Supply chain news shows that OPPO appends additional orders to relevant supply chain manufacturers before the Lunar New Year holidays to replenish stocks urgently, the number of orders is quite huge, including the addition of millions of low-end camera lenses and panels (screens). , These are urgent orders, which also allow providers such as profit-year shipments busy scene.
Set micro-comments: chasing a single does not mean that the ebb of the smart phone has passed, the overall situation of 2018 smart phones showed a downturn.
2, Qualcomm announced 5G significant progress Has been with 19 OEM + 18 operators to cooperate
Recently, Qualcomm announced that its Snapdragon X50 5G new air interface (NR) modem series has been selected by a number of wireless network operators and OEMs around the world to support the trial of 5G new air-to-ground mobile networks and terminals in 2018, which means Qualcomm The 5G new air interface mobile solution for smartphones is ready to push commercially viable 5G new air interface products and services up to 2019 as soon as possible.
Set micro-comments: Although Qualcomm acquired NXP is not smooth, but also suffered Broadcom acquisition, but business, technological progress is very prominent.
3, SMIC latest earnings interpretation: Liang Mengsong effect began to show
SMIC said that through the establishment of 12-inch fabs with state funds and Shanghai IC Funds in the form of joint ventures, the company can speed up the introduction of advanced manufacturing processes and products with the support of the government industrial funds, Manufacturing capacity expansion caused huge cash investments and huge depreciation costs.At the same time, the company believes that with the National Grand Fund and Shanghai IC Fund through joint ventures and capital increase agreement, and the proposed transaction to establish a partnership, in line with the company And the overall interests of shareholders, is conducive to the sustainable development of the company.
Set micro-comments: SMIC hopes to become state-backed industrial revitalization Following the BOE after another prototype project.
4, National Micro's 'troubles': under the traditional chip support tuyere performance
At present, NSK's core business includes radio and television chips, intelligent video monitoring chips, solid state memory chip business and chip design. The mid-year report of 2017 shows that in the revenue from the core business of China Microelectronics, revenues of radio and television series chips decreased year on year 57.68% revenue from smart video surveillance chipsets decreased by 66.04% YoY, revenues of solid state memory chip products increased 5067.55% YoY and IC design revenue decreased 47.97% YoY. The fluctuations of the revenue from the four main businesses were more pronounced.
Set micro-comments: China Micro-market rely on live broadcast star business, still live-star is still the main SSD controller although the development is completed, but to make a substantial contribution to revenue, still early.
5, Nanjing Jiangbei New Area 2018 first major project was started to build chip city
According to the person in charge of Economic Development Bureau (China Merchants) of Jiangbei New District in Nanjing, there are 8 science and technology service projects and 7 innovative carrier projects focused on the project with a total investment of 25.8 billion yuan and a planned investment of 5.85 billion yuan in 2018, of which Both the industrialization projects in the frontier areas such as the Big Data Industrial Park in Jiangbei New Area and the high-end industrial innovation platform projects such as the Innovation Center for Modern New Industries in the New Area are under way. Fourth, highlighting the key points of construction and speeding up the construction of "two centers and one center" in combination with the layout of the leading industries in the New District.
Set micro comments: In the past two years, the global semiconductor manufacturers are being invited by local governments in all parts of the country to set up factories, although quite a mixed bag, but in the long run the promotion of China's IC industry will be quite obvious.
6, pass Apple OLED order Q2 and then cut half, the season has cut half
South Korean media etnews quoted industry insiders as saying that the earlier news that Apple may suspend production of iPhone X in the middle of this year is increasing in authenticity as the iPhone X exclusive OLED panel supplier Samsung Display came out and has notified its own in mid-January Component suppliers, to reduce procurement in the first half.
Set micro-comments: iPhone X experienced a hot start in the early stage of sales soared, the price is too high is the main reason.
7. 2017 China graphene photovoltaic industry patent applications lead the world
Recently, Jiangnan Graphene Institute and Jiangsu Provincial Intellectual Property Research Center released "Patent Analysis Report of Graphene Photovoltaic (2017)." The report shows that as of August 31, 2017, the number of overseas patent applications for the graphene photovoltaic industry was 1,852 , The number of domestic patent applications is 2,312, the domestic patent applications are in a leading position in the world and the technology development is in a period of rapid growth.
Micro-comments: In the past few years, SIPO was a bit loose on patent application review. Coupled with the support and encouragement from all over the government, the number of patent applications surged, and the rise of patent indexes in various industries in China was understandable. However, the number of core patents was not necessarily certain .