1, SMIC: Sediment this year, take off next year?
SMIC’s revenue reached a new high in 2017, increasing from 6.14 billion U.S. dollars in 2016 to 3.101 billion U.S. dollars, or 6.4%, but the profit for the year recorded 126 million, which was 60.13% lower than the 316 million in 2016, mainly due to the cost of sales. Rising R&D spending net. SMIC's 2018 is destined to be a year of change. Under the industry environment where smartphone growth is slowing, industry growth momentum has shifted to high-performance computing products based on advanced processes. The competition is becoming more and more intense. For SMIC, whether or not the company can “fly and fly” after seeing the precipitation will depend on the results of the 14nm advanced process.
Set Micro Comments: Whether or not the 14nm can be launched as scheduled will determine the SMIC's future prosperity.
2, Qualcomm: There are three major events after the completion of the first 5G standard
With the efforts of the 3GPP working groups of the global standardization organization, the world’s first 5G standard was completed in December 2017. Qualcomm stated that 3GPP has clearly defined three important directions in continuing to promote 5G standardization, including: Perfecting 5G new air interface is not independent Deployment (NSA) specification, using current LTE core network to achieve 5G commercial deployment; 5G new air interface independent deployment (SA) specification based on next-generation core network; Good for 5G evolution in 3GPP Release-16 and future versions Prepare to further expand the 5G ecosystem.
Set Micro Comments: Sino-US trade war or accelerated Chinese 5G process.
3, Apple Drops Intel: It's Not Easy to Say Breakup
This week there are reports that Apple will gradually replace Intel processors in its Mac series with its own chips. Although similar rumors have long been heard, this time is worth pondering in the industry: How difficult is it for Apple to truly achieve this goal? Apple seems to be very likely to take this matter seriously. Despite this, abandoning Intel processors will bring a series of troubles. How Apple will influence the company's next decade of development.
Set Micro Comments: Apple may launch ARM Mac based on iOS, but it is not enough to completely replace Intel's estimates.
4, foreign media: Qu Ping iPhone or boost Apple's market value exceeded 1 trillion US dollars by the end of this year
Over the past week, news that Apple will add more features to the new iPhone has emerged. One of the sources said that Apple will introduce an iPhone with a gesture control function next year. Some foreign media reported that this Although the Qu Ping iPhone may not be available until next year, it has already brought stimulating factors to the price of Apple's stock. Therefore, by the end of this year, Apple's market value may exceed one trillion US dollars.
Set micro-reviews: If the iPhone introduces a curved screen like the iPhone X sells to tens of thousands, it is estimated that the same as the iPhone X.
5, EU Japan applies to join the US consultation on intellectual property rights in China
The two documents obtained by the First Financial reporter from the WTO show that the EU and Japan have requested to join the Trump administration's request for consultations on China's discriminatory technical licensing requirements. Prior to March 23, the United States was Under the WTO dispute settlement mechanism, a request for consultation was submitted to the Chinese side, alleging that the Chinese government’s measures regarding the conditions for technology licensing were not in compliance with the relevant provisions of the “Trade-Related Aspects of Intellectual Property Rights” (TRIPS). This time, both the European Union and Japan expressed that in this regard There are also a large number of interests appealing, so apply to join the consultation process.
Set micro-reviews: The European Union and Japan are also robbing by fire, hoping to use the Sino-US trade war to eat a glass of soup.