Huawei released its 2017 annual report on the 30th. The global sales revenue was 603.6 billion yuan, a year-on-year increase of 15.7%, and the net profit was 47.5 billion yuan, a year-on-year increase of 28.1%. In 2017, Huawei's operator business realized a sales revenue of 277.8 billion yuan, an increase of 2.5 percent year-on-year. %; Enterprise business realized sales revenue of RMB 54.9 billion, up 35.1% year-on-year; Consumer business realized sales revenue of RMB 237.2 billion, an increase of 31.9% year-on-year. Annual shipments of smartphones were 153 million units.
Set micro-reviews: Huawei's mobile phone business last year accounted for half of the total profit.
2. JDI has postponed OLED mass production plan and won Apple's next-generation LCD orders
According to Asahi Shimbun, Japan's LCD panel maker Japan Display Inc (JDI) originally planned to mass-produce OLED panels in 2019, but JDI has begun to consider delaying the mass production plan. The main reason is that OLED panel demand does not appear as expected. In the rapidly growing trend, the Korean factory almost monopolized the OLED panel market for smartphones, but due to the high price, Apple iPhone X with OLED panel sales was poor.
Set Micro Comments: JDI's investment trend further validates the Apple iPhone's product strategy change this year.
3, Investing 15 billion Zhang Jing Jing En signed Qingdao, Guangzhou project or has abortion
Yesterday, the nation’s first CIDM IC project was signed in Qingdao West Coast New District. The project was jointly established by Qingdao West Coast New Area Management Committee, Qingdao International Economic Cooperation Zone Management Committee, Qingdao Aucma Holding Group Co., Ltd., and Core Semiconductor Technology Co., Ltd. About 15 billion yuan, the first phase of investment of 7.8 billion. The project is scheduled to put into production in 2019, full production in 2022; after the completion of the project can achieve 8-inch, 12-inch chip, photomask version and other IC products mass production. Introduction, The team leader of the project team is Zhang Yijing.
Set Micro Comments: Zhang Jianjing's CIDM model is still exploring, hoping to create a new road in the future.
4, Ziguang Guoxin: DDR4 DRAM is listed during the year, and the trade war helps localization
When Ziguang Guoxin responded to investor questions on the Interactive Investor Interactive platform on Friday, the company’s DDR4 chip is still under development and optimization, and will be gradually introduced to the market during the year. It will take some time to reach scale sales. Ziguang Guoxin introduced the company. Except that a small part of the quartz crystal products were exported to the United States, other businesses did not have business dealings with the United States. The sales revenue and profits of products exported to the United States accounted for very small proportions. The current trade war has no direct impact on the company.
Set Micro Comments: Currently Ziguang Guoxin DRAM chip is still using commissioning mode, and the amount is very small.
5, Huawei led, China's independent research and development of high-end storage has accounted for 60% of the local market
In the high-end storage industry competition, China is breaking the monopoly between the United States and Japan. Because of the breakthrough in the high-end storage sector, on March 26th, the Guangdong Special Award for Technology 2017 was awarded to Huawei. There are comments that the high-end storage system is a national strategic industry. The core facilities, such as Huawei's corporate efforts are making up for China's short board.
Set Micro Comments: The use of local high-end storage is still a foreign memory chip, the high share of local manufacturers can only explain the security of the system.
6, global IC export rankings: Hong Kong mainland Taiwan top three
According to the data research report provided by the relevant departments of the Taiwan Affairs Department of the United Nations in the WTO World Trade Organization Information Network, China’s IC exports in Hong Kong accounted for 17.6% of the global IC exports in 2016, ranking first. Hong Kong is adjacent to the Chinese mainland and is also a regional re-export trade center. The proportion of exports accounted for 17.3% and 17.6% respectively, with exports accounting for the first place in the world, and imports accounting for the second place in the world.
Set micro reviews: Hong Kong is a trade center, this kind of IC's import and export data only has reference value.
7, HUAWEI fold screen mobile phone to come? patent outline drawing exposure
What is the future evolution direction of smart phones? I'm afraid it is still difficult to make a conclusion. Currently, full screen is a popular trend, and in addition, folding screen is also becoming a focus area for mobile phone manufacturers to research and develop. ZTE, a domestic mobile phone maker, has already launched a commercial folding screen mobile phone Axon M (accurately a dual-screen mobile phone), and Huawei, another giant company, is about to follow suit.
Set micro-reviews: There is still a long way to go before the foldable cell phone is actually implemented, but it will eventually be realized.
8, Coway Technology Patent Right Defends and Responds to Strowell's Main Products for Sale
Following the patent infringement lawsuit initiated in 2017 for Steve SC5035 model products, Coway Technology's patent rights protection in China continues. Haowei Technology believes that in addition to the SC5035 model chips, there are still a number of products in the company that are allegedly infringing. On March 23, 2018, the Shanghai Intellectual Property Court officially accepted the follow-up patent infringement case filed by Haowei Technology.
Set micro-reviews: The current domestic intellectual property disputes penalties are still too low, unless the customer pays attention to international influence, general fines can hardly affect the actual operation of potential infringers. On the other hand, more and more patent litigation, behind the staff is a job-hopping .
9, end of the AI trend, Huawei HiKey970 is creating imaginative AI applications
For developers of AI applications, the most important is nothing more than development costs, benefits and IP protection. To this end, Huawei has launched the HiAI mobile computing platform and is open to developers, enabling third-party application developers to move based on HiAI. Computing architecture for APP development, reducing development costs. At the same time, Huawei in the IP protection and encryption algorithms can ensure the development model encryption protection. Talk about the specific planning of HiKey 970, Zhou Chen revealed that HiKey 970 is the third generation released by Huawei The open source development board has already cooperated with many colleges and universities to conduct deeper AI application development.
Set Micro Comments: Hass began to enter the development board market.