1. Qualcomm frustrated! Google Pixel 3 will use its own chip
Experienced the previous two generations of Pixel mobile phones, but also let Google confidence. At present Google Pixel 3 has burst out, this phone will use Google's next-generation chip Android P that is Android 9.0, and will also use self-developed chips.
At present, Google has changed its previous mobile strategy, abandoned the previous Nexus brand, and replaced it with the Pixel series. In order to seize the full screen, Google has invested 1 trillion won to the LG Display part to obtain a stable supply of OLED panels. .
In terms of other configuration parameters, Google Pixel 3 will use the same wireless charging as the iPhone 8/X, so that it can be connected to other devices while charging. Safer face unlocking, the current face recognition effect in Android phones is obvious Not as good as Apple, especially 2D face recognition adopted by most manufacturers, and Google Pixel 3 will be further promoted, and will also adopt safe 3D face recognition. It is said that there is no 'Liu Haier', although Google is popular with 'Liu Haiping' nowadays. Optimized system optimization, but Google does not plan to use 'Liu Haiping' because many consumers do not like this design.
The main thing is that Google will use its self-developed chip this time, which is a bit lost for Qualcomm. Before Google took over the HTC mobile phone division, it won the HTC R&D team. The addition of a new team allows Google to design its own Dedicated chips, to create similar A-series chips to Apple. Being able to self-develop chips is undoubtedly a strong pin for Google, which means that it is no longer necessary to rely on Qualcomm in the future. And 'autonomously customized chips' will soon appear on the market. On Pixel3 device.
Each pixel of Google Pixel adopts native Android and hopes to let consumers perceive the native experience. Although the past two phones have met some users, the results have not been as bright. Moreover, the pricing of Pixel series in the past has been ridiculed by countless people. The price is too high, and does not match their own performance. Consumers are also looking forward to this year, Google can give a little bit, can bring high prices consistent with the features and technologies, in this case, Pixel 3 will change it all?
2. Broadcom completes plans to relocate its new headquarters to the United States will invest RMB 9 billion in R&D and operating funds
Although the prior acquisition of the Qualcomm plan in a malicious manner was blocked by the Trump administration, Broadcom still completed its plan to relocate its headquarters from Singapore to the United States. The official name of the company changed from Broadcom Ltd to a larger capital. Broadcom Inc.
Broadcom’s new headquarters in the future will be based at the joint headquarters office in San Jose, California, and at the same time, aiming at the rights of original investors. Broadcom said that it will provide a 1:1 ratio exchange method to enable existing investors to move seamlessly without It will be affected by the company name and the relocation of its headquarters. As Broadcom once listed the former Avago Technologies in the United States, the relocation of the headquarters to the United States will still maintain the original listing name 'AVGO'.
According to Chief Executive Officer Chen Fuyang of Broadcom, after relocating the new headquarters to the United States, he will allocate 3 billion U.S. dollars to invest in technology research and development. At the same time, he will also invest 6 billion U.S. dollars in capital cost as local production demand, which is expected to bring more job opportunities. With technological growth advantages.
Prior to this, Broadcom also stated that once relocated to the United States, it will lead the United States to take the lead in future 5G network technology competition, and plans to invest 1.5 billion US dollars to train technical personnel in the United States.
However, due to the relatively high tax rate in the United States, Broadcom’s relocating its headquarters to the United States is expected to increase its annual expenditure by about US$500 million. Will the related costs be transferred to its semiconductor technology products in the future or be filled by other means? Vacancies are currently unclear.
As in the previous market view, Broadcom relocates the company to the United States and will be able to smoothly avoid the relevant review of the US Overseas Investment Committee. Therefore, Broadcom hopes to use the acquisition of domestic companies to expand its own development forces in the future. This will help Botong in the future. Whether it plans to re-plan the acquisition of Qualcomm under other names is currently impossible to confirm further. However, considering that the previous Trump administration has banned Broadcom from submitting Qualcomm acquisitions in any form, it is expected that it will temporarily try to make a bid in the near future. Low profile. Economic Daily
3. Creativity, Faraday 2Q will continue to benefit from mining ASIC orders
According to micro-network news, market research firm Gartner predicts that AI's exposure to the industrial market will grow rapidly from 30 billion U.S. dollars in 2016. By 2020, the overall market will reach 300 billion U.S. dollars, which will lead the global technology sector in the future.
Creativity this year successively obtained the NRE case and ASIC production orders for bitcoin mining ASICs, and together with TSMC's 7-nanometer ASIC market, revenue rose by 15.8% month-on-month in February, 4.1% over the same period last year. Good business outlook.
In the first quarter of this year, because of off-season factors, Faraday’s operating performance was relatively flat. However, the industry believes that after entering the second quarter, the company’s NRE orders for ASICs (customized chips) such as AI, 5G base stations, and cryptocurrency mining were successful. Operation will have the opportunity to gradually warm up.
4. Mediatek will soon announce that it will become one of the three BGs.
In the market, MediaTek has reached an internal consensus that its subsidiary, Morningstar, will become the parent company's third business group, which will be announced at the earliest of this month and will be fully consolidated next year.
MediaTek stated that after the anti-monopoly period was passed, the details of the next step are currently being studied. If there is any further direction, it will be explained in accordance with relevant regulations.
MediaTek announced the acquisition of Morning Star in 2012. However, due to the fact that the two sides had a share of 80% in mainland China's TV chip market at the time of the local anti-monopoly review, Guan Guanxu had a long time. Finally, the Ministry of Commerce requires that the two companies must maintain a competitive relationship within three years. Allow customers to buffer time before completing the equity merger in February 2014.
Under the three-year ban of the Ministry of Commerce of the Mainland, MediaTek chose to let Morningstar operate as a subsidiary company. Its own TV chip team maintained its operations, and each product development blueprint, customer and market was not deregulated until February of this year.
In the market, after obtaining the deregulation from the Ministry of Commerce of the Mainland, MediaTek and Morningstar have recently reached a consensus that Morningstar will become the third business group (BG) of MediaTek. The two companies are scheduled to announce after the board of directors is held later this month. Entering the stage of substantial integration, it is scheduled to begin full merger next year.
Mobile phone chip supply chain believe that if the rumors are true, from MediaTek organizational perspective, MediaTek future will be the three pillars, in addition to the wireless communications industry core group, and in March just reorganization established Intelligent BG (Smart Products Group), And the soon to be included morning star.
Among them, the wireless communications business group responsible for the main smart phone chip product line; Intelligent BG were equipped with three division teams multimedia, networking, automotive and so on; MediaTek originally planning to Intelligent BG TV chip team, we will work with Morningstar's TV chip business Merged with the product team into the third BG.