The Qualcomm delegation and Brain Corp executives came together. The Qualcomm delegation was led by a global vice president. He visited the Xingzhi Science and Technology Park in Nanjing Development Zone and visited the horizon. He disdained the technology and Nanpu Information Technology Industry Technology. Research Institutes and other artificial intelligence companies and new types of R&D institutions. It is reported that Brain Corp intends to find suitable partners in China, accelerating technology and products to take root in the Chinese market.
It can be seen that the focus of Qualcomm and Brain Corp's visit is the Nanjing artificial intelligence industry environment.
At present, Qualcomm is actively promoting its terminal AI strategy in areas such as smart phones, Internet of things, and smart cars, and at the same time accelerating the research and development of AI innovative technologies to build AI ecology.
American Brain Corp is an artificial intelligence software company invested by Qualcomm and Japan Softbank Vision Fund. It focuses on providing advanced machine learning and machine vision systems solutions for the next generation of driverless cars.
It is reported that the 'cluster effect' of the artificial intelligence industry in Qixia District of Nanjing is being demonstrated. There are more than 200 artificial intelligence enterprises in the Qixia Plate, and more than 1,000 high-level leaders and R&D personnel. In 2017, the output value of the artificial intelligence industry in Qixia District was nearly 8 billion yuan. Among them, the development zone is 5 billion yuan. Horizon, the despise science and technology where the Xingzhi Science and Technology Park is located in Qixia District, Turing Award winner Yao Qizhi led the team to set up the 'Nanjing Turing Institute of Artificial Intelligence' is also located in Qixia District.
As early as last year, Qualcomm cooperated with Nanjing. On September 9th last year, Qualcomm and China (Nanjing) Software Valley and Nanjing Ruicheng Huazhi Technology Co., Ltd. jointly established the "Nanjing Software Valley-United States Qualcomm Joint Innovation Center." The innovation The center is located in Yuhuatai Software Park, Yuhuatai District, Nanjing. It consists of an innovation lab and a display center. The exhibition center will mainly display the leading computing and connection technologies of Qualcomm, especially related platforms and solutions for the Internet of Things. China (Nanjing) ) Software Valley is China's largest R&D base for the communications software industry. It gathers more than 2,000 software companies and ranks among the top three in the country in terms of overall strength. (Proofreading/Xiaobei)
2. OV mobile chip backing, foreign investment Zambia’s operating quarter-by-quarter;
The European Department of Foreign Investment issued the latest research report for MediaTek, MediaTek continued to drive the mobile chip business, OPPO, vivo's shipment share continued to grow, and operations are expected to grow quarter by quarter.
The European Department of Foreign Investment said that MediaTek’s revenue in May re-emerged at the NT$20 billion mark, which was 7% higher than in April. In April, the revenue in May also reached 67% of the second quarter's financial results. According to the report, June revenues will fall within 3% as compared to May, and the financial results will be easily reached. Therefore, it is expected that MediaTek's revenue in the second quarter will have the opportunity to challenge the financial benchmarks, mainly due to the shipment of mobile chips. The obvious growth, the overall shipment growth to see 25% to 30%.
According to the European Department of Foreign Investment, in the third quarter, smart phone chips are still the core of Mediatek’s important performance growth. Its P60 and P20 are expected to further gain OPPO in the second half of the year. Vivo’s smart machine market share is expected to be its third quarter revenue season. Increased to see 16%.
MediaTek has introduced AI capabilities in its P-series smartphone chips to handle scene detection, face recognition, smart albums, power management, and app usage habits. It is believed that the low-end smartphone chip's artificial intelligence will spread in the market. Continue to promote MediaTek's smartphone chip market share in the second half of the year and 2019, will also drive average selling price and profit margin.
In addition, European-funded foreign companies are also optimistic about Mediatek's experience in product development. Its network processors, WiFi chips and power management ICs will continue to increase market share in the second half of the year to next year.
3. MediaTek plans to build an enhanced Helio P60 chip;
MediaTek's mid-range Helio P60 launched this year has performed exceptionally, attracting orders from domestic mobile handset manufacturers such as OPPO and vivo, and models like OPPO R15 and vivo X21i are equipped with MediaTek Helio P60 processors.
MediaTek is not satisfied with this, and industry sources have revealed that MediaTek is developing a higher-end chip. According to Digitimes, MediaTek plans to build an enhanced Helio P60 chip.
The chip is also positioned midrange, built on a 12nm process process, and will incorporate artificial intelligence. The enhanced version of the Helio P60 is expected to carry the latest Mali-G76 GPU from ARM (the MediaTek Helio P60 uses the Mali-G72 MP3. ).
The enhanced Helio P60 chip not only has more powerful performance, but also reduces power consumption further. Digitimes said that the chip is expected to debut in the second half of 2018.
