong, Sina and other technology companies are using VIE structure in the A-share market. If these high-quality technology companies and A shares missed, means that A-share investors will not be able to share them High dividend brought by.
According to the report, the discussion and preparation of the above concept of possible shares in the aforesaid possible transaction accelerated after Xiaomi decided to go public in Hong Kong. As the SFC system convenes its annual work conference this year, the outside world has reported that the overseas listed technology giant may return to A Stock policy signals.
The 2018 Work Conference of the CSRC System held in Beijing at the end of last month put forward that in order to serve the national strategy and build a modernized economic system, we should absorb mature and effective international capital market systems and methods, reform the issuance and listing system, and strive to increase the system's inclusiveness And adaptability, increase new industries and new industries new mode of support for new models.
Jiang Chaotiao Hai Tong Securities team believes that in terms of system adjustment, two points worth learning from: First, the profitability of innovative corporate finance requirements improved, only to see the profit pointer will miss the innovative businesses like Amazon, the second is the same share the right to Institutional arrangements, it is this point to attract the world's best companies such as Alibaba.
4. Return to the year Nokia smart phone sales of 8.45 million units;
Set micro news, December 1, 2016, a company from Finland, HMD an announcement instantly flash the same day the company announced that the company received 10 years exclusive license Nokia brand and with Foxconn, Google and create a unique Strategic cooperation mode.Future HMD is responsible for sales, marketing and product positioning, Foxconn responsible for the production and research and development.In fact, HMD, including CEO, CMO, Greater China president, etc. Almost all of the core members are old Nokia mobile phone employees.
Return to the year, new Nokia sales how?
Recently, the latest analysis data released by Counterpoint, a world-renowned research company, shows that in the past four quarters, the number of smartphones sold by each quarter of Nokia continued to grow. In 2017, the share of HMD in global smart phone sales was 1% with a total of 8.45 million.
At present, Nokia is still producing functional machine, it is learned a very large number of only 13.5 million units were sold in the third quarter, and the fourth quarter in the field of functional machine into the top five in India.
From the product perspective, the HMD team quickly adapted to the fierce pace of the current handset market over the past year, introducing 11 models of handsets in a year with their own distinctive features such as Nokia 6 being the first Nokia Android smartphone, Nokia 3310 colorful and fashion changed people's perception of function machine, Nokia 8 first Zeiss certification ...
Xu Lixin, vice president of HMD and Greater China vice president of HMD, said in a short period of one year, Nokia mobile phones have entered a series of new products in 170 countries in more than 80 markets around the world and their official websites are also presented in 48 different languages, This laid a solid foundation for future development.
5. Japanese mobile phone brand defeated: Sony quarter sales of only 4 million, Fujitsu is being sold;
Set micro-grid February 3 reported
Yesterday, the world's leading data research institute IDC released the latest mobile phone market report, the world's top five brands were Samsung, Apple, Huawei, OPPO, millet in 2017. If South Korea, the United States each seat, according to the geographical division of the brand, and China's overall counterattack occupy three However, Japanese brands that once flourished have long since disappeared.
Back to the eve of the arrival of smartphones in 2010, Sharp, Fujitsu, NEC, Sony, etc. are also brilliant moments.With Japanese companies in the music, camera world-leading edge, at the time of the dominant function machine at that time, the main music, camera phones in Japan Reap a large number of fans users.
The era of smart phones, the Japanese brand collective retreat NEC back out of the smart phone industry as early as 2014, and Sharp has also been acquired by Foxconn.With the fate of the upcoming Fujitsu, they announced on January 26 this year, is Negotiate to sell its cellphone business to the investment fund Polaris Capital Group.
At present, there is still a certain amount of shipments remaining only Sony, but the latest official disclosure data show that it also completely reduced to niche brands.Sony mobile sold only 4 million Xperia phones in the most recent quarter, down from the same period last year 22%, the department's operating income fell 25% to 15.8 billion yen.Sony again once again lowered the full-year forecast, fiscal year 2017 (as of March 31, 2018) is expected to be sold 14 million .Previously Expected shipments are 15.5 million.
