1. The Chinese anti-trust agency formally opened a case for the investigation of Micron Samsung Hynix;
Micronet Reported on June 1 (Reporter Zhang Yiqun) After successive interviews with Samsung and Micron in December last year and May this year, China’s anti-monopoly agencies have recently launched investigations into Samsung, Hynix, and Micron’s companies. The content may involve the soaring prices of the three manufacturers’ DRAM market in recent years. Industry product tying problem.
According to the micro-grid, on May 31, the Chinese anti-monopoly agencies dispatched several working groups to conduct 'peep investigations' and on-site forensics for the offices of Samsung, Hynix, and Micron in Beijing, Shanghai, and Shenzhen, respectively. The Chinese anti-monopoly agency officially launched investigations on three companies.
The three major storage giants were investigated by Chinese and US regulators
At the end of December of last year, Microelectronics exclusively reported on the news that China's anti-monopoly agencies had talked about Samsung. At that time, DRAM was experiencing a record-breaking rise in the seven quarters, which brought great pressure to downstream companies and consumers.
The Development and Reform Commission said at the time that it has noticed that the price of the DRAM industry has soared. It will pay more attention to the issues that may arise from the 'price manipulation' of the industry in the future. There may be multiple companies acting together to push up chip prices and maximize profitability. the behavior of.
In mid-May, Micro-Networks learned from news channels that China's anti-trust agency conducted an interview with Micron. The main reason is that the price of standard memory has continued to increase for several consecutive quarters, causing high costs for Chinese manufacturers. At the same time, Micron has allegedly restricted equipment vendors. Supply to Fujian Jinhua, abuse of market dominance, impede fair competition.
According to the micro-grid, the actions of the three giants that hindered fair market competition and the reports of some companies promoted the launch of the China Anti-Monopoly Investigation.
Industry analysts pointed out that since the DRAM production cycle lasts for more than eight weeks, from the input of capital expenditures to the increase of new production capacity, the output of the particles will last for at least one year. DRAM manufacturers are most likely to limit sales in the anti-monopoly provisions. Quantity ' is investigated.
From the development of DRAM industry and the period of market price changes in the past two decades, there are also facts that industry giants have used market dominance to manipulate prices.
In 2006, the U.S. Department of Justice filed lawsuits against Samsung, Elpida, Infineon, Hynix, etc., for a total fine of approximately 730 million U.S. dollars, in which Samsung fined 300 million U.S. dollars. Dollars.
Last month, Samsung, Hynix and Micron faced litigation in the United States. The three companies were accused of collusion between 2016 and 2017, limiting the supply of various DRAM products in the market, artificially driving up DRAM prices.
The evidence provided by litigators included March 30, 2016. Micron Technology asked Samsung Electronics and Hynix whether it could reduce production. At the same time, Micron executives stated that the company would not reduce production unilaterally and said to competitors that ' Our goal is not market share' etc.
At present, the US lawsuit is still in progress. If it is finally determined that Samsung and others participated in the market price manipulation and other punishments, the Chinese anti-monopoly authority may refer to the penalties imposed in this respect.
Samsung 70% profit margin leading price increase
Data show that from June 1, 2016 to February 1, 2018, 4GB of DRAM memory prices rose by 130%. Only in 2017, DRAM memory prices rose by 47%, the largest increase in nearly 30 years.
At present, the trend of high DRAM market prices under the oligopolistic situation will continue.
According to the data from the state consultancy, the three major manufacturers of memory Samsung, Hynix, and Micron in the first quarter of 2018 had a market share of 44.9%, 27.9%, and 22.6% respectively, which together accounted for 95.4% of the total market share. In the first quarter of this year, global DRAM revenue grew by 5.4% from the fourth quarter of 2017, reaching a record high.
Samsung still sits firmly in the DRAM industry. In the first quarter, revenue hit a record high of 10.36 billion U.S. dollars, up 2.9% from the previous quarter. Reuters reported that Samsung will receive 70 cents for every dollar of DRAM chips sold. operating profit.
Hynix revenue reached US$6.432 billion in the first quarter, up 2.2% from the previous quarter. Micron continued to be the price leader in the market in the first half of this year, and the price increase was higher than that of the other two Korean factories. The price increase in the first quarter exceeded 10%, driving revenue of 5.213 billion US dollars, quarterly increase of 14.3%.
Micron Group still maintains its third position. However, in the first half of this year, Micron continued to play the role of price leader in the market, and the price increase was higher than that of Samsung and Hynix. The first quarter of Micron's DRAM prices increased by more than 10%, driving revenue of 5.213 billion U.S. dollars. 14.3% increase, the market share increased by about 2% compared with the previous quarter.
