1. The National Development and Reform Commission and CCB jointly initiated the establishment of a 300 billion yuan strategic emerging industry development fund
The National Development and Reform Commission and China Construction Bank will establish a strategic cooperation mechanism to support the development and expansion of strategic emerging industries. They jointly initiate the establishment of a national-level strategic emerging industry development fund, and further attract social funds through the establishment of sub-funds, etc. The target size is about 300 billion yuan. The fund will specifically invest in new strategic industries such as new-generation information technology, high-end equipment, new materials, biology, new energy vehicles, new energy, energy conservation and environmental protection, and digital creativity to support strategic emerging industries. Construction, highlighting leadership and pillars, give priority to nurturing and vigorously developing a group of strategic emerging industrial clusters, and build a new pillar of the industrial system.
Set micro-reviews: Support IC industry, the country has more than a large fund, multi-country funds have been involved.
2, Accuracy Increases 50%! Huiding Technology Exclusively Provides Under-the-Screen Fingerprint Solutions for vivo NEX
The vivo AI smart flagship mobile phone NEX is released on the 12th. It is reported that Huiding technology brings the world's leading optical fingerprint technology (IN-DISPLAY FINGERPRINT SENSOR) to offer exclusive optical fingerprints for vivo NEX, and provides an exclusive capacitive fingerprinting scheme. The solution adopts a new optical design to provide higher fingerprint resolution. The accuracy of the fingerprint image is increased by 50%, and the unlocking speed is increased by 10%, so as to achieve better unlocking performance and user experience, and the impact of the mobile phone's film on unlock performance is greatly reduced. In line with the user's daily usage habits; and optimized fingerprint module design, groundbreaking fingerprint chip design as an independent device in the terminal product, the fingerprint module no longer fits on the screen, to release more space for the whole machine, At the same time greatly simplify the manufacturing process and production of commercial difficulties.
Set Micro Comments: The large-scale production of fingerprint identification under the top screen can make up for the decline in sales of general fingerprints.
3, UMC's 8-inch capacity full-load price increases, 14nm mining chip orders to Q3
UMC stated at the shareholders’ meeting on the 12th that its 8-inch plant was full of orders, and due to the obvious increase in silicon wafer prices, resulting in higher costs, the company has increased its 8-inch OEM prices since June, gradually shifting some of the cost increase. To customers, and planning for the production capacity of their sub-stations and shipyards, it is expected to start at the end of this year as soon as possible. In addition, UMC has not pursued other foundries on the advanced manufacturing process, but 14 nanometers has completed R&D and put into mass production, and has entered into digging. Mining market, to undertake cryptocurrency mining ASIC chip orders, orders until the third quarter are fully loaded. UMC's 14-nanometer process currently has a monthly capacity of about 3,000, driven by strong mining demand, the third quarter will remain fully loaded.
Set micro-reviews: The foundry's full production capacity also gave grounds for the large-scale construction of fabs across the continent.
4. Two Compass Industrial Parks: One bad end, one full of mysteries!
With the Beidou satellite speeding up its networking, some investors and local governments have raised funds in recent years to give support to the construction of various industrial parks under the banner of Beidou. Half-monthly reporters recently discovered in Chongqing that two Beidou industries have been building for years. Park, one of the worst commercial developments in the world, is still full of ups and downs. However, R&D is full of mystery. The industry believes that the BeiDou navigation and positioning industry has a high technical threshold and a strong market-oriented nature. If not carefully screened, blind spots can be found everywhere. The above projects and support will not only cause waste of resources, but will also impact the cultivation of Beidou’s military and civil-industry industries.
Set micro-reviews: Local governments like to build industrial parks to guide the industry, but if they do not understand the industry, they are often used as an excuse for enclosures.
5, This year, the shipment of fingerprint chips is expected to drop by 10%
On June 11, a report released by Sigmaintell, a market research organization, showed that due to the low global terminal demand and the impact of pre-inventories, fingerprint chip makers placed orders cautiously and conservatively. It is estimated that in 2018, global shipments of fingerprint chips will be approximately 970 million yuan. In the first quarter of 2018, global shipments of fingerprint chips were about 200 million, a decrease of about 26% year-on-year. With the increase in the share of smartphone screens, structured light and fingerprints under the screen became Biometrics has two development directions. Group Intelligence Consulting pointed out that the maturity of the fingerprint supply chain under the optical screen is relatively high, and suppliers have a good mass production base. It is estimated that the supply of fingerprint identification chips under the global optical screen will be about 20 million in 2018. , Xinsi Technology, Huiding Technology and other design companies and Ophelia Technology and other module companies will directly benefit.
Set Micro Comments: Shipments of fingerprint chips declined, but shipments of Face ID will rise.
6, 'LCD Bone' microspheres are monopolized by Japan, what is stuck on our neck
Microspheres, the basic materials of modern industry, are monopolized by foreign companies. In the field of microelectronics alone, China will import micro-balloons worth several billion yuan each year. This kind of ball has a diameter of one-thirtieth of hair thickness. With it, the LCD screen you are staring at will not be able to produce. 'In 2017 China's LCD panel shipments reached 33% of the world's total, with an industry scale of about 100 billion US dollars, ranking first in the world. But the key in this panel Materials—spacer microspheres, and conductive gold balls, are available only in Japan and one or two companies worldwide. These materials are also like chips, giving people stuck on their necks. “National” Thousand Talents Program” expert, Suzhou Nano Dr. Jiang Biwang, chairman of the technology company, said.
Set Micro Comments: If you do not control the component device, you control the core technology. You do not control the core technology to get rid of Europe and the United States, because the upstream is still a monopoly of Europe, America and Japan.
7. The settlement of Xiaomi and Ericsson, the Xiaomi mobile phone equipped with MediaTek chips, returns to the Indian market
According to foreign media BGR reports, millet and Ericsson’s patent disputes in India have been resolved. This also means that Xiaomi mobile phones using MediaTek chips will be expected to return to the Indian market. On December 11, 2014, Ericsson allegedly infringed on the ARM. 8 patents, such as EDGE, 3G and related technologies, Xiaomi was in India by India and appealed to the High Court of Delhi, India. Subsequently, Xiaomi Company took the initiative to 'blew the blood' in accordance with the conditions of 'pre-paid for 100 Indian rupees per court' on each device. Temporary access to the use of Qualcomm chips to continue the sales of mobile phones. And equipped with MediaTek chips are still in the 'forbidden' state.
Set Micro Comments: Xiaomi has signed a patent licensing agreement with Nokia, Microsoft and other companies. I believe that signing with Ericsson will not be too long.