Looking at Qualcomm's 5-year compound growth rate, revenue fell 2%, net profit fell 18%, operating cash flow fell 12%, and liabilities rose 30%. Net profit fell from 28% in 2013 to 11% in 2017. 2017 The year was YoY's largest year of decline, and it also faced considerable financial problems. Apple and Samsung each contributed approximately 10% of Qualcomm’s revenue, and OPPO and vivo combined currently also contributed to Qualcomm’s revenue of more than 10%. Mobile phone chip factory, Apple, Samsung, Huawei and other top three mobile phone chip makers have a high self-preparation rate, the space of third-party suppliers is compressed, so OPPO, Xiaomi, Vivo and other three major customers are the most important customers.
Set micro-reviews: Single from the chip procurement perspective OV shoulders Samsung Apple, but from the payment of the patent fee, if Apple does not stop the payment is still far higher than OV.
2. Seeing why China is not to be seen by the international community from chip makers
Industry, technology can not climb, is the country's most important determinant of whether to go out of the middle-income trap, or even the factors that promote the ecological and political ecology of the upper society. In addition to those resource-based countries (such as Saudi Arabia), all developed countries are developed The fundamental reason is to stand tall in the technology tree and industrial tree. The old developed countries began to climb from the industrial revolution, but lately, although Korea is late, it is still catching up. Ordinary agriculture, low-end manufacturing cannot make the country Wealth, those industries can not have excess profits. Only work with technical content can bring great returns. This is true for individuals, companies, and countries.
Set micro-reviews: Compared to South Asia, Southeast Asia, China's labor costs have been gradually rising, saying that China is the end of the industry transfer is worth discussing.
3, Taiwan stocks IC design EPS ranking Rui Si Li Jie top three, MediaTek fifth
The Taiwanese stock market IC Design Factory shuffled its earnings per share (EPS) ranking last year. MediaTek retired to the fifth place, one behind the previous year; and Aegis was among the top ten players for the first time, jumping to eighth place.
Set micro reviews: IC companies choose a listing location is very important, mainland listed PE high, Hong Kong listed financing environment is good, choose Taiwan listing is more easily accepted by European and American customers or suppliers.
4, The Trump administration will take measures to prevent China from investing in the US high-tech industry
While preparing to impose punitive tariffs on a number of Chinese products, the Trump administration is planning to prevent it from acquiring state-of-the-art technology in the United States by limiting China’s investment in high-tech innovation industries in the United States. Limitations range from microchips to 5G, etc. Sensitive technologies, these innovative industries are expected to drive the global economy for decades.
Commentary: The root cause of the trade war between China and the US lies in the rise of China's national power. It does not suffice to prove that China's high technology has challenged the United States. It is only that the threat has begun to increase.
5, When Tesla California was killed in a car accident, the semi-autonomous system was turned on.
Tesla acknowledged on Friday that when Model X was killed in a car accident in California in March, the Autopilot semi-autonomous system was turned on. This again raised concerns about the safety of self-driving cars. However, Tesla also stated that according to the driving record, The driver did not take any action before the impact occurred, and the driver’s hands were not placed on the steering wheel.
Set micro-reviews: Many auto factories are promoting car driving, consumers really want to take it seriously is to take a joke of their own lives.
6, win over Apple? VueReal said it has solved the three major issues of Micro LED manufacturing
Reza Chaji, chief executive of VueReal, a startup company based in Waterloo, Ontario, Canada, said that if the current usage model is adopted, the smart phone can be used for at least two days without recharging. But he said that at UHD resolution, the smartphone The application has the most demanding requirements for the Micro LED. If the Micro LED smartphone can be used normally, then a large screen of any size can be manufactured with the same or even less difficulty, which is why VueReal currently focuses on the smartphone. VueReal Project Fully put into production in 2021, will provide technology, equipment and materials to display screen manufacturing partners.
Set micro-reviews: Even if the three major manufacturing problems of the Micro LED are solved, it is difficult to say that it has won the Apple win. After all, Apple also has numerous patents, and the engineering problem is only a matter of time.
7, South Korea's 60,000 Consumers Appraisal Assessment Intentionally Reduce iPhone Performance
A South Korean law firm representing more than 60,000 consumers has deliberately slowed down the iPhone and filed a lawsuit against Apple’s US headquarters and local branch. Last year Apple was found to have deliberately downgraded the performance of the old version of the iPhone. The aging battery prevented the mobile phone from shutting down without warning. This caused consumer dissatisfaction. According to the report, the law firm Hannuri Law represented 63,767 Korean iPhone consumers and sued the Seoul Central District Court against Apple for deceiving consumers. This case is also South Korea. The single plaintiff in the history of the largest single lawsuit.
Set micro-reviews: Apple deliberately reduced the performance of the iPhone. In China, only the media has heated up. National authorities and consumer associations have turned a blind eye, and legal professionals have not organized consumers to fully defend their rights.