1. Chairman of Shennan Circuit: ZTE's normal payment in May, still benefiting from 5G development
Gathering micro-network news, Recently, Shennan Circuit, a leading domestic PCB manufacturer, conducted investor Q&A on issues such as the localization of chips and the impact of Sino-US trade relations. The introduction of the research and development director of Shennan Circuit, Qiu Hua, the company in the 1990s After digging the first barrel of gold from the game board, it seized the dividends of the development of the domestic communications market. Currently the company is a core supplier of leading communications equipment manufacturers in the world, including Huawei, Nokia, ZTE, etc., and for the recent ZTE Yang Zhicheng, Chairman of the Board of Directors of the United States, banned sales, said that at present, the incident did not have a major impact on the company's operations. As of May, the payment was normal. Future communications is still one of the company's major development directions.
Set micro-reviews: ZTE was lifted, it will take some time to revert to the ban before the ban.
2. The average annual salary of Broadcom IC is over RMB 400,000. How to deal with the decline in gross profit margin?
Broadcom Integrated Circuits (Shanghai) Co., Ltd. ('Broadcom Integration') recently disclosed a prospectus, which will impact the IPO. For Broadcom integration, the employees can be said to be 'benefit to be done', and the per capita salary in 2016 reached 425,800 yuan. Such high manpower investment also brings higher returns to Broadcom's integrated shareholders. However, on the other hand, Broadcom's integration is also facing a situation of declining gross margins. Products have always faced fierce rivals' prices. "Competition", how to maintain the level of gross margin through the research and development of new products is a problem faced by Broadcom integration; Broadcom integrated receivables and inventory levels are relatively high, and it also forms a certain financial pressure on Broadcom integration.
Set micro-reviews: The ZTE event promoted government investment in the industry, but it also indirectly raised the salary level of the entire IC industry.
3, The cooperation between SUSTC and SMIC has made important progress in the lithography process module
Recently, the Institute of Microelectronics of the Chinese University of Science and Technology and the SMIC International Manufacturing Co., Ltd. have made new progress in the cooperation of production, education and research. The lithography process module has successfully established a physical model to avoid development defects in the polar coordinate system. Through this model, Effectively reduce the development defects in immersion lithography, help shorten the development cycle, save R&D costs, and provide recommendations for determining optimal process parameters under different conditions. The results have been published in the International Lithography Journal Journal of Micro-Nanolithography MEMS and Posted by MOEMS.
Set micro-reviews: SMIC's investment in basic research has slowly achieved results.
4, Huawei Automotive Dreams: Terrorism in the development of mobile phones, the next strategic goal of the car?
If you mention 'Huawei', you only think of mobile phones. You must not have noticed the company's attempts and changes. For this ambitious company, being the global leader in car networking, I am afraid it will be the focus of the next step. According to a 36-foot report, Huawei's strategy department issued a document last month, indicating that the strategic focus for the next year will be on the Internet of Vehicles. In October this year, including Ren Zhengfei, Xu Zhijun, and Guo Ping, all of Huawei’s top levels will gather in Ireland. , The car will be the most important theme of the conference. Those who know Xu Zhijun said that Xu Zhijun's ideal car for China should be a mid-priced model, such as RMB 300,000 or less, but it must be mass-produced. City SUV.
Set Micro Comments: The difference between cars and mobile phones is still very big, Huawei really need to make a car with great determination, it is possible to participate in cars.
5, Qualcomm former CEO Paul Jacobs is setting up a 5G company XCOM, plans to acquire Qualcomm
Early morning news on June 7th, Beijing time, former chief executive officer of Qualcomm Paul Jacobs is setting up a company focused on 5G wireless communication technology. The start-up company's name is XCOM and will be dedicated to solving 5G. The problem was to achieve low latency and high reliability. Qualcomm's former president Derek Aberle and former chief technology officer Matthew Grob also joined the new company. According to the company's website Introduction, Abbott will serve as the company’s chief operating officer, Grob will serve as chief technology officer, and Jacob as chief executive. According to CNBC reports, Jacobs is still planning to privatize Qualcomm. He is Aberdeen raises billions of dollars together to acquire Qualcomm.
Set micro-reviews: Although the former CEO of Qualcomm wanted to come back, but the difficulty is not small.
6. BOE's response: Does Huawei cooperate with Huawei to take the lead in introducing a foldable flexible screen mobile phone?
With the micro-messaging news, smart phones have developed to today, and companies are racking their brains to make innovations. Foldable flexible screen mobile phones are also one of the development directions. Investors recently heard that BOE and Huawei prior to Apple's Samsung launched cooperation in November this year. Collapsible flexible screen mobile phones and confirmation from listed companies, BOE responded on the interactive platform. BOE only stated that Huawei is a long-term customer for the company and has cooperation in LCD and AMOLED. With the gradual increase of flexible AMOLED production capacity, The two sides are expected to further deepen cooperation.
Set Micro Comments: In the flexible screen cooperation, BOE should be open.
7. Resurrection! ZTE is accused of infringing 7 patents in the United States
Gathering micro-network news According to The Register, a British technology news website, Seven US mobile software developer filed a lawsuit against the Northern Texas US District Court in the United States, accusing ZTE Infringe on its seven patents, and use it for data transmission, battery management and notification software required for smart devices. In response, ZTE filed an appeal, claiming that its operating headquarters in the United States is located in New Jersey, so the Northern District of Texas The District Court has no jurisdiction over this patent litigation case. However, Barbara Lynn, the judge in charge of the case, dismissed ZTE’s claim and pointed out that according to federal law, as long as the company in the lawsuit of this case is located in the jurisdiction of the District Court of the Northern District of Texas Within the scope.
Set Micro Comments: ZTE patent lawsuits are normal and should not be related to trade wars.