Jibang Consulting pointed out that the operating profit rate of the three major DRAM manufacturers in the first quarter of this year has reached 50-70%, which is not only the highest in history. The profitability of the three DRAM makers even exceeds that of the higher-level technology processor (Application Processor). Nothing in history.
At present, in order to cope with the rising DRAM situation and the impact of NAND processes, Samsung and Hynix have adjusted their NAND production lines to DRAM production lines. However, the conversion is still in progress and it takes time. On the other hand, Dachang itself does not have strong enough momentum to accelerate the release of DRAM production capacity, and slowing down as much as possible will also help it obtain the dividends brought about by rising prices.
China's storage industry is under pressure
The sustained high prices of DRAMs have brought great pressure to the downstream industry chain and the consumer side while allowing the three giants to make substantial profits. This is especially true for China, where DRAM is up to 20% and the largest market for memory is needed.
Taking the mobile phone industry with a wide range of DRAM applications as an example, the increase in DRAM prices in recent years will not only test the supply chain management capabilities of smart phone manufacturers, but also bring heavy cost pressures to mid- to low-end models and small-scale mobile phone brands. In the current slowdown in the growth of the smart phone industry and the lack of mobile energy purchased by consumers, the cost panic caused by the rise in upstream components is spreading throughout the industry.
A person in the mobile phone industry said in an interview with a micro-grid reporter that in the surge of DRAM prices last year, DRAM prices increased by more than 20% in each quarter. 'Each time they say they are out of stock, and after price increases, they No out-of-stock phenomenon occurred. 'The person said.
According to the micro-network reporter, some mobile phone manufacturers have also submitted relevant reporting materials to China's anti-trust agencies.
This year is a key node for the development of China's storage industry. At present, China's storage sector has formed the Yangtze River storage, which includes the development of NAND FLASH, Hefei Changxin, which focuses on mobile memory, and Fujian Jinhua, which is dedicated to niche memory, from three vendors. According to the current progress, the trial production time is expected to be in the second half of 2018. The volume production time will be concentrated in the first half of 2019.
In this situation, despite a short period of time, Chinese storage companies will not pose a threat to giants such as Samsung Micron, but the rapid rise of China's storage industry under the support of national policies and financial support will obviously be another taboo for Samsung Micron and other giants. With the further release of DRAM production capacity, China's storage companies are bound to face the price war from the industry giant hair, litigation and other suppression measures.
According to the micro-network reporter, Micron has already begun restricting equipment suppliers to supply Jinhua in Fujian. This undoubtedly poses significant pressure and challenges for Fujian Jinhua, which is in the trial production stage.
The ultimate goal of China’s anti-monopoly law is to maintain fair competition in the market. Any operator with market dominance must not abuse the market advantage to manipulate prices or implement other monopolistic practices. From the current situation, Samsung Micron and other industry giants The practice has been suspected of violating the relevant provisions of China's anti-monopoly law.
The Chinese anti-monopoly agency officially launched investigations on the three companies will benefit the establishment and maintenance of fair market competition and the healthy development of the storage industry.
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2. Xiaomi 8 series of digging pits other mobile phone manufacturers dare to fill it?
Summary: Xiaomi 8 series was released. When we saw Xiaomi 8, Xiaomi 8 transparent exploration version, millet 8 SE price of the moment, consumers are happy, other manufacturers have pinched sweat, Lei Jun still do not forget to dig them pit.
Set micro-network messages (text/Luoming)Yesterday, Xiaomi held a new product conference. In total, Xiaomi 8, Xiaomi 8 transparent exploration version, Xiaomi 8 SE three mobile phones debut (other products are not in our discussion range), we found Liu Xiaofeng in the Tucao millet 8 series at the same time, The three mobile phone products have dug a big hole for other mobile phone manufacturers, and it is difficult to fill in.
Millet 8: Flagship Killer
For the flagship machine that was released first, before Xiaomi 8 was released, we took a closer look at the price of all Xiaolong 845 mobile phones. In the same 6+64GB storage version, the cheapest is the launch of the Black Shark game on April 13th. (Belonging to Xiaomi's ecological chain) The selling price is 2999 yuan, the highest selling price is 3499 yuan for the nut R1, and the millet 8 is priced at only 2,699 yuan, which is arguably the cheapest flagship of the Xiaolong 845 processor on the market. In addition to support dual-band GPS and MIUI powerful became another killer of Xiaomi 8.
