1. Bottom up 3D light supply chain, where is the difference between Face ID and iPhone X?
Gathering micro-message (Reporter / Deng Wenbiao) Although iPhone X's fringe design is much touted, the function of Face ID undoubtedly leads the trend of smart phones again. At present, domestic mobile phone manufacturers Huawei, OPPO, VIVO, etc. are collectively following Apple's Face. ID technology, Xiaomi launched the Xiaomi 8 exploration version support Face ID, also built-in 3D sensor components, but with the iPhone X Face ID difference.
The Apple iPhone X is the first smartphone in the world to use 3D speckle structure for face recognition and payment. This technology was derived from Prime Sense, which Apple acquired in 2013 for a total of US$345 million in Israel. After the first use of 3D structured light for face recognition and payment in the iPhone X, this technology has attracted much attention.
On May 31, Xiaomi officially released the exploration version of Xiaomi 8, adopting Face ID, claiming that it adopts 3D structured light face recognition technology, and this is the first attempt of the technology on Android phones.
Unlike iPhone X's speckle-structured light solution, Xiaomi 8's Discovery Face ID uses Mask-based coded structure light, which was independently developed by Mantis Vision of Israel. Mantis Vision uses a mask-based coding structure for light. , Obtaining depth information through innovative patented coding technology. The speckle structured light method uses 30000 discretely distributed infrared lattices for deep detection, and Mantis Vision adopts coding method to show regular geometric coding patterns on the face. This can quickly match feature points, reduce the amount of 3D information calculation, and reduce the power consumption of structured light algorithms. In addition, in conjunction with the camera's high frame rate, it can also achieve real-time dynamic capture of 3D content.
Face ID 3D structured light technology is different from other 2D information-based authentication technologies. Face 3D depth information is safer and more private. This technology carries the digitization of the real world, resulting in some completely different application scenarios than traditional 2D imaging. , The future has a wide range of applications in many areas.
In addition to Xiaomi, OPPO is also about to release a new machine that supports 3D structured light. Prior to this, on May 21st, OPPO held a conference of '3D structured light+5G', and subsequent OPPO will be held on June 19th. The buoyancy conference officially released the 3D structured mobile phone Find X.
China Merchants Electronics expects that the official launch dates of the Xiaomi 8 Exploration and Find X handsets will not be available until July. Among them, OPPO's Find X shipment volume is relatively sufficient, and there is a variety of products with high and low prices. The estimated life cycle sales volume is 200. Million, officially released in mid-July.
The launch date of Xiaomi 8 Transparent Exploration Edition is at the end of July. Currently, the amount of orders given to suppliers is small, but the possibility of follow-up compensation is not ruled out. The life cycle sales volume is expected to be 80-100 million units.
In terms of supply chain, according to China Merchants Electronics Fangjing, compared with Xiaomi’s choice of Mantis Vision’s solution, OPPO is working with Aobi Zhongguang, and Huawei chose to develop its own algorithm. Due to the proximity to the offering, OPPO and Xiaomi’s suppliers All have been identified, but there is uncertainty at Huawei. There are currently four modular plants competing, Qiu Titanium Technologies just delivered samples in late May. From a progress perspective, Lite-On and O-Fee Technologies are leading.
Specific to the implementation of structured light solutions, Xiaomi's structured light solution is coded structured light, which does not require DOE. The lens also only requires a plastic projection lens. The specific working principle is: Vcsel laser uniformly illuminates the mask (Mask). Thousands of bright and dark patterns are formed on the mask and projected through the projection lens. Anti-distortion processing is performed in the projection process. The advantage is that the structure is simple, but the disadvantage is that the power consumption is relatively large. And Apple, OPPO, Huawei's plan It is speckle structured light. Its working principle is that the VCSEL laser irradiates the Diffuser and forms several hundred scattered points. Then the beam is converted into vertical light through the collimator lens. The light path design of the collimator lens is difficult. Vertical light is used again. On the DOE (diffractive optical element), it is diffracted into tens of thousands of scattered points. The scheme is mature, the structure is relatively complex, but the power consumption is low.
