1, MediaTek Q2 gross margin is optimistic about the future will be out of the smart machine Red Sea
According to a comprehensive report from Micronet, although TSMC has previously released information on the poor kinetic energy of the high-end mobile phone market, foreign-funded circles still generally optimistic about the shipment momentum of MediaTek Helio P60 chips, as well as the continued growth of customized chip (ASIC) and IoT services. Six months is expected that MediaTek will show a strong upward trend, the fastest gross profit margin in the second half can challenge 40%.
Set micro-reviews: As Qualcomm has been affected by the Sino-US trade war this year, MediaTek has ushered in the best opportunity for recovery.
2, fragmented IoT era, Zhongtian Micro fills the blank of domestic embedded CPU
In 2018, ICs were once again included in the government work report and ranked first in the development of the real economy. Despite the fact that China’s chip industry is becoming increasingly powerful, due to its late start, whether it is industrial foundation, industrial structure, industrial scale, or innovation ability and level Compared with developed countries, the gap is still very large, especially in the field of IC industry infrastructure layout and construction, it still lags behind the level of developed countries. Despite this, there are no shortage of pioneers in the Chinese IC industry, with independent intellectual property rights The blank of the embedded CPU was filled by Hangzhou Zhongtian Microsystems Co., Ltd.
Set micro-reviews: Alibaba's involvement in the chip industry is a good thing, but it really takes more patience to truly make significant achievements in the IC industry.
3, Wentai Technology won 11.4 billion yuan, becoming the largest shareholder of Ansemi Semiconductor
It is no surprise that the Chinese company’s acquisition of the best overseas semiconductor assets, NXP’s standard product business, and its independent company Nexperia (Chinese “Anshi Semiconductor”) will be settled on the mobile phone ODM leader Wentai Technology. On April 23, the Anhui Hefei Public Resource Exchange Center issued an announcement stating that it was entrusted by Hefei Core Screen Industry Investment Fund (Limited Partnership) and announced on March 15 that it would publicly transfer part of Anshi Semiconductor’s investment shares. The transferee amounted to 11.435 billion yuan. This means that the assignee, namely Hefei Zhongwen Jintai Semiconductor Investment Co., Ltd., Yunnan Provincial Urban Construction Investment Group Co., Ltd., and the Shanghai Siqi Enterprise Management Partnership Enterprise (Limited Partnership) consortium, has concluded , The 70% stake in Hefei Guangxin Fund transferred has been underwent by Wentai Technology. Wentai Technology has become the largest shareholder of Anshi Semiconductor.
Set micro-reviews: Ansa Semiconductor competed for the war, Wing Tai, Dongshan Precision, China Construction Investment Corporation after more than two hundred bids, Wentai led only 5 million yuan to win the bid. Congratulations, Ansi Semiconductor should be the last one Good quality semiconductors that can be acquired.
4, ZTE employees: Huawei designs only part of its own chips Whoever is sanctioned by the US
Recently, a screen shot purporting to be the voice of ZTE’s internal employees was circulating on the Internet. For the current misunderstanding, the employee stated that the facts were not exactly the same as what was seen in the news. ZTE was fined in 2016 for violations, and then the president was established. Compliance team, the company is completely transparent to the United States, all mail and servers are open, FBI is resident in the company, this time there is no apparent violation, it is a normal compliance process check. In addition, the employee also stated that Huawei is only Some chips are designed by themselves, and very few. For the view that 'ZTE doesn't put chip, so there is such a consequence', etc., the staff believes that if the line is separated, the biggest problem in China is that it does not have its own production process. It is also produced in the United States using technology from the United States, and even the software for designing chips is also the United States. 'Why don't you use it, how do you simulate the algorithm? Therefore, any company that has been sanctioned by the United States immediately dies.'
Set micro-reviews: From the joint radio and television product competition to ZTE Huawei's competition, we can see the effect of the pattern on the long-term development of a company.
5, Comments: TSMC's Nanjing plant to be mass-produced
TSMC is expected to remain the No. 1 in the mainland foundry market in 2018, mainly due to its excellent manufacturing technology and high yield performance. It continues to be favored by downstream customers in the mainland, and in May 2018, TSMC began operations at the 12-inch factory in Nanjing. Introduced 16nm for mass production, and BitContinent already packs about 20,000 pieces of 16-nanometer capacity per month at TSMC Nanjing Plant. It is estimated that the market share of TSMC in the mainland foundry market will have a chance to reach 50% in 2018. Closer to the gap with the ranking of SMIC in the second place, it is evident that Taiwan’s countermeasures for offering direct investment in Taiwan are preemptive, and the card is used for import substitution, and Nanjing set up a plant. In a wholly-owned manner, many mainland semiconductor companies and official agencies can avoid the hidden troubles of foreign foundry manufacturing technologies through joint ventures or cooperation.
Set micro-reviews: TSMC set up a factory in Nanjing, directly to the entire integrated circuit industry in Nanjing to a higher level, not only TSMC set up factories, but also led many industrial chain companies to set up factories in Nanjing.
6, China cuts into apple supply chain TPK Ophelia lightens up
According to a comprehensive report by Micronet, TPK Yuhong and Ophelia, the leading touch panel manufacturer in mainland China, jointly announced their cross-holdings in March last year. The two sides will also set up a joint venture company. However, one year later, because of mainland capital controls, and how the two parties There was no consensus in the cooperation. Therefore, the subscription agreement and the joint venture agreement were terminated. According to opinion in the industry, this is tantamount to announcing the collapse of the cross-strait touch-and-control alliance.
Set micro-reviews: Mainland Taiwan now has a delicate relationship. The Taiwan authorities regard land as a beast of floods.
7. The top four telecom giants were investigated by the US Department of Justice antitrust investigation. What is behind the scenes is Apple?
Verizon, T-Mobile and Sprint launched an antitrust investigation. The U.S. Department of Justice requires the four major operators to cooperate with anti-monopoly investigations. They suspect that they collude with each other and hinder the free transfer of consumers. According to one source, the U.S. Department of Justice is already A letter was sent to these four companies in the month asking them to provide relevant information. The source also stated that the US Department of Justice had previously conducted an investigation on this in 2016, but in the end it has nothing to do. According to another source According to the disclosure, Apple Inc. previously filed an allegation that was one of the reasons behind the US Department of Justice’s investigation in 2016. The Ministry of Justice is investigating whether these telecom operators have conspired to block a technology. Technology allows mobile phone users to change operators without having to change SIM cards.
Set micro-reviews: Telecom operators face transformation, whether Apple or Google are ambitious.