Gathering micro-network news, June 27, During the Mobile Asia Expo in Shanghai, China Mobile, Sprint, and other operators joined 22 partners in the global terminal industry chain to jointly launch the 'GTI 5G Universal Module' at the GTI International Industry Summit. Plan (GTI 5G S-Module Initiative)', Ziguang Zengru joined as the first members.
It is reported that the official launch of the 'GTI 5G Universal Module Project' will further reduce the threshold for terminal applications in the 5G industry and promote the maturity and scale of the 5G industry.
In addition to Ziguang Zengrui, other companies involved in the 5G Universal Module Industry Cooperation Program include China Mobile, Sprint and other carriers, Intel, MTK, Huawei, ZXT, and Broadcom and other chip module companies, and Hewlett-Packard, Lenovo, Huawei and millet and other industrial enterprises.
With the freezing of 5G NR (new air interface) standards, 5G has become a new round of industry focus and industry opportunities while accelerating its commercial use. As the world's top three mobile phone chip design company, Ziguang Zengrui has passed 2G, After the accumulation of 3G and 4G eras, the number of chip shipments per year has exceeded 700 million. In the face of the upcoming 5G, Ziguang Zengrui is stabilizing the low-end market, and on the other hand, it is fully advancing 5G to become one of the best chip designs in the world. the company.
In 2018, Zhan Rui opened the '5G chip global leading strategy' in 5G R&D, including China Mobile, China Telecom, China Unicom, Intel, Huawei, ZTE, Ericsson, Datang, Shanghai Bell, Keysight, Rhodes Together with Schwartz, Galaxy Highlights and other partners, we are committed to building China's 5G high-end chips and becoming one of the world's leading brands of 5G chips.
At the IMT-2020 (5G) Summit held in Shenzhen last week, Wang Jingming, chief operating officer of Ziguang Zhanrui Technology Co., Ltd., said that from the end of this year to next year, the exhibition will fully enter the pre-commercial stage, and it is expected to be pre-commercial by 2019. In 2020-2021, we will welcome large-scale 5G terminal commercialization. In 2023, we will welcome commercial use in the whole industry. As a backbone semiconductor company in China, Zhan Rui has already prepared for the arrival of NSA and SA. (Proofreading/Sunset)
2. Meitu announced that it will enter the chip field. Push the self-developed MT-AI image processing chip.
Netease Technology News June 27 news, Meitu company officially released the Mito T9 standard version of colleagues, announced that the next step will enter the chip field, the introduction of self-developed MT-AI image processing chip.
Meitu said that the company's current exploration of mobile image processing technology has encountered hardware performance constraints. Existing mobile phone hardware cannot timely support some cutting-edge imaging technologies that require huge amounts of computation, such as night vision camera noise reduction processing. To this end, Mito actively seeks breakthroughs in hardware beyond cloud processing software solutions.
In the planning of Meitu, the self-developed MT-AI chip can speed up the beautification of the picture, improve the efficiency of the R&D team, realize many imaginations that could not be realized before, and finally make the mobile phone surpass the SLR camera and completely renovate the mobile phone photography.
At the same time, Mito phones also launched Mito beautymore skin detectors in conjunction with Mito Beauty, helping users manage their skin through intelligent hardware, making users beautiful in reality.
Prior to this, Mito's 'Reality became beautiful' was mainly achieved through software. In 2017, Mito Beauty went online and managed from the skin to make the user's skin more beautiful. Based on massive data and AI skin technology, Users can understand their skin conditions through a selfie and get targeted skincare recommendations and product recommendations.
The skin tester for anti-ageing test launched this time, Mito stated that beautymore can obtain more data than optical photogrammetry through contact-type skin detection, and realizes a stop from detection-tracking-analysis-recommendation. Service, make the user's skin management more scientific and accurate.
Wu Xinhong, founder and CEO of Meitu Co., Ltd., said that Mito will introduce more beautiful smart hardware and services in the future. Netease Technology
3. Rejected PPT made 'core', Rokid CEO said voice AI chip has orders
Summary: Rokid CEO Misa pointed out that Rokid chips currently have millions of orders, not PPT cores.
AI startups have entered the field of chips. Misa CEO Rokid pointed out that Rokid chips currently have orders for millions of chips, not PPT chips.
On June 26, Rokid, the domestic artificial intelligence interactive technology company, held its first new product launch, Rokid Jungle, and released its own R&D AI voice chip, Rokid KAMINO18.
It is reported that the KAMINO18 is an AI-specific SoC chip. It integrates several core components such as ARM, NPU, DSP, DDR, DAC, etc. The overall integration of the chip is improved, and the size is equivalent to one dollar coin. Currently, the KAMINO18 mainly supports smart speakers. And children's story machine two major product areas.