For unreleased flagship phones, such as OPPO Find X, Nubia Z18, vivo NEX, etc., even if they have various black technology additions such as super-high screen ratio, vivo, Super vooc (OPPO), etc. Is it possible to turn this mountain of Xiaomi 8 at 2,699 yuan? Don't forget that domestic consumers are always sensitive to prices. Li Nan said at the conference of Charm Blue 6T that the so-called consumption upgrade does not exist, it is only a false one. Fantasy, China is still a developing country.
The price of 2,699 yuan Xiaomi 8 turned out, for those who have released the flagship, and the flagship is planning to release is a bad news.
Millet 8 Transparent Exploration Version: Lei Jun's 'Seven Injuries'
In the martial arts novels, 'Seven Injuries' is a heterogeneous existence. It is 'first hurt yourself and then hurt others', and it is appropriate to use it in the exploration of the transparent version of Xiaomi 8.
Why hurt yourself first?When Lei Jun released Xiaomi 8's transparent exploration version, Lei Jun spent 10 million yuan to change the production workshop into a dust-free workshop. It was not until July that the Xiaomi 8 transparent exploration version came out and had missed the best. The time of sale, and the number of restrictions can not be sold on a large scale.
Moreover, through the back shell, we can 'see' the components inside the mobile phone, including the Snapdragon processor, in an orderly arrangement, with a sense of technology. But there is a problem that this is not 100% real. , Some netizens questioned that the back cover was coated with a sticker. Although millet officials denied it, they acknowledged that some of the components were beautified and that Xiaomi actually admitted that there was visual fraud.
In addition, in the description of Xiaomi’s official website, Xiaomi said that “The Xiaomi 8 Transparent Exploration Display component is not a one-to-one correspondence with mobile phone components.” In other words, what we see is not what the phone looks like inside.
How to hurt others?The launch of Xiaomi 8's transparent exploration version has just attracted so much controversy. Perhaps Lei Jun himself did not think of this, but it is undeniable that Xiaomi 8 has a transparent exploration version of its value, and 3699 yuan can buy the first one to have 'Face'. ID's version of the Android iPhone X, enough for you to install X for a while. (Note: Xiaomi's 'Face ID' is different from the iPhone X's 'Face ID', the difference between the Xiaomi 8 Explorer and the iPhone X is mainly the dot matrix projector. The apple uses the speckle method, that is, it uses 30000 discretely distributed infrared lattices for deep detection, and Xiaomi 8 adopts the encoding method, and the face presents a regular geometric coding pattern so that the feature points can be quickly matched and the number of features is reduced. 3D information calculation, reduce the power consumption of the structured light algorithm. In short, the Face ID of the iPhone X is 3D stereo detection, and the Face ID of Millet is 2D graphics detection)
And Xiaomi 8 transparent exploration version or the world's first pressure-sensitive screen fingerprint technology mobile phone, compared to the common screen fingerprint mobile phone exploration version of the increased sensitivity of the pressure sensor, can improve the clarity of the fingerprint screen to enhance the unlock recognition rate, while the mobile phone is unlocked at the same time Give finger vibration feedback to make unlocking experience better.
Which of the other brands of mobile phone makers are willing to stack up like the Xiaomi 8 Transparent Exploration Edition? If they do, they dare to follow up with Xiaomi’s pricing? This has to be a question mark, because the price is set high and cannot be sold. Set a low, you want to lose money. Like Xiaomi, there is no brand appeal for Xiaomi.
Millet 8 SE: After two thousand yuan, hit the invincible hand
Lei Jun released a Xiaolong 8 SE, put a Xiaolong 710 and Xiaolong 660's performance running points contrast, we see Xiaomi 8 SE's running points lead carrying Xiaolong 660 mobile phone a large part, even though it took the OPPO R15 dream version And vivo X21 models of two 3,000 yuan file, but Xiaomi's intentions are obvious: all equipped with Xiaolong 660 mobile phone, equipped with Xiaolong 710 in front of the phone, 'one can not play'.
So we saw a large number of mobile phone 'casualties' list: Vivo X21, OPPO R15 Dream Edition, 360 N7, Meizu 15, Nut PRO2, etc. equipped with Xiaolong 660 processor models, as other carrying Xiaolong 636/625, MediaTek P60 and other processor models, then when the cannon fodder.
Millet 8 SE performance is so powerful and the price is only 1799 yuan, but also to give some pressure on the back of the company intends to release the new machine, do not polish the dragon 6 series of processors, and Xiaolong 7 series processors are commercially available.
