1, The Big Three in the Storage Antitrust Investigation May Have a Penalty of 8-80 Billion Dollars
Recently, China's anti-monopoly agencies launched an antitrust investigation into Samsung, Hynix, and Micron's three memory chip giants. In the global DRAM market, the Big Three accounted for more than 90% of the market share. If the top three giants were found to have monopolistic prices, and According to the penalty for sales in China in 2017, the fine will be between US$440 million and US$4.4 billion. If the market behavior from 2016 to the present is to be punished for 2016-2017 sales, the fine will be Between 800 million U.S. dollars and 80 billion U.S. dollars.
Set micro-reviews: The state launched an anti-monopoly investigation against three DRAM makers. It is still a bit early to talk about fines.
2, AI technology revolution
The Barron Weekly pointed out that artificial intelligence (AI) technology is a hot topic in recent days, but this wave of revolution has only just begun. During the development of AI, it needs to use huge computing power. It is very good for semiconductor companies such as Micron Technology and Xilinx. The news, they may become future chip stars.
Set micro-reviews: The rise of AI has been reversed for both AMD and Nvidia.
3, Konka made 'core' one hundred billion in the layout of what emboldened?
After more than 30 years of development, the competition barriers in the home appliance industry have become more comprehensible and the competitive landscape has become increasingly clear. The home appliance giants are about to enter their innocuous years, and the home appliance industry has experienced the unrelenting experience of looking back at traditional businesses. The company's “Dare to Do It.” For the 38-year-long development of Konka, the revenue just exceeded the threshold of 30 billion yuan, and it wants to transform into a “platform enterprise driven by technological innovation”, and announced that the revenue target has been further expanded and is planned to be completed in 2022. Revenue target of RMB 100 billion. With the rapid development of Konka in the past two years, the outside world has become more skeptical. Can Konka, which is in the “wonderless year”, start again in the transformation and transformation?
Set micro-reviews: For traditional home appliance companies, the pressure of the layout chip industry is not small, whether it is Konka or Gree are the same.
4. Secret bitcoin mining machine: cost more than 2,000 yuan
'Mining' has gone through phases of CPU, GPU, FPGA, etc. In 2013, the predecessor of Kenan Minzhi, the founding team of Avalon released the mining machine of the world's first ASCI chip, Bitcoin 'mining' entered ASCI era. At the time of buying a mining machine, the daily income was more than 10,000 yuan, and the return in one month was more than 10 times in one year. The Morgan Stanley analyst estimates that if the bitcoin price is lower than 8,600 dollars, the bit Coin miners will be unprofitable. In accordance with the price of 7,500 US dollars, the mining industry will have to lose 13%.
Set Micro Comments: It is hoped that the mining chip companies including Bitland will be able to successfully complete the transition to the AI industry.
5, Daoyi Microelectronics completed a billion C+ round of financing navigation chip shipments ranked first in the country
The largest supplier of Mobike's positioning and navigation chip, Tadou Microelectronics, has won the C+ round of financing led by Guangdong National Capital Partners, with a total financing of more than RMB 100 million. 'Precision of objects, location of geeks', as a commitment to The integrated circuit company developed by the navigation chip, Doo Microelectronics' products have achieved good performance in many fields such as in-vehicle, internet of things, power, and communications with excellent price/performance ratio. Currently, the number of naval microelectronic navigation chip shipments has ranked third in the world. the first.
Set Micro Comments: In the next year or two, the local chip companies will usher in the best financing period in history. It is not time for the mainland to develop integrated circuits because it is not funds or even talents.
6. Registered capital of 100 billion yuan, the establishment of Ziguang Guoxin IC in progress
Ziguang Guoxin IC was co-initiated by the Chongqing Municipal Government, Ziguang Group and Huaxin Investment in February of this year, cohesive of local governments, industrial funds, social capital, and core enterprises, all working together to promote the development of the integrated circuit industry in China and improve it in an all-round way. "China Core" Global Industrial Competitiveness. Zeng Xuezhong emphasized that core technology does not come through the process of deconsolidation. Zengru insisted on self-developed technology and launched China's first proprietary 4G chip platform 9850KH, and actively cooperated with Intel in terms of 5G. With international cooperation, we are committed to becoming one of the best chip design companies in the world. 'To engage in chips and benches to be cold for ten years. We firmly believe that a mountain has passed a mountain barrier and will not return Lou Lan.'
Set micro-reviews: Regardless of how the outside world evaluates, the development of integrated circuits in purple light is progressing step by step, and objectively speaking so far, progress is not bad.
7, exceeded 14 million US dollars, what are the key growth points in China's automotive semiconductor industry?
According to the latest IHS report, the average semiconductor cost per vehicle in China was US$300 in 2017, which was an increase of 5.4% compared to the same period of last year. Among them, the order of the increase was Sensor & Radar, Micro Components, Optics, Discretes, Logic ICs, Simulation IC and memory. From 2017 to 2022, the average annual growth rate will be as high as 10.8%. It is estimated that by 2022, China’s automotive semiconductor revenue will exceed US$14 million.
Set Micro Comments: Compared to the mobile phone chip market, the overall market capacity of automotive electronics is not small, only the accumulation of local IC is less, and the entry threshold is even higher.