Chip R&D is an area of high investment risk. How many customers and orders can a start-up company get? Rokid CEO Misa told reporters such as CBN that there are more than a few million films already set, 'so everyone shouldn’t worry about this issue. It also shows that the Rokid chip is mass-produced, not just on the PPT. 'The chip team, the former president of the Samsung Semiconductor Institute Zhou Jun led the team to join Rokid.
AI startups are entering the chip space. On the same day as the announcement, another artificial intelligence company, Si Bisi, announced that it will receive RMB 500 million in round D financing and will also launch smart voice chips. It is expected to be listed in the second half of the year.
In May, the artificial intelligence company Yun Zhisheng released the first-generation UniOne Internet of Things AI chip and its solution, Swift. At that time, Yun Zhisheng founder, CEO Huang Wei, said that if the cloud knows no chip, it will die. In this regard, Misa said that the companies that make the speech will always do the chips, and 'now the top companies will do it'.
Most of the audio interactive devices on the market today are universal chip solutions. The disadvantages of the general-purpose chip solutions are obvious, low integration, high power consumption, and high cost. According to Rokid Beijing A-Lab leader Gao Peng, Kamino 18 compared to For general-purpose chips, power consumption can be reduced by more than 50% while improving performance. At the same time, integration can be increased by more than 30%, and costs can be reduced by more than 30%.
According to Misa, the chip that was released this time is TSMC's 40nm process. Like Sibischi, going out to ask questions, Rokid also chose to cooperate with Guoxin. Rokid said that the chip leader told first Financial reporter, In cooperation between the two parties, Rokid mentions architecture and performance requirements, Guoxin designs and manufactures chips and provides low-level bsp (board level support package), 'We are responsible for outputting os total solution based on rokid voice services.'
Misa said that Rokid is not a chip company, only the chip will be a very competitive element. 'If this competitive element does not exist, we will not do chips.'
As to why the cooperative approach was chosen, Misa told the First Financial Reporter that today's chips are basically SoCs, 'SoCs have 90% of them inside, and Rokid doesn't need to spend effort on all kinds of IP.' It is reported that KAMINO18 is based on DSA (DomainSpecificArchitecture specific domain architecture), using existing IP to be combined, 'SoC is now more architecture-level optimization, must be related to the business.'
Misa pointed out that unlike other AI startup companies, the biggest difference between 'Rokid' and Guoxin's cooperation is that we are from the OS (operating system) level to the entire algorithm level, up to the instruction set, to the optimization level, all provided by Rokid.
Previously, Huang Wei pointed out that for Yun Zhisheng, the core is not the purpose, just the starting point. Misa also stated that 'Rokid's chip is not based on the chip as the starting point. Because people in the industry know that the profit of the chip is particularly low. There is no on the market, I do it; if there is, I use it. '
At the press conference, Li Haibo, vice president of the Himalayan office and general manager of the hardware division, officially announced a strategic partnership with Rokid. The Himalayan child smart speaker Xiaoya Mini is also about to become an external product using Rokid KAMINO18. Li Haibo said that both parties will be deeply tied up. Taking full advantage of its advantages, Rokid provided technical solutions, and the Himalayas supported massive amounts of content. He created a new technology+content model and opened it to the industry. In addition, Misa also announced that KAMINO18 will soon support Amazon Alexa.
On the same day, Rokid also released portable smart speaker Rokid Me and the new AR Glass.
Founded in 2014, Rokid focuses on the artificial intelligence consumer market. It has released Aliant (aliens) and Smart Speaker (Pebble), both of which are smart devices used in home scenarios. However, Misa has always Stressing that Rokid is not a speaker company, after the release of the AI chip and AR Glass, Misa added that Rokid is a company that solves human-computer interactions. 'We set up an R&D team in Beijing and the United States. All research centers on future human-computer interaction. The links, display technology, interactive technology, our core purpose is to explore new ways of interaction and interactive experience.
4.Southeast University developed 'liver chip' with anti-alcoholic function
Xinhua Nanjing, June 27 (reporter Chen Xiyuan) The reporter learned from Southeast University that Professor Zhao Yuanjin of the State Key Laboratory of Bioelectronics of the School of Biological Sciences and Medical Engineering has developed a liver chip with functions such as hangover. ', can be used to develop antidote drugs or health products.
According to reports, 'organ microchip' is an emerging research field in the international medical community. Its principle is to use microchips that mimic the conditions of human blood circulation as a carrier, and to establish various types of 'bionic micro-organs' to achieve some functions of human organs. One of the major advantages of 'organ microchips' is that they can be run in vitro, allowing researchers to observe drug reactions instead of some living experiments.
