1, college enrollment expansion, talent subsidies, China's continuous training of integrated circuit personnel
As the largest source of integrated circuit talents, China has made a series of layouts for the training of integrated circuit talents in colleges and universities. In the past two years, the expansion of microelectronics colleges or microelectronics has become a trend. The second-tier cities that vigorously develop integrated circuits have to retain talents. The introduction of talent policy, while increasing the employment prospects of integrated circuit talents, can also enjoy different levels of subsidies.
Episode: More introduction of overseas talent is the foundation for the development of integrated circuit industry.
2, a wholly-owned subsidiary of Vail Shares intends to acquire a 198,826% stake in Beijing Haowei
On July 2, Shanghai Weir Semiconductor Co., Ltd. (hereinafter referred to as 'Company'), a wholly-owned subsidiary of Weir Semiconductor Hong Kong Co., Ltd. ('Hong Kong Weir'), intends to acquire SeagullStrategic Investments (A1), LLC in cash (below) Referred to as 'Seagull Battle A1'), Seagull Equity Investments (C1), LLC (hereinafter referred to as 'Seagull Battle C1'), Seagull Equity Investments (C1-Int'l) (Hong Kong) Limited (hereinafter referred to as 'Seagull Battle C1 International ' ) The three companies hold a total of 1.9826% equity of Beijing Haowei Technology Co., Ltd. (hereinafter referred to as 'Beijing Haowei').
Set micro-comment: Vail acquired Haowei in progress.
3, optimistic about Spirit or become the second Huiding? MediaTek talks about the future three growth engines
Under the market trend of AIOT, the three major growth engines identified by MediaTek's smart device business group include: First, artificial intelligence; Second, intelligent connection, including WiFi and NB-IoT technology; Third, ASIC product line. In addition, MediaTek recently Participated in the investment of a very competitive AI company. On June 26, Suzhou's artificial intelligence company, Spirit, announced that it has received D round of RMB 500 million financing, led by Yuanhe Holdings, China Minsheng Investment Group, and Shenzhen Venture Capital. , Foxconn, MediaTek and investment. Lianfa Technology Deputy General Manager and General Manager of the Intelligent Equipment Business Group, You Renjie said that in fact, the reason for investing in Si Bi Chi and MediaTek before investing in Huiding is the same, and it will be the second. Home Huiding, strong cooperation can further enhance MediaTek's market competitiveness.
Episode: It is difficult for MediaTek to find the second Huiding, and the investment income is too high.
4, the core integrated debt ratio tends to 70%! In order to avoid more digging, and the ship IPO details exposure
As one of the pillar enterprises of Taiwan's semiconductor industry in China, why did UMC promote its subsidiaries and ships to apply for listing in the mainland? For the reason, UMC's chief financial officer Liu Qidong said: First of all, China's full-speed development of the semiconductor industry, the industry is very serious, and The ship's brain drain rate last year was as high as 15% to 20%. If it can provide an equity-linked reward mechanism, it will definitely help retain talents. Secondly, the core integration has just started, and the current working capital is mainly to local banks. The debt ratio has approached 70%. If the lower cost of funds can be obtained from the capital market, not only will the financial structure be significantly improved, but UMC can also keep funds in Taiwan.
1. The use of the stock market to attract foreign semiconductor manufacturers localization is one of the important ways for the mainland to develop integrated circuit industry.
5, well-known Apple analyst: The new iPhone will not mimic OV's removable lens solution
In order to achieve the highest possible screen ratio and maintain the positive integration of the full-screen mobile phone, domestic mobile phone manufacturers vivo and OPPO have taken a different approach, adopting the design ideas of mobile components in their latest flagship NEX and Find X. Apple's well-known analysis Horace Dediu believes that Apple's next-generation iPhone should avoid, and will not adopt, the OV design to ensure its position as a smartphone leader. Horace Dediu said that mobile components are more prone to wear than traditional components, and that mobile phones Abandoning the waterproof function, but many flagship machines including the iPhone are using waterproof as a standard. 'Removable components are not a good idea, there are many reasons, slow, easy to damage, and dirt, not waterproof , distracting, and costly', Horace Dediu thinks this is a design with more advantages than advantages.
Episodes: OV mobile camera at least out of its own innovative road.
6, victory precision contract OPPO, the future increase in glass cover income of 2 billion -3 billion
On July 2, Shengli Precision announced that Anhui Zhicheng, a wholly-owned subsidiary of Zhicheng Optics, a wholly-owned subsidiary of the company, signed a Strategic Cooperation Framework Agreement with OPPO to jointly develop OPPO mobile terminal glass cover cooperation. It is disclosed that Anhui Zhicheng will supply 2.5D or 3D glass cover not less than 5,000 pieces/month in the cooperation cycle starting from July 2018. According to the strategic cooperation framework agreement signed by the two parties, the mobile terminal glass cover The purchase agreement of the board, with reference to the market price of the glass cover and the net profit margin of the company in the glass cover business in 2017, it is estimated that the company will increase the revenue of the glass cover by 2 billion yuan in the next 12 months from the second half of 2018. 3 billion yuan, is expected to increase net profit of more than 200 million yuan, accounting for more than 30% of the company's audited net profit attributable to owners of the parent company in the previous year. Shengli Precision Stock Co., Ltd. resumed trading on July 3, 2018.
Episode: If the mobile phone supply chain can't enter the four major brands, it is difficult to operate.
7, OPPO's overseas patent 'weapon' with you
When the World Cup is in full swing, Guangdong Opal Mobile Communications Co., Ltd. (hereinafter referred to as OPPO) has released the Find X mobile phone endorsed by Brazilian star Neimar in the Louvre in Paris, which has earned enough attention from all walks of life. OPPO has explored new mobile phone models in the future, and OPPO's ambition to enter the European market. Since 2016, OPPO's overseas patent distribution has been increasing. As of June 2018, OPPO has filed more than 26,000 patent applications worldwide. 5,500 of them have been authorized, which is not only the embodiment of OPPO technology innovation, but also lays a solid foundation for the overseas market. OPPO is not only in the top of the number of patent applications, but also strictly controls the quality of patents. The reward system encourages high-quality patents that can form barriers. OPPO has developed a set of effective mechanisms to promote patent quality improvement from the source of research and development, patent application writing to internal review.
1. Micro-review: The number of patents is good, and the quality of patents is more important.