According to the micro-grid, Xiaomi 8 Discovery Face ID is using the 3Dsensing module from Ophelia Technologies. Ouffy Technologies has completed sample delivery at the same number of Android customers and can provide end users with facial recognition with a good user experience. Comprehensive solution, product gross margin higher.
In addition, Fang Jing also revealed that Huawei's Mate 20's Laya project will also adopt the structured light + screen fingerprinting scheme, which is expected to be available in mid-October and reach shipments of 1.4 million units by 2018. In addition to the above three, Vivo is expected to introduce a mobile phone with a rear-end ToF solution this year. The module factory is Truly, the ToF Sensor is Panasonic, and the driver chip and algorithm are provided by ADI.
Currently, 3D Sensing mobile phones are relatively limited in China in 2018. The penetration of 3D Sensing in the mobile phone industry is still early, but there is a large potential. In the future, as Android mobile phone manufacturers introduce Face ID, the speed will increase with the adoption of 'HMOV'. , The industrial chain will also benefit from synchronization. 3D Sensing as a new human-computer interaction model, application performance is worth looking forward to. (Proofreading / Fan Rong) 2. The chip resistance rose by 100% again. The fourth time this year, the price of the chip was increased.
Some chip resistance continued to increase in price, stimulating the relevant ethnic groups to strengthen in the intraday period. The country’s giant recaptured the 1,000 yuan mark, and the light locks the daily limit. Market participants pointed out that the resistance component material was out of stock, driving the resistance to rise.
The mainland media recently reported that Housheng Group’s thick international trade (Kunshan) will adjust the price of resistance series, and some specifications will increase by more than 100%. The new unit price will be implemented from June 15th. This is the fourth year of this year's thick sound. Times adjusted prices.
Lu Mian pointed out that in late May, Hou Sheng announced thick film resistor products price adjustment notice, June 1 on some of the thick film resistors rose by more than 50%.
According to official website information, Housheng Electronics was founded in 1978 in Hsinchu, Taiwan. It set up factories in Bangkok, Thailand, and Kunshan, Jiangsu in 1988 and 1992, respectively. It mainly manufactures and sells chip resistors, network resistors, plug-in resistors, cement resistors, power resistors, and other types of products. Fixed resistance.
The price of resistance continued to increase, driving the relevant ethnic groups to strengthen. The national giants walked back and recovered the thousand yuan mark, reaching a maximum of 1045 yuan, soaring 6.4%. The light opened and locked at a daily limit of 58.6 yuan. Dayi reached the highest intraday price. 115 yuan, soaring 6.4%.
Market participants pointed out that the shortage of materials for ceramic materials with resistive elements continues to increase, which has soared by 275% so far, and the resistance components have continued to rise. It is estimated that the overall passive component shortage situation may continue into next year.
Judging from the manufacturer's layout, the legal person stated that including chipmakers such as Qielixin, Wangsheng, Lizhi, etc., set up factories in Kunshan. The monthly production capacity of these three companies is estimated to exceed 50 billion units. Monthly supply of global resistors About 360 billion units, the world’s leading chip resistor components include Guoda, KOA, Rohm, Panasonic, Vishay, etc. Guoda is the world’s largest chip resistor supplier. 3. Goer Shares: Provides new speakers for Xiaomi 8's transparent exploration version;
According to the micro-message news, according to Gospel shares on the interactive platform, the speakers deployed on the high-end models of the Xiaomi 8 transparent exploration version announced on May 31 in Shenzhen are the latest generation of Speaker products exclusively provided by Goerer Co., Ltd.—Super Balance Speaker. (SBS for short)
SBS has large amplitude, super dynamic, and super-balanced characteristics. It can improve the sound quality by reducing the noise generated by the vibration of mobile phones at the same time as the volume is significantly increased, and achieve a better stereo effect, satisfying the user's demand for the ultimate sound experience of high-end mobile phones. Also has the advantages of waterproof, high energy efficiency.