In this study, the research group immobilized the enzymes involved in alcohol metabolism on the coding carrier and wrapped them into microcapsules using microfluidic electrospraying technology to form a liver-like biomimetic tandem enzyme-catalyzed system. The experimental results show that this The liver chip' exhibits a good initial metabolism of alcohol.
'The liver is an important detoxification organ for the human body. The development of a 'liver chip' with detoxification function is an important research direction for the 'organ microchip'. ' Zhao Yuanjin said that researchers can use the 'liver chip' to develop antidote drugs or health products in the future. Even developed artificial organs that can partially replace liver function.
Relevant results were recently published in the "Science Progress" sub-scientific.
5. China Labor Tech: 10G series chip is expected to achieve mass production in 2018Q3
Set micro-network news (text/Lee), June 27, China Labor Technology revealed on the investor interaction platform that the company's 10G series chips are expected to achieve mass production in Q18 in 2018.
Previously, China Labor and Technology also issued an announcement saying that in order to revitalize the company's existing assets, recover funds, and enhance the liquidity of assets, on February 28, 2018, the board of directors of the Huagong Technology Co., Ltd. sold its wholly-owned subsidiary, China Labor & Technology Co., Ltd. and TO through public listing. Packaging equipment.
It is reported that HCC was established in 1999 and listed on the Shenzhen Stock Exchange in 2000. It is the first high-tech enterprise in the capital market with laser as its main business. HG Technology takes the 'laser technology and its applications' as its main business, The formation of laser equipment manufacturing, optical communication devices, laser holographic pseudo-imitation, sensors, information traceability based on the industrial structure, based on the global 're-industrialization' development trends and their own characteristics, focus on the development of superior resources 'smart manufacturing' and 'of IOT' ' Two major business directions. The company's products are widely used in important fields such as machinery manufacturing, aerospace, automotive industry, steel and metallurgy, shipbuilding industry, communications networks, defense and military, and the market share is in the leading position in the industry. (Proofread/Lee)
6. Investment in the electronics industry for 18 years: There is an opportunity for semiconductors, and optical components have grown steadily
The overall growth rate was slower than that of the same period of last year. In the first quarter of 2018, the added value of China's electronic information manufacturing industry, export delivery value, main business income and fixed assets investment increased by 12.5%, 9.6%, 7.8% and 15.4% respectively. Compared with the first quarter of 2017, the overall growth rate was relatively slow, but it remained at a relatively high level compared with the overall industry. We have selected 82 listed companies that have issued interim results forecasts to analyze, and the overall number of 82 companies The growth rate of net profit was lower than that of the same period in 2017, and the growth rate of more company net profit was distributed in the range of 0 to 30%.
There is a breakthrough opportunity for power devices and memory chips, and automotive semiconductors can achieve stable growth. In 2018, the global semiconductor industry continued its popularity in 2017. In the first quarter, the top 15 semiconductor manufacturers in the world achieved a total revenue of 89.127 billion US dollars, a year-on-year increase. 25.6%; from January to April, China's semiconductor industry achieved a year-on-year growth of more than 15%, and the overall growth rate was far faster than the global average. From the perspective of specific subdivided fields, the current global power semiconductor market has a large capacity. , Low concentration. China's high-end power semiconductor products are less, in the automotive and other key areas of application is also lower than the global average, the market has a large localization space. In 2018, although the memory product prices have been pulled back, but We still maintain a high degree of prosperity. In recent years, China has been actively deploying in related fields. The three major storage companies are expected to try out production in the second half of this year. There will be strong breakthrough opportunities in the next few years. From the perspective of terminal applications, the current mainstream manufacturers are all The company will continue to expand its investment in the automotive IC field. The ICs for vehicles will have the best growth in the next five years, with an annual compound growth rate of 12.5%, which is higher than the industry average.
Optical products can achieve steady growth in many fields. With the rapid development of modern science and technology such as electronic science and the Internet, the application range of optical products has expanded from the initial film cameras and microscopes to mobile phones, security monitoring and many other fields. Since the international counter-terrorism situation has become increasingly complex, public safety has become a global focus. China's security video surveillance industry has also achieved rapid development. However, compared with some European and American countries, China's per capita camera level is very low. Security lens product application environment Poor, three to five years need to be replaced once again. Huge inventory and incremental demand will drive the rapid growth of the security lens. In addition to security applications, the development of the autopilot industry and the continuous upgrading of smartphone camera technology will also provide optical devices. Considerable demand. Cinda Securities