1. China's three major memory chip companies are expected to test production in the second half of the year;
Original title: China's three major memory chip companies are expected to test production in the second half of the year, next year will be the first year of memory chip production
ZTE was cut off from the United States by the supply of core components, software, and technology, triggering social concerns for the Chinese chip industry.
Industrial research and analysis agency TrendForce pointed out on April 19 that China's memory chip industry is currently storing on the Yangtze River into the NAND Flash market, Hefei Changxin, which focuses on mobile memory chips, and Jinhua Integrated III, which focuses on common memory chips. Large companies dominate. Based on the current progress of the three manufacturers, the trial production time is expected to be in the second half of 2018. The production time may be in the first half of 2019, which indicates that 2019 will be the first year of China's memory chip production.
According to DRAMeXchange, a storage chip research organization owned by Jumbo Technology, from the perspective of the current layout of these three companies, the Hefei Changxin plant was capped and completed in June of last year, and it moved into the testing machine in the third quarter of last year. Hefei Changxin The current progress is roughly the same as Jinhua integration. It is planned to start trial production in the third quarter of this year. Mass production is tentatively scheduled for the first half of 2019. The process is later than expected. In addition, Hefei Changxin directly attacks the top three DRAM makers (Samsung , SK Hynix and Micron) One of the most important products of LPDDR4 8Gb, the possibility of subsequent patent disputes is relatively high, to avoid this situation, in addition to actively accumulating patents, the initial may be locked in the Chinese market sales.
In contrast, Jinhua Integration, which focuses on general storage chips, announced in July 2016 that it will build a 12-inch wafer factory in Jinjiang City, Fujian Province, with an investment of approximately US$5.3 billion. From the current progress, the trial production of ordinary storage chips will be delayed. From the third quarter of this year, it plans to mass production in the first half of next year.
In addition, from the perspective of the development process of NAND Flash in China, at the end of December 2016, the National Memory Base, led by Yangtze River Storage, was officially launched. It plans to build three 3D-NAND Flash plants in three phases. It was completed in September last year. It is expected to begin moving into the machine in the third quarter of 2018. The trial production will be carried out in the fourth quarter. The initial stage will not exceed 10,000 pieces. It is used to produce 32-layer 3D-NAND Flash products and is expected to After the maturity of the 64-story technology, the second and third phases of the production plan are then considered.
DRAMeXchange pointed out that observing China's memory chip manufacturers' R&D and output plans will be the first year of production of China's memory chip industry in 2019, but also because the two DRAM plants are not expected to have large initial production scale, it is difficult to shake the global market in the short term. The existing structure. Whether it is DRAM or NAND products, each one is in the initial test. Compared with the memory chip manufacturers who have been working for many years, they face more challenges. Therefore, it is not ruled out that the Chinese storage chip factory may be delayed in production time than expected. Sex.
In the long term, as China's memory chip products mature gradually, it is expected that the existing plants of the two DRAM manufacturers will gradually become fully productive from 2020 to 2021. Under the most optimistic projection, the two companies will collectively have about 250,000 pieces per month. The scale of investment may start to affect the supply of the global DRAM market. On the other hand, the Changjiang Storage Project has three plants, and the total production capacity may reach as high as 300,000 pieces per month. It is not ruled out that after Yangtze River’s storage has completed 64-layer product development, it may proceed. Large-scale production, and then in the next three to five years will have a significant impact on the supply of NAND Flash.
2. Ruixin Micro Digital China, invited thousands of developers to participate in the event;
Gathering micro-network news, the first Digital China Construction Summit will be opened in Fuzhou on April 22, with the theme of 'informatization-driven modernization, speeding up the construction of digital China', gathering all resources to promote the construction of digital China. Rockchip Microelectronics is well-known as Fuzhou. The IC design companies were invited to participate in the event, and will present their achievements in the chip technology area. Ruixin Wei also held the 3rd Rockchip Micro-Developer Conference in Fuzhou on April 20th, for AI artificial intelligence, Networking, driverless and other industry areas for technical display and exchange.
Ruixinwei is an active responder of 'Digital China'. As a local integrated circuit design company that lays out global IC electronics, not only does it have a relatively high influence in the global IC industry, but also it is Fuzhou wisdom education, smart home, smart transportation, etc. Active promoters in the field.
This "Ruixin Micro-developer's Spring 2018 Conference" is the third conference held in Fuzhou. The developer conference with the theme of "core energy and core opportunity" has attracted nearly 1,000 developers and industry leaders. Participate, many well-known companies with global influence, partners to attend the event.
After many years of layout, Rockchip has taken the lead in completing the breakthrough from the traditional single-chip, single-product line, to one-chip full-platform, full industry application. Rockchip AI in seven areas, consumer electronics, new retail , Smart Home, Internet of Things, Smart Vision, Intelligent Audio Solutions, Gain great attention on the spot.
