"Nihon Keizai Shimbun" quoted sources as saying that Ziguang Group had originally promoted its plan of sharpening this year's IPO, which is expected to be postponed until the end of 2019. Sources revealed: 'Although Ziguang hopes to promote its Zhan Rui listing to raise more funds , But a senior government official has different opinions on when to go public. This is one of the key reasons why the listing plan has been postponed.
Set Micro Comments: This year's listing has been very difficult.
2. The smart phone market in Mainland China is picking up, the demand for smart speakers is rising, and the industrial chain benefits
Taiwan’s new products, such as the Apple HomePod smart speakers, have increased by 40% to 50% year-on-year. This will be the most prosperous quarter in the calendar year. As of this year and next year, capital expenditure will be used to expand factories. , Investing in new materials, upgrading technology, and investment benefits are expected to be presented in 2019. Capacity will be doubled by then. The growth of China Mobile's mobile phone customer operation is expected to grow steadily, and the type and proportion of supply of iPhone soft board products will continue to increase. And the continuous improvement of the design and specifications of the iPhone's soft board products will steadily expand production by 5-10%.
Set Micro Comments: The mainland market smart speakers really like the United States to break through still need to find the real selling point.
3, Ether Optics ASIC chip will be on the market? Memory may face challenges
Recently, foreign media reported that Bitland has developed an 'Application Specific Integrated Circuit' (ASIC) chip specifically for excavating the Ethereum, which is expected to ship in the second quarter of this year. Bitland may be the first company to launch an etheric ASIC. In addition, at least three manufacturers are also developing ether ASICs. As F3 will have greater memory and lower power consumption, it will also bring more for foundry leading TSMC and related memory manufacturers. Business opportunities. Currency circle pointed out that ETHASH algorithm is heavily dependent on the ram bandwidth algorithm, ASIC is not high cost performance, save only the cost of the GPU, but to be memory maker Samsung Micron Hynix harvest a wave.
Set micro-reviews: Virtual currency is hot to seize too much semiconductor industry chain and component resources.
4, SMIC announces 2017 financial report with revenue of USD 3.1 billion
Recently, SMIC’s board of directors announced the company’s audited consolidated results for the year ended December 31, 2017. Revenue in 2017 recorded a record high of US$3,101.2 million, compared with US$2,914.2 million in 2016, an increase of 6.4%. The proportion of revenue from 28nm rose rapidly from 5% at the beginning of the year to 11.3% at the end of the year, a year-on-year increase of 443%. Great progress has been made in the improvement of HKMG yield at 28nm, and it is even higher at 14nm R&D. It is a gratifying progress. The device yields are well within the internal target.
Set Micro Comments: SMIC needs to continue to improve its technology accumulation and hopes to achieve a breakthrough at 14nm as soon as possible.
5, US companies rely on the Chinese market ranking
According to U.S. Treasury Secretary Steven Mnuchin, U.S. Trade Representative (USTR) Trade Representative Robert Lighthizer writes to Chinese Vice Premier, Letters from the Chinese leader of the China-U.S. Comprehensive Economic Dialogue, Liu He, Trang The general government hopes that China will partially send Japan and South Korea’s semiconductor purchase orders to the United States. The latest industry data shows that among the top four chip makers in the world, South Korea and the United States each have two seats.
Set Micro Comments: The United States is of course wary of the rise of China's technology, but US companies can hardly give up on the Chinese market.
6, Daddy: Semiconductors become the key to the U.S. to contain China
There are many comments on the trade war between China and the United States. Some of them are self-conscious and others are bright and muscular. They are not right. They cannot ignore China's progress because of the Trump 301 investigation; they are not necessary to show off muscles, and the US is far ahead of China in high-tech fields. In order for China to rise, it is only self-reliance, relying on support for local industries, and relying on China's huge market. When China comes to correct its own industrial policy!
Set micro-reviews: China's excessive wartime hype over the past two years has led to a lot of caution in the United States, but it always comes.
7, Innolux, BOE to increase output
Since the Innolux 6th Generation Line and the BOE Fuqing 8.5 Generation Line increased the production of display panels, the display market is expected to end the 7-year continuous decline in shipments, but the supply-demand ratio has also changed from approximately 1% in the past to 4.9%. This year, the monitor panel may be oversupply.
Set Micro Comments: The panel plant continues to expand production capacity, mobile phone, computer, television industry growth is slow, the future excess capacity is inevitable.
8, The trade war has spread to the LED industry? The US company accused 11 Chinese companies of infringing patents
According to the US International Trade Commission, on March 27th, U.S. Ultravision Technologies submitted an application to the U.S. International Trade Commission pursuant to Section 337 of the U.S. Customs Act of 1930, alleging exports to the U.S., imports in the United States, or sales of U.S. LEDs. The lamp driver and its components infringe its patent rights and requested the U.S. International Trade Commission to issue a general exclusion order and prohibition order. The 11 Chinese listed companies are listed companies, most of which are LED display companies, namely Alto Electronics, Abby Sen, Lehman Optoelectronics, Shanghai Sisi Electronics, Zhouming Technology, Yuanheng Optoelectronics, Liya De, Lianchuang Jianhe Optoelectronics.
Set Micro Comments: There will be more and more patent disputes between China and the United States.