4. China Haida: Continue to develop and improve Beidou high-precision navigation chip;
According to the micro-network news, Zhonghai Da said on the interactive platform that the company will further increase R&D investment in the future, and continue to develop and improve Beidou high-precision navigation chip, on-board high-precision positioning sensor, integrated navigation solution, global precision system, measuring robot, Ultra-wideband UWB positioning equipment, vehicle/airborne/shipborne laser radar, underwater high-precision positioning and other technologies and products, to the successful development of products, speed up the pace of application of large-scale.
5. Konka strategic transformation: Great Leap Forward or clever layout?
'The first area we are targeting is storage, because each year 30 million terminals are sold from Konka, and the market will grow bigger in the future. Second, the Internet of Things chip technology will bring new opportunities and subversion, Konka. Will focus on the Internet of Things chip layout. '
Times Weekly reporter Wang Yuan from Shenzhen
The long-awaited Konka Group, standing on the 38-year-old gate, suddenly launched a 'fighting war.'
Under the spotlight, Konka Group announced a high-profile announcement of the establishment of a new environmental protection technology division, the Semiconductor Technology Division. This means that this old color TV giant will formally enter the environmental protection, technology and technology hot spot. For Konka, these two new areas will be It brings considerable profits.
In addition, Konka said that in the future, it will take the opportunity to lay out key layouts in areas such as Health, New Energy Vehicles, Big Data, Internet of Things, and 5G.
At the same time, Konka's new strategy has also restructured its business structure and established four business groups: 'Technology Park Business Group', 'Industrial Products Business Group', 'Platform Services Business Group' and 'Investment Financial Business Group'. Pattern transformation and upgrading.
Under the background of the mixed era of state-owned enterprises, with the support of the major shareholder Overseas Chinese Town, a series of adjustments by the Konka Group can be described as a new look. However, this time, a large-scale cross-border expansion is possible. The risks are controllable and the funds are abundant. How to rationally deploy enterprise energy, also put forward higher requirements for the transformation of Konka and successful opening of the Xinjiang region.
For CNBC Konka, who had already flown into the homes of ordinary people as early as around 2000, due to the conservative strategy, the internal relations needed to be straightened out. The development of the past few years has indeed gone through a long period of silence. It's a shame. Giant transformation is not easy.
Fortunately, just as the 40th anniversary of the reform and opening up, through a series of endogenous reforms and developments, Konka Group has gone through a wave of prices that can be described as 'bottom-up'. First, the number of people who handed over the new management last year after taking office. A phased transcript was quite dazzling. 2017 net profit soared 52 times year-on-year. At the same time, positive earnings and rapid growth continued to be recorded in the first quarter of this year.
KONKA's road to recovery has turned from a single home appliance manufacturing enterprise to a platform-based enterprise driven by technological innovation. The greatest value is precisely that it has jumped out of the 'box' of color TV business development and set aside the path dependence of the past. Efforts to get rid of the traditional manufacturing label of 'consumer electronics'.
Zhou Bin, the president of Konka Group, is full of confidence. He set a small target for this: In 2020, Konka’s revenue will exceed 60 billion yuan. It will nurture 3 new industries with more than 10 billion revenues and build 1-3 new ones. Domestic and foreign listed company platforms.
In the fifth year after the release of the new strategy, through the continuous leadership of the development concept of 'technology+industrial+urbanization', the annual sales revenue exceeded 100 billion yuan, becoming a world-class enterprise that is driven by technological innovation and has global competitiveness. Zhou Bin said.
Konka bred "core" dream
Appliances made 'core', it seems more and more into the trend.
As early as last year's two sessions, Li Dongsheng, chairman of TCL Group (3.130, 0.03, 0.97%), publicly stated that he hopes the government will continue to introduce policies to increase support for semiconductor displays and the semiconductor chip industry. At the same time, according to the Times Weekly reporter, they have a deep understanding It was learned that in addition to the panel, TCL also incorporated the chip business into its strategic plan during the process of vertical integration of the industry chain. Since 2013, TCL has already participated in two chip companies, namely, DT.3545 and DT Electronics. Another American chip maker, Amlogic.
