1, Affected by Bitcoin's Ethereum Mining Engine Gigabyte's Graphics Shipment Becomes Conservative
Mainboard Gigabyte reported revenue of 8.984 billion yuan in March, up 87.4% from February, and nearly doubled from the same period last year. It recorded a new monthly record of revenue, and total revenue for the first quarter was 20.18 billion yuan, an increase of 51.4. %, Quarterly increase of 29.94%, also set a new quarterly high for listing. The industry estimates that Gigabyte’s profit in the first quarter has a better chance than last season’s fourth quarter and even challenges last year’s third quarter.
Set Micro Comments: Mining mining market dedicated chip or more efficient than the general chip.
2. Pass 20 million net profit of chip company to be IPO, ie report and approve
A few days ago sources disclosed that the China Securities Regulatory Commission has opened a window to guide the IC market listing model or will open the quasi-registration model: There is no problem with corporate governance, financial fraud, and the company's three-year profit threshold has been reduced to 20 million yuan. Even before this, although the integrated circuit industry has flooded with huge amounts of capital, the road to listing has not yet fully opened up. For example, in the three years since the launch of the National Integrated Circuit Industry Fund, no semiconductor overseas return project has been launched.
Set Micro Comments: 20 million profit can be listed, is still rumors.
3, Domestic chips welcome policy support opportunities SMIC once rebounded 5%
SMIC may have benefited from national policy support. The stock price rose by 5% for a time and narrowed to 2.3%. ZTE's sanctions in the United States once again showed the importance of domestic substitution of chips. Analytical materials are expected to increase investment as the country increases domestic chip opportunities. It highlights that companies with solid research and development are expected to grow into giants in the air.
Set micro-reviews: China's integrated circuits usher in greater opportunities for development, does not mean that these current listed companies will become real beneficiaries.
4, Zhongxing incident, more heavy penalties than the reflection
The ZTE event revealed that the ability of Chinese companies to manage and control compliance risks lags behind and there are obvious loopholes in the corporate compliance management system. In the new era when globalization has entered, the competition for enterprises has entered the global value chain competition. This is a major hidden danger.
Set micro-reviews: Faced with the United States blocked ZTE, this time the performance of the central media is a rare cool.
5, MediaTek receives a large number of smart voice device chip orders this year, shipments will grow by 50%
According to sources in the industry, MediaTek expects that its smart voice device chip shipments this year will grow by at least 50% on the basis of 2017 shipments because it has already been acquired from such important customers as Amazon, Google, Alibaba and Tencent. Stable orders, which will further consolidate the company's leading position in this type of chip market.
Set Micro Comments: Domestic chip makers such as Shanghai Crystal morning performance in the smart speaker market is not bad.
6, Cheap new iPhone or will give up Incell full fit screen
Apple plans to launch three full-screen iPhones at one go in 2018. Two of the OLED products are aimed at the high-end market, so another LCD version of the iPhone X is dubbed the 'cheap version'. Now the news about this iPhone Again: This 6.1-inch iPhone X will not be able to use In-Cell or On-Cell fit screens, but only use external touch panels (ie, non-full-fit).
Set micro-reviews: Last year iPhone X went high, this year's market downturn, Apple should launch a cheaper iPhone.
7, have learned from the iPhone's 'Liu Hai', similar appearance whether there will be infringement potential?
After the appearance of iPhone X with 'Qi Liuhai' last year, China began to launch a mobile phone with a similar proportion to the ultra-high screen. Because of its shape, the industry calls it 'Liu Haiping' mobile phone. Today, why 'Liu Haiping' can become a full-scale mobile phone battle in China? The mainstream design of the screen, whether the similar appearance will leave hidden infringement?
Set Micro Comments: Liu Haiping this appearance patent is difficult to identify infringement.