1.OPPO R15 starting Sony IMX519 sensor to promote photo upgrade from the bottom
Gathering micro-messages, taking photographs is the most distinctive label of OPPO, and it is also one of the most anticipated upgrade points for the upcoming OPPO R15. Following the new AI portrait model, 3-HDR and other innovative technologies, the OPPO official micro-blog released today News, OPPO R15 will also premiere the Sony IMX519 sensor.
As the most important component in the imaging process, excellent image sensors often bring higher sensitivity, wider dynamic range, higher resolution, lower power consumption and so on.
According to the official introduction, the IMX519 sensor size is 1/2.6 inch, which is increased by 7.7%; the single pixel area is increased from 1.12 to 1.22 microns, which is increased by 18.7%; the full-size sampling frame rate is increased by 100%, and it supports 60fps shooting. Thanks to the latest IMX519 sensor , OPPO R15 achieved double speed in shooting speed and light sensitivity.
For smart phone manufacturers, especially when they reach a mass scale of 100 million units, improving quality is an integral part of a brand's ongoing efforts to enhance product competitiveness. At the same time, how to co-ordinate upstream supply chain component supply to ensure product quality The sufficient supply during the release period has also become particularly important.
In 2016, OPPO successfully reached a cooperation with Sony and jointly customized the IMX398 sensor. OPPO R9s will undoubtedly become the first model. In 2017, OPPO and Qualcomm created the flagship image processor for the OPPO R11. Today, OPPO R15 succeeds again. Under the debut of the latest IMX519 Sony sensor, once again shows OPPO as the world's fourth-largest mobile phone manufacturers a strong supply chain control capabilities.
Of course, just like on both sides of the coin, the launch of the newest component also tests the tuning skills of a vendor. After all, an excellent user experience relies on the best combination of hardware and software. In fact, the OPPO's focus on photography has increased since the era of functional devices. In 2012, OPPO took the lead in launching the ultimate beauty, opening the entire mobile phone industry to self-make beauty era. National intellectual property data shows that OPPO has accumulated many core patents in the field of photography. At the same time, OPPO always has the most acute insight into young people. The need of users for taking pictures. It is precisely these that make us full of confidence in OPPO's optimization of IMX519, and it is also full of expectations for R15's excellent photo experience.
Today, OPPO officials have fully announced the stunning design of the OPPO R15 and its outstanding outstanding photographs. The distinctive labels for face value and photos have been further strengthened. However, it is still a long time before the official release of the OPPO R15. OPPO R15 obviously has more surprises waiting for us to discover, it is worth our continued attention.
2. China Memory Industry Development Forum: Great changes have already started;
The ubiquitous computing, communication, trading, management, decision making... digital storage faces an era of explosion.
On SEMICON China 2018 forum held in March 16th at the "China Memory Industry Development Forum", the memory industry experts conducted an in-depth analysis from different angles to share insights and seek common memory. From Spin Transfer Technologies, Pan-Lin Semiconductor, Tokyo Electronics, Changjiang Electronics Technology, Zhaoyi Innovation, senior experts and analysts from the industry and other industries of Chibang Technology have analyzed the market and technology trends from different perspectives. Memory packaging manufacturers from local memory manufacturers and local companies, Memory Application Design The plan manufacturers, related materials, equipment manufacturers' professionals, and leaders of the cities and development zones that are laying out the memory manufacturing industry in China and representatives of manufacturers gathered at the forum.
E. Jan Vardaman, President of TechSearch International, analyzed the future trends of memory packaging in the keynote speech of "Memory Packaging Trends: An Era of Change".
Mustafa Pinarbasi, CTO & Senior Vice President of Magnetic Storage at Spin Transfer Technologies, shared the theme of "Unlocking MRAM Potential" on the scene.
Harmeet Singh, Vice President Global of Universal Circuits, analyzed the themes of "The Challenges and Responses of Storage Manufacturing Technology" to analyze in detail the various challenges in the manufacturing process of next-generation storage devices, including their complexity, process challenges and corresponding solutions. And shared the manufacturing requirements and roadmap for future generations of storage devices.
Tokyo Electron's Head of Semiconductor Technology, Prof. Tony Koo, addressed the 'Advanced Memory Manufacturing Equipment and Process Innovation', and detailed analysis of how to address the challenges of DRAM and 3D NAND manufacturing through technological innovations in equipment and processes.
Scott Sikorski, vice president of technology strategy and product technology at Changjiang Electronics Technology Group, conducted a detailed analysis of the "memory advanced packaging route and the response of OSAT."
Su Zhiqiang, strategic market director of Beijing Zhaoyi Innovation Technology Co., Ltd., shared the theme of “Special Memory Market: Building Ecosystems to Promote Rapid Growth” from the perspective of industrial ecosystems, pointing out that the development of special storage is a suitable basis for China’s current industry and market. The correct direction, the construction of a sound ecosystem is the right path for the rapid development of special storage.