Data show that Japan is currently the largest market for Apple sales, accounting for about 60% market share, the second is Sharp, accounting for about 10% of market share, SONY came in third Bit, accounting for about eight percent of market share, followed by Huawei, Samsung.
In recent years, Chinese brands are also aggressively exploring the Japanese market, for example, the Huawei P10 Lite ranked No. 1 in sales of smartphone models in Japan's BCN rankings in December 2017. On January 30, OPPO Held a press conference in Tokyo, Japan, announced the official entry into the Japanese market, and released a full screen camera phone OPPO R11s.
Some commented that the decline of Japan's smart phone industry, but also the signs of weakening the entire consumer electronics in Japan.Most important global semiconductor and electronics manufacturing industry chain is turning to China, the future of China's electronic products will usher in glory.
6. iPhone X sales disappointing Apple shares fell 4.34% on Friday
Reuters reported that although Apple hinted on Thursday to return large amounts of cash to shareholders, but this is still not enough to appease those who fear the company's prospects will become dim investors, because there are reports that the company's flagship product iPhone X production The plan was drastically cut in the regular Friday Nasdaq shares, Apple shares closed at 160.50 US dollars, down 4.34% over the previous day.
iPhone X is the first iPhone to have a major change in design since the release of iPhone 6 in 2015, and many expect iPhone X to drive iPhone sales soar.
On Thursday, Apple said the iPhone sold less than expected on Wall Street during last year's holiday season, and the company expects its revenue for the fiscal second quarter of fiscal 2018 to March of this year to be 60 billion to 62 billion US dollars between the gross margin of 38% to 38.5% between.
Thomson Reuters I / B / E / S data show that after analysts on average expected Apple's second-quarter revenue of 65.7 billion US dollars, gross margin was 38.9%.
Analysts at Longbow Research, a market research firm, said second-quarter iPhone shipments are forecast to fall below 50 million, compared with analysts' average estimate of 58.5 million, according to the company's fiscal second-quarter revenue outlook.
Analysts at Longbow Research say: 'We now forecast that iPhone shipments will be 221 million in FY 2018, compared with 235 million previously expected.'
On Thursday, Apple Chief Financial Officer Luca Maestri said the company had a net cash balance of about $ 163 billion on its balance sheet and plans to balance cash and debt, adding: Over time, we are working to turn the capital structure into a net-neutral condition, and the cash and debt levels on our balance sheets will be nearly the same, and we will reduce our net cash to 163% from 163 billion U.S. dollars. '
Ma Estri's remarks, so that Apple shares rose after trading in the disk about 3%.
Analysts at US brokerage KeyBanc released a report that downgraded Apple's stock rating from 'overweight' to 'wait and see', reporting that 'the iPhone's' sell-through' appears to have declined in the first quarter , While weaker-than-expected revenue forecast for the second quarter strengthened our view of the smartphone market saturation.In addition, the results of the first quarter of Apple's gross margin and second-quarter outlook did not reach our This is expected to reduce our target for potential future profit growth for Apple. "Apple 2018 First Quarter ended December 30, 2017.
Earlier, 29 of the 39 analysts tracking Apple stock gave the stock a "buy" rating or higher, but Apple's first quarter results were either mixed or mixed, triggering a different reaction from analysts At least three brokerages have raised their target price for Apple stock, largely on the back of a possible cash return for investors, while three brokers cut their target price for the stock.
Analysts at KeyBanc said the 'expected return on (Apple's) cash should support the share price, but we do not think it will drive the stock up.'
An analyst at investment bank Bernstein said: 'The conclusion is that the iPhone X / 8 cycle is disappointing.Although Apple may implement a large-scale repurchase, boost the benefits of the next few years, but we do not know this A factor has been included in the current share price, and noted that Apple's long-term tax rates may be raised.
Some analysts are confident about the future of Apple, Citi Research analyst CitiResearch last month to give Apple a "buy" rating, they believe the negative impact of Apple's performance is exaggerated.They said: 'We are convinced that in the past few weeks The perception of Apple stock is too negative for news, and we think the negative sentiment is excessive and our key view of Apple has not changed.
US time on Friday, the United States Dow Jones index fell 665 points, making this week the Dow has been the worst in nearly two years the past week.