1, the explosive growth of mainland semiconductors purple leader
In order to enhance industrial autonomy and reverse technological decline, the semiconductor industry has become a key development project actively promoted by the mainland Central government in recent years. Recently, the “Excellence” magazine announced 20th year, the top 50 Chinese mainland semiconductor companies. The top ten list, in order Ziguang Group, Huawei Hass, Changjiang Electronics, SMIC, Tai Chi Industry, Central, Zhenhua Technology, NASDAQ, ZTE Microelectronics and Huatian Technology. According to the latest data from IC Insights, a research institute, Violet has become First in mainland China, the ninth-largest IC designer in the world, with sales of US$2.1 billion last year, Hass, ZTE Microelectronics, etc., are also among the top 50 global IC designers.
Set micro-reviews: On the basis of growth in revenue, the mainland integrated circuit industry has maintained sustained growth over the past few years, and its growth rate is much higher than that of the global market. However, it needs to break through from the low to the high end.
2, Gallium arsenide 3's revenue is growing in the first quarter, and VCSEL is becoming the focus of growth.
Taiwan’s three gallium arsenide gallium generators were all released in March. The monthly growth rate was the largest at Acerco’s 45.6%, and the annual growth rate was the highest at 22.07%, and Acerco’s March revenue growth rate was 21.79%. , to increase the annual growth rate of the first three quarters. Currently, among Taiwan's gallium arsenide generators, only one of the foundry stables secures Apple's certification, while Apple's VCSEL's main supplier is Epitech's upstream IQE, and wafer factory's Lumentum is mainly The new epitaxial plant in Taiwan's upper reaches has been sampling Lumentum since last year. It hopes to break into the Lumentum supply chain and order Apple's orders with IQE.
Set micro-reviews: At present, the main business of GaAs foundry is Taiwan, while the mainland, including Sanan Optoelectronics, also needs refueling.
3, MediaTek will announce that it will become one of the three BGs at the latest
In the market, MediaTek has reached an internal consensus that the future 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. Among them, the wireless communications group is responsible for the main intelligence. Mobile phone chip product line; Intelligent BG configures multimedia, networking, automotive and other three business groups; MediaTek originally assigned to Intelligent BG's TV chip team, will merge with Morningstar's TV chip business and product team into a third BG.
Set micro-reviews: Morningstar was finally lifted by the MediaTek M&A Department of Commerce, and it was normal to merge with MediaTek.
4. Ren Zhengfei: Avoiding 'a courtier' and a courtier', not one person has the final say
In 2017, Huawei Technologies Co., Ltd. also delivered a beautiful answer sheet: Global sales revenue reached 603.6 billion yuan, a year-on-year increase of 15.7%. Faced with 40 years of reform and opening up, Huawei CEO Ren Zhengfei has any thoughts on Huawei. April 4 On the same day, Renzheng was interviewed by the media, bluntly saying that 'Huawei has never moved' and commented on the recent adjustment of Huawei’s Board of Directors’ personnel adjustments, saying that 'all the decisions are not what I did'; the company’s disease against Huawei is very serious Ren Zhengfei stated that the solution to these problems is not overnight, first shelling, and then a little reform.
Set micro-reviews: Huawei's system ensures that business development is not dependent on a person, to ensure the long-term development of the company's business.
5, Singapore's UTAC, a beta manufacturer, considers the sale, and seeks to sell for more than $1 billion.
Financial media, Bloomberg quoted sources as saying that Singapore’s semiconductor UTAC, a semiconductor packaging and testing company, has been meeting with potential consultants in recent weeks to discuss next steps, including both IPOs (IPOs) and sales. In February, UTAC said in February this year that the amount of losses in 2017 fell to 81.4 million U.S. dollars, which was narrower than the 95.1 million U.S. dollars in 2016. UTAC chief executive JohnNelson revealed in January that he is in talks with at least five of his peers to purchase and seek to expand production in Southeast Asia. stronghold.
Set micro-reviews: UTAC a year loss of nearly one hundred million US dollars, domestic packaging and testing plants to buy back to need a strong digestion.
6. After being Huawei's 'two-piece attack', Samsung has followed Huawei's 'hands'!
In the 'Patent Wars' with Samsung, Huawei has made a breakthrough! Recently, the Beijing Intellectual Property Court concluded the patent review committee between the plaintiff Samsung and the defendant State Intellectual Property Office, and the third-party Huawei Technologies Co., Ltd., Huizhou Samsung Electronics Co., Ltd. , Tianjin Samsung Communication Technology Co., Ltd. announced the invalidation of the invention patent right requesting an administrative dispute case, to maintain Huawei's patent rights involved in the case valid. Experts said: 'With Samsung's 'patent war', Huawei won another game for both parties The patent cross-licensing negotiations have increased important bargaining chips. In the future, in order to compete for market share, the two sides may temporarily settle their disputes, but the 'patent war' may also become the norm for both sides to carry out market competition. 'In previous patent litigation Samsung has not only sold more than 20 intelligent terminal products, but also faced high compensation. In the administrative litigation for invalidation of patent rights claims, Samsung lost another game.
Set micro-reviews: The two years provoked the Chinese market mobile phone patent battle is not Ericsson, Nokia but Huawei, the object is not only Samsung, but also includes many domestic mobile phone brands, I believe this year will intensify this trend.