'Target AI, Internet of Things, Digital Home Rockchip Digital China Summit Shows Many Results'
The summit covers all areas of digital China, such as smart society, smart city, and the Internet of Things. Rockchip will present many solutions and technical achievements at the summit, covering Rockchip core technology in AI artificial intelligence, consumer electronics, and new retail sales. , Smart Home, Internet of Things, Intelligent Vision, Typical Applications of Intelligent Audio in Seven Areas.
Over the years, it has maintained in-depth cooperation with international giants such as ARM, Google, Microsoft, and Intel, and gradually has a higher degree of dominance and discourse in the global digital technology industry chain.
Rockchip's product line has covered electronic whiteboards, e-schoolbags, face recognition devices, drones, robots, gaming terminals, gaming peripherals, mobile games, on-hook server, home appliances, advertising/all-in-one, financial POS. , Vehicle Control Industry, Thin Client (Cloud Service), VOIP Video Conference System, Education Tablet, Karaoke Entertainment, Medical, Security/Monitoring/Policing, Industrial Control, IoT Internet of Things, VR Video, VR Multi Technology areas.
The digitization process in China has expanded into various fields such as government affairs, people's livelihood, and the real economy. The construction of 'Digital China' has opened up a new era. Rockchip is making great efforts to become the backbone of building digital Chinese chip technology, helping the smart society, smart city , The construction of a smart home.
3. Nano core: the application of domestic digital isolation to high-end areas to achieve high-quality import substitution;
Original title: Nanocore Wang Shengyang: Apply domestic digital isolation to high-end fields to achieve high-quality import substitution
A few days ago, in an interview with Echo Zhao, the main analyst of EE Times magazine, Nasser Microelectronics CEO Wang Shengyang stated that the development strategy of Nanocore Micro Futures will be driven by 'achieve high quality import substitution' and 'innovative applications'. ' for the two major directions.
When talking about the layout and development direction of the product line, Wang Zong stated: 'Naxin Micro has always focused on mixed-signal chip design in the signal chain field. At present, we have two major product lines: digital isolation chip and sensors; among them, sensors The product line mainly focuses on pressure sensors, inertial sensors, temperature sensors, oxygen and nitrogen-oxygen sensors, etc. The main markets are industrial, automotive and other innovative applications. ' With respect to the planning of digital isolation for this new product line, Wang The general said: 'We have invested more than two years in the field of digital isolation. We have already developed two channels, three channels, four channels, bidirectional I2C and other digital isolation chips. In the future, we will release isolation 485 in succession. CAN, isolated ADC and other rich products to satisfy various applications.
'Isolation chip is actually not a new product, but its application range is very broad. Basically, all the signal transmission fields between high voltage and low voltage need isolation technology.' When isolating the chip field is based on what considerations, Wang Zong said: 'Traditional isolation mainly uses optocoupler technology, optocoupler isolation has developed into a very mature market, market capacity is about 10 billion channels a year. We observe In the last two years, there has been a new kind of technology slowly replacing the market share of optocouplers. That is digital isolation. This emerging market is currently mainly held by several major international companies such as ADI, TI, and Silcon Labs. Since digital segregation is a relatively high-end area, there has been no domestic manufacturers involved in this area before. Currently, digital segregation will have a market share of about 2-3 billion channels per year, and this data is increasing. It is such a huge amount to see. Market space and opportunities, we invested about two years of research and development, recently successfully launched dual-channel, three-channel, four-channel digital isolation chip products . '
Regarding the development trend of the digital isolation market, Wang always judges that the market should continue to grow in the future. 'As far as optocoupler is concerned, digital isolation has very obvious advantages in terms of reliability, power consumption, size, and integration. Nowadays, it is hot. The new energy automotive market will drastically promote the rise of the digital isolation market. Because the new energy vehicles use 300-400V high-voltage batteries, high-voltage batteries and low-voltage control signals need to be isolated between the high-power motor drive and control signals Also need to be isolated. Therefore, with the further popularization of new energy vehicles, the digital isolator market will be further favored.
As the first domestic manufacturer to successfully mass-produce digital isolation chips, NSN has attached great importance to the reliability performance of its products. Wang introduced: 'We have conducted comprehensive tests on our products. We have EMC performance and common mode interference performance. With respect to various reliability parameters such as ESD performance, isolation performance, etc., our products are basically at the leading edge compared with the products of foreign manufacturers. Therefore, we are very confident about the products and we hope to make domestically produced chips. Promotes high-quality import substitution in high-end application areas.. Suzhou Nanoelectronics
4. Sanan integrated compound semiconductor chip has been produced in small batches;
According to the micro-network news, Sanan Optoelectronics said on April 20th in the investor interaction platform that the company's layout of the compound semiconductor industry includes chips for PA, power electronics, optical communications, and filters. The business is basically monopolized by overseas markets. , Industrialization is almost a blank in China.
