1, Zhao Weiguo joins hands with Zhou Hongyi to establish the '360-violet' joint security laboratory
On the 28th of May, Ziguang Group announced that it has reached a strategic cooperation with 360 Group, and will establish a '360-violet' joint security laboratory, leveraging the technical advantages in both the software and hardware security fields to jointly create a comprehensive coverage chip. , Network and cloud security ecological chain, at the same time in the smart home security, vehicle networking security, AI hardware security and mobile security and other areas of cooperation, build an objective and authoritative security assessment mechanism, enhance the overall ecological security and trust.
Set micro-reviews: Many people think that purple light is the show sharp, in fact, after years of expansion, the importance of exposing the purple in the light has been much less than a few years ago.
2. Hikvision: Relatively Conciliatory to US Government Procurement Ban
On May 28, Hikvision’s interactive platform explained in detail the U.S. House of Representatives’ adoption of the “Prohibition of U.S. Federal Government Procurement of Video Surveillance Equipment Provided by Certain Chinese Manufacturers (including Hikvision)”. Hikvision stated , has never attempted to enter the list of US government procurement suppliers. Products are distributed through US sales agency channels, and individual products may be purchased through local integrators and installers. Hikvision also said that whether the company procures US government agencies The use of Hikvision products is also relatively calm, the company previously stated that the protest is that Hikvision has not done any acts accused by the US Congressman.
Set micro-reviews: In addition to mobile phones, monitoring is another key integrated circuit industry, but the monitoring is to B, not the same attention as mobile phones.
3, Chinese regulators meeting Qualcomm this week or will be eligible to release NXP transactions
Micronet reported on May 28th (Reporter Zhang Xiaoqun) There are growing signs that Chinese regulators will eventually release Qualcomm’s acquisition of NXP. Reuters sources said Qualcomm will be in Beijing this week. The antitrust agency met to meet and negotiate for the acquisition of NXP. Through the final efforts, people familiar with the matter said that the regulator received instructions from the top. Once China has confirmed the ZTE ban from the United States, the conditions for the Qualcomm acquisition are approved. It can be given. The audit is currently only a procedural process left, and the regulatory agency can give the conditional approval of the case at any time.
Set micro-reviews: The two companies of Zhongxing High-pass did not have much relevance because the trade war was tied together.
4, Chuanguo Ju is expected to re-acquire the chip resistance ceramic substrate factory Jiuhao
In the past month, the giants of the company have successively acquired M&A protection components factory Junyao and Pulse Electronics in the United States to enter the outbreak period of M&A. Yesterday, the market also announced that Jiuhao’s shareholder list ended at the end of April this year. At the same time, China Guoxin’s Guoxin Investment appeared, which triggered Lenovo. According to reports from Taiwan media, when the company reported on the company’s list of shareholders at the end of April, it discovered that Guoge’s investment company had bought nearly 10% of its shares, among which Chen Taiming served as chairman of the board of directors. The new investment holds about 6% of the stock, and it has become the largest single shareholder of Jiuhao. In response, GuoGuo stated that the market hasn't checked the information too much. The investor should confirm the source of the information first, so it cannot respond to this.
Set Micro Comments: Given the increasing restrictions on land-based acquisitions in the United States, international mergers and acquisitions by Taiwan-funded companies will become a bright spot.
5, Abandon MediaTek processor? OPPO A3: MediaTek and OPPO have become more closely related
The OPPO R15 Dream Edition uses Qualcomm Snapdragon 660. Therefore, industry insiders speculate that OPPO may adopt Qualcomm processor in the new R15S in the second half of the year. The release of 'OPPO A3' with MediaTek indicates that the relationship between OPPO and MediaTek is becoming increasingly closer. R15S regular version is likely to still use MediaTek processor. According to industry sources, OPPO 2019 flagship R17, using MediaTek P80 is very likely.
Set Micro Comments: For terminal companies, supplier selection is always a balance between price and technology.
6, IHS: Liu Haiping Mobile Phone Panel costs more than 20%
Apple launched the iPhone X, and its hai-hai screen has driven a new wave of design. This year's mobile phone brands like LG, Huawei, OPPO, etc. have all launched new screens for the bangs screen. According to the IHS Markit survey, the bangs screen panel is generally full screen Panels, manufacturing costs 20% ~ 25% more, making the price of mobile phones high. At present, panel makers are optimizing the process, the cost gap can be reduced.
Set micro reviews: Given the gradual popularity of Face ID, Liu Haiping is bound to be more and more.
7, 5G standard dispute = patent dispute Qualcomm has announced 5G patent fee plan
From May 21st to 25th, the 3GPP working group of the International Mobile Communications Standardization Organization held the final meeting of the first phase of 5G standard setting in Busan, South Korea. In November last year, Qualcomm also announced 5G in a high profile. According to this standard, domestic mobile phone manufacturers pay RMB 97.5 to RMB 150 per unit for selling a mobile phone with a price of RMB 3,000.
Set Micro Comments: Compared with Huawei, ZTE and even Nokia, Ericsson, Qualcomm's advantage lies not in the rate but in signing licensing agreements with terminal manufacturers.