When Gree released its 2017 financial report this year, it was unexpectedly discovered that Gree earned a net profit of over 20 billion yuan without dividends. The reason was to build chips. Recently, Gree Electric (47.810, 1.23, 2.64%) chairman Dong Mingzhu raised even higher levels. Claims that even if it invests 500 billion yuan, it must study the chip well.
Konka is the third home appliance company to attack the chip industry in a high profile.
For Konka’s move, there are many different opinions from outside. The questioning voice mainly lies in: 'Is the pace moving a bit too big' and 'The chip industry is high in threshold, can funds and technology keep up'?
Li Hongyi, vice president of Konka Group and head of the Semiconductor Technology Division, explained to the Times Weekly reporter that Konka is not a flash riser, nor is it groundless. Konka has a large demand and market.
It is understood that Konka's purchase of semiconductors last year was 9 billion yuan, and it will exceed 14 billion yuan this year. It will increase by more than 30% every year for the next 5 years. This is a huge volume, which means that Konka is born with semiconductors. The demand and a lot of digestion.
Secondly, this year, Konka released the '8K chip' at the CES show in the United States, and won the CES Innovation Award. According to Li Hongxuan, these reserves have not been used before, but Konka has technical reserves and advantages.
'Third, to enter the semiconductor industry, there is no doubt that the financial barriers required are very high, and our listed companies have a huge body of weight, as well as the support of the major shareholder OCT Group. This is precisely our three advantages in entering the semiconductor industry: Advantages, technical advantages and financial advantages. ' Li Hongyi told Time Weekly reporter.
For the pace of advancement in the chip industry, Li Hongyi said that Konka will use the 'smarter approach to cut in'. Konka is mainly done through self-developed mergers and acquisitions, but the manufacturing of these heavy assets will not be cast, mainly focused on Design, packaging and other light assets links.
'The first area we are targeting is storage, because each year 30 million terminals are sold from Konka, and the market will grow bigger in the future. Second, the Internet of Things chip technology will bring new opportunities and subversion, Konka. Will focus on the Internet of Things chip layout. '
Li Hongshun admits to the Times Weekly reporter that the core of chip technology is still dependent on foreign countries, but the Internet of Things is a new technology area, which is not the same as the traditional one. China will have a chance to overtake in the next few years, so we must Focusing on the present, lay the next generation. If you continue to develop in the original direction, it will be difficult to exceed advanced foreign technologies. According to its disclosure, this year you can see a biometric-related IoT chip released by Konka. Have their own technical barriers.
'At the same time, some companies with large assets, large investments, long-term companies, and market-oriented companies do not dare to make such investments. However, we can use Oka City plus OCT and government funds to make a profound layout in this industry. Semiconductor is not an overnight event, but a protracted war. So we are also concerned about the upper reaches of this industry chain, including the manufacture of semiconductors, capital-intensive manufacturing, including semiconductor equipment, equipment with very high technological content, and we are all studying. ' Li Hongyi further explained.
'We hope to be among the best semiconductor companies in the world in 5-10 years and commit ourselves to becoming the top 10 semiconductor companies in China with annual revenue of over 10 billion yuan.' Zhou Bin told reporters.
Dong Min, vice president of AVC Cloud Network (AVC) commented to the Times Weekly reporter: 'For enterprises, the national funds and the international situation are just catalysts. Basically, the core point that companies should consider is to benefit from the Internet of Things. The rapid advancement in the world and its rich application scenario, whether the market in this field has investment potential and strategic role. In addition, the company’s own needs are very large, independent of the product attributes of consumer electronics, durable goods or smart living. Especially important. For cross-border home appliance companies like Konka, it does not necessarily focus on the core link, but it must be absolutely focused on avoiding heavy assets and guard against low-end excess capacity.
Cross-border to enter the environmental protection industry
Konka is another new industry that attracts much attention. It is the field of environmental technology.
According to Zhou Bin, the environmental protection industry has a certain degree of social public nature. Konka not only has the background and favorable support of the central government, but also has sufficient capital preparation and good industry synergy to meet the requirements for entering the industry.
According to the reporter, the business direction of Konka's environmental protection technology division will focus on water pollution control, air pollution control, solid waste treatment, recycling and reprocessing, and soil pollution treatment and repair.