Previously, the head of MediaTek's wireless communications products business unit revealed in an interview that MediaTek will focus on midrange devices, so MediaTek Helio P series chips will be the main product of MediaTek for a long time.
4. Chen Taiming: The Japanese factory releases a single giant with 95%.
Passive component Dachang Guotai Dongzao Chen Taiming stated yesterday (11) that the reason for the Japanese government to release the bill was because there was no profit. It was not because of the low level of technology. These specifications have their technical threshold, not everyone can accept. With 20 to 30% of items released during the year, the Guoju can take 95%, and there are no technical obstacles. GuoGuo will also expand the transfer orders issued by Japanese companies.
■2,500 legal persons participating in the legal system
Although Guo Jugang just finished the regular shareholders meeting, the number of global legal persons who participated in the Law Society yesterday was 2,500. The Japanese and South Korean analysts went online simultaneously, setting a record high since the establishment of the conference call company, not only slamming the Internet platform, but even because of traffic. Too large causes the communication to be interrupted several times. Guo Guo has provided video files after the meeting.
Chen Taiming further analyzed the dynamics of the Japanese plant. The Japanese plant is expected to stop accepting orders in March 2019. The market estimates that 20 to 30% of the items will be released on this day, and the items released by the Japanese giants will be able to accept 95% of the items. In the past, 2 to 3 Japanese factories also continued to release traditional products because of the attack on cars and vehicles. These release notes are a big technical threshold for the industry.
Chen Taiming believes that the imbalance between the supply and demand of laminated ceramic capacitors (MLCC) is the result of industrial restructuring. In the past, customers cut prices by 15 to 20% each year, resulting in no expansion of manufacturers or even withdrawing from the market; the Japanese plant strategically increased the price of high-capacity products in the past. In order to make up for the medium-to-high-capacity deficit, the current MLCC price has risen to the level of seven years ago. Short, in the medium term, the MLCC still maintains the supply gap, and the MLCC will maintain a relatively reasonable price in the future.
Although Japanese companies have TDK, Kyocera and other companies have released traditional markets, but Murata has the most indicators. According to statistics, the Japanese manufacturers to reduce production specifications cover medium size 0.1uF, 1uF, 4.7uF, 10uF, 22uF, According to Zhang Juwen, CEO of Guo Ju, these specifications are not low-level products that are not rumored without technology level. 'The reason why Japanese companies exit is because they have no profit, not because of low technology level'. Not all MLCC factories in Greater China have the ability to undertake .
■ Murata expansion does not affect the current supply and demand
Chen Taiming also generously responded to Murata’s capacity expansion. At present, everyone’s plant is full, and Murata’s expansion of car power will not affect the current supply and demand. Secondly, it will cover the plant and introduce equipment. It is expected that the volume will increase after 2020, and the capacity increase will be about 20 %, although it will pay attention to the car capacity, it is still far behind the needs of the car.
Chen Taiming stated that Guoda’s strategy is to consolidate the superiority of middle-to-high-end traditional products, and to use vehicles, work regulations, modular technologies, and high-end product technology layouts, through the acquisition of PSI and public acquisition of Junyao-KY. Guo Ju has a more complete layout of vehicle and work regulations to enhance its international competitiveness and market share of customers in Europe and the United States.
In order to prepare for the peak season, Guo Guo will also pull up its inventory. Chen Taiming stated that Guocai's inventory turnover days in the first quarter were 54 days. They were deducted from the journey. The finished goods in the warehouse were 35 days later, and there was a distance from the 60 days of healthy days. To cope with the onset of the peak season and provide better services to customers, Guo Ju will increase the stock to 45 days in the second quarter.
5. Chen Taiming talked about the passive components expansion can not keep up with demand;
The leader of the passive component faucet Guo Ju held an online law meeting yesterday (11th). Regarding the supply and demand of the market most concerned to the outside world, Chairman Chen Taiming reiterated that he did not see the phenomenon of passive components being out of stock, even if each factory expanded its production capacity. Supply still lags behind market demand.
Chen Taiming revealed that when the country’s giant cash position was described, the current monthly net cash inflow was more than two billion yuan, sufficient to meet the cash dividends, capital expenditures, follow-up whether to raise debts or raise funds, it will evaluate the best plan. His statement, On behalf of the country's giant current profitability at each stage of the month, it stood above the high level of 7.43 yuan per share after tax per share in April.
According to the legal person, GuoGuo will shift the focus of this year's price increase from last year's multilayer ceramic capacitor (MLCC) to chip resistors. Chen Taiming said that chip power hinders environmental regulations and restricts production capacity, as well as the upstream substrate shortage and material cost increase, affecting market supply. And the selling price, the current order shipping ratio is greater than 3.