At present, the company's subsidiary Sanan IC's products have been approved by some customers to enter the small-batch production stage, and the output is accumulating month by month. In addition, the US ZTE ZTE incident has no impact on the company.
5. As long as Bitcoin is not less than US$5,000, Bitland will not lose money;
In the latest micro-message report, Morgan Stanley pointed out in its latest research report that if bitcoin prices fall to US$5,000, manufacturers such as Bitland, which manufactures crypto-currency mining ASICs, can maintain profit and loss for the next two years.
According to Bitcoin price tracking website CoinDesk, the price of Bitcoin rose by 2.84% to 8,508.99 US dollars on Friday. Bitcoin rose to a record high of nearly 20,000 U.S. dollars in mid-December last year. It has so far failed to regain last year's strong gains. .
Charlie Chan, an equity analyst at Morgan Stanley, and his team studied the mining costs of various types of bitcoin miners and found that ASIC vendors are more resistant to bitcoin falling prices than large or small miners, as long as bitcoin prices remain at $5,000. Left and right will not lose money.
According to Morgan Stanley's estimates, if bitcoin prices do not return to $8,600 soon, large mines may not be profitable.
6. Yunnan City Investment Group began to layout the integrated circuit industry
China Securities Network (Reporter Yang Jing) A few days ago, the reporter learned from the website of the Yunnan Provincial SASAC that the Yunnan Urban Investment Group's controlling shareholder Yunnan City Investment Group has been actively deploying high-tech industries in recent years, and it intends to introduce a basically complete integrated circuit industry chain into Yunnan. Yunnan integrated circuit development blank.
After more than ten years of development, in 2017, Yunnan City Investment Group's assets exceeded RMB 260 billion, and its total profit exceeded RMB 4.5 billion. It ranked first among the state-owned enterprises in Yunnan Province.
'Towards the transformation of an internationally competitive integrated investment group' is the goal currently established by the Yunnan Urban Investment Group. According to the group's top management, the Yunnan Urban Investment Group will accelerate its development on the basis of stronger urban development and urban environmental protection. , Large-scale leisure transformation, construction of investment, financing, construction, management of several major platforms, accelerate the capitalization of assets, the pace of capital industrialization, and nurture new industries. Among them, Yunnan City Investment is the real estate business of Yunnan City Investment Group.
According to reports, at present, Yunnan City Investment Group's health industry sector has formed nearly 6 billion yuan in real assets, with an output value of 3.5 billion yuan. The Group explores the 'tourism real estate + urban complex + health care real estate' business model while also participating in mergers and acquisitions. The property rights reform of the Kunming Public Hospital has created a health industry system that covers the whole life cycle. Yunnan Sanqi Technology Co., Ltd. invested by the Group has become the leading company in the Panzhihua Industry and achieved revenue of RMB 600 million in 2017.
What is more noticeable is that the Yunnan City Investment Group has frequently deployed in high-tech industries. According to senior management of the Group, in order to accelerate the cultivation of emerging industries, the Group has done everything possible to build a systematic industrial capital platform, raise the level of financing and move towards international funds. market.
At the end of last year, through the operation of capital, Yunnan City Investment Group indirectly became the second largest shareholder of Wentai Technology (30.50 trading suspension, diagnosis) and the second largest shareholder of TCL Communication Group, the leading domestic smartphone design and manufacturing company. Currently, the Group is preparing for Yunnan. The introduction of smart phone production line. Earlier this year, Yunnan City Investment Group had disclosed that through capital investment, it will become an important silicon wafer representative company, Shanghai Super Silicon Semiconductors, and an important shareholder of Chongqing Super Silicon Semiconductor, actively participating in the hydropower silicon new material industry layout.
According to the website of the Yunnan Provincial State-owned Assets Supervision and Administration Commission, the current path of the Yunnan Urban Investment Group's deployment of high-tech industries is to accelerate the investment in upstream and downstream industries of integrated circuits by participating in the restructuring of the influential telecommunications industry, and to utilize the resources of the Group in the industry. The control capacity and capital operation force will introduce the basic integrated IC industry chain into Yunnan, filling the gap in the development of integrated circuits in Yunnan.
The Yunnan Urban Investment Group will invest approximately 8 billion yuan to build a production line that produces 500,000 wafers per month as soon as possible. It will strive to form an investment of around 80 billion yuan in 5 years, and will be formed from raw materials, silicon wafers, and chips. The industrial alliance formed by electronic information intelligence products strives to create a 100 billion-class information industry cluster in Yunnan.