On the one hand, Konka will adopt mergers and acquisitions. On the other hand, it will be the formation of a joint venture company, using its existing advantages and the advantages of Konka to form a joint venture company.
There are too many areas involved in environmental protection. Gas, water, solid waste, and solid waste are also many. It is impossible to complete all the environmental protection activities at once. What do we need in each industry segment? The strategy is based on the characteristics of the industry and the specific companies we selected, and the specific situation of Konka. We must not adopt a general approach to what we should do in an environmentally friendly manner.' Lin Hongyi, the assistant chairman of the board of directors of Konka Group, told reporters.
The first part is the water-related company. It has already acquired the company Yikang Technology. Secondly, it is more complicated. Many listed companies are doing qi, so we are also negotiating a business related to qi. Whether it is solid or micro-waste, the field is too wide. There are more than 140 categories of micro-waste. What to do and how to do it are all in need of further negotiation. Look at the advantages of Konka and what are the appropriate ways to do it. . '
According to reports, Konka's environmental protection industry is not merely chasing hot spots, but also has its own needs. Under the strategy of 'technology+industry+urbanization', Konka has initially formed Konka Dongguan Smart Appliance Industry Park in the country, Konka Zhuozhou Kechuang Center, Konka Kunshan Logistics. With the layout of industrial parks, these science and technology industrial parks also have waste water, waste gas, and solid waste disposal needs. Konka's development of environmental protection industries is conducive to complementing each other.
In fact, as the country strengthens industrial support, macro strategic orientation and environmental protection continue to increase, energy-saving and environmental protection industries have a vast space for development and a huge market increase.
Zhou Bin admitted frankly that the goal of the environmental protection business of Konka is to use one to two years to achieve a single-year revenue of more than 10 billion yuan, and use 3-5 years to build a domestic first-class environmental protection operation and maintenance high-end brand.
Sword refers to 100 billion revenue map
In fact, for a long time in the past, Konka's performance did not look good, and its profitability was questioned.
And in 2017, Konka’s revenue from the 20 billion yuan in 2016, striding to a scale of 30 billion yuan, and returning to the industry’s first echelon, the contribution of the color TV main business and the growth of diversified business contributed.
Today's Konka Group, the industry involved in home appliances, Internet operations, supply chain management, financial investment, industrial parks in the five major areas, to become the basis for the home appliance industry, the development of diversified business synergies. In addition to this announcement to enter the environmental protection, semiconductor industry, Konka future Will also focus on the layout of major health, new energy vehicles, big data, Internet of things, 5G and other areas.
The financial report shows that in terms of R&D investment, Konka Group continued to increase its efforts. It invested RMB 330 million in R&D last year, an increase of approximately 72% year-on-year.
Zhou Bin hopes to build Konka as a world-class company driven by technological innovation and global competitiveness. 'In the new strategic period, Konka will focus on 'one core positioning, two development lines, three development strategies, and four major businesses'. Group' accelerating the transformation and upgrading to achieve leapfrog development.
The four major industry groups mentioned by Zhou Bin are the restructuring of the four major business groups of the “finance business group”, the “industry product business group”, the “platform service business group” and the “investment financial business group” to achieve the transformation of the industrial structure. upgrade.
Faced with difficulties and challenges in the transition period, Zhou Bin admitted to reporters that Konka used to focus on electronic information technology in the past. Cross-border needs accumulation and time. This is difficult. Second, the emancipation of talents and thinking is another The difficulty.
Through the past two years, the whole team of Konka has been very united and the morale of the team has risen. With 38 years of accumulated experience, technology, and talent pool, as long as we open our minds, we will be able to do things easier than others and have more confidence.'
As for the outside world's questioning and incomprehension of the transitional layout of Konka, Zhou Bin said with a smile that it is too early to say that Konka is running on any track or concluding a judgment on Konka.
'Ultimately we may lay out 5 to 6 tracks, 6 to 7 tracks. If there are 3 or 4 of them coming out, then everyone will know what kind of company Konka is.' The Times Weekly