Seeing Xiaomi 8 SE equipped with Xiaolong 710 processor sold so cheaply, it is estimated that Qualcomm would like to die with the heart: 'Finally built out of the flagship processor, it was used to thousands of dollars, really flow Counting tears for money', Qualcomm finally realized that the MediaTek flagship chip Helio X20 used a thousand dollars red rice Pro mood.
We talked more about Balabala. In the end, what kind of pit did the Xiaomi 8 series have dug for other manufacturers? The careful readers who read this may well understand that that is the price pit. Whether it is Xiaomi 8, Xiaomi 8 transparent exploration version, Xiaomi 8 SE Other mobile phone brands all have corresponding price advantages, that is, high cost performance. Xiaomi’s strategy has remained unchanged for 8 years, and the price changes time. Even if there is an equivalent mobile phone on the market, there is no price advantage. Some consumers Will choose to wait for millet's related models to sell.
Earlier, there were netizens tweeting Xiaomi Leijun like this: 'Society I'm Rego, I don't have much stock' Until now, the industry chain has given the news that when Xiaomi 8,8SE first opened the market, the quantity that can be supplied will not exceed one million units, and the sum of the two will only be up to 6,000-800,000 units. This stock price is not low, but there is such a high price/performance ratio for Xiaomi's body mass class.
Maybe to cope with the 'price pit' dug by the Xiaomi 8 series, other manufacturers can try to spread the spot 'wood' to go over, rather than silly to fill. (Proofreading / Luo Ming)
3. Which mobile phone brand has the most users? Weibo: Apple's first OPPO is second, and millet is only fifth;
Gathering micro-message news, today, Sina microblogging and well-known market research company Sinon jointly released the “Smart Phone Micro-report 2017”. The report shows that in 2017, Huawei, Xiaomi, OPPO and vivo were the four major domestic mobile phone manufacturers. The expansion of brand advantage corresponds to the fact that Apple’s advantage in China continues to be eroded and the market share of other mobile phone brands has also suffered.
It is understood that the report data is based on a quantitative analysis of the Weibo users' active behavior data in 2017. The data range comes from the current microblog monthly active 411 million users, of which the mobile terminal accounted for up to 93%. Weibo through the analysis of users The phone model gives real and valid data.
Weibo active users use mobile phone brand share rankings, ranking first is still iPhone, OPPO, vivo, Huawei, millet ranked first five.
Weibo new device brand share list followed by: iPhone, vivo, OPPO, Huawei, Xiaomi.
Retention rate refers to whether the user's last mobile phone is the same brand as the next mobile phone. He is an important indicator to measure user loyalty to the mobile phone brand. According to the report, the brand retains the ranking in the brand retention rate when the brand changes. The iPhone is the highest, followed by Huawei, Vivo, and Xiaomi.
The analysis of the report indicated that although Apple maintained its lead in microblog stock and new device rankings, its share had a significant decline, and its retention rate even fell by 5%. Samsung, which once led the Chinese Android market , Even though the classic curved surface design was launched in 2017, global shipments began to pick up, but it is still impossible to avoid a decline in stock share and ranking in the Chinese market. In particular, the active stock share has dropped to 3%.
In addition, the report also gives the flow direction data of the user's replacement. From the following data, it can be clearly seen that the iPhone user flows to Huami OV domestic manufacturers.
In the high-end model market, Huami OV poses no small challenge to Apple. Taking Huawei P10, OPPO R11, vivo X20 and Xiaomi 6 as examples, iPhone has become an important inflow source brand. Among them, Huawei P10's new machine source accounted for The highest, reaching 35%; Vivo X20 and OPPO R11 inflow ratio, Apple users inflow ratio; Millet 6 also has 16% of Apple users inflow ratio.
For the trend of the smart phone market, the report also pointed out that the thousand yuan mobile phone is no longer favored and the user replacement cycle is longer. Currently, only about 1.1% of Weibo users are interested in buying mobile phones under 1,000 yuan, and more than 57.3% of users More inclined to purchase mobile phones over 2,500 yuan. At the same time, compared with 2016, 44% of subscribers will replace mobile phones within one year, the user replacement cycle becomes longer, close to 50% of users two years of replacement. In addition, 26-35 years old White-collar workers became the main force for replacement in 17 years, 58% of users had used at least 5 smart phones.
4. There is no limit to the number of packages. There are no tricks to increase the speed and fee.
In response to the country’s call for “speeding up and fee reduction”, the three major operators have launched 'unlimited' packages, 'unlimited national traffic' and 'directed unlimited traffic'. However, these 'unlimited' packages are all without exception. There are unspoken rules. After the usage reaches a certain threshold, the speed limit will limit you to doubting your life.
