1. MediaTek smart speaker big winner;
According to the micro-message news, global shipments of smart speaker products reached 56.3 million this year, an increase of 70.6% year-on-year. Google and Amazon's two largest customers accounted for 90% of the smart speakers. As chip supplier MediaTek has won the majority Amazon orders, and also at the same time with the Google smart speaker brand factory, the market believes that regardless of who wins the final smart speaker share, MediaTek is the winner.
In addition, Apple's upcoming low-cost version of HomePod will also use MediaTek's chips, which will give MediaTek a bigger share of smart speakers.
2. High-end creative process fight, this year, 7nm volume production;
The receipt of orders for non-mining machines from IC Design Services's creative electronics company this year is in line with the growth expectations of the company. In addition, in the case of high-end processes, after the first quarter's orders are opened, it is expected that there will be related ASIC revenue contributions in the second quarter. Revenue, market optimistic about the second quarter of the creative performance will have better performance than the first quarter.
Creative achieved a record high last year, with a post-tax EPS of 6.38 yuan. Although the first quarter of this year was in the off-season, single-quarter consolidated revenue was 2.758 billion yuan, an increase of over 10% year-on-year. Since the second quarter, higher-level processes were introduced. Some of them will also begin to contribute to the operation. Therefore, the market is optimistic about starting from the second quarter and entering the second half of the busy season, creative performance will be expected to maintain its growth trend.
Last year, the creative performance hit a record high, and the proportion of high-end 16nm reached 28%. In addition to the benefits of 7nm mass production in this year's advanced manufacturing process, 7+ nm will complete the design finalization, and the company also pointed out that the idea will be this year. Cooperated with TSMC in a 5nm project. Following TSMC's entry into 3nm and 3D packages, Creativity will collaborate with new technologies.
Regarding the industry outlook for this year's outlook, Creativity stated that although the global demand for smart phones has slowed down, and the US and China have had a trade warfare effect, creatives are actively focusing on artificial intelligence, cloud, 5G and data center fields, and they are still positive about this year's camp sports energy. Market corporations have estimated that this year's creative full-year revenue is expected to have a double-digit growth year-on-year.
In addition to ASIC, in terms of NRE, the market estimates that the overall NRE's overall performance should grow by more than 50% this year. The relevant performance in the first quarter is in line with expectations. The main growth drivers are from artificial intelligence, virtual currency, digital cameras, drones, etc. In the field, among them, the demand for the mining machine with a high degree of market attention, the contribution of the first quarter of this year to the creative, is indeed lower than the same period of last year, but the market believes that the growth of orders in the non-miner part of the strength of strength , This year will be the focus of creative growth throughout the year. Economic Daily
3. Code-named whirlwind? Hacker God broke the apple A12/A12X processors are present
The hackers with ID Longhorn revealed on Twitter that the A12/A12X processors share the Vortex code name, and the models are T8020 and T8027 respectively.
Previously, the core code of the A10X/A11 was related to 'wind', such as the former's 'Hurricane' and Zephyr's (zephyr), and the latter's Monsoon (monsoon).
From a scientific definition of wind speed, cyclones are far less like monsoons and hurricanes. I wonder if this signal means that the performance of the A12 series is limited.
This microblog was retweeted by well-known prospect Roland Quandt. At least it proved not to be a word of mouth. At the same time, considering Longhorn himself as the cracker of the Windows ARM BOOT security loophole, it was still authoritative.
According to a report by Bloomberg this week, TSMC has already started production of the A12 chip. Based on the 7nm process, only the process level, 7nm will save 40% over 10nm, and the performance will increase by 20%.
If the A12/A12X is launched at the same time, the former will be used on the new iPhone in autumn, the latter on the new iPad.
Of course, the main focus of the A12/A12X is both the CPU design and the GPU, because this will be Apple's second-generation, self-designed GPU.