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1. Guo Ming Chi: 2018 iPhone chip intel exclusive supply Qualcomm has been out;
Set the micro-network news, according to KGI analyst GUO Ming-ming in the latest investor report pointed out that Intel may become the exclusive baseband chip supplier of all new iPhone in 2018, and Qualcomm will be completely out of the way before a change from Qualcomm and Intel Will also provide the baseband chip to Apple's forecast, which Qualcomm is a big defeat.
It is reported that, at present, Intel's chip technology advances have been able to meet the performance requirements of Apple.Industrial baseband chip now supports CDMA2000 and dual-card dual standby.In addition, Intel offers more competitive prices.
In addition, Guo Mingli pointed out that at present Apple is playing a litigation battle with Qualcomm, a comprehensive switch to Intel chips will weaken Qualcomm bargaining power.
According to the "Wall Street Journal" quoted sources as saying in October last year, Apple considered the company released this year's iPhone and iPad equipped with Intel chips, MediaTek chips may also break into the Apple supply chain.However, in the latest report, Guo Mingfu did not mention MediaTek .
2. MediaTek fine-tuning, TSMC members to join;
Set micro-channel news, the mobile phone market downturn, MediaTek strategic adjustment first 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%.
In addition to the adjustment of product structure and company-level adjustments.According to sources, since February 1, MediaTek announced another wave of organizational adjustments, the research and development department to maintain the original MediaTek team, non-R & D from the members of TSMC Join.
Sources also pointed out that Cai Li-line for the past, the strategy of Pantech Group Branch will be more flexible, more flexible in the operation of subsidiaries, such as the subsidiary gross profit margin lower than the average group, it will be re-divided and independent, so that Other companies to invest, take risks together, but MediaTek still have the absolute dominance.
For this adjustment, MediaTek Financial Spokesman Gu Dawei responded that if any major personnel changes or subsidiaries, MediaTek will be announced according to law, but currently no change in charge of each business unit, its subsidiary Morningstar is also subject to Limitations related to antitrust.
For 2018, MediaTek president Cai Lihang said that looking forward to the first quarter of 2018, belong to the traditional off-season, the demand for smart phones has not yet recovered, especially in the Chinese mainland market is more obvious, including the first quarter of the Internet of things is the off-season, the first MediaTek mobile platform operations quarter, including smart machines and tablet shipments forecast fall in the 7500 ~ 8500 sets.It is expected that new products in smart phones start heavy volume in the second quarter, coupled with other growth products led MediaTek to the next Half-season peak season effect is obvious.
3. Samsung's first car dedicated chip exposure: with independent NPU;
IT Home February 4 News Samsung unveiled the industry's first 5G automotive solution at CES 2018 in January of this year, also known as the Telematics Control Unit (TCU). In addition to the new TCU, Samsung also offers a short update on its Intelligent Digital Cockpit platform.
Samsung pointed out that the Intelligent Digital Cockpit was designed to bring together clusters of cars and entertainment systems, unifying dashboards, automotive system controls, climate control, media and more into a single panel, all thanks to Harman's audio solution, Samsung's Bixby assistant, and cloud computing.
Today, the digital blogger @ Ice Universe is even more exposed Samsung will release the first car-specific chip 'Exynos Auto', this chip will be integrated into an independent NPU unit, which means that it will become Samsung's first integrated neural network processing unit Processor.
In addition, this chip will integrate LTE baseband.
4. Jie force chairman: MOSFET market supply is still tight this year
Since last year, a lot of electronics industry upstream materials appear tight supply, and even price increases and other circumstances, the metal oxide semiconductor field effect transistor (MOSFET) is also the market's attention products.On January this year, Opteron listed Jie Li Technology (5299) chairman Li Qilong said that this year's MOSFET market supply is still tight, orders can be maintained robust, raw material gains is indeed the key to full-year results.
In addition, Li Qilong stressed that Jie Li MOSFET and power management IC have advantages, so optimistic about the growth of operations this year, the following is an interview summary:
NB shipments accounted for more than 60%
Q: Jie force the current distribution of the main products and operating weight?
A: At present, R & D, design and sales, operation and R & D teams of power components and power management ICs are mainly composed of Taiwan's members with extensive experience in product development of the semiconductor industry. The products are widely used in notebooks, motherboards, video cards , LCD TVs and monitors, sweeping robots, remote drone and other electronic products, sales in Taiwan and mainland China, the end-users are mostly first-line manufacturers for related applications.
Jie Li product line includes MOSFET, power management IC, integrated power management IC three major projects in various countries apply for nearly one hundred patents, including the United States patent 26. MOSFET product line has caught up with foreign investors, only half a generation behind in the three major Operating products, MOSFET accounted for 67%, in addition to power management IC, integrated power management IC.
Economic Daily offers
The downstream market distribution point of view, the current main shipments of laptops up from 39.2% the year before last year to 60.7%, of which 60% of the downstream lock business notebooks, the major domestic foundries, including Quanta Quanta , Compal, Wistron and Shuo Wo are all major customers, in recent years, the proportion of global commercial notebook shipments have been increasing.
Q: Jie Li in the industry's competitive advantage?
A: The biggest difference with the industry and the competitive advantage is a complete vertical integration, Jie Li is not only the production of MOSFET, also developed power management IC, each product has its own technology. Most manufacturers in Taiwan is not specifically designed for power management IC, is Professional factory MOSFET, while Jie Li is vertically integrated, so in product compatibility and solve customer power management more competitive.
Vertically integrated competitiveness
Q: Why the last year the supply of MOSFET is tight? Supply and demand situation this year?
A: Since last year, the shortage of MOSFET in the upstream material supply is mainly due to lack of material in the wafer substrate. In terms of demand, the output capacity of international manufacturers is shifting from the PC and 3C-related markets that supply the largest volume to the emerging automobile and electric vehicles After the market, the supply of more obvious deficiencies.Analysis of internal market demand throughout the year is still strong, the overall market conditions.
Most semiconductor research institutions this year is still optimistic about the market is expected to MOSFET supply conditions will not change much, still in short supply, at most only a slight balance, but not yet the level of supply and demand balance.
Q: The legal person believes that the key point for the MOSFET factory to make a profit this year is whether it can raise the price to reflect the cost. Is this also true for Jie Li?
A: Since last year, some of the upstream part of the actual price increases, if the majority of MOSFET industry, the profit this year can maintain high-end, or even growth, is indeed in the upstream cost increases, the ability to lower the price of downstream MOSFET products.
Jie Li situation is not the same, Jie strength scale in the industry is not too large, but most of the orders were originally based on the higher technical threshold, high gross margin orders based in this case will not directly face the margin is compressed Case.
Smart appliances play a new engine
Q: This year's growth momentum?
A: The original shipping market, the expansion of the main commercial laptop, the other growth momentum from the downstream emerging applications such as smart appliances, more and more integrated intelligence, power control, are this year Jie Li shipping source of growth