According to users' reports, after the speed limit, 'WeChat won't go up for a long time,' some of them even suffered from normal work.
In the face of user's Tucao, operators also suffer from hardships. Bandwidth resources are limited, and you are taking up too much, affecting other people's access to the Internet. The problem is that there is no diamond drill, do not take care of porcelain.
Since the operator's current technology and business models do not support truly unlimited packages, they should not use 'unlimited' to solicit users, so that users can redefine the definition of 'unlimited'.
Operators also said that you can use the speed limit afterwards, so theoretically it is not limited. However, even if WeChat cannot be used, it can't be used. It can't be used anymore. Some packages can be purchased through traffic refueling packages. Restore normal Internet speed, this option is even naked to play 'unlimited' packages face.
This is like the signboard promotion of a restaurant's entrance. However, after the customer entered, they found that after eating two steamed buns, they could only drink cold water. In the past, the user also tolerated the turtle speed of 2G Internet, but in the 4G era, the user The speed of the network dropped to 2G era, it can not be called unlimited.
Operators have clearly misled the user's intentions in advertising. The advertisements are written with the words 'unlimited', 'servile', 'wanted to see', and the 'speed limit' scheme is in an inconvenient corner. In the offline business hall, when staff advertise the 'unlimited' package, most of them will not mention the speed limit.
There are similar pitfalls in targeted free flow packages for specific APPs, such as images, text, in-stream video ads, barrage, etc., which are not in the scope of exclusive traffic. Do users love advertising and spend money on their own? See also advertising? Can only say that this is the operator and the Internet company to cooperate with users to pit.
The so-called 'unlimited', 'servile' use, is essentially false propaganda, misleading the user. Operators and their unfairly unnamed 'unlimited' packages, it is better to clearly and clearly write how much money and how much traffic. The intention of speeding down fees should be to let Users can use it with confidence instead of everywhere to beware of unspoken rules.
Premier Li Keqiang said: 'Speeding up and reducing fees can not only directly benefit the people, but also accelerate the transformation and upgrading of China's economy. It can be said as 'one hand and two''. Operators are a crucial part. 'Unlimited' packages The word game is inconsistent with the spirit of 'speeding up and lowering fees', and it does not reflect the responsibilities of these big companies.
4G has been popularized and 5G is ahead. Traffic packages are non-trivial matters relating to economic and social upgrading and development. They are related to the construction of digital China. Operators cannot play their own abacus, but they cannot see the country. News
5. LeTV Announces the Valuation of Affiliates: Le Rongzhi's new proposal has a valuation of RMB 9.66 billion;
Sina Technology News on the evening of June 1 news, LeTV announced an announcement of the valuation of a number of related companies, saying that this time the use of market valuation of the new valuation of Leverage, Le Rongzhi new on December 31, 2017 The valuation conclusion is proposed to be 965984.91 million yuan.
In addition, the assessment values of the new generation of Khorgos Lele Culture Media Co., Ltd., Chongqing Levision Microfinance Co., Ltd. are respectively proposed to be 253,534,400 yuan and 16,636.57 million yuan.
LeTV Announced that the evaluation report was issued by Beijing North Asia Assets Evaluation Co., Ltd., with December 31, 2017 as the evaluation benchmark date.
6.IFR: The number of robots worldwide will double by 2020
According to the statistics of the International Robot Federation (IFR), industrial robots used in global factories will exceed 3 million by 2020, which means that the number of robots in operation will more than double in 2014 (2014-2020).
The global number of robot robots from 2017 to 2020 is predicted.
In addition, automatica surveyed 7,000 employees in seven countries around the world, showing that nearly 70% of employees believe that robotics and automation provide opportunities for higher-skilled jobs, and that technological changes provide employees with targeted Training and further studies are necessary.
Junji Tsuda, president of the International Federation of Robotics, commented: “Automation of robotic processes like IT is by far the most important factor in changing people's work. Companies and governments must work together to ensure that workers have the skills needed for technological change.”
Singapore's investment in the SkillsFuture program
In terms of training, Singapore has become one of the most advanced countries with its SkillsFuture plan, which requires employers from all walks of life to clearly state what they expect to change in the next three to five years and to point out their future skills. Their answers were used to create an "industry transformation map" to guide the development of individuals.
Since January 2016, every Singaporean over the age of 25 has received a subsidy of US$345 and is free to pay for any training courses offered by 500 approved suppliers, including universities and large open internet courses ( MOOC). CTIMES