The country’s giant held an online law meeting yesterday, and the market re-emerged with a betting market, incentivising the stock price to hit a historical high of 1,255 yuan, and eventually rose by 30 yuan to 1,210 yuan. During the 80-minute legal seminar, the legal person focused on passiveness. Component supply and demand and price.
In particular, the global MLCC leader Murata Manufacturing Co., Ltd. withdrew from specific products and announced plans to expand factories, as well as major OEMs, EMS plants in response to MLCC out of stock, adequate inventory and the impact of successive design changes on the market.
The legal person asked whether the price of MLCC could be maintained. Chen Taiming believes that in the past, customers asked for a price reduction of 15% to 20% each year. Many manufacturers will not expand or exit the market because the price is too low. Currently, the price of MLCC returns to about seven years ago. Standards, production capacity returns to a reasonable profit space, the market should be happy to see such transfer.
Chen Taiming believes that MLCC's supply and demand imbalance continues, machinery and equipment delivery time sees 18 months, and the speed of new production capacity cannot keep up with market demand. It is expected that the imbalance between supply and demand may continue into the short to medium term in the future, and the MLCC price will maintain a relatively reasonable range.
The legal person is also concerned that some of the foundries already have enough spare parts inventory for the second to third quarters, and that the foundry has changed the design. Is reducing the MLCC usage or switching to the specifications that are not out of stock, will it change the status of the shortage?
He pointed out that from the internal data, it has not seen the supply of passive components to ease; and changing the design will affect product efficiency and reliability, and may become a single supplier, this part is left to the customer to decide, but the chance is not. daily
6. Winbond: In the second half of the year, the memory market is in short supply;
Memory manufacturer Huabang Power held a shareholders' meeting yesterday (11th) and successfully passed a cash dividend of RMB 1 per ordinary share this year. Chairman of Huabang Electric, Mr. Jiao Youyi, said that the situation of being called by the customer last year had improved and remained promising. In the future, memory demand will continue to grow. With the expansion of capacity and customer demand, Winbond will see overall operating performance grow and achieve another year's success.
According to Zhan Dongyi, General Manager of Winbond, the memory market conditions are good in the second half of the year and DRAM and NAND/NOR Flash orders are plentiful, and the demand for production is in short supply. This is mainly due to the emergence of new applications such as the Internet of Things and artificial intelligence to drive the use of memory capacity and the number of particles. Zooming in gradually. Cypress also rallied NOR Flash prices as large manufacturers such as Samsung raised DRAM prices. Although Zhan Dongyi does not directly comment on whether price increases in the second half of the year, he said that he will follow the pace of the Dachang plant.
Winbond’s regular shareholders’ meeting yesterday passed last year’s financial report, with consolidated revenues rising to RMB 47.592 billion and net profit attributable to the parent company of RMB 5.551 billion, a record high for 17 years. The net profit per share was RMB 1.54. The shareholders’ meeting also passed this year’s share offering. 1 yuan in cash dividend. Winbond has continued to operate this year, with consolidated revenue of 12.156 billion yuan in the first quarter, and net profit attributable to the parent company after tax of 1.572 billion yuan, but nearly 1.3 times higher than the same period last year. Net profit per share reached 0.40 yuan. yuan.
In response to Winbond’s operation this year, Jiao Youyi stated that last year, the situation of shortage of storage was severe, resulting in excessive inventory for customers. In the first half of the year, customers digested inventory, but the market of Huabang Electric was very fragmented with less impact. In the past year, state-of-the-art code memory flash memory shipped a total of 2.7 billion chips, with a market share of 30 to 35%, which meets customer needs and has great responsibility for maintaining the industry's supply and demand health.
Jiao Youyi stated that with the rapid development of Internet of Things, automotive electronics, cloud computing, and big data, the overall memory demand has grown very rapidly. Winbond will strive to achieve a balance between supply and demand in the NOR Flash market. The demand for NOR Flash continues to grow. The expansion of Winbond must be faster than the market. In the second half of the year, the economy appears to be doing well. The actions taken by customers to reduce inventory are significantly slowed down. Order repatriation is also expected to increase significantly.
Mr. Zhan Dongyi emphasized that Winbond made an important milestone last year. The proportion of DRAM and NOR/NAND Flash revenue is almost the same, and it will become two growth momentum of Winbond. One of the benefits will make Winbond's operations stable and not subject to single The impact of the changes in the memory market, the second benefit is that in the future, when the new plant is built, there will not be too many problems in technology and capacity allocation. In terms of DRAM, the 38-nanometer production process independently developed has been mass-produced and will be converted into 25-nm in the second half of the year. The new plant will enter the 20-nanometer generation after it is launched.