Guo Bangrong, research vice president of Jibang Technology, brought '2018 global memory industry's future development and in-depth analysis', and estimated that the memory industry will still be dominated by the three major memory factories in 2018. Although the price increase is not easy to see, it will still maintain high prices. Water level, a profitable structure that continues to this day. SEMI China
3.MSIG International Forum on Internet of Things: Emerging Applications Bring MEMS Third Wave Industry Development to the East;
The second wave of development of the MEMS industry driven by smart phones has come to an end.
At the MSIG International IoT Forum 2018 held on March 16th, IoT industry experts such as MEMS sensors, AI, systems, and applications, from the market and technical point of view, fully interpret the current industrial status and future opportunities for industry Nuggets.
MEMS sensors can be said to be the cornerstone of the smart industry. How can MEMS sensors and ICs be used to develop leading products that have 'real' needs? What is the technical support behind the outbreak of intelligent voice and AI industries? How can the IoT platform empower application development? It is an issue that needs to be faced by the industry to catch the next wave of market development.
Forum scene, including 5G and IoT industry representatives Huawei, Alibaba, ARM, Haier, the world's first MEMS sensor manufacturer Bosch Sensortec, China MEMS representatives Goertek, MEMSensing, MiraMEMS, solution providers INUITIVE, PNI sensor, and global pure MEMS generation Leading companies such as Silex, packaged ASE, and new piezo material manufacturer Evatec AG and other business experts, from the perspective of industrial applications to share.
Leopold Beer, President of Bosch Sensortec Asia Pacific Region, took the theme of “Internet of Things Difficulty” to analyze the current bottlenecks in the industry and explore solutions. Ding Xianfeng, Chief Technology Officer, IoT Division, Alibaba Group, “Internet of Things: Digital Physics World , Efforts to Realize Digital China" Keynote speech. Gore's senior vice president of the stock market Chang Gang brings dry goods sharing of the 'sensor application of the Internet of Things'. INUITIVE CEO Shlomo Gadot shared in detail the '3D sensor, machine vision, Deep learning and AI's role in the future of the Internet of Things'. He said that computer vision based on 2D, 3D multi-image sensors, coupled with microphones and IP connectivity and artificial intelligence technology, will give IoT technology innovation and application A revolutionary leap forward. Tomas Bauer, Senior Vice President of Sales and Marketing at Silex, shared in detail the key points of building a production line for MEMS sensors and its relationship with his keynote speech “Production Support for Mass Production in the Revolution of Sensors and Internet of Things”. The difference between IC manufacturing and manufacturing processes. There is also information about the Internet of Things brought about by the ASE Group. Share loading solutions, as well as round-table discussion on 'eco build things' of.
From MEMS to IoT, from materials to manufacturing, in the global IoT wave is poised to emerge, and emerging smart applications continue to emerge, creating and acquiring greater value in the MEMS and sensor industry chain is a matter of achieving commercial success and injecting continuous into the industry. The key to power. SEMI China
4.SEMI Global CEO: Talent, innovation, cooperation and win-win are the cornerstone of the growth of the semiconductor industry;
Ajit Manocha, SEMI Global President and CEO, and Ju Long, Vice President of SEMI China, and Ju Long, President of China, received collective interviews in mainland China, Taiwan, and US media on March 16. The year 2018 marks the 30th anniversary of SEMICON's entry into China, SEMI After serving China for 30 years, China has accompanied and witnessed the development of China's semiconductor industry from scratch in the past 30 years, the industry grew from small to large, and the development of system products from weak to strong. SEMI has become part of the development of China's semiconductor industry.
'The development of the semiconductor industry is at the best moment, and the Chinese market is undoubtedly the world's largest semiconductor market. 'Ajit Manocha is more confident about the vitality and potential of the Chinese semiconductor market, and the next wave of semiconductor growth is driven by the moment. Emerging application markets, such as emerging smart applications, IoT, AR/VR, intelligent transportation, artificial intelligence, big data, 5G, and machine learning, all require semiconductor technology. Under the favorable industrial market development trend, a benign and interactive industry as a whole The development atmosphere is another key point. Ajit said that this is also the role that SEMI has played in the past 48 years – it has become a bridge for industry chain communication and promotes industrial cooperation and win-win.
Ajit pointed out that 'connect, collaborate, innovate' is the main spirit of the SEMI service industry. To this end, Ju Long combined with SEMI's specific practice in China further added that this is the 'trilogy of the industry’s development', between the entire industry chain. The interaction, interaction and exchanges between the two parties can lead to opportunities for cooperation and win-win cooperation. Cooperation in the industrial chain and international cooperation are indispensable elements of innovation. SEMI hopes to adopt its own internationalization, specialization, and localization platform advantages. , Assuming the functions of the above-mentioned 'Three Steps'. For example, the SIIP China platform established by SEMI last year was committed to connecting the global industrial chain, bringing global cooperation into cooperation with the world, leading innovation and helping the sustainable development of the Chinese semiconductor industry. Speaking of the current issues that the global semiconductor industry needs to break through, Ajit particularly stressed the importance of talent cultivation. He pointed out that with the rapid development of the industry, the world is facing a shortage of talent. Ajit said that this is also entering In the era of 'SEMI2.0', a major focus of the service industry is to support the cultivation of industrial talents.
SEMI China has also carried out active work on the cultivation of local semiconductor talent in China. Ju Long introduced this year's SEMICON China exhibition. Specially organized Fudan University of Microelectronics students to visit and study on site. SEMI China also cooperates with Fudan University. The Institute of Microelectronics co-sponsored the establishment of the “Semi-Core Student Fudan Scholarship at Fudan University” to contribute to the cultivation of industrial professionals. Ju Long also indicated that he hopes to extend this scholarship to the whole country and encourage more students to enter the semiconductor industry.
In addition, Ajit once again reiterated the importance of advancing the development and promotion of industrial standards and the importance of industrial technological innovation. He also revealed that SEMI is planning to set up Thinktanks in the United States, Europe, and Asia to promote industrial technological innovation.
Ju Long is using 16-word sharing as a personal and SEMI self-satisfaction, and is also a higher level for the global and Chinese semiconductor industry, bigger and stronger expectations - 'Hai Na Baichuan, tolerance is big; Walled away, no desire is just He hopes that the global IC industry will adopt an open and inclusive attitude, fair and equitable competitive game rules, strengthen industrial chain communication and dialogue, eliminate misunderstandings, avoid unnecessary trade barriers, seek cooperation and a win-win situation, open up the market, and actively innovate. To seek the sustainable development of the industry. SEMI China
5. MediaTek initiation, KYEC operation
The test maker Beijing Yuandian (2449) announced that its net profit per share was 1.88 yuan last year, but it still generously allocated interest this year and allotted a cash dividend of 1.8 yuan per share. KYEC’s order book in March has seen a large rise, and it is expected that the first quarter revenue will be received. Only a slight decline of 2% to 3% from the previous quarter, the second quarter benefited from Intel, MediaTek, Hass, NVIDIA, tactical and other large customer orders all-round growth, revenue is expected to increase by 13 to 18% quarterly Rewrite new high record, among which, MediaTek's second-quarter test orders increased by 3~40% from the previous quarter was the biggest bright spot.
KYEC announced its self-settlement of its financial statements last year. In the fourth quarter of last year, the consolidated revenue decreased by 7.2% to 4.803 billion yuan, which was 8.3% lower than the same period of last year. Due to the appreciation of the exchange rate of the Taiwan dollar against the US dollar, the capacity utilization rate decreased. Loss of return on investment from the industry, net profit after taxation attributable to the parent company in the quarter was RMB430 million, a decrease of 34.4% compared with the same period of the previous year, and net profit per share was RMB0.35. Last year, the consolidated revenue was RMB19.687 billion, which was 2.0% lower than the previous year, which was the annual revenue. The second highest in history, the net profit attributable to the parent company for the year was 2.243 billion yuan, a decrease of 25.1% from the previous year, which was mainly affected by the sharp appreciation of the exchange rate. The net profit per share was 1.88 yuan, which was in line with market expectations.
The Board of Directors of KYEC decided to allocate 1.8 yuan in cash dividend per ordinary share this year, including a cash dividend of 1.4 yuan for surplus distribution, and a cash dividend of 0.4 yuan in capital reserve. Based on the closing price of 31.20 yuan on the 16th day of KYEC, the cash dividend was collected. The interest rate is 5.8%.
Due to the inventory correction period for Apple's iPhone component supply chain and the apparent appreciation of the NT dollar, KYEC’s operating performance in January and February was not outstanding, and the combined revenue for the first two months totaled 2.944 billion yuan, compared with the same period last year. 7.8% reduction. However, as the Android camp mobile phone began to enter the spare parts stage, KYEC benefited from MediaTek, OmniVision, Texas Instruments, Wonderland and other orders after rapid growth in March, corporate estimates Beijing Yuandian’s revenue for March is expected to increase by more than 20% on a monthly basis. In the first quarter, revenue will only decline by 2% to 3% from the previous quarter.
With the continuous supply of goods in the mobile phone supply chain, KYEC is optimistic about the outlook for the second quarter. Legal persons said that orders such as MediaTek, Coway, and Wonder King continued to strengthen, including Intel, Huida, ST, Lianhe, Hai Considering that Renesas's major customer orders are clearly retracing. Among them, MediaTek mobile chip shipment volume, KYEC's order volume in the second quarter increased by 3 to 40% from the previous quarter, which is the brightest point in the next quarter.
The legal person is optimistic that KYEC’s revenue in the second quarter will decrease month by month. Single-quarter revenue will have the opportunity to reach 5–55 billion yuan, up 13% to 18% from the previous quarter, and have the opportunity to hit a record high for the quarterly revenue. In the quarter, due to entering the peak season, revenue is expected to challenge upwards of 6 billion yuan. KYEC does not comment on corporate financial figures. Business Times