Since last year, Haishu attracted leading companies such as Tongfu Microelectronics and Silan Micro, which have signed about 33 billion integrated circuit projects and become one of the regions with the highest concentration of domestic and international industries. Haishu District Government The Xiamen Semiconductor Investment Group, which was established and funded, is an important promoter of the development of the IC industry in Haishu District.
Set micro-reviews: If single investment, Xiamen should be the most active city in the second-tier cities last year.
2. The situation of MediaTek is hot. Several institutions increase their expectations.
IC Design Leading MediaTek continued to gain favor from foreign investors. The stock price is about to break the band's high point. Goldman Sachs Securities and KGI's Speculators simultaneously raised their expectations for MediaTek Financial. Morgan Stanley and Deutsche Securities are more optimistic about MediaTek's Q2 results which will make the market feel Surprisingly, the foreign investment circle raised the consensus on reasonable stock price expectations to more than 400 yuan.
Set micro-reviews: Compared to last year, MediaTek has made great progress in opening up mainstream customers in the mainland this year.
3, India intends to tax 10% of PCB industry: There is little impact on cross-strait industry
Reuters reported that the Indian government is studying the printed circuit board (PCB) for key components of smart phones, which imposes a 10% tariff on new imports and has become one of the latest measures promoted by the New Delhi authorities to promote “Made in India.” Taiwan PCB industry analysis, this The move has little effect on the industries across the Taiwan Strait. On the contrary, it may cause the cost of the Indian assembly plant to increase.
Set micro-reviews: India has only one purpose of adjusting various tax policies, hoping to promote India's manufacturing, forced the transfer of manufacturing plants to India, the effect is also good, these two years more and more factories moved to India.
4, Taiwan Semiconductor Investment Co., Ltd. dipped in light equipment
According to news from the Taiwan Economic Times, Taiwan Semiconductor Manufacturing Co., Ltd. has been investing in Zhongke and Nanke at the same time. It is expected that TSMC will continue to lead the Taiwanese semiconductor industry’s continuous output value expansion in the next few years. TSMC has invested more than 10 billion U.S. dollars in capital expenditure every year. Including the alliance, Jia Deng, Hong Suo, Xin Xin, Jing Ding, Xiang Li, Fan Xuan, etc., are expected to grow with the TSMC's strong rain.
Set Micro Comments: TSMC entered the industry mainly in the high-end packaging and testing.
5, Cell phone camera re-evolution: Three shots more powerful?
According to a report from a market research institute, 30% of smartphones will use dual cameras in 2018, and this proportion will grow to 50% in the next year. And while the smartphone market took over 10 years to add a second lens, it seems that The third shot is also coming soon - within two years of the adoption of the twin-lens solution.
Set micro-reviews: Mobile phone manufacturers have different demands on the number of shots, domestic consumers often think that more is good, local manufacturers also prefer multiple shots, regardless of front or rear.
6, IC industry welcomes heavyweight bullish What kinds of stocks are suitable for layout?
On March 30th, the Ministry of Finance and the State Administration of Taxation, the National Development and Reform Commission, and the Ministry of Industry and Information Technology issued the “Circular on Issues Concerning Corporate Income Tax Policies on Integrated Circuit Manufacturing Enterprises.” Policy preferences proposed include: Exemption from eligible enterprises and a 25% The statutory tax rate is halved on the basis of income tax; on the basis of the 'two exemptions and three and a half' basis, further enjoyment of the 'five exemptions, four reductions and one half's, etc.
Set Micro Comments: IC to enjoy the CDR policy is still slightly smaller.
7, Apple has obtained a number of new patents Indoor navigation is expected to meet the wind
Later this week, Apple announced several new patents, covering areas such as flexible batteries, indoor navigation, and generating 3D effects on 2D screens. The industry believes that indoor positioning navigation technology will work synergistically with Beidou's outdoor positioning and navigation capabilities. A large number of consumer and industrial applications spanning indoor and outdoor scenes have opened up location services to truly realize the 'Beidou+' boundaryless expansion, opening up a vast market space of over 10 billion US dollars for the industry.
Set micro-reviews: Indoor navigation has been spoken for many